Macro Horizons

By BMO Capital MarketsBusiness News News Commentary Investing

Favorites
38
Followers
Typical duration
23 min
per episode

Based on Podcast App listening data

Macro Horizons episodes

January 15, 2021 Peaked Early? - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of January 19th, 2021, and respond to questions submitted by listeners and clients.
20 min
January 12, 2021 The Great Reflation Debate - Monthly Roundtable
Margaret Kerins with Ian Lyngen, Greg Anderson, Stephen Gallo, Dan Krieter, Ben Reitzes, Dan Belton and Ben Jeffery from our FICC Macro Strategy team bring you their outlook for US rates, IG spreads, the USD and Canada on the back of the blue wave and the risks they see in the markets they cover.
29 min
January 08, 2021 New Year, New Problems - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of January 11th, 2021, and respond to questions submitted by listeners and clients.
22 min
January 06, 2021 Riding the Blue Wave - High Quality Credit Spreads
Dan Krieter and Dan Belton discuss the recent performance of credit and swap spreads following the Georgia Elections including what it means for their spread targets in the quarters ahead. Other topics include primary market activity in the New Year and the recent outperformance of credit spreads in spite of near-term headwinds.
22 min
December 23, 2020 Making the Turn - The Week Ahead
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.
30 min
December 18, 2020 Who Would Have Thought? - The Week Ahead
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.
22 min
December 17, 2020 Reactions to the December FOMC - High Quality Credit Spreads
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.
25 min
December 11, 2020 One More to Go - The Week Ahead
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.
24 min
December 09, 2020 2021 High Grade Credit Outlook - High Quality Credit Spreads
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.
31 min
December 04, 2020 The Bad News Bid - The Week Ahead
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.
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…