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

Like Kanye Loves Kanye - The Week Ahead 17.05.2019 26:19

Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of May 20th, 2019, and respond to questions submitted by listeners and clients.

The Battle for Basis Points - Monthly Roundtable 15.05.2019 42:56

This month, our roundtable discussion is a live recording from one of our annual client events in Toronto on May 7th, 2019. We focus on our outlook for US Rates, high-quality spreads, and the Fed, including a discussion on major risks to our base case scenario and questions from the audience.

Steepening Base Camp - The Week Ahead 10.05.2019 26:44

Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of May 13th, 2019, and respond to questions submitted by listeners and clients.

Seasonal Bull Run - The Week Ahead 03.05.2019 28:09

Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of May 6th, 2019, and respond to questions submitted by listeners and clients.

Cycle: Endgame - The Week Ahead 26.04.2019 28:21

Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of April 29th, 2019, and respond to questions submitted by listeners and clients.

What Happens in Q1 Stays in Q1 - The Week Ahead 18.04.2019 29:59

Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of April 22nd, 2019, and respond to questions submitted by listeners and clients.

Winter is Here - The Week Ahead 12.04.2019 28:35

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

Operators are Standing By - The Week Ahead 05.04.2019 28:40

Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of April 8th, 2019, and respond to questions submitted by listeners and clients.

Top Questions on Powell's Paradox - Monthly Roundtable 01.04.2019 30:52

With the Fed on hold and balance sheet rundown ending in September, we examine our top client questions across asset classes and markets. Namely, the next Fed rate move, when to position for a steeper curve, how to handle low spreads and which central bank will be the first to cut rates.

March 32nd and the Fish of April - The Week Ahead 29.03.2019 33:32

Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of April 1st, 2019, and respond to questions submitted by listeners and clients.

Steeper Is Coming - The Week Ahead 22.03.2019 30:32

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

Policy Limbo - The Week Ahead 15.03.2019 32:45

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

The Un-Wealth Effect - The Week Ahead 08.03.2019 31:15

Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of March 11th, 2019, and respond to questions submitted by listeners and clients.

The Great Brexit Delay - Monthly Roundtable 04.03.2019 18:05

Margaret Kerins, Stephen Gallo, and Dan Krieter discuss the twists and turns of Brexit and implications for the currency, rates and spread markets.

Middle(range)march - The Week Ahead 01.03.2019 35:54

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

The Art of The Repeal - The Week Ahead 22.02.2019 39:37

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

FOMC, Hold Please - The Week Ahead 15.02.2019 33:21

Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of February 19th, 2019, and respond to questions submitted by listeners and clients.

Jerome and Richard's Excellent Adventure - The Week Ahead 08.02.2019 33:41

Ian Lyngen and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of February 11th, 2019, and respond to questions submitted by listeners and clients.

Squaring the Circle - The Week Ahead 01.02.2019 35:24

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

SOFR – So Far to Go - Monthly Roundtable 28.01.2019 26:07

Margaret Kerins, Dan Krieter and Dan Belton discuss the progress made towards LIBOR reform and its remaining hurdles as the transition towards SOFR begins.

Powell’s Pause-ability - The Week Ahead 25.01.2019 31:34

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

45 Going On 30 - The Week Ahead 18.01.2019 40:35

Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of January 22nd, 2019, and respond to questions submitted by listeners and clients.

Welcome to 2019 - The Week Ahead 11.01.2019 27:58

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of January 14th, 2019, and respond to questions submitted by listeners and clients.

Macro Horizons - Trailer 04.01.2019 1:23

Macro Horizons will launch on January 11th, 2019.