350 episodes
Macro Horizons BMO Capital Markets
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- Business
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4.8 • 70 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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Jobs Juggernaut - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of February 6th, 2023, and respond to questions submitted by listeners and clients.
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Reactions to the February FOMC - High Quality Credit Spreads
Dan Krieter and Dan Belton discuss their takeaways from the most recent FOMC meeting and the strong rally in credit. Topics include a more optimistic tone around the trajectory of inflation, whether Powell’s acceptance of easier financial conditions marks a change in the Fed’s reaction function, and what it means for credit markets.
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Landing Soon - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of January 30th, 2023, and respond to questions submitted by listeners and clients.
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Momentum versus Value - High Quality Credit Spreads
Dan Krieter and Dan Belton discuss the strong technical backdrop in credit in spite of an unattractive relative value picture. Other topics include what market pricing suggests in terms of the macro outlook and the medium-term path of bank reserves.
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Bid Still Standing - The Week Ahead
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of January 23rd, 2023, and respond to questions submitted by listeners and clients.
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Pricing Perfection - High Quality Credit Spreads
Dan Krieter and Dan Belton discuss the sharp rally in credit markets and what levels likely mark attractive selling points. Other topics include the dislocation between Fed messaging and market pricing, the fair value for credit spreads, and developments in primary markets.
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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