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
May 23, 2024 • 20min
Sliding Into Summer
Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of May 27th, 2024, and respond to questions submitted by listeners and clients.
May 16, 2024 • 21min
Rebooting the Rally
Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of May 20th, 2024, and respond to questions submitted by listeners and clients.
May 9, 2024 • 20min
CPI, or CP-Why?
Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of May 13th, 2024, and respond to questions submitted by listeners and clients.
May 3, 2024 • 17min
Fun back in Refunding
Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of May 6th, 2024, and respond to questions submitted by listeners and clients.
Apr 26, 2024 • 20min
Mayday! Mayday!
Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of April 29th, 2024, and respond to questions submitted by listeners and clients.
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.
