Macro Horizons

BMO strategists discuss the week ahead in U.S. rates and global trends in the FICC macroclimate. Ian

Episodes

Total: 447

The COVID That Stole Thanksgiving - The Week Ahead
2020/11/20

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week o

Spread Immunity - High Quality Credit Spreads
2020/11/18

Dan Krieter and Dan Belton discuss the spread market reaction to recent vaccine headlines, as well a

Vague Clarity - The Week Ahead
2020/11/13

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week o

What's Next - Monthly Roundtable
2020/11/10

Margaret Kerins along with Ian Lyngen, Greg Anderson, Stephen Gallo, Dan Krieter, Ben Reitzes, and D

Count on it - The Week Ahead
2020/11/6

Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upco

Hindsight is 2020 - High Quality Credit Spreads
2020/11/4

Dan Krieter and Dan Belton discuss the likely results of the Presidential election and the implicati

Spending Daylight - The Week Ahead
2020/10/30

Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upco

Trick or Treat - High Quality Credit Spreads
2020/10/28

Dan Krieter and Dan Belton give their thoughts on why credit spreads have not reacted to broader mar

2020: A Record Year - The Week Ahead
2020/10/23

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week o

Eyes of the Bond-holder - The Week Ahead
2020/10/16

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week o

Running Bases - High Quality Credit Spreads
2020/10/14

Dan Krieter and Dan Belton discuss the drivers behind the recent credit spread narrowing and whether

House of Bonds - The Week Ahead
2020/10/9

Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upco

2021 Pace Odyssey - Monthly Roundtable
2020/10/6

Margaret Kerins along with Ian Lyngen, Greg Anderson, Stephen Gallo, Dan Krieter, Ben Reitzes, Jon H

Fourth Quarter Drive - The Week Ahead
2020/10/2

Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upco

Range-Bound No More - High Quality Credit Spreads
2020/9/30

Dan Krieter and Dan Belton discuss the drivers behind both credit and swap spreads breaking out of m

Running Out the Clock - The Week Ahead
2020/9/25

Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upco

Pondering the Presidency - High Quality Credit Spreads
2020/9/23

Dan Krieter and Dan Belton discuss the 2020 Presidential election now less than six weeks away, and

Aye Aye - The Week Ahead
2020/9/18

Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upco

Reactions to the September FOMC - High Quality Credit Spreads
2020/9/16

Dan Krieter and Dan Belton discuss their takeaways from today’s surprising Fed meeting, as well as w

Powell Play - The Week Ahead
2020/9/11

Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upco