BMO Capital Markets
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
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Episoder
Ex-Shelter from the Storm - The Week Ahead 12.05.2023 22:57
Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of May 15th, 2023, and respond to questions submitted by listeners and clients.
Supplying Volatility - The Week Ahead 05.05.2023 21:50
Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of May 8th, 2023, and respond to questions submitted by listeners and clients.
May Day! May Day! - The Week Ahead 28.04.2023 20:40
Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of May 1st, 2023, and respond to questions submitted by listeners and clients.
Raise the Ceiling or Hit the Roof - The Week Ahead 20.04.2023 22:04
Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of April 24th, 2023, and respond to questions submitted by listeners and clients.
Skewed Steeper - The Week Ahead 14.04.2023 23:11
Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of April 17th, 2023, and respond to questions submitted by listeners and clients.
Measuring March - The Week Ahead 07.04.2023 21:09
Ian Lyngen, and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of April 10th, 2023, and respond to questions submitted by listeners and clients.
Cue for Q2 - The Week Ahead 31.03.2023 22:49
Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of April 3rd, 2023, and respond to questions submitted by listeners and clients.
Bank On It - The Week Ahead 24.03.2023 26:00
Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of March 27th, 2023, and respond to questions submitted by listeners and clients.
Jay's Dilemma - The Week Ahead 17.03.2023 23:58
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of March 20th, 2023, and respond to questions submitted by listeners and clients.
Quarter End? - The Week Ahead 10.03.2023 24:04
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of March 13th, 2023, and respond to questions submitted by listeners and clients.
Four Percent Down - The Week Ahead 03.03.2023 22:21
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of March 6th, 2023, and respond to questions submitted by listeners and clients.
Farewell, February - The Week Ahead 24.02.2023 24:27
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of February 27th, 2023, and respond to questions submitted by listeners and clients.
Identified Inverted Objects - The Week Ahead 17.02.2023 22:49
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of February 21st, 2023, and respond to questions submitted by listeners and clients.
Inflation Infatuation - The Week Ahead 10.02.2023 21:05
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of February 13th, 2023, and respond to questions submitted by listeners and clients.
Jobs Juggernaut - The Week Ahead 03.02.2023 21:02
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of February 6th, 2023, and respond to questions submitted by listeners and clients.
Reactions to the February FOMC - High Quality Credit Spreads 01.02.2023 19:04
Dan Krieter and Dan Belton discuss their takeaways from the most recent FOMC meeting and the strong rally in credit. Topics include a more optimistic tone around the trajectory of inflation, whether Powell’s acceptance of easier financial conditions marks a change in the Fed’s reaction function, and what it means for credit markets.
Landing Soon - The Week Ahead 27.01.2023 24:53
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of January 30th, 2023, and respond to questions submitted by listeners and clients.
Momentum versus Value - High Quality Credit Spreads 25.01.2023 19:04
Dan Krieter and Dan Belton discuss the strong technical backdrop in credit in spite of an unattractive relative value picture. Other topics include what market pricing suggests in terms of the macro outlook and the medium-term path of bank reserves.
Bid Still Standing - The Week Ahead 20.01.2023 20:11
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of January 23rd, 2023, and respond to questions submitted by listeners and clients.
Pricing Perfection - High Quality Credit Spreads 18.01.2023 16:58
Dan Krieter and Dan Belton discuss the sharp rally in credit markets and what levels likely mark attractive selling points. Other topics include the dislocation between Fed messaging and market pricing, the fair value for credit spreads, and developments in primary markets.
Downshift to Terminal - The Week Ahead 13.01.2023 22:47
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of January 17th, 2023, and respond to questions submitted by listeners and clients.
Terminal Approaching - Monthly Roundtable 10.01.2023 23:44
Ian Lyngen along with Ben Reitzes, Greg Anderson, Stephen Gallo, Dan Krieter, Dan Belton and Ben Jeffery from BMO Capital Markets’ FICC Macro Strategy team bring their outlook for US and Canadian Rates, IG credit, and foreign exchange as the Fed arrives at terminal. Across geographies, timing the resteepening of the yield curve remains topical, and while headwinds to the global economy remain rele...
All Eyes on CPI - The Week Ahead 06.01.2023 20:52
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of January 9th, 2023, and respond to questions submitted by listeners and clients.
Holiday Special - The Week Ahead 22.12.2022 22:22
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of December 27th, 2022, and respond to questions submitted by listeners and clients.
Long Run, All Terminal - The Week Ahead 16.12.2022 23:43
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of December 19th, 2022, and respond to questions submitted by listeners and clients.
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