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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Episoade
Can Libor Transition During a Pandemic? - High Quality Spreads 22.04.2020 21:34
Dan Krieter and Dan Belton discuss the latest developments in credit markets before discussing the implications of COVID-19 on the SOFR/Libor transition. Topics include recent issuance trends, credit spread adjustment implications, and what the pandemic means for the expected end-2021 cutoff date.
Extended Staycation - The Week Ahead 17.04.2020 26:01
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of April 20th, 2020, and respond to questions submitted by listeners and clients.
The Things That Matter - High Quality Spreads 15.04.2020 21:21
Dan Krieter and Dan Belton share their thoughts on the ongoing rally in risk assets including how far it may go. Then they discuss the Fed’s various liquidity facilities and how they will ultimately end up impacting corporate balance sheets once the economy reopens.
Fauci’d - The Week Ahead 09.04.2020 26:45
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of April 13th, 2020, and respond to questions submitted by listeners and clients.
Quantifying the Quarantine - High Quality Spreads 08.04.2020 21:02
Dan Krieter and Dan Belton share their thoughts on the impact of the Covid-19 economic shutdown on credit and swap spreads. Topics include the Fed’s corporate credit facilities, potential for ratings downgrades to spike, the likely path of Libor, and discussion around the potential reopening of the economy.
Pandemic Fatigue - The Week Ahead 03.04.2020 24:54
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of April 6th, 2020, and respond to questions submitted by listeners and clients.
Socially Distant Market Strategy - Monthly Roundtable 01.04.2020 33:58
Margaret Kerins with Ian Lyngen, Greg Anderson, Stephen Gallo, Dan Krieter, Ben Reitzes, Dan Belton, Jon Hill, and Ben Jeffery from our FICC Macro Strategy team discuss their thoughts on the potential market implications of the economic shutdowns in the backdrop of massive monetary and fiscal interventions. They also cover key data points and virus trends to focus on in coming months to determine...
It's Still Q1? - The Week Ahead 27.03.2020 28:17
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of March 30th, 2020, and respond to questions submitted by listeners and clients.
Are We There Yet? - The Week Ahead 20.03.2020 24:29
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of March 23rd, 2020, and respond to questions submitted by listeners and clients.
Echoes of 1987 - The Week Ahead 13.03.2020 24:41
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of March 16th, 2020, and respond to questions submitted by listeners and clients.
Zero Funds Game - The Week Ahead 06.03.2020 28:20
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of March 9th, 2020, and respond to questions submitted by listeners and clients.
Your Move JP - The Week Ahead 28.02.2020 24:54
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of March 2nd, 2020, and respond to questions submitted by listeners and clients.
Breaking Down the Breakout - Monthly Roundtable 26.02.2020 22:50
Margaret Kerins, Ian Lyngen, Stephen Gallo, Dan Belton, Jon Hill, and Ben Jeffery bring you their thoughts on the most pressing and reoccurring client questions in light of the massive flight to quality.
Long Bondzilla - The Week Ahead 21.02.2020 25:12
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of February 24th, 2020, and respond to questions submitted by listeners and clients.
Mid-Winter's Meltdown - The Week Ahead 14.02.2020 27:34
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of February 18th, 2020, and respond to questions submitted by listeners and clients.
Dove Potion Number 9 - The Week Ahead 07.02.2020 26:58
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of February 10th, 2020, and respond to questions submitted by listeners and clients.
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.
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