Podcasts by Macro Horizons
BMO strategists discuss the week ahead in U.S. rates and global trends in the FICC macroclimate. Ian Lyngen, Dan Krieter, Ben Jeffery, 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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Flight of the Hawks - The Week Ahead from 2022-02-18T16:58:19
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of February 22nd, 2022, and respond to questions submitted by listeners and clients.
ListenAll About QT - High Quality Credit Spreads from 2022-02-16T19:25:59
Dan Krieter and Dan Belton discuss their estimates around balance sheet normalization including the terminal size of the Fed’s balance sheet and when normalization will conclude. Other topics inclu...
ListenDon't Jimmy Me, Jimmy - The Week Ahead from 2022-02-11T18:09:02
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of February 14th, 2022, and respond to questions submitted by listeners and clients.
ListenSnow Drift - High Quality Credit Spreads from 2022-02-09T21:32:54
Dan Krieter and Dan Belton discuss the recent widening in credit as well as the levels and macro conditions that will result in stability in credit. Other topics include long-term fundamental outlo...
ListenForecasting Error - The Week Ahead from 2022-02-04T19:42:56
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of February 7th, 2022, and respond to questions submitted by listeners and clients.
ListenThe Great U-Turn - Monthly Roundtable from 2022-02-01T20:04:41
Margaret Kerins along with Ian Lyngen, Ben Reitzes, Greg Anderson, Stephen Gallo, Dan Belton and Ben Jeffery from BMO CM’s FICC Macro Strategy debate the pros and cons of a 50 bp vs. 25 bp initial ...
ListenAll Fed, No Fade - The Week Ahead from 2022-01-28T16:35:02
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of January 31st, 2022, and respond to questions submitted by listeners and clients.
ListenReactions to the January 2022 FOMC - High Quality Credit Spreads from 2022-01-26T23:35
Dan Krieter and Dan Belton give their takeaways from the January Fed meeting. Topics include the Fed’s guidance on balance sheet normalization, the potential for a faster path of rate hikes than th...
ListenTrading By Committee - The Week Ahead from 2022-01-21T17:49:42
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of January 24th, 2022, and respond to questions submitted by listeners and clients.
ListenTime's Up? - High Quality Credit Spreads from 2022-01-19T20:03
Dan Krieter and Dan Belton discuss their changing view on credit amidst a rapidly shifting market landscape. Other topics include: January primary markets, the model-implied fair value of credit cu...
ListenNew Year, New Fed - The Week Ahead from 2022-01-14T17:46:59
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of January 18th, 2022, and respond to questions submitted by listeners and clients.
ListenTiming is Everything - High Quality Credit Spreads from 2022-01-12T19:34
Dan Krieter and Dan Belton discuss their outlook for credit spreads in the medium-term including the major headwinds and tailwinds facing the market in 2022. Topics include inflation, quantitative ...
ListenPolar Bear - The Week Ahead from 2022-01-07T18:24:56
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of January 10th, 2022, and respond to questions submitted by listeners and clients.
ListenDelay Replay - Monthly Roundtable from 2022-01-04T20:06:51
Margaret Kerins along with Ian Lyngen, Ben Reitzes, Greg Anderson, Stephen Gallo, Dan Krieter, Dan Belton and Ben Jeffery from BMO CM’s FICC Macro Strategy team discuss their outlook for US & Canad...
Listen2022 and Beyond - The Week Ahead from 2021-12-22T18:55:28
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of December 27th, 2021, and respond to questions submitted by listeners and clients.
ListenLow Light, Low Liquidity - The Week Ahead from 2021-12-17T17:15
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of December 20th, 2021, and respond to questions submitted by listeners and clients.
ListenReactions to the December 2021 FOMC - High Quality Credit Spreads from 2021-12-15T23:44:20
Dan Krieter and Dan Belton discuss their takeaways to this afternoon’s FOMC statement, economic projections, and press conference. Topics include what factors might change the Fed’s view that the e...
ListenJust Like 10-Year Yields - The Week Ahead from 2021-12-10T18:48:12
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of December 13th, 2021, and respond to questions submitted by listeners and clients.
Listen2022 Outlook: New Year, Another New Normal? - Monthly Roundtable from 2021-12-07T20:09:51
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 bring you their 2022 outlook for US & C...
ListenAccelerate Debate - The Week Ahead from 2021-12-03T19:59:59
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.
ListenVariant Volatility - High Quality Credit Spreads from 2021-12-01T20:50:27
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 project...
ListenThanksgiving Special - The Week Ahead from 2021-11-24T16:27:38
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.
ListenHoliday Sales - High Quality Credit Spreads from 2021-11-23T19:38:11
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 a...
ListenTreasuries and Tryptophan - The Week Ahead from 2021-11-19T16:04
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.
ListenFocused on Flattening - The Week Ahead from 2021-11-12T17:27:46
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.
ListenPull Up a Chair - High Quality Credit Spreads from 2021-11-10T20:59:52
Dan Krieter and Dan Belton discuss likely changes in the composition at the Fed including the likely next Chair and Vice Chair for Supervision. They also discuss what the Fed’s new regulatory regim...
ListenHut Hut Hike - Monthly Roundtable from 2021-11-03T23:57
Margaret Kerins along with Ian Lyngen, Greg Anderson, Stephen Gallo, Dan Krieter, Dan Belton and Ben Jeffery from our FICC Macro Strategy bring you their reactions to the November FOMC meeting and ...
ListenA Squared Dozen - The Week Ahead from 2021-10-29T12:05:36
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of November 1st, 2021, and respond to questions submitted by listeners and clients.
ListenThe Only Game in Town - High Quality Credit Spreads from 2021-10-27T21:33:27
Dan Krieter and Dan Belton discuss seemingly the only factor driving credit markets: inflation. They also debate how their inflation outlook will impact credit markets going forward.
ListenSquid Bonds - The Week Ahead from 2021-10-22T11:51:18
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of October 25th, 2021, and respond to questions submitted by listeners and clients.
ListenSOFR Swoon - High Quality Credit Spreads from 2021-10-20T19:35:26
Dan Krieter and Dan Belton discuss the unexpected dip in the overnight SOFR rate including its drivers and implications for investors. Other topics include recent factors impacting credit markets, ...
ListenRanging Bull - The Week Ahead from 2021-10-15T13:14:31
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of October 18th, 2021, and respond to questions submitted by listeners and clients.
ListenNew Year, New Range? - High Quality Credit Spreads from 2021-10-13T19:01:28
Dan Krieter and Dan Belton discuss four factors likely to bring a new, wider range in credit spreads in 2022 including inflation/growth concerns, monetary policy, fiscal policy, and technicals. Oth...
ListenQ-Fouria - The Week Ahead from 2021-10-08T14:00
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of October 12th, 2021, and respond to questions submitted by listeners and clients.
ListenJay Powell and the Inflation Jitters - Monthly Roundtable from 2021-10-05T18:15:04
Margaret Kerins along with with Ian Lyngen, Greg Anderson, Stephen Gallo, Dan Krieter, Ben Reitzes, Dan Belton and Ben Jeffery from our FICC Macro Strategy discuss the new range for US rates and wh...
ListenEnd of the Quarter As We Know It - The Week Ahead from 2021-09-30T21:24
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of October 4th, 2021, and respond to questions submitted by listeners and clients.
ListenMaking the Case: Q4 2021 from 2021-09-29T20:09:01
Dan Krieter and Dan Belton debate the case for credit spreads moving wider or narrower and the factors most likely to impact credit in the near- and medium-terms including Fed tapering, the growth ...
ListenDoveless in Washington - The Week Ahead from 2021-09-24T16:15:44
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.
ListenReactions to the September 2021 FOMC - High Quality Credit Spreads from 2021-09-22T23:19:16
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 th...
ListenFall's First Fed - The Week Ahead from 2021-09-17T15:08:16
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.
ListenAs Good As It Gets? - High Quality Credit Spreads from 2021-09-15T20:12:25
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...
ListenThe Fall Stumble - The Week Ahead from 2021-09-09T18:21:17
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.
ListenBetween a Taper and a Hike Pace - Monthly Roundtable from 2021-09-07T18:24:38
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 derai...
ListenSirens of September - The Week Ahead from 2021-09-03T16:04:36
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of September 7th, 2021, and respond to questions submitted by listeners and clients.
ListenSizing September Supply - High Quality Credit Spreads from 2021-09-01T21:59:42
Dan Krieter and Dan Belton discuss what to expect with respect to the coming wave of issuance following the long weekend and how the market will absorb the new supply. Other topics include the impo...
ListenReturn to the Home Office - The Week Ahead from 2021-08-27T17:50:55
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of August 30th, 2021, and respond to questions submitted by listeners and clients.
ListenThe Calm Before the Storm - High Quality Credit Spreads from 2021-08-25T18:25:04
Dan Krieter and Dan Belton discuss credit spreads in the current directionless markets ahead of this week’s much awaited Jackson Hole Symposium. Other topics include coming changes at the Fed and e...
ListenDelta Doldrums - The Week Ahead from 2021-08-20T14:46:29
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of August 23rd, 2021, and respond to questions submitted by listeners and clients.
ListenSeeing in 3-D - High Quality Credit Spreads from 2021-08-18T19:42:16
Dan Krieter and Dan Belton discuss their outlook for credit spreads through three distinct factors: technicals, fundamentals, and the macro landscape. On balance, they conclude these factors should...
ListenOut of Office Day - The Week Ahead from 2021-08-13T14:40:28
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of August 16th, 2021, and respond to questions submitted by listeners and clients.
ListenGreat Jobs! - The Week Ahead from 2021-08-06T19:12:40
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of August 9th, 2021, and respond to questions submitted by listeners and clients.
ListenUncharted Transitory - Monthly Roundtable from 2021-08-03T18:55:35
Margaret Kerins along with Ian Lyngen, Greg Anderson, Dan Krieter and Ben Jeffery from BMO’s FICC Macro Strategy team bring you their debate on the longer-term viability of the Fed’s characterizati...
ListenAugust Again - The Week Ahead from 2021-07-30T16:10:36
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of August 2nd, 2021, and respond to questions submitted by listeners and clients.
ListenChecking the Taper - The Week Ahead from 2021-07-23T16:30:17
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of July 26h, 2021, and respond to questions submitted by listeners and clients.
ListenIs This It? - High Quality Credit Spreads from 2021-07-21T19:22:35
Dan Krieter and Dan Belton discuss the ramifications of the recent bout of Treasury market volatility including the modest widening in credit spreads and discuss whether more weakness will be reali...
ListenInto the Summer Dome - The Week Ahead from 2021-07-16T16:34:44
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of July 19th, 2021, and respond to questions submitted by listeners and clients.
ListenPara-Para-Paradigm - Monthly Roundtable from 2021-07-13T19:07
Margaret Kerins along with Ian Lyngen, Greg Anderson, Stephen Gallo, Ben Reitzes, Dan Belton and Ben Jeffery from BMO Capital Market’s FICC Macro Strategy team bring debate of perceived risks as th...
ListenThe Drive to 125 - The Week Ahead from 2021-07-09T16:41:25
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of July 12th, 2021, and respond to questions submitted by listeners and clients.
ListenFlight to Ambiguity - High Quality Credit Spreads from 2021-07-07T20:00:32
Dan Krieter and Dan Belton discuss the recent rally in Treasury yields and what it means for credit spreads. Other topics include the implications for Fed policy and forthcoming details on a potent...
ListenDash to the Doldrums - The Week Ahead from 2021-07-02T17:01:28
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of July 6th, 2021, and respond to questions submitted by listeners and clients.
ListenQ3 Outlook - High Quality Credit Spreads from 2021-06-30T16:41:08
Dan Krieter and Dan Belton discuss the likely path of credit spreads in Q3 including the supply and demand factors that will drive credit markets including deleveraging, financial issuance, and sea...
ListenHalftime Show - The Week Ahead from 2021-06-25T15:24:38
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of June 28th, 2021, and respond to questions submitted by listeners and clients.
ListenAttitude Adjustments - High Quality Credit Spreads from 2021-06-23T18:40:46
Dan Krieter and Dan Belton discuss three major adjustments impacting their markets in recent weeks. First, the Fed’s changing outlook on inflation including the risk inflation is higher and more pe...
ListenBullish Inflection - The Week Ahead from 2021-06-18T15:34:40
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of June 21st, 2021, and respond to questions submitted by listeners and clients.
ListenReactions to the June FOMC - High Quality Credit Spreads from 2021-06-16T23:06:58
Dan Krieter and Dan Belton discuss their takeaways from the June FOMC which featured a more hawkish outlook from the Summary of Economic Projections, an acknowledgement that the Fed might be undere...
ListenBy Any Other Name - The Week Ahead from 2021-06-11T16:55:11
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.
ListenTipping the Scales - High Quality Credit Spreads from 2021-06-09T20:48:03
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 re...
ListenParticipation Trophy - The Week Ahead from 2021-06-04T16:46:26
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.
ListenThe Cash Trap - Monthly Roundtable from 2021-06-01T19:08:03
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 ma...
ListenA June to Remember - The Week Ahead from 2021-05-28T16:39:51
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.
ListenOut of the (Home) Office - The Week Ahead from 2021-05-21T16:31
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.
ListenOpen to Interpretation - High Quality Credit Spreads from 2021-05-19T19:41:04
Dan Krieter and Dan Belton discuss the recent resilience in credit spreads despite volatility in other asset classes. They offer two competing interpretations of the stability, with ramifications f...
Listen'Tis the Seasonals - The Week Ahead from 2021-05-14T16:39:08
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of May 17th, 2021, and respond to questions submitted by listeners and clients.
ListenMuddied Waters Run Deep - Monthly Roundtable from 2021-05-11T18:22:04
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 bring you their debate of the main narr...
ListenTalking About Talking About Tapering - High Quality Credit Spreads from 2021-05-05T22:01:41
Dan Krieter and Dan Belton discuss the impact of the Fed’s eventual tapering announcement on spread markets. Topics include the potential for a severe market reaction like 2013 as well as the near-...
ListenReturning to Work - The Week Ahead from 2021-04-30T16:44:02
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of May 3rd, 2021, and respond to questions submitted by listeners and clients.
ListenReactions to the April FOMC - High Quality Credit Spreads from 2021-04-28T23:39:38
Dan Krieter and Dan Belton discuss their takeaways from the April FOMC meeting and press conference which largely centered around the Fed’s dual mandate of full employment and stable prices, the po...
ListenRebound Referendum - The Week Ahead from 2021-04-23T15:10:48
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of April 26th, 2021, and respond to questions submitted by listeners and clients.
ListenWinds of Change - High Quality Credit Spreads from 2021-04-21T20:04:02
Dan Krieter and Dan Belton discuss recent developments regarding three pivotal areas of change in fixed income and how they impact spreads markets, including regulation and a move towards sustainab...
ListenSpring Inflection - The Week Ahead from 2021-04-16T15:30:46
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of April 19th, 2021, and respond to questions submitted by listeners and clients.
ListenQ2 Spread Outlook - High Quality Credit Spreads from 2021-04-15T19:34
Dan Krieter and Dan Belton discuss the various factors set to drive the path of credit spreads in Q2, including their outlook for market technicals and fundamentals.
ListenMarch's Mulligan - The Week Ahead from 2021-04-09T17:02:01
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of April 12th, 2021, and respond to questions submitted by listeners and clients.
ListenHotel QE Forever - Monthly Roundtable from 2021-04-06T19:09:35
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 bring you their debate on the impact of...
ListenGreen Shoots and April Showers - The Week Ahead from 2021-04-02T16:20:18
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of April 5th, 2021, and respond to questions submitted by listeners and clients.
ListenMaking the Case: Q2 21 - High Quality Credit Spreads from 2021-03-31T18:43:53
Dan Krieter and Dan Belton debate whether spreads are more likely to widen or narrow in Q2 from current ranges based on the fundamental and technical outlooks for credit. Then they discuss recent d...
Listen#ShipStillStuck - The Week Ahead from 2021-03-26T15:56:59
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of March 29th, 2021, and respond to questions submitted by listeners and clients.
ListenSOFR: What’s Next? - High Quality Credit Spreads from 2021-03-24T18:52:55
Dan Krieter and Dan Belton discuss their two preferred trade ideas in the current range-bound environment for credit spreads before turning to recent developments in the transition from LIBOR to SO...
ListenThe Other Side of 1.75% - The Week Ahead from 2021-03-19T16:08:46
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of March 22nd, 2021, and respond to questions submitted by listeners and clients.
ListenReactions to the March FOMC - High Quality Credit Spreads from 2021-03-17T23:28:14
Dan Krieter and Dan Belton discuss their takeaways from the Fed meeting, and what it might means for the path of credit and swap spreads.
ListenA Quarter to Remember - The Week Ahead from 2021-03-12T18:00:31
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of March 15th, 2021, and respond to questions submitted by listeners and clients.
ListenPain and SLR-ow - High Quality Credit Spreads from 2021-03-10T20:40:24
Dan Krieter and Dan Belton discuss the recent widening in credit spreads and a change in their view on the near term path for spreads. Finally, they discuss the pending expirations of exemptions fo...
ListenSame As it Never Was - The Week Ahead from 2021-03-05T17:41:20
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of March 8th, 2021, and respond to questions submitted by listeners and clients.
ListenWake Me Up When September Comes - Monthly Roundtable from 2021-03-02T21:05:04
Margaret Kerins along with Ian Lyngen, Greg Anderson, Stephen Gallo, Dan Krieter, Ben Reitzes, and Dan Belton from BMO’s FICC Macro Strategy team debate the base case for the US economic recovery a...
ListenBond Ides of March - The Week Ahead from 2021-02-26T17:32:27
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of March 1st, 2021, and respond to questions submitted by listeners and clients.
ListenRiding on Perseverance - The Week Ahead from 2021-02-19T16:21:48
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of February 22nd, 2021, and respond to questions submitted by listeners and clients.
ListenMy Punny Valentine - The Week Ahead from 2021-02-12T18:26:16
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of February 15th, 2021, and respond to questions submitted by listeners and clients.
ListenTechnical Support - High Quality Credit Spreads from 2021-02-10T20:14:52
Dan Krieter and Dan Belton discuss credit spreads now trading on top of multiyear lows and if the rally in credit is running out of gas. Finally, they revisit the upward trend in swap spreads and w...
ListenReady for the Weeknd - The Week Ahead from 2021-02-05T17:51
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of February 8th, 2021, and respond to questions submitted by listeners and clients.
ListenTaking Issue(ance) - Monthly Roundtable from 2021-02-02T21:31:33
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 bring you their outlook for US Treasury...
ListenOne Down, Eleven to Go - The Week Ahead from 2021-01-29T18:39:24
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of February 1st, 2021, and respond to questions submitted by listeners and clients.
ListenReactions to the January FOMC - High Quality Credit Spreads from 2021-01-27T23:41:31
Dan Krieter and Dan Belton discuss their takeaways from the January FOMC statement and press conference and its implications for credit spreads. Then they talk about recent activity in the repo mar...
ListenRecovery Reckoning - The Week Ahead from 2021-01-22T18:31:15
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of January 25th, 2021, and respond to questions submitted by listeners and clients.
ListenBack to the Grind - High Quality Credit Spreads from 2021-01-20T20:05:06
Dan Krieter and Dan Belton discuss the recent performance of credit and swap spreads following the Georgia Elections including what it means for their spread targets in the quarters ahead. Other to...
ListenPeaked Early? - The Week Ahead from 2021-01-15T19:41:13
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of January 19th, 2021, and respond to questions submitted by listeners and clients.
ListenThe Great Reflation Debate - Monthly Roundtable from 2021-01-12T21:46:52
Margaret Kerins with Ian Lyngen, Greg Anderson, Stephen Gallo, Dan Krieter, Ben Reitzes, Dan Belton and Ben Jeffery from our FICC Macro Strategy team bring you their outlook for US rates, IG spread...
ListenNew Year, New Problems - The Week Ahead from 2021-01-08T18:28:49
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of January 11th, 2021, and respond to questions submitted by listeners and clients.
ListenRiding the Blue Wave - High Quality Credit Spreads from 2021-01-06T19:29:40
Dan Krieter and Dan Belton discuss the recent performance of credit and swap spreads following the Georgia Elections including what it means for their spread targets in the quarters ahead. Other to...
ListenMaking the Turn - The Week Ahead from 2020-12-23T17:54:19
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market through the end of 2020, and respond to questions submitted by listeners and clients.
ListenWho Would Have Thought? - The Week Ahead from 2020-12-18T17:18:26
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of December 21st, 2020, and respond to questions submitted by listeners and clients.
ListenReactions to the December FOMC - High Quality Credit Spreads from 2020-12-17T00:11:41
Dan Krieter and Dan Belton discuss their takeaways from today’s Fed meeting, including the impact of guidance on Fed purchases and the market response. They conclude by previewing technicals in Jan...
ListenOne More to Go - The Week Ahead from 2020-12-11T17:32
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of December 14th, 2020, and respond to questions submitted by listeners and clients.
Listen2021 High Grade Credit Outlook - High Quality Credit Spreads from 2020-12-09T20:38:48
Dan Krieter and Dan Belton discuss their expectations for the path of credit spreads in 2021. Then they conclude with a discussion on recent Libor transition headlines, including the extension of L...
ListenThe Bad News Bid - The Week Ahead from 2020-12-04T19:34:36
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of December 7th, 2020, and respond to questions submitted by listeners and clients.
Listen2021 Outlook: Lower, Narrower, Safer - Monthly Roundtable from 2020-12-01T20:37:28
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 bring you their outlook for US rates, I...
ListenPardon Us - The Week Ahead from 2020-11-25T17:13:12
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of November 30th, 2020, and respond to questions submitted by listeners and clients.
ListenThe COVID That Stole Thanksgiving - The Week Ahead from 2020-11-20T16:27:43
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.
ListenSpread Immunity - High Quality Credit Spreads from 2020-11-18T20:41:43
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 recen...
ListenVague Clarity - The Week Ahead from 2020-11-13T16:33:08
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.
ListenWhat's Next - Monthly Roundtable from 2020-11-10T20:20:52
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 ...
ListenCount on it - The Week Ahead from 2020-11-06T17:14:56
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.
ListenHindsight is 2020 - High Quality Credit Spreads from 2020-11-04T22:58:39
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 ...
ListenSpending Daylight - The Week Ahead from 2020-10-30T15:39
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of November 2nd, 2020, and respond to questions submitted by listeners and clients.
ListenTrick or Treat - High Quality Credit Spreads from 2020-10-28T20:10:47
Dan Krieter and Dan Belton give their thoughts on why credit spreads have not reacted to broader market weakness over the past several weeks, and whether investors should view the current resilienc...
ListenEyes of the Bond-holder - The Week Ahead from 2020-10-16T15:42:37
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of October 19th, 2020, and respond to questions submitted by listeners and clients.
ListenRunning Bases - High Quality Credit Spreads from 2020-10-14T20:31:49
Dan Krieter and Dan Belton discuss the drivers behind the recent credit spread narrowing and whether it can be sustained in the weeks ahead. Finally, they react to some of the key SOFR/Libor headli...
ListenHouse of Bonds - The Week Ahead from 2020-10-09T16:51
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of October 13th, 2020, and respond to questions submitted by listeners and clients.
Listen2021 Pace Odyssey - Monthly Roundtable from 2020-10-06T21:17:44
Margaret Kerins along with Ian Lyngen, Greg Anderson, Stephen Gallo, Dan Krieter, Ben Reitzes, Jon Hill, and Ben Jeffery from our FICC Macro Strategy team bring you their outlook for US rates, IG s...
ListenFourth Quarter Drive - The Week Ahead from 2020-10-02T16:24:42
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of October 5th, 2020, and respond to questions submitted by listeners and clients.
ListenRange-Bound No More - High Quality Credit Spreads from 2020-09-30T19:24:49
Dan Krieter and Dan Belton discuss the drivers behind both credit and swap spreads breaking out of multi-month channels during the past week, as well as whether the move will continue or reverse co...
ListenRunning Out the Clock - The Week Ahead from 2020-09-25T15:54:50
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of September 28th, 2020, and respond to questions submitted by listeners and clients.
ListenPondering the Presidency - High Quality Credit Spreads from 2020-09-23T21:07:31
Dan Krieter and Dan Belton discuss the 2020 Presidential election now less than six weeks away, and what it means for the near term direction of credit spreads.
ListenAye Aye - The Week Ahead from 2020-09-18T14:37:14
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of September 21st, 2020, and respond to questions submitted by listeners and clients.
ListenReactions to the September FOMC - High Quality Credit Spreads from 2020-09-16T22:45:18
Dan Krieter and Dan Belton discuss their takeaways from today’s surprising Fed meeting, as well as what tools remain available to the Fed and the effect those tools would likely have on credit spre...
ListenPowell Play - The Week Ahead from 2020-09-11T17:40:07
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of September 14th, 2020, and respond to questions submitted by listeners and clients.
ListenMaking the Case - High Quality Credit Spreads from 2020-09-09T21:39:15
Dan Krieter and Dan Belton make the case for wider and narrower credit spreads into year-end focused on four key factors: virus transmission and potential for a vaccine; technical and seasonal fact...
ListenAutumn is Coming - The Week Ahead from 2020-09-04T15:34:01
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of September 8th, 2020, and respond to questions submitted by listeners and clients.
ListenFalling into Place: A Coronacession Election - Monthly Roundtable from 2020-09-01T23:15:45
Margaret Kerins along with Ian Lyngen, Greg Anderson, Stephen Gallo, Dan Krieter, Ben Reitzes, Jon Hill, and Ben Jeffery from our FICC Macro Strategy team bring you their outlook for the US rates, ...
ListenMeet the New Fed - The Week Ahead from 2020-08-28T20:00
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of August 31st, 2020, and respond to questions submitted by listeners and clients.
ListenTechnically Speaking - High Quality Credit Spreads from 2020-08-26T19:48:55
Dan Krieter and Dan Belton discuss why deteriorating technicals may present a buying opportunity for spread market participants in September/October.
ListenJackson Hole-in-One - The Week Ahead from 2020-08-21T15:44:55
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of August 24th, 2020, and respond to questions submitted by listeners and clients.
ListenNight of the Living Debt - High Quality Credit Spreads from 2020-08-19T21:24:44
Dan Krieter and Dan Belton discuss the likelihood of credit spreads widening modestly in the fall months, and why any widening should be viewed as a buying opportunity ahead of credit spreads poten...
ListenAutumn Angst - The Week Ahead from 2020-08-14T16:41:58
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of August 17th, 2020, and respond to questions submitted by listeners and clients.
ListenCessation Plan - High Quality Credit Spreads from 2020-08-12T21:10:29
Dan Krieter and Dan Belton discuss some recent key developments in the Libor-SOFR transition, including: ISDA’s soon to be released protocol, Libor fallback values, and the potential for a pre-cess...
ListenBlindside is 2020 - The Week Ahead from 2020-08-07T16:30:12
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of August 10th, 2020, and respond to questions submitted by listeners and clients.
ListenBig Dollar Big Troubles? - Monthly Roundtable from 2020-08-04T21:37:24
Margaret Kerins along with Ian Lyngen, Greg Anderson, Stephen Gallo, Dan Krieter, Ben Reitzes, Dan Belton, Jon Hill, and Ben Jeffery from our FICC Macro Strategy team bring you their outlook for th...
ListenCardboard Crowds - The Week Ahead from 2020-07-31T17:10:39
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of August 3rd, 2020, and respond to questions submitted by listeners and clients.
ListenReactions to the July FOMC Meeting - High Quality Credit Spreads from 2020-07-29T22:09:09
Dan Krieter and Dan Belton discuss their takeaways from the July FOMC meeting. In addition, they talk about the historical impact of fiscal and monetary stimulus on credit spreads, and what it migh...
ListenSummertime Drift - The Week Ahead from 2020-07-24T15:49:39
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of July 27th, 2020, and respond to questions submitted by listeners and clients.
ListenRisk/Reward Review - High Quality Credit Spreads from 2020-07-22T19:50:31
In this episode, Dan Krieter and Dan Belton discuss the drivers of the recent leg narrower in credit spreads, what stories have the power to move the market, and why an unattractive risk/reward pro...
ListenSunshine and Trend Lines - The Week Ahead from 2020-07-17T16:22
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of July 20th, 2020, and respond to questions submitted by listeners and clients.
ListenIt Was A Very Good Year - The Week Ahead from 2020-07-10T15:14:48
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of July 13th, 2020, and respond to questions submitted by listeners and clients.
ListenTime Keeps Slippin' into the Futures - Monthly Roundtable from 2020-07-07T20:48:11
Margaret Kerins along with Ian Lyngen, Greg Anderson, Stephen Gallo, Dan Krieter, Ben Reitzes, Dan Belton, Jon Hill, and Ben Jeffery from our FICC Macro Strategy team bring you their outlook for US...
ListenBack to Work? - The Week Ahead from 2020-07-02T16:55
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of July 6th, 2020, and respond to questions submitted by listeners and clients.
ListenWave Worries - The Week Ahead from 2020-06-26T14:55:05
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of June 29th, 2020, and respond to questions submitted by listeners and clients.
ListenSummertime Sadness - High Quality Credit Spreads from 2020-06-24T20:11:01
Dan Krieter and Dan Belton discuss their expectation for credit spread weakness and the various catalysts including a second wave of COVID-19, renewed stay-at-home orders, fading fiscal/monetary st...
ListenBonds of Summer - The Week Ahead from 2020-06-19T14:51:47
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of June 22nd, 2020, and respond to questions submitted by listeners and clients.
ListenThe Elephant in the Market - High Quality Credit Spreads from 2020-06-17T21:15:34
Dan Krieter and Dan Belton answer the most frequently asked questions surrounding the Fed’s announcement to begin buying individual corporate bonds, including a discussion on what issues stand to b...
ListenSlipping Into Summer - The Week Ahead from 2020-06-12T15:16:46
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of June 15th, 2020, and respond to questions submitted by listeners and clients.
ListenReflections from the Fed - High Quality Credit Spreads from 2020-06-10T23:18
Dan Krieter and Dan Belton discuss Wednesday’s FOMC statement and press conference including the seemingly pessimistic tone from Chair Powell, forward guidance via the SEPs, and the lack of discuss...
ListenWhat Recession? - The Week Ahead from 2020-06-05T17:01:04
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of June 8th, 2020, and respond to questions submitted by listeners and clients.
ListenTrillions is the New Billions - Monthly Roundtable from 2020-06-02T20:37:06
Margaret Kerins along with Ian Lyngen, Greg Anderson, Stephen Gallo, Dan Krieter, Ben Reitzes, Dan Belton, Jon Hill, and Ben Jeffery from our FICC Macro Strategy team bring you their top line thoug...
ListenMath in This Job? - The Week Ahead from 2020-05-29T16:58:13
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of June 1st, 2020, and respond to questions submitted by listeners and clients.
ListenThe Recovery Tripod - High Quality Spreads from 2020-05-27T21:07:25
Dan Krieter and Dan Belton discuss the rally in risk assets over the past two weeks including the three main drivers of the recovery: economic re-opening, positive news around a vaccine, and stimul...
ListenEarly Close from Home - The Week Ahead from 2020-05-22T15:14
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of May 26th, 2020, and respond to questions submitted by listeners and clients.
ListenMnuchin: The Rapsical - The Week Ahead from 2020-05-15T16:16:56
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of May 18th, 2020, and respond to questions submitted by listeners and clients.
ListenReopening and Rebuilding - The Week Ahead from 2020-05-08T16:25:04
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of May 11th, 2020, and respond to questions submitted by listeners and clients.
ListenIf You Open It, Will They Come? - Monthly Roundtable from 2020-05-06T00:28:10
Margaret Kerins along with Ian Lyngen, Greg Anderson, Stephen Gallo, Dan Krieter, Ben Reitzes, Dan Belton, Jon Hill, and Ben Jeffery from the FICC Macro Strategy team bring you their thoughts on th...
ListenMayday! - The Week Ahead from 2020-05-01T16:49:33
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of May 4th, 2020, and respond to questions submitted by listeners and clients.
ListenSpring Thaw - High Quality Spreads from 2020-04-29T18:56:13
Dan Krieter and Dan Belton discuss their view on credit markets including the impact of a potential economic reopening and what the most recent headlines around Remdesivir might mean for the path o...
ListenReady. Set. Reopen. - The Week Ahead from 2020-04-24T15:30:40
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of April 27th, 2020, and respond to questions submitted by listeners and clients.
ListenExtended Staycation - The Week Ahead from 2020-04-17T15:50:56
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of April 20th, 2020, and respond to questions submitted by listeners and clients.
ListenThe Things That Matter - High Quality Spreads from 2020-04-15T19:58:31
Dan Krieter and Dan Belton share their thoughts on the ongoing rally in risk assets including how far it may go. Then they discuss the Fed’s various liquidity facilities and how they will ultimatel...
ListenFauci’d - The Week Ahead from 2020-04-09T17:00
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of April 13th, 2020, and respond to questions submitted by listeners and clients.
ListenQuantifying the Quarantine - High Quality Spreads from 2020-04-08T20:00
Dan Krieter and Dan Belton share their thoughts on the impact of the Covid-19 economic shutdown on credit and swap spreads. Topics include the Fed’s corporate credit facilities, potential for ratin...
ListenQuantifying the Quarantine - High Quality Spreads from 2020-04-08T20:00
Dan Krieter and Dan Belton share their thoughts on the impact of the Covid-19 economic shutdown on credit and swap spreads. Topics include the Fed’s corporate credit facilities, potential for ratin...
ListenQuantifying the Quarantine - High Quality Spreads from 2020-04-08T20:00
Dan Krieter and Dan Belton share their thoughts on the impact of the Covid-19 economic shutdown on credit and swap spreads. Topics include the Fed’s corporate credit facilities, potential for ratin...
ListenPandemic Fatigue - The Week Ahead from 2020-04-03T17:43:04
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of April 6th, 2020, and respond to questions submitted by listeners and clients.
ListenIt's Still Q1? - The Week Ahead from 2020-03-27T15:55:28
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of March 30th, 2020, and respond to questions submitted by listeners and clients.
ListenAre We There Yet? - The Week Ahead from 2020-03-20T16:25:26
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of March 23rd, 2020, and respond to questions submitted by listeners and clients.
ListenAre We There Yet? - The Week Ahead from 2020-03-20T16:25:26
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of March 23rd, 2020, and respond to questions submitted by listeners and clients.
ListenAre We There Yet? - The Week Ahead from 2020-03-20T16:25:26
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of March 23rd, 2020, and respond to questions submitted by listeners and clients.
ListenEchoes of 1987 - The Week Ahead from 2020-03-13T16:27:42
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of March 16th, 2020, and respond to questions submitted by listeners and clients.
ListenZero Funds Game - The Week Ahead from 2020-03-06T18:03:02
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of March 9th, 2020, and respond to questions submitted by listeners and clients.
ListenYour Move JP - The Week Ahead from 2020-02-28T17:49:25
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of March 2nd, 2020, and respond to questions submitted by listeners and clients.
ListenBreaking Down the Breakout - Monthly Roundtable from 2020-02-26T07:00
Margaret Kerins, Ian Lyngen, Stephen Gallo, Dan Belton, Jon Hill, and Ben Jeffery bring you their thoughts on the most pressing and reoccurring client questions in light of the massive flight to qu...
ListenLong Bondzilla - The Week Ahead from 2020-02-21T18:13:58
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of February 24th, 2020, and respond to questions submitted by listeners and clients.
ListenMid-Winter's Meltdown - The Week Ahead from 2020-02-14T17:37:18
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of February 18th, 2020, and respond to questions submitted by listeners and clients.
ListenDove Potion Number 9 - The Week Ahead from 2020-02-07T17:29:28
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of February 10th, 2020, and respond to questions submitted by listeners and clients.
ListenGame Day - The Week Ahead from 2020-01-31T18:20:42
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of February 3rd, 2020, and respond to questions submitted by listeners and clients.
ListenPrimary Night Live - Monthly Roundtable from 2020-01-29T21:59:11
Margaret Kerins, Ian Lyngen, Jon Hill, Greg Anderson, Dan Krieter and Dan Belton bring you their top observations heading into the US presidential primary elections and what these themes mean for U...
ListenIn Like A Bear, Out Like A Bull - The Week Ahead from 2020-01-24T18:00
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of January 27th, 2020, and respond to questions submitted by listeners and clients.
ListenThe Bond Shack - The Week Ahead from 2020-01-17T18:01:44
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of January 21st, 2020, and respond to questions submitted by listeners and clients.
ListenWelcome to 2020 - The Week Ahead from 2020-01-10T15:30
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the year ahead, and highlight 10 of the major risks for 2020.
ListenThanks For the Memories - The Week Ahead from 2019-12-20T15:36:17
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the final couple weeks of 2019, and recap the events in the Treasury market over the last year.
ListenFading the Phase - The Week Ahead from 2019-12-13T19:54:42
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of December 16th, 2019, and respond to questions submitted by listeners and clients.
ListenTrading 2020: Top Themes for the New Year - Monthly Roundtable from 2019-12-12T07:00
Margaret Kerins is joined by Greg Anderson, Dan Belton, Michael Gregory, Jon Hill, Ian Lyngen and Ben Reitzes to discuss and debate the top themes that will shape the market in 2020.
ListenPowell to the People - The Week Ahead from 2019-12-06T18:13:27
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of December 9th, 2019, and respond to questions submitted by listeners and clients.
ListenDeep Fried Turducken - The Week Ahead from 2019-11-22T18:03:34
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of November 25th, 2019, and respond to questions submitted by listeners and clients.
ListenAnd The Tweet Goes On - The Week Ahead from 2019-11-15T18:00
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of November 18th, 2019, and respond to questions submitted by listeners and clients.
ListenTrading Phases - The Week Ahead from 2019-11-08T18:00
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of November 12th, 2019, and respond to questions submitted by listeners and clients.
ListenThe Danger Zone - UK Election Flash-Cast from 2019-11-06T07:00
Margaret Kerins and Stephen Gallo discuss Brexit developments and the upcoming UK elections.
ListenReassession Risk - The Week Ahead from 2019-11-01T17:09:21
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of November 4th, 2019, and respond to questions submitted by listeners and clients.
ListenEchoes of 2001 - Monthly High Quality Spreads Roundtable from 2019-10-31T06:00
Dan Krieter and Dan Belton share their thoughts on credit spreads for the month of November. Topics include the impact of the ongoing yield grab environment, light issuance, and narrowing swap spre...
ListenEchoes of 2001 - Monthly High Quality Spreads Roundtable from 2019-10-31T06:00
Dan Krieter and Dan Belton share their thoughts on credit spreads for the month of November. Topics include the impact of the ongoing yield grab environment, light issuance, and narrowing swap spre...
ListenEchoes of 2001 - Monthly High Quality Spreads Roundtable from 2019-10-31T06:00
Dan Krieter and Dan Belton share their thoughts on credit spreads for the month of November. Topics include the impact of the ongoing yield grab environment, light issuance, and narrowing swap spre...
ListenFed Up - The Week Ahead from 2019-10-25T16:59:17
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of October 28th, 2019, and respond to questions submitted by listeners and clients.
ListenSOFR at the Halfway Point - Monthly Roundtable from 2019-10-23T06:00
Dan Krieter and Dan Belton provide an update on the SOFR/LIBOR transition at the halfway point between July 2017, when Andrew Bailey’s comments kickstarted the process, and December 2021, the curre...
ListenLondon Calling - The Week Ahead from 2019-10-18T16:47:20
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of October 21st, 2019, and respond to questions submitted by listeners and clients.
ListenMidcast Crisis - The Week Ahead from 2019-10-11T16:26:46
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of October 15th, 2019, and respond to questions submitted by listeners and clients.
ListenManufacturing Matters - The Week Ahead from 2019-10-04T14:30
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of October 7th, 2019, and respond to questions submitted by listeners and clients.
ListenTrumperendum - The Week Ahead from 2019-09-27T17:00
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of September 30th, 2019, and respond to questions submitted by listeners and clients.
ListenBetter Late Than Never - Monthly High Quality Spreads Roundtable from 2019-09-25T06:00
Dan Krieter and Dan Belton discuss the recent repo market volatility including its causes and the Fed’s response. What do the Fed’s repo operations imply for the repo market going forward and how d...
ListenFalling into Uncertainties - The Week Ahead from 2019-09-20T17:00
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of September 23rd, 2019, and respond to questions submitted by listeners and clients.
ListenPutting the Fun back in Funding – Flash-Cast from 2019-09-17T21:36
Margaret Kerins along with Jon Hill, Ian Lyngen and Dan Krieter discuss the developments of the last couple days; not least of which includes the effective Fed funds rate setting this morning at th...
ListenSanta Pause is Comin' to Town (Again) - The Week Ahead from 2019-09-13T16:33:40
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of September 16th, 2019, and respond to questions submitted by listeners and clients.
ListenThe Quarter Ahead: Downside Debate – Monthly Roundtable from 2019-09-11T18:02:15
Margaret Kerins with Michael Gregory, Ian Lyngen, Jon Hill, Ben Jeffery, Greg Anderson, Stephen Gallo, Dan Krieter and Dan Belton bring you their thoughts on the looming flashpoints that frame thei...
ListenParaskevidekatriaphobia - The Week Ahead from 2019-09-06T17:00
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of September 9th, 2019, and respond to questions submitted by listeners and clients.
ListenWake Me Up When the Trade War Ends - The Week Ahead from 2019-08-30T16:44:52
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of September 3rd, 2019, and respond to questions submitted by listeners and clients.
ListenDefense Wins Championships - Monthly High Quality Spreads Roundtable from 2019-08-29T14:31:14
Dan Krieter and Dan Belton discuss why high quality credit spreads are unlikely to widen in the near term as technicals in both Treasury and spread markets remain very supportive. However, they al...
ListenHanging Up the White Pants - The Week Ahead from 2019-08-23T16:37:26
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of August 26th, 2019, and respond to questions submitted by listeners and clients.
ListenA Credibility Threat - Monthly Roundtable from 2019-08-22T16:18:38
Margaret Kerins with Ian Lyngen, Jon Hill, Ben Jeffery and Dan Krieter bring you their thoughts on Fed credibility regarding potential changes to the FOMC’s operating monetary policy framework. The...
ListenBond... Long-Bond - The Week Ahead from 2019-08-16T16:23:32
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of August 19th, 2019, and respond to questions submitted by listeners and clients.
ListenSummer of Endless Dove - The Week Ahead from 2019-08-09T14:49:17
Ian Lyngen and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of August 12th, 2019, and respond to questions submitted by listeners and clients.
ListenChinese Devaluation: Why Put A Label On It? - Monthly Roundtable from 2019-08-07T06:00
Trade tensions are mounting, accelerating the post-FOMC risk off sentiment. China let the yuan depreciate beyond 7 per dollar. US Treasury has formally labelled China a Currency Manipulator. 10yr T...
ListenThe Don Days of Summer - The Week Ahead from 2019-08-02T17:47:09
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of August 5th, 2019, and respond to questions submitted by listeners and clients.
ListenAnd So It Begins - The Week Ahead from 2019-07-26T16:12:26
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of July 29th, 2019, and respond to questions submitted by listeners and clients.
ListenFed vs Fundamentals - Monthly High Quality Spreads Roundtable from 2019-07-24T15:00
The trade war has already caused significant damage to business confidence, additional trade uncertainties remain, and global growth is decelerating. These factors should directly impact corporate ...
ListenTalking Feds - The Week Ahead from 2019-07-19T16:06:34
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of July 22nd, 2019, and respond to questions submitted by listeners and clients.
ListenWhat a Diff’rence a Jay Makes - The Week Ahead from 2019-07-12T16:14:46
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of July 15th, 2019, and respond to questions submitted by listeners and clients.
ListenYield Cap Challenge - The Week Ahead from 2019-07-03T16:23:02
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of July 8th, 2019, and respond to questions submitted by listeners and clients.
ListenThe Longest Three Days - The Week Ahead from 2019-06-28T16:43:51
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of July 1st, 2019, and respond to questions submitted by listeners and clients.
ListenHandling Zero - The Week Ahead from 2019-06-21T17:00
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of June 24th, 2019, and respond to questions submitted by listeners and clients.
ListenPowell’s Pending Plunge - Monthly Roundtable from 2019-06-18T06:00
The outlook has dimmed, labor gains hushed, inflation expectations have found their seats, and the stage is now set for the debut of “Powell’s First Cut”. This summer promises to be an inflection p...
ListenIn Powell We Trust - The Week Ahead from 2019-06-14T16:59:41
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of June 17th, 2019, and respond to questions submitted by listeners and clients.
ListenWell, it Was a Good Run - The Week Ahead from 2019-06-07T16:18:12
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of June 10th, 2019, and respond to questions submitted by listeners and clients.
ListenTrump's Chinese Chess Match - Monthly Roundtable from 2019-06-03T06:00
This month we present a roundtable discussion on the US-China trade war. As the trade dispute escalates, we analyze the potential impact on US and Canadian growth, interest rates, spreads, foreign ...
ListenAnother Week, Another Rally - The Week Ahead from 2019-05-31T16:11:16
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of June 3rd, 2019, and respond to questions submitted by listeners and clients.
ListenSummer is Coming - The Week Ahead from 2019-05-24T14:00
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of May 27th, 2019, and respond to questions submitted by listeners and clients.
ListenLike Kanye Loves Kanye - The Week Ahead from 2019-05-17T16:54
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of May 20th, 2019, and respond to questions submitted by listeners and clients.
ListenThe Battle for Basis Points - Monthly Roundtable from 2019-05-15T06:00
This month, our roundtable discussion is a live recording from one of our annual client events in Toronto on May 7th, 2019. We focus on our outlook for US Rates, high-quality spreads, and the Fed, ...
ListenSteepening Base Camp - The Week Ahead from 2019-05-10T15:13
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of May 13th, 2019, and respond to questions submitted by listeners and clients.
ListenSeasonal Bull Run - The Week Ahead from 2019-05-03T16:42:34
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of May 6th, 2019, and respond to questions submitted by listeners and clients.
ListenCycle: Endgame - The Week Ahead from 2019-04-26T16:22:08
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of April 29th, 2019, and respond to questions submitted by listeners and clients.
ListenWhat Happens in Q1 Stays in Q1 - The Week Ahead from 2019-04-18T16:18:11
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of April 22nd, 2019, and respond to questions submitted by listeners and clients.
ListenWinter is Here - The Week Ahead from 2019-04-12T16:57:08
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of April 15th, 2019, and respond to questions submitted by listeners and clients.
ListenOperators are Standing By - The Week Ahead from 2019-04-05T17:00
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of April 8th, 2019, and respond to questions submitted by listeners and clients.
ListenTop Questions on Powell's Paradox - Monthly Roundtable from 2019-04-01T06:00
With the Fed on hold and balance sheet rundown ending in September, we examine our top client questions across asset classes and markets. Namely, the next Fed rate move, when to position for a stee...
ListenMarch 32nd and the Fish of April - The Week Ahead from 2019-03-29T13:30
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of April 1st, 2019, and respond to questions submitted by listeners and clients.
ListenSteeper Is Coming - The Week Ahead from 2019-03-22T16:59:22
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of March 25th, 2019, and respond to questions submitted by listeners and clients.
ListenPolicy Limbo - The Week Ahead from 2019-03-15T15:26:31
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of March 18th, 2019, and respond to questions submitted by listeners and clients.
ListenThe Un-Wealth Effect - The Week Ahead from 2019-03-08T19:19:42
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of March 11th, 2019, and respond to questions submitted by listeners and clients.
ListenThe Great Brexit Delay - Monthly Roundtable from 2019-03-04T05:40:03
Margaret Kerins, Stephen Gallo, and Dan Krieter discuss the twists and turns of Brexit and implications for the currency, rates and spread markets.
ListenMiddle(range)march - The Week Ahead from 2019-03-01T18:00
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of March 4th, 2019, and respond to questions submitted by listeners and clients.
ListenThe Art of The Repeal - The Week Ahead from 2019-02-22T17:52:01
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of February 25th, 2019, and respond to questions submitted by listeners and clients.
ListenFOMC, Hold Please - The Week Ahead from 2019-02-15T16:50:04
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of February 19th, 2019, and respond to questions submitted by listeners and clients.
ListenJerome and Richard's Excellent Adventure - The Week Ahead from 2019-02-08T20:34:58
Ian Lyngen and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of February 11th, 2019, and respond to questions submitted by listeners and clients.
ListenSquaring the Circle - The Week Ahead from 2019-02-01T19:16:08
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of February 4th, 2019, and respond to questions submitted by listeners and clients.
ListenSOFR – So Far to Go - Monthly Roundtable from 2019-01-28T07:00
Margaret Kerins, Dan Krieter and Dan Belton discuss the progress made towards LIBOR reform and its remaining hurdles as the transition towards SOFR begins.
ListenPowell’s Pause-ability - The Week Ahead from 2019-01-25T16:51:28
Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of January 28th, 2019, and respond to questions submitted by listeners and clients.
ListenWelcome to 2019 - The Week Ahead from 2019-01-11T14:34:05
Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of January 14th, 2019, and respond to questions submitted by listeners and clients.
ListenMacro Horizons - Trailer from 2019-01-04T05:57:11
Macro Horizons will launch on January 11th, 2019.
ListenMacro Horizons - Trailer from 2019-01-04T05:57:11
Macro Horizons will launch on January 11th, 2019.
ListenMacro Horizons - Trailer from 2019-01-04T05:57:11
Macro Horizons will launch on January 11th, 2019.
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