
Macro Horizons
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
Latest episodes

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.

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.

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.

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.

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.

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.

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.

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.

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.

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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