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Macro Horizons

By BMO Capital Markets

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

  1. 1.
    The Bad News Bid - The Week Ahead12/04/2020
    22:45
  2. 2.
    2021 Outlook: Lower, Narrower, Safer - Monthly Roundtable12/01/2020
    22:08
  3. 3.
    Pardon Us - The Week Ahead11/25/2020
    21:37
  4. 4.
    The COVID That Stole Thanksgiving - The Week Ahead11/20/2020
    26:31
  5. 5.
    Spread Immunity - High Quality Credit Spreads11/18/2020
    24:53
  6. 6.
    Vague Clarity - The Week Ahead11/13/2020
    24:10
  7. 7.
    What's Next - Monthly Roundtable11/10/2020
    27:42
  8. 8.
    Count on it - The Week Ahead11/06/2020
    25:41
  1. 9.
    Hindsight is 2020 - High Quality Credit Spreads11/04/2020
    23:17
  2. 10.
    Spending Daylight - The Week Ahead10/30/2020
    23:23
  3. 11.
    Trick or Treat - High Quality Credit Spreads10/28/2020
    25:24
  4. 12.
    2020: A Record Year - The Week Ahead10/23/2020
    20:32
  5. 13.
    Eyes of the Bond-holder - The Week Ahead10/16/2020
    21:32
  6. 14.
    Running Bases - High Quality Credit Spreads10/14/2020
    23:40
  7. 15.
    House of Bonds - The Week Ahead10/09/2020
    22:34
  8. 16.
    2021 Pace Odyssey - Monthly Roundtable10/06/2020
    27:07
  9. 17.
    Fourth Quarter Drive - The Week Ahead10/02/2020
    22:40
  10. 18.
    Range-Bound No More - High Quality Credit Spreads09/30/2020
    22:22
  11. 19.
    Running Out the Clock - The Week Ahead09/25/2020
    23:59
  12. 20.
    Pondering the Presidency - High Quality Credit Spreads09/23/2020
    29:42
  13. 21.
    Aye Aye - The Week Ahead09/18/2020
    26:29
  14. 22.
    Reactions to the September FOMC - High Quality Credit Spreads09/16/2020
    24:24
  15. 23.
    Powell Play - The Week Ahead09/11/2020
    25:40
  16. 24.
    Making the Case - High Quality Credit Spreads09/09/2020
    32:10
  17. 25.
    Autumn is Coming - The Week Ahead09/04/2020
    25:47
  18. 26.
    Falling into Place: A Coronacession Election - Monthly Roundtable09/01/2020
    26:27
  19. 27.
    Meet the New Fed - The Week Ahead08/28/2020
    26:12
  20. 28.
    Technically Speaking - High Quality Credit Spreads08/26/2020
    21:29
  21. 29.
    Jackson Hole-in-One - The Week Ahead08/21/2020
    26:04
  22. 30.
    Night of the Living Debt - High Quality Credit Spreads08/19/2020
    21:25
  23. 31.
    Autumn Angst - The Week Ahead08/14/2020
    24:08
  24. 32.
    Cessation Plan - High Quality Credit Spreads08/12/2020
    24:36
  25. 33.
    Blindside is 2020 - The Week Ahead08/07/2020
    20:30
  26. 34.
    Big Dollar Big Troubles? - Monthly Roundtable08/04/2020
    29:45
  27. 35.
    Cardboard Crowds - The Week Ahead07/31/2020
    23:04
  28. 36.
    Reactions to the July FOMC Meeting - High Quality Credit Spreads07/29/2020
    20:41
  29. 37.
    Summertime Drift - The Week Ahead07/24/2020
    22:09
  30. 38.
    Risk/Reward Review - High Quality Credit Spreads07/22/2020
    19:43
  31. 39.
    Sunshine and Trend Lines - The Week Ahead07/17/2020
    22:35
  32. 40.
    It Was A Very Good Year - The Week Ahead07/10/2020
    26:20
  33. 41.
    Time Keeps Slippin' into the Futures - Monthly Roundtable07/07/2020
    21:11
  34. 42.
    Back to Work? - The Week Ahead07/02/2020
    21:23
  35. 43.
    Wave Worries - The Week Ahead06/26/2020
    23:46
  36. 44.
    Summertime Sadness - High Quality Credit Spreads06/24/2020
    23:09
  37. 45.
    Bonds of Summer - The Week Ahead06/19/2020
    23:35
  38. 46.
    The Elephant in the Market - High Quality Credit Spreads06/17/2020
    19:12
  39. 47.
    Slipping Into Summer - The Week Ahead06/12/2020
    21:59
  40. 48.
    Reflections from the Fed - High Quality Credit Spreads06/10/2020
    23:17
  41. 49.
    What Recession? - The Week Ahead06/05/2020
    25:45
  42. 50.
    Trillions is the New Billions - Monthly Roundtable06/02/2020
    18:26
  43. 51.
    Math in This Job? - The Week Ahead05/29/2020
    25:54
  44. 52.
    The Recovery Tripod - High Quality Spreads05/27/2020
    21:48
  45. 53.
    Early Close from Home - The Week Ahead05/22/2020
    24:21
  46. 54.
    Mnuchin: The Rapsical - The Week Ahead05/15/2020
    23:59
  47. 55.
    Much Ado About Nothing - High Quality Spreads05/13/2020
    21:16
  48. 56.
    Reopening and Rebuilding - The Week Ahead05/08/2020
    24:39
  49. 57.
    If You Open It, Will They Come? - Monthly Roundtable05/06/2020
    26:25
  50. 58.
    Mayday! - The Week Ahead05/01/2020
    25:51
  51. 59.
    Spring Thaw - High Quality Spreads04/29/2020
    17:25
  52. 60.
    Ready. Set. Reopen. - The Week Ahead04/24/2020
    24:07
  53. 61.
    Can Libor Transition During a Pandemic? - High Quality Spreads04/22/2020
    21:19
  54. 62.
    Extended Staycation - The Week Ahead04/17/2020
    25:46
  55. 63.
    The Things That Matter - High Quality Spreads04/15/2020
    21:06
  56. 64.
    Fauci’d - The Week Ahead04/09/2020
    26:29
  57. 65.
    Quantifying the Quarantine - High Quality Spreads04/08/2020
    20:47
  58. 66.
    Pandemic Fatigue - The Week Ahead04/03/2020
    24:39
  59. 67.
    Socially Distant Market Strategy - Monthly Roundtable04/01/2020
    33:43
  60. 68.
    It's Still Q1? - The Week Ahead03/27/2020
    28:02
  61. 69.
    Are We There Yet? - The Week Ahead03/20/2020
    24:14
  62. 70.
    Echoes of 1987 - The Week Ahead03/13/2020
    24:26
  63. 71.
    Zero Funds Game - The Week Ahead03/06/2020
    28:05
  64. 72.
    Your Move JP - The Week Ahead02/28/2020
    24:39
  65. 73.
    Breaking Down the Breakout - Monthly Roundtable02/26/2020
    22:35
  66. 74.
    Long Bondzilla - The Week Ahead02/21/2020
    24:57
  67. 75.
    Mid-Winter's Meltdown - The Week Ahead02/14/2020
    27:19
  68. 76.
    Dove Potion Number 9 - The Week Ahead02/07/2020
    26:43
  69. 77.
    Game Day - The Week Ahead01/31/2020
    25:30
  70. 78.
    Primary Night Live - Monthly Roundtable01/29/2020
    27:21
  71. 79.
    In Like A Bear, Out Like A Bull - The Week Ahead01/24/2020
    24:23
  72. 80.
    A Bird in the Hand - Monthly High Quality Spreads Roundtable01/23/2020
    25:56
  73. 81.
    The Bond Shack - The Week Ahead01/17/2020
    24:12
  74. 82.
    Welcome to 2020 - The Week Ahead01/10/2020
    32:37
  75. 83.
    Thanks For the Memories - The Week Ahead12/20/2019
    24:40
  76. 84.
    Fading the Phase - The Week Ahead12/13/2019
    24:46
  77. 85.
    Trading 2020: Top Themes for the New Year - Monthly Roundtable12/12/2019
    26:53
  78. 86.
    Powell to the People - The Week Ahead12/06/2019
    24:34
  79. 87.
    "Four Day Weekend" - The Week Ahead11/27/2019
    27:36
  80. 88.
    Deep Fried Turducken - The Week Ahead11/22/2019
    24:27
  81. 89.
    And The Tweet Goes On - The Week Ahead11/15/2019
    26:01
  82. 90.
    Trading Phases - The Week Ahead11/08/2019
    27:12
  83. 91.
    The Danger Zone - UK Election Flash-Cast11/06/2019
    19:13
  84. 92.
    Reassession Risk - The Week Ahead11/01/2019
    28:26
  85. 93.
    Echoes of 2001 - Monthly High Quality Spreads Roundtable10/31/2019
    30:46
  86. 94.
    Fed Up - The Week Ahead10/25/2019
    24:41
  87. 95.
    SOFR at the Halfway Point - Monthly Roundtable10/23/2019
    30:31
  88. 96.
    London Calling - The Week Ahead10/18/2019
    26:05
  89. 97.
    Midcast Crisis - The Week Ahead10/11/2019
    28:01
  90. 98.
    Manufacturing Matters - The Week Ahead10/04/2019
    28:08
  91. 99.
    Trumperendum - The Week Ahead09/27/2019
    25:16
  92. 100.
    Better Late Than Never - Monthly High Quality Spreads Roundtable09/25/2019
    25:35
  93. 101.
    Falling into Uncertainties - The Week Ahead09/20/2019
    24:53
  94. 102.
    Putting the Fun back in Funding – Flash-Cast09/17/2019
    17:24
  95. 103.
    Santa Pause is Comin' to Town (Again) - The Week Ahead09/13/2019
    25:37
  96. 104.
    The Quarter Ahead: Downside Debate – Monthly Roundtable09/11/2019
    43:24
  97. 105.
    Paraskevidekatriaphobia - The Week Ahead09/06/2019
    26:18
  98. 106.
    Wake Me Up When the Trade War Ends - The Week Ahead08/30/2019
    25:33
  99. 107.
    Defense Wins Championships - Monthly High Quality Spreads Roundtable08/29/2019
    31:58
  100. 108.
    Hanging Up the White Pants - The Week Ahead08/23/2019
    26:35
  101. 109.
    A Credibility Threat - Monthly Roundtable08/22/2019
    30:58
  102. 110.
    Bond... Long-Bond - The Week Ahead08/16/2019
    26:57
  103. 111.
    Summer of Endless Dove - The Week Ahead08/09/2019
    35:12
  104. 112.
    Chinese Devaluation: Why Put A Label On It? - Monthly Roundtable08/07/2019
    39:52
  105. 113.
    The Don Days of Summer - The Week Ahead08/02/2019
    30:19
  106. 114.
    And So It Begins - The Week Ahead07/26/2019
    27:21
  107. 115.
    Fed vs Fundamentals - Monthly High Quality Spreads Roundtable07/24/2019
    21:34
  108. 116.
    Talking Feds - The Week Ahead07/19/2019
    28:41
  109. 117.
    What a Diff’rence a Jay Makes - The Week Ahead07/12/2019
    24:48
  110. 118.
    Yield Cap Challenge - The Week Ahead07/03/2019
    29:28
  111. 119.
    The Longest Three Days - The Week Ahead06/28/2019
    25:55
  112. 120.
    Handling Zero - The Week Ahead06/21/2019
    24:06
  113. 121.
    Powell’s Pending Plunge - Monthly Roundtable06/18/2019
    33:45
  114. 122.
    In Powell We Trust - The Week Ahead06/14/2019
    26:50
  115. 123.
    Well, it Was a Good Run - The Week Ahead06/07/2019
    26:25
  116. 124.
    Trump's Chinese Chess Match - Monthly Roundtable06/03/2019
    36:43
  117. 125.
    Another Week, Another Rally - The Week Ahead05/31/2019
    24:09
  118. 126.
    Summer is Coming - The Week Ahead05/24/2019
    27:37
  119. 127.
    Like Kanye Loves Kanye - The Week Ahead05/17/2019
    26:04
  120. 128.
    The Battle for Basis Points - Monthly Roundtable05/15/2019
    42:41
  121. 129.
    Steepening Base Camp - The Week Ahead05/10/2019
    26:29
  122. 130.
    Seasonal Bull Run - The Week Ahead05/03/2019
    27:54
  123. 131.
    Cycle: Endgame - The Week Ahead04/26/2019
    28:06
  124. 132.
    What Happens in Q1 Stays in Q1 - The Week Ahead04/18/2019
    29:44
  125. 133.
    Winter is Here - The Week Ahead04/12/2019
    28:20
  126. 134.
    Operators are Standing By - The Week Ahead04/05/2019
    28:25
  127. 135.
    Top Questions on Powell's Paradox - Monthly Roundtable04/01/2019
    30:37
  128. 136.
    March 32nd and the Fish of April - The Week Ahead03/29/2019
    33:17
  129. 137.
    Steeper Is Coming - The Week Ahead 03/22/2019
    30:17
  130. 138.
    Policy Limbo - The Week Ahead03/15/2019
    32:30
  131. 139.
    The Un-Wealth Effect - The Week Ahead03/08/2019
    31:00
  132. 140.
    The Great Brexit Delay - Monthly Roundtable03/04/2019
    17:50
  133. 141.
    Middle(range)march - The Week Ahead 03/01/2019
    35:39
  134. 142.
    The Art of The Repeal - The Week Ahead 02/22/2019
    39:22
  135. 143.
    FOMC, Hold Please - The Week Ahead02/15/2019
    33:06
  136. 144.
    Jerome and Richard's Excellent Adventure - The Week Ahead02/08/2019
    33:26
  137. 145.
    Squaring the Circle - The Week Ahead02/01/2019
    35:09
  138. 146.
    SOFR – So Far to Go - Monthly Roundtable01/28/2019
    25:52
  139. 147.
    Powell’s Pause-ability - The Week Ahead01/25/2019
    31:19
  140. 148.
    45 Going On 30 - The Week Ahead01/18/2019
    40:20
  141. 149.
    Welcome to 2019 - The Week Ahead01/11/2019
    27:43
  142. 150.
    Macro Horizons - Trailer01/04/2019
    1:08

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