226 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

    Doveless in Washington - The Week Ahead

    Doveless in Washington - The Week Ahead

    Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of September 27th, 2021, and respond to questions submitted by listeners and clients.

    • 21 min
    Reactions to the September 2021 FOMC - High Quality Credit Spreads

    Reactions to the September 2021 FOMC - High Quality Credit Spreads

    Dan Krieter and Dan Belton discuss their main takeaways from the September FOMC meeting, including guidance from the Fed that a taper announcement is likely due in November. Other topics include the hawkish Fed dots, discussion around the next Vice Chair for Supervision, and implications for credit spreads.

    • 26 min
    Fall's First Fed - The Week Ahead

    Fall's First Fed - The Week Ahead

    Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of September 20th, 2021, and respond to questions submitted by listeners and clients.

    • 20 min
    As Good As It Gets? - High Quality Credit Spreads

    As Good As It Gets? - High Quality Credit Spreads

    Dan Krieter and Dan Belton discuss the recent onslaught in high grade corporate supply and what to expect for issuance the rest of September. They then discuss looming technical changes facing high grade credit markets including the impact of the debt ceiling resolution, Fed tapering, and possible Treasury coupon auction cuts on reserve balances and credit spreads.

    • 23 min
    The Fall Stumble - The Week Ahead

    The Fall Stumble - The Week Ahead

    Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of September 13th, 2021, and respond to questions submitted by listeners and clients.

    • 21 min
    Between a Taper and a Hike Pace - Monthly Roundtable

    Between a Taper and a Hike Pace - Monthly Roundtable

    Margaret Kerins along with Ian Lyngen, Greg Anderson, Stephen Gallo, Ben Reitzes, Dan Belton and Ben Jeffery from BMO CM's FICC Macro Strategy team discuss whether or not employment data will derail taper timing, the separation of taper from from liftoff timing, credit spread and supply outlook, Canadian elections, GDP miss and implications for the BoC and the main themes driving currencies into year-end. They conclude with a rapid-fire, year-end outlook for US and Canadian rates, high quality spreads and currencies. 

    • 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 ,

Partisan Running Dogs

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

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