Macro Horizons

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of February 12th, 2024, and respond to questions submitted by listeners and clients.

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

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

Discussion on recent developments in the US rates market, including potential delay in rate cuts. Exploring the Federal Reserve's monetary policy and market expectations of a rate cut in March. The impact of Fed actions on financial conditions and real estate market. Ongoing risks in Yemen and China's recovery and their impact on oil prices and the US rates market. Close monitoring of market trends and challenges in underwriting supply.

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.

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.

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.

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.

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.

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.