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

September 01, 2021 Sizing September Supply - High Quality Credit Spreads
Dan Krieter and Dan Belton discuss what to expect with respect to the coming wave of issuance following the long weekend and how the market will absorb the new supply. Other topics include the important role that fiscal policy will play in coming months.
24 min
August 27, 2021 Return to the Home Office - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of August 30th, 2021, and respond to questions submitted by listeners and clients.
20 min
August 25, 2021 The Calm Before the Storm - High Quality Credit Spreads
Dan Krieter and Dan Belton discuss credit spreads in the current directionless markets ahead of this week’s much awaited Jackson Hole Symposium. Other topics include coming changes at the Fed and expectations for financial regulation in 2022 and 2023.
23 min
August 20, 2021 Delta Doldrums - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of August 23rd, 2021, and respond to questions submitted by listeners and clients.
22 min
August 18, 2021 Seeing in 3-D - High Quality Credit Spreads
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.
27 min
August 13, 2021 Out of Office Day - The Week Ahead
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.
24 min
August 06, 2021 Great Jobs! - The Week Ahead
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.
19 min
August 03, 2021 Uncharted Transitory - Monthly Roundtable
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.
24 min
July 30, 2021 August Again - The Week Ahead
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.
22 min
July 23, 2021 Checking the Taper - The Week Ahead
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.
23 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…