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Macro Horizons

Latest episodes

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Jun 14, 2019 • 27min

In Powell We Trust - 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 June 17th, 2019, and respond to questions submitted by listeners and clients.
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Jun 7, 2019 • 27min

Well, it Was a Good Run - 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 June 10th, 2019, and respond to questions submitted by listeners and clients.
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Jun 3, 2019 • 37min

Trump's Chinese Chess Match - Monthly Roundtable

This month we present a roundtable discussion on the US-China trade war. As the trade dispute escalates, we analyze the potential impact on US and Canadian growth, interest rates, spreads, foreign exchange, and monetary policy. While not our base case, we also examine the potential implications of China embarking on a large-scale US asset sale program.
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May 31, 2019 • 24min

Another Week, Another Rally - The Week Ahead

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of June 3rd, 2019, and respond to questions submitted by listeners and clients.
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May 24, 2019 • 28min

Summer is Coming - 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 May 27th, 2019, and respond to questions submitted by listeners and clients.
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May 17, 2019 • 26min

Like Kanye Loves Kanye - 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 May 20th, 2019, and respond to questions submitted by listeners and clients.
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May 15, 2019 • 43min

The Battle for Basis Points - Monthly Roundtable

This month, our roundtable discussion is a live recording from one of our annual client events in Toronto on May 7th, 2019. We focus on our outlook for US Rates, high-quality spreads, and the Fed, including a discussion on major risks to our base case scenario and questions from the audience.
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May 10, 2019 • 27min

Steepening Base Camp - 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 May 13th, 2019, and respond to questions submitted by listeners and clients.
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May 3, 2019 • 28min

Seasonal Bull Run - 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 May 6th, 2019, and respond to questions submitted by listeners and clients.
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Apr 26, 2019 • 28min

Cycle: Endgame - 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 29th, 2019, and respond to questions submitted by listeners and clients.

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