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
Oct 20, 2023 • 21min
5-Handle 10s
Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of October 23rd, 2023, and respond to questions submitted by listeners and clients.
Oct 13, 2023 • 20min
Anxious in Autumn
Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of October 16th, 2023, and respond to questions submitted by listeners and clients.
Oct 6, 2023 • 20min
Approaching Handle Change
Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of October 10th, 2023, and respond to questions submitted by listeners and clients.
Sep 28, 2023 • 20min
Fourth Quarter Kickoff
Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of October 2nd, 2023, and respond to questions submitted by listeners and clients.
Sep 21, 2023 • 19min
Dot Plot Twist
Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of September 25th, 2023, and respond to questions submitted by listeners and clients.
Sep 15, 2023 • 21min
Dotting the 'I's and Eyeing the Dots
Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of September 18th, 2023, and respond to questions submitted by listeners and clients.
Sep 8, 2023 • 18min
Wasting Away in Consolidationville
Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of September 11th, 2023, and respond to questions submitted by listeners and clients.
5 snips
Sep 1, 2023 • 21min
Preparing for the Fall
This podcast discusses the implications of the recent payrolls report on the treasury market, predicts an increase in the future unemployment rate, analyzes labor market dynamics and challenges for monetary policy makers, explores the Fed's stance on balance sheet and inflation target, and explores the impact of interest rates on risk asset valuations.
Aug 25, 2023 • 24min
Summer's Last Stand
Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of August 28th, 2023, and respond to questions submitted by listeners and clients.
Aug 18, 2023 • 22min
Waiting For Wyoming
Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of August 21st, 2023, and respond to questions submitted by listeners and clients.
