Macro Horizons

By BMO Capital MarketsBusiness News News Commentary Investing

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Typical duration
23 min
per episode

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Macro Horizons episodes

June 07, 2022 Inflation Fixation - Monthly Roundtable
Margaret Kerins along with Ian Lyngen, Ben Reitzes, Greg Anderson, Stephen Gallo, Dan Belton and Ben Jeffery from BMO Capital Market’s FICC Macro Strategy team bring you their thoughts on the current market tug of war between growth versus inflation risks as the Fed, and many other central banks, are only in the early phase of lift off and balance sheet reduction. While there seems to be decent consensus surrounding Fed action at the five remaining meetings this year, the range of potential outcomes from soft to hard landing in the backdrop of heightened geopolitical risks, is causing large market gyrations in rates, credit and foreign exchange market.
35 min
June 03, 2022 Half Point Habituation - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of June 6th, 2022, and respond to questions submitted by listeners and clients.
24 min
May 26, 2022 Summer Jobs - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of May 31st, 2022, and respond to questions submitted by listeners and clients.
24 min
May 20, 2022 Tightening Tensions - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of May 23rd, 2022, and respond to questions submitted by listeners and clients.
23 min
May 13, 2022 Risk of Risk-Off - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of May 16th, 2022, and respond to questions submitted by listeners and clients.
25 min
May 06, 2022 Rough Road for Rates - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of May 9th, 2022, and respond to questions submitted by listeners and clients.
24 min
May 03, 2022 GRAMC Presentation - Monthly Roundtable
Margaret Kerins along with Dan Krieter and Ben Jeffery from BMO’s FICC Macro Strategy Team discuss the main themes impacting rates and credit at BMO Capital Markets’ Global Reserve Managers Conference on May 3, 2022.
34 min
April 29, 2022 That 70s FOMO - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of May 2nd, 2022, and respond to questions submitted by listeners and clients.
25 min
April 27, 2022 Making the Case: April 2022 - High Quality Credit Spreads
Dan Krieter and Dan Belton debate the case for wider and narrower credit spreads. Topics include the evolution of Q1 earnings, technicals and new deal reception, and the likely path of economic demand.
29 min
April 21, 2022 Inversion Springs Eternal - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of April 25th, 2022, and respond to questions submitted by listeners and clients.
27 min

About Macro Horizons

From the publisher's feed

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…