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Macro Horizons

Latest episodes

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Jan 12, 2024 • 18min

Government Bond Work

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of January 16th, 2024, and respond to questions submitted by listeners and clients.
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Jan 5, 2024 • 20min

Stormy January

The hosts discuss the recent payrolls report and its impact on the market, forecast higher rates on two-year and ten-year bonds, evaluate the market's pricing of the Federal Reserve's expectations in the first quarter, discuss potential reasons behind the Fed's dovish stance, and address challenges in bringing core inflation back to target.
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Dec 21, 2023 • 21min

Out Like a Bull

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of December 26th, 2023, and respond to questions submitted by listeners and clients.
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Dec 15, 2023 • 20min

Perils of Proactive

This podcast analyzes the recent developments in the US rates market and the shift in the FOMC's 2024 projection. It explores the Fed's considerations on interest rate cuts and their efforts to manage a soft landing in the economy. The discussion also covers the Fed's dovish stance, market rally, potential consolidation, and the recalibration of the Treasury market, auctions, and inflation expectations.
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Dec 8, 2023 • 24min

The One Where They Talk About the Outlook

Discussion on rate cuts, rate forecasts for 2024, risks to US rates outlook, potential threat of unemployment rate surge, risks to the economy and financial markets, Federal Reserve's approach to inflation and term premium.
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Dec 1, 2023 • 21min

Long Winter, No Nap

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of December 4th, 2023, and respond to questions submitted by listeners and clients.
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Nov 22, 2023 • 21min

For the Birds

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of November 27th, 2023, and respond to questions submitted by listeners and clients.
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Nov 17, 2023 • 20min

Breaking the Wishbone

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of November 20th, 2023, and respond to questions submitted by listeners and clients.
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Nov 9, 2023 • 23min

Falling Back

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of November 13th, 2023, and respond to questions submitted by listeners and clients.
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Nov 3, 2023 • 19min

Terminal is Nigh

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of November 6th, 2023, and respond to questions submitted by listeners and clients.

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