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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:
    Making the Turn - The Week Ahead Dec 23, 2020
    Show notes

    Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market through the end of 2020, and respond to questions submitted by listeners and clients.


    Who Would Have Thought? - The Week Ahead Dec 18, 2020
    Show notes

    Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of December 21st, 2020, and respond to questions submitted by listeners and clients.


    Reactions to the December FOMC - High Quality Credit Spreads Dec 17, 2020
    Show notes

    Dan Krieter and Dan Belton discuss their takeaways from today’s Fed meeting, including the impact of guidance on Fed purchases and the market response. They conclude by previewing technicals in January.


    One More to Go - The Week Ahead Dec 11, 2020
    Show notes

    Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of December 14th, 2020, and respond to questions submitted by listeners and clients.


    2021 High Grade Credit Outlook - High Quality Credit Spreads Dec 09, 2020
    Show notes

    Dan Krieter and Dan Belton discuss their expectations for the path of credit spreads in 2021. Then they conclude with a discussion on recent Libor transition headlines, including the extension of Libor until June 2023, and what it means for the market.


    The Bad News Bid - The Week Ahead Dec 04, 2020
    Show notes

    Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of December 7th, 2020, and respond to questions submitted by listeners and clients.


    2021 Outlook: Lower, Narrower, Safer - Monthly Roundtable Dec 01, 2020
    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 outlook for US rates, IG spreads, the USD and Canada in the year ahead. They also discuss the market implications of the recent Libor news.


    Pardon Us - The Week Ahead Nov 25, 2020
    Show notes

    Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of November 30th, 2020, and respond to questions submitted by listeners and clients.


    The COVID That Stole Thanksgiving - The Week Ahead Nov 20, 2020
    Show notes

    Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of November 23rd, 2020, and respond to questions submitted by listeners and clients.


    Spread Immunity - High Quality Credit Spreads Nov 18, 2020
    Show notes

    Dan Krieter and Dan Belton discuss the spread market reaction to recent vaccine headlines, as well as their outlook for spreads in the near and long term. Finally, they conclude by discussing recent headlines surrounding the Libor/SOFR transition, which may have significant ramifications ahead of yearend.


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