Macro Horizons
BMO Capital Markets
BMO strategists discuss the week ahead in U.S. rates and global trends in the FICC macroclimate. Ian Lyngen, Ben Jeffery, and Vail Hartman provide weekly updates on the Fixed Income, Currencies, and Commodities (“FICC”) markets, bringing you thoughtful and timely insights on the U.S. Rates market and respond to questions submitted by listeners and clients. Macro Horizons delivers relevant and insightful commentary to help investors navigate the ever-changing global market landscape. For legal disclosure, visit http://www.bmocm.com/macrohorizons/legal
Episodes
Mentioned books
Apr 9, 2020 • 27min
Fauci’d - The Week Ahead
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of April 13th, 2020, and respond to questions submitted by listeners and clients.
Apr 8, 2020 • 21min
Quantifying the Quarantine - High Quality Spreads
Dan Krieter and Dan Belton share their thoughts on the impact of the Covid-19 economic shutdown on credit and swap spreads. Topics include the Fed’s corporate credit facilities, potential for ratings downgrades to spike, the likely path of Libor, and discussion around the potential reopening of the economy.
Apr 3, 2020 • 25min
Pandemic Fatigue - The Week Ahead
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of April 6th, 2020, and respond to questions submitted by listeners and clients.
Apr 1, 2020 • 34min
Socially Distant Market Strategy - Monthly Roundtable
Margaret Kerins with Ian Lyngen, Greg Anderson, Stephen Gallo, Dan Krieter, Ben Reitzes, Dan Belton, Jon Hill, and Ben Jeffery from our FICC Macro Strategy team discuss their thoughts on the potential market implications of the economic shutdowns in the backdrop of massive monetary and fiscal interventions. They also cover key data points and virus trends to focus on in coming months to determine when the light at the end of the tunnel should begin to brighten.
Mar 27, 2020 • 28min
It's Still Q1? - The Week Ahead
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of March 30th, 2020, and respond to questions submitted by listeners and clients.
Mar 20, 2020 • 24min
Are We There Yet? - The Week Ahead
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of March 23rd, 2020, and respond to questions submitted by listeners and clients.
Mar 13, 2020 • 25min
Echoes of 1987 - The Week Ahead
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of March 16th, 2020, and respond to questions submitted by listeners and clients.
Mar 6, 2020 • 28min
Zero Funds Game - The Week Ahead
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of March 9th, 2020, and respond to questions submitted by listeners and clients.
Feb 28, 2020 • 25min
Your Move JP - The Week Ahead
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of March 2nd, 2020, and respond to questions submitted by listeners and clients.
Feb 26, 2020 • 23min
Breaking Down the Breakout - Monthly Roundtable
Margaret Kerins, Ian Lyngen, Stephen Gallo, Dan Belton, Jon Hill, and Ben Jeffery bring you their thoughts on the most pressing and reoccurring client questions in light of the massive flight to quality.
