245 episodes
Macro Horizons BMO
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- Business
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4.8 • 65 Ratings
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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
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Accelerate Debate - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of December 6th, 2021, and respond to questions submitted by listeners and clients.
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Variant Volatility - High Quality Credit Spreads
Dan Krieter and Dan Belton discuss the recent move in credit spreads on the back of the Omicron variant and the hawkish turn by Fed Chair Powell. They conclude with a discussion of issuance projections in 2022.
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Thanksgiving Special - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of November 29th, 2021, and respond to questions submitted by listeners and clients.
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Holiday Sales - High Quality Credit Spreads
Dan Krieter and Dan Belton discuss the outlook for spreads into yearend from the standpoint of technicals, fundamentals, and the macro picture, each of which point to modest weakness in the weeks ahead. They also discuss the recent move in front-end swap spreads including the drivers and near-term outlook.
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Treasuries and Tryptophan - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of November 22nd, 2021, and respond to questions submitted by listeners and clients.
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Focused on Flattening - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of November 15th, 2021, and respond to questions submitted by listeners and clients.
Customer Reviews
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!
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