294 episodes

BMO strategists discuss the week ahead in U.S. rates and global trends in the FICC macroclimate. Margaret Kerins, Ian Lyngen, Dan Krieter, Dan Belton, Ben Jeffery, Greg Anderson, Stephen Gallo, Ben Reitzes and other special guests provide weekly and monthly updates on the Fixed Income, Currencies, and Commodities (“FICC”) markets, bringing you thoughtful and timely insights on topics ranging from U.S. Interest Rates to macro focused subjects like the progress toward replacing LIBOR and the path of Monetary Policy. 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

Macro Horizons BMO Capital Markets

    • Business
    • 4.8 • 68 Ratings

BMO strategists discuss the week ahead in U.S. rates and global trends in the FICC macroclimate. Margaret Kerins, Ian Lyngen, Dan Krieter, Dan Belton, Ben Jeffery, Greg Anderson, Stephen Gallo, Ben Reitzes and other special guests provide weekly and monthly updates on the Fixed Income, Currencies, and Commodities (“FICC”) markets, bringing you thoughtful and timely insights on topics ranging from U.S. Interest Rates to macro focused subjects like the progress toward replacing LIBOR and the path of Monetary Policy. 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

    Running of the Bears - The Week Ahead

    Running of the Bears - The Week Ahead

    Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of June 27th, 2022, and respond to questions submitted by listeners and clients.

    • 24 min
    Defensiveness at a Discount - High Quality Credit Spreads

    Defensiveness at a Discount - High Quality Credit Spreads

    Dan Krieter and Dan Belton discuss the recent performance in credit, including why defensive sectors have not performed as well as they typically do during selloffs. Other topics include the recent decline in SOFR and when the downward pressure on the new benchmark might normalize.

    • 24 min
    Fed-Tastic - The Week Ahead

    Fed-Tastic - The Week Ahead

    Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of June 21st, 2022, and respond to questions submitted by listeners and clients.

    • 26 min
    Reactions to the June 2022 FOMC - High Quality Credit Spreads

    Reactions to the June 2022 FOMC - High Quality Credit Spreads

    Dan Krieter and Dan Belton discuss their takeaways from the Fed’s first 75bp rate hike since 1994. Topics include Chair Powell’s apparent change in tone around a soft landing, the commitment to fight headline rather than core inflation, and the likely cadence of upcoming Fed rate hikes.

    • 24 min
    Powell's Propensity - The Week Ahead

    Powell's Propensity - The Week Ahead

    Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of June 13th, 2022, and respond to questions submitted by listeners and clients.

    • 20 min
    Inflation Fixation - Monthly Roundtable

    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.

    • 34 min

Customer Reviews

4.8 out of 5
68 Ratings

68 Ratings

Derivatives Trader ,

Monthly Roundtable - love the new format!

Hi guys, I just finished the latest roundtable episode (“A Credibility Threat”) and really loved the new format. I think in the past you had each person speak about their specific sector for 5-6mins and it went across each of the sectors. The new format to me seemed more topical where you took up different topics with different people chiming in with their comments. It flowed nicely and it was very conversational. Anyway - great job with your podcasts! I listen to all of them!

CentralTexasLife ,

Partisan Running Dogs

Can’t believe a word because each word is slanted by partisanship

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