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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:
    The Cash Trap - Monthly Roundtable Jun 01, 2021
    Show notes

    Margaret Kerins along with Ian Lyngen, Greg Anderson, Stephen Gallo, Dan Krieter, Ben Reitzes, Dan Belton and Ben Jeffery from BMO’s FICC Macro Strategy team to bring you their discussion of the market’s pricing of inflation risk and the richness in money markets and what these themes imply for US and Canadian rates, high quality spreads and foreign exchange.


    A June to Remember - The Week Ahead May 28, 2021
    Show notes

    Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of June 1st, 2021, and respond to questions submitted by listeners and clients.


    Out of the (Home) Office - The Week Ahead May 21, 2021
    Show notes

    Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of May 24th, 2021, and respond to questions submitted by listeners and clients.


    Open to Interpretation - High Quality Credit Spreads May 19, 2021
    Show notes

    Dan Krieter and Dan Belton discuss the recent resilience in credit spreads despite volatility in other asset classes. They offer two competing interpretations of the stability, with ramifications for the near term path of credit.


    'Tis the Seasonals - The Week Ahead May 14, 2021
    Show notes

    Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of May 17th, 2021, and respond to questions submitted by listeners and clients.


    Muddied Waters Run Deep - Monthly Roundtable May 11, 2021
    Show notes

    Margaret Kerins along with Ian Lyngen, Greg Anderson, Stephen Gallo, Dan Krieter, Ben Reitzes, Dan Belton and Ben Jeffery from BMO's FICC Macro Strategy team bring you their debate of the main narratives that are dominating market pricing and what these themes imply for US and Canadian rates, high quality spreads and foreign exchange.


    Mayday (!) - The Week Ahead May 07, 2021
    Show notes

    Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of May 10th, 2021, and respond to questions submitted by listeners and clients.


    Talking About Talking About Tapering - High Quality Credit Spreads May 05, 2021
    Show notes

    Dan Krieter and Dan Belton discuss the impact of the Fed’s eventual tapering announcement on spread markets. Topics include the potential for a severe market reaction like 2013 as well as the near-term vs. long-term impacts of the removal of Fed accommodation.


    Returning to Work - The Week Ahead Apr 30, 2021
    Show notes

    Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of May 3rd, 2021, and respond to questions submitted by listeners and clients.


    Reactions to the April FOMC - High Quality Credit Spreads Apr 28, 2021
    Show notes

    Dan Krieter and Dan Belton discuss their takeaways from the April FOMC meeting and press conference which largely centered around the Fed’s dual mandate of full employment and stable prices, the potential for regulation of the non-bank financial sector, and financial stability concerns. Dan and Dan then discuss the reasons behind the recent change in their view on credit spreads.


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