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Macro Horizons

Latest episodes

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Apr 18, 2024 • 19min

38 Days Later

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of April 22nd, 2024, and respond to questions submitted by listeners and clients.
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Apr 11, 2024 • 20min

Paying for Lower Yields

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of April 15th, 2024, and respond to questions submitted by listeners and clients.
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Apr 5, 2024 • 19min

Don't Look Now

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of April 8th, 2024, and respond to questions submitted by listeners and clients.
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Mar 27, 2024 • 21min

Dancing in the Range

Market analysts Ian Lyngen, Ben Jeffery, and Vail Hartman discuss the stability of 10-year yields post-FOMC meeting, Japanese intervention's impact on treasuries, Fed's rate cuts, inflation-unemployment correlation, and upcoming economic indicators influencing the U.S. rates market direction.
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Mar 22, 2024 • 21min

Easy Doves It

Analysis of recent monetary policy events, global fixed income impact, rate cut expectations, Fed policy signals, QT tapering announcement, market response to Fed policy, potential rate cut in June, and economic data anticipation.
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Mar 15, 2024 • 20min

The Madness of March

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of March 18th, 2024, and respond to questions submitted by listeners and clients.
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Mar 8, 2024 • 24min

CP-Ides of March

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of March 11th, 2024, and respond to questions submitted by listeners and clients.
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Feb 29, 2024 • 20min

Marching On

In this podcast, experts analyze the recent treasury market performance, Fed's rate cut debate, market dynamics, investor sentiment, economic indicators, job market trends, and Fed messaging. They discuss the impact of core PCE numbers on the 10-year yield, effectiveness of monetary policy interventions, and potential challenges for the Fed in adjusting economic indicators and messaging as core inflation may reaccelerate in 2024.
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Feb 23, 2024 • 20min

A Rally, Deferred

Exploring the Fed's cautious stance on potential rate cuts despite positive economic indicators and rising inflation. Discussions on market shifts, bond market influence, and factors guiding Fed's decision-making. Analyzing recent market moves, treasury market dynamics, and upcoming auction schedules with insights into Fed speakers and rate cut scenarios.
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Feb 15, 2024 • 19min

Divergence Emergence

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of February 20th, 2024, and respond to questions submitted by listeners and clients.

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