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 16, 2020 Reactions to the September FOMC - High Quality Credit Spreads
Dan Krieter and Dan Belton discuss their takeaways from today’s surprising Fed meeting, as well as what tools remain available to the Fed and the effect those tools would likely have on credit spreads.
25 min
September 11, 2020 Powell Play - The Week Ahead
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of September 14th, 2020, and respond to questions submitted by listeners and clients.
26 min
September 09, 2020 Making the Case - High Quality Credit Spreads
Dan Krieter and Dan Belton make the case for wider and narrower credit spreads into year-end focused on four key factors: virus transmission and potential for a vaccine; technical and seasonal factors; monetary and fiscal stimulus; and the Presidential Election.
33 min
September 04, 2020 Autumn is Coming - The Week Ahead
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of September 8th, 2020, and respond to questions submitted by listeners and clients.
27 min
September 01, 2020 Falling into Place: A Coronacession Election - Monthly Roundtable
Margaret Kerins along with Ian Lyngen, Greg Anderson, Stephen Gallo, Dan Krieter, Ben Reitzes, Jon Hill, and Ben Jeffery from our FICC Macro Strategy team bring you their outlook for the US rates, IG spreads and the USD heading into the US elections and beyond.
27 min
August 28, 2020 Meet the New Fed - The Week Ahead
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of August 31st, 2020, and respond to questions submitted by listeners and clients.
27 min
August 26, 2020 Technically Speaking - High Quality Credit Spreads
Dan Krieter and Dan Belton discuss why deteriorating technicals may present a buying opportunity for spread market participants in September/October.
22 min
August 21, 2020 Jackson Hole-in-One - The Week Ahead
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of August 24th, 2020, and respond to questions submitted by listeners and clients.
27 min
August 19, 2020 Night of the Living Debt - High Quality Credit Spreads
Dan Krieter and Dan Belton discuss the likelihood of credit spreads widening modestly in the fall months, and why any widening should be viewed as a buying opportunity ahead of credit spreads potentially touching historical lows in the current cycle.
22 min
August 14, 2020 Autumn Angst - The Week Ahead
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of August 17th, 2020, and respond to questions submitted by listeners and clients.
25 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…