BMO Capital Markets

Macro Horizons

Business EN ↓ 524 episodes

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

Author

BMO Capital Markets

Episodes

Game Day - The Week Ahead 31.01.2020 25:45

Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of February 3rd, 2020, and respond to questions submitted by listeners and clients.

Primary Night Live - Monthly Roundtable 29.01.2020 27:36

Margaret Kerins, Ian Lyngen, Jon Hill, Greg Anderson, Dan Krieter and Dan Belton bring you their top observations heading into the US presidential primary elections and what these themes mean for US rates, high quality spreads and foreign exchange markets.

In Like A Bear, Out Like A Bull - The Week Ahead 24.01.2020 24:38

Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of January 27th, 2020, and respond to questions submitted by listeners and clients.

A Bird in the Hand - Monthly High Quality Spreads Roundtable 23.01.2020 26:11

Dan Krieter and Dan Belton share their thoughts on credit and swap spreads in 2020. Topics include the surprisingly smooth year-end funding episode, busy primary markets to kick off the year, and relative value opportunities in the current tight spread environment.

The Bond Shack - The Week Ahead 17.01.2020 24:27

Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of January 21st, 2020, and respond to questions submitted by listeners and clients.

Welcome to 2020 - The Week Ahead 10.01.2020 32:52

Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the year ahead, and highlight 10 of the major risks for 2020.

Thanks For the Memories - The Week Ahead 20.12.2019 24:55

Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the final couple weeks of 2019, and recap the events in the Treasury market over the last year.

Fading the Phase - The Week Ahead 13.12.2019 25:01

Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of December 16th, 2019, and respond to questions submitted by listeners and clients.

Trading 2020: Top Themes for the New Year - Monthly Roundtable 12.12.2019 27:08

Margaret Kerins is joined by Greg Anderson, Dan Belton, Michael Gregory, Jon Hill, Ian Lyngen and Ben Reitzes to discuss and debate the top themes that will shape the market in 2020.

Powell to the People - The Week Ahead 06.12.2019 24:49

Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of December 9th, 2019, and respond to questions submitted by listeners and clients.

"Four Day Weekend" - The Week Ahead 27.11.2019 27:51

Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of December 2nd, 2019, and respond to questions submitted by listeners and clients.

Deep Fried Turducken - The Week Ahead 22.11.2019 24:42

Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of November 25th, 2019, and respond to questions submitted by listeners and clients.

And The Tweet Goes On - The Week Ahead 15.11.2019 26:16

Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of November 18th, 2019, and respond to questions submitted by listeners and clients.

Trading Phases - The Week Ahead 08.11.2019 27:27

Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of November 12th, 2019, and respond to questions submitted by listeners and clients.

The Danger Zone - UK Election Flash-Cast 06.11.2019 19:28

Margaret Kerins and Stephen Gallo discuss Brexit developments and the upcoming UK elections.

Reassession Risk - The Week Ahead 01.11.2019 28:41

Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of November 4th, 2019, and respond to questions submitted by listeners and clients.

Echoes of 2001 - Monthly High Quality Spreads Roundtable 31.10.2019 31:01

Dan Krieter and Dan Belton share their thoughts on credit spreads for the month of November. Topics include the impact of the ongoing yield grab environment, light issuance, and narrowing swap spreads on credit spreads thus far in 2019 and why the outlook of each of these factors could bring wider spreads into year-end and early 2020.

Fed Up - The Week Ahead 25.10.2019 24:56

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of October 28th, 2019, and respond to questions submitted by listeners and clients.

SOFR at the Halfway Point - Monthly Roundtable 23.10.2019 30:46

Dan Krieter and Dan Belton provide an update on the SOFR/LIBOR transition at the halfway point between July 2017, when Andrew Bailey’s comments kickstarted the process, and December 2021, the current proposed deadline for the cessation of LIBOR. Topics include: the proliferation of the SOFR-linked FRN market, the construction of a term structure for SOFR, progress on ISDA’s credit spread adjustmen...

London Calling - The Week Ahead 18.10.2019 26:20

Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of October 21st, 2019, and respond to questions submitted by listeners and clients.

Midcast Crisis - The Week Ahead 11.10.2019 28:16

Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of October 15th, 2019, and respond to questions submitted by listeners and clients.

Manufacturing Matters - The Week Ahead 04.10.2019 28:24

Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of October 7th, 2019, and respond to questions submitted by listeners and clients.

Trumperendum - The Week Ahead 27.09.2019 25:31

Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of September 30th, 2019, and respond to questions submitted by listeners and clients.

Better Late Than Never - Monthly High Quality Spreads Roundtable 25.09.2019 25:50

Dan Krieter and Dan Belton discuss the recent repo market volatility including its causes and the Fed’s response. What do the Fed’s repo operations imply for the repo market going forward and how do they compare to a standing repo facility? While spreads are likely to trade range-bound in the next few weeks, they discuss their expectations for wider credit and swap spreads in Q4.

Falling into Uncertainties - The Week Ahead 20.09.2019 25:08

Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of September 23rd, 2019, and respond to questions submitted by listeners and clients.