Macro Horizons

Latest Episodes:

Reopening and Rebuilding - The Week Ahead May 08, 2020

Show notes

Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of May 11th, 2020, and respond to questions submitted by listeners and clients.

If You Open It, Will They Come? - Monthly Roundtable May 06, 2020

Show notes

Margaret Kerins along with Ian Lyngen, Greg Anderson, Stephen Gallo, Dan Krieter, Ben Reitzes, Dan Belton, Jon Hill, and Ben Jeffery from the FICC Macro Strategy team bring you their thoughts on the gradual, risk-based re-openings, what is needed for people to feel safe re-entering social settings, and what they expect for the economy.

Mayday! - The Week Ahead May 01, 2020

Show notes

Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of May 4th, 2020, and respond to questions submitted by listeners and clients.

Spring Thaw - High Quality Spreads Apr 29, 2020

Show notes

Dan Krieter and Dan Belton discuss their view on credit markets including the impact of a potential economic reopening and what the most recent headlines around Remdesivir might mean for the path of risk assets. Other topics include the reasons behind the sharp decline in Libor, swap spreads, and market technicals.

Ready. Set. Reopen. - The Week Ahead Apr 24, 2020

Show notes

Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of April 27th, 2020, and respond to questions submitted by listeners and clients.

Can Libor Transition During a Pandemic? - High Quality Spreads Apr 22, 2020

Show notes

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 Apr 17, 2020

Show notes

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 Apr 15, 2020

Show notes

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 Apr 09, 2020

Show notes

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 Apr 08, 2020

Show notes

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.

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