147 episodes

BMO strategists discuss the week ahead in U.S. rates and global trends in the FICC macroclimate. Margaret Kerins, Ian Lyngen, Dan Krieter, Jon Hill, 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

    • Investing
    • 4.7 • 58 Ratings

BMO strategists discuss the week ahead in U.S. rates and global trends in the FICC macroclimate. Margaret Kerins, Ian Lyngen, Dan Krieter, Jon Hill, 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

    The COVID That Stole Thanksgiving - The Week Ahead

    The COVID That Stole Thanksgiving - The Week Ahead

    Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of November 23rd, 2020, and respond to questions submitted by listeners and clients.

    • 26 min
    Spread Immunity - High Quality Credit Spreads

    Spread Immunity - High Quality Credit Spreads

    Dan Krieter and Dan Belton discuss the spread market reaction to recent vaccine headlines, as well as their outlook for spreads in the near and long term. Finally, they conclude by discussing recent headlines surrounding the Libor/SOFR transition, which may have significant ramifications ahead of yearend.

    • 24 min
    Vague Clarity - The Week Ahead

    Vague Clarity - The Week Ahead

    Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of November 16th, 2020, and respond to questions submitted by listeners and clients.

    • 24 min
    What's Next - Monthly Roundtable

    What's Next - Monthly Roundtable

    Margaret Kerins along with Ian Lyngen, Greg Anderson, Stephen Gallo, Dan Krieter, Ben Reitzes, and Dan Belton from our FICC Macro Strategy team bring you their our outlook for US rates, IG spreads and the USD with the US elections over and positive news on the vaccine efficacy front.

    • 27 min
    Count on it - The Week Ahead

    Count on it - 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 November 9th, 2020, and respond to questions submitted by listeners and clients.

    • 25 min
    Hindsight is 2020 - High Quality Credit Spreads

    Hindsight is 2020 - High Quality Credit Spreads

    Dan Krieter and Dan Belton discuss the likely results of the Presidential election and the implications of a Biden Presidency with a Republican Senate for spread markets. Other topics include this week’s FOMC meeting, the prospects for fiscal stimulus, and the recent widening in swap spreads.

    • 23 min

Customer Reviews

4.7 out of 5
58 Ratings

58 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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