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    Business

    Macro Horizons

    BMO strategists discuss the week ahead in U.S. rates and global trends in the FICC macroclimate. Ian Lyngen, Vail Hartman, and Delaney Choi 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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    Latest Episodes:
    Seeing in 3-D - High Quality Credit Spreads Aug 18, 2021
    Show notes

    Dan Krieter and Dan Belton discuss their outlook for credit spreads through three distinct factors: technicals, fundamentals, and the macro landscape. On balance, they conclude these factors should point to narrower spreads with credit spreads likely to retest cyclical tights into year-end.


    Out of Office Day - The Week Ahead Aug 13, 2021
    Show notes

    Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of August 16th, 2021, and respond to questions submitted by listeners and clients.


    Great Jobs! - The Week Ahead Aug 06, 2021
    Show notes

    Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of August 9th, 2021, and respond to questions submitted by listeners and clients.


    Uncharted Transitory - Monthly Roundtable Aug 03, 2021
    Show notes

    Margaret Kerins along with Ian Lyngen, Greg Anderson, Dan Krieter and Ben Jeffery from BMO’s FICC Macro Strategy team bring you their debate on the longer-term viability of the Fed’s characterization of inflation and the implications for U.S. rates, high quality spreads and FX.


    August Again - The Week Ahead Jul 30, 2021
    Show notes

    Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of August 2nd, 2021, and respond to questions submitted by listeners and clients.


    Checking the Taper - The Week Ahead Jul 23, 2021
    Show notes

    Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of July 26h, 2021, and respond to questions submitted by listeners and clients.


    Is This It? - High Quality Credit Spreads Jul 21, 2021
    Show notes

    Dan Krieter and Dan Belton discuss the ramifications of the recent bout of Treasury market volatility including the modest widening in credit spreads and discuss whether more weakness will be realized. Other topics include the threats to global growth and rising inflation and front-end dynamics ahead of the month-end debt ceiling deadline.


    Into the Summer Dome - The Week Ahead Jul 16, 2021
    Show notes

    Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of July 19th, 2021, and respond to questions submitted by listeners and clients.


    Para-Para-Paradigm - Monthly Roundtable Jul 13, 2021
    Show notes

    Margaret Kerins along with Ian Lyngen, Greg Anderson, Stephen Gallo, Ben Reitzes, Dan Belton and Ben Jeffery from BMO Capital Market’s FICC Macro Strategy team bring debate of perceived risks as the Fed attempts to thread the growth/inflation needle, the debt ceiling suspension deadline approaches, and taper talk heats up.


    The Drive to 125 - The Week Ahead Jul 09, 2021
    Show notes

    Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of July 12th, 2021, and respond to questions submitted by listeners and clients.


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