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
Dec 13, 2019 • 25min
Fading the Phase - 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 December 16th, 2019, and respond to questions submitted by listeners and clients.
Dec 12, 2019 • 27min
Trading 2020: Top Themes for the New Year - Monthly Roundtable
Margaret Kerins is joined by Greg Anderson, Dan Belton, Michael Gregory, Jon Hill, Ian Lyngen and Ben Reitzes to discuss and debate the top themes that will shape the market in 2020.
Dec 6, 2019 • 25min
Powell to the People - 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 December 9th, 2019, and respond to questions submitted by listeners and clients.
Nov 27, 2019 • 28min
"Four Day Weekend" - 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 December 2nd, 2019, and respond to questions submitted by listeners and clients.
Nov 22, 2019 • 25min
Deep Fried Turducken - 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 November 25th, 2019, and respond to questions submitted by listeners and clients.
Nov 15, 2019 • 26min
And The Tweet Goes On - 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 November 18th, 2019, and respond to questions submitted by listeners and clients.
Nov 8, 2019 • 27min
Trading Phases - 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 November 12th, 2019, and respond to questions submitted by listeners and clients.
Nov 6, 2019 • 19min
The Danger Zone - UK Election Flash-Cast
Margaret Kerins and Stephen Gallo discuss Brexit developments and the upcoming UK elections.
Nov 1, 2019 • 29min
Reassession Risk - 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 November 4th, 2019, and respond to questions submitted by listeners and clients.
Oct 31, 2019 • 31min
Echoes of 2001 - Monthly High Quality Spreads Roundtable
Dan Krieter and Dan Belton share their thoughts on credit spreads for the month of November. Topics include the impact of the ongoing yield grab environment, light issuance, and narrowing swap spreads on credit spreads thus far in 2019 and why the outlook of each of these factors could bring wider spreads into year-end and early 2020.
