198 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

    • Business
    • 4.8 • 64 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

    By Any Other Name - The Week Ahead

    By Any Other Name - The Week Ahead

    Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of June 14th, 2021, and respond to questions submitted by listeners and clients.

    • 21 min
    Tipping the Scales - High Quality Credit Spreads

    Tipping the Scales - High Quality Credit Spreads

    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.

    • 23 min
    Participation Trophy - The Week Ahead

    Participation Trophy - The Week Ahead

    Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of June 7th, 2021, and respond to questions submitted by listeners and clients.

    • 24 min
    The Cash Trap - Monthly Roundtable

    The Cash Trap - Monthly Roundtable

    Margaret Kerins along with Ian Lyngen, Greg Anderson, Stephen Gallo, Dan Krieter, Ben Reitzes, Dan Belton and Ben Jeffery from BMO’s FICC Macro Strategy team to bring you their discussion of the market’s pricing of inflation risk and the richness in money markets and what these themes imply for US and Canadian rates, high quality spreads and foreign exchange.

    • 29 min
    A June to Remember - The Week Ahead

    A June to Remember - The Week Ahead

    Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of June 1st, 2021, and respond to questions submitted by listeners and clients.

    • 21 min
    Out of the (Home) Office - The Week Ahead

    Out of 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 May 24th, 2021, and respond to questions submitted by listeners and clients.

    • 21 min

Customer Reviews

4.8 out of 5
64 Ratings

64 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 ,

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