<p>Dan Krieter and Dan Belton discuss the factors most likely to break spreads from current ranges including relative value, the Fed’s plan to sell SMCCF holdings, and technicals. They then discuss recent developments in the LIBOR transition, including the proliferation of BSBY and ARRC’s guidance that term SOFR will be available by early-August.</p>

Dan Krieter and Dan Belton discuss the factors most likely to break spreads from current ranges including relative value, the Fed’s plan to sell SMCCF holdings, and technicals. They then discuss recent developments in the LIBOR transition, including the proliferation of BSBY and ARRC’s guidance that term SOFR will be available by early-August.

Tipping the Scales - High Quality Credit Spreads

BMO strategists discuss the week ahead in U.S. rates and global trends in the FICC macroclimate. Ian Lyngen, Ben Jeffery, and Vail Hartman provide weekly updates on the Fixed Income, Currencies, and Commodities (“FICC”) markets, bringing you thoughtful and timely insights on the U.S. Rates market and respond to questions submitted by listeners and clients. Macro Horizons delivers relevant and insightful commentary to help investors navigate the ever-changing global market landscape. For legal disclosure, visit http://www.bmocm.com/macrohorizons/legal

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Tipping the Scales - High Quality Credit Spreads

Tipping the Scales - High Quality Credit Spreads

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