Macro Horizons

Reenvisioning the Range

Thu, 30 Apr 2026 19:28:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of May 4th, 2026, and respond to questions submitted by listeners and clients.

Stability Despite Uncertainty

Thu, 23 Apr 2026 17:33:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of April 27th, 2026, and respond to questions submitted by listeners and clients.

April in Angst

Fri, 17 Apr 2026 16:59:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of April 20th, 2026, and respond to questions submitted by listeners and clients.

Par for the Course

Fri, 10 Apr 2026 18:38:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of April 13th, 2026, and respond to questions submitted by listeners and clients.

Second Quarter Quagmire

Thu, 02 Apr 2026 15:12:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of April 6th, 2026, and respond to questions submitted by listeners and clients.

Broadening Bearish Uncertainty

Fri, 27 Mar 2026 13:23:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of March 30th, 2026, and respond to questions submitted by listeners and clients.

Hello, Spring

Fri, 20 Mar 2026 15:25:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of March 23rd, 2026, and respond to questions submitted by listeners and clients.

The Macro Ides of March

Fri, 13 Mar 2026 19:08:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of March 16th, 2026, and respond to questions submitted by listeners and clients.

Fumbling Toward Winter's Finish Line

Thu, 05 Mar 2026 20:46:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of March 9th, 2026, and respond to questions submitted by listeners and clients.

Madness of March

Fri, 27 Feb 2026 14:00:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of March 2nd, 2026, and respond to questions submitted by listeners and clients.

It's Not a Leap

Fri, 20 Feb 2026 14:53:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of February 23rd, 2026, and respond to questions submitted by listeners and clients.

My Punny Valentine

Fri, 13 Feb 2026 17:53:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of February 17th, 2026, and respond to questions submitted by listeners and clients.

Dense With Suspense

Thu, 05 Feb 2026 16:27:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of February 9th, 2026, and respond to questions submitted by listeners and clients.

Powell, Then Phil

Thu, 29 Jan 2026 16:39:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of February 2nd, 2026, and respond to questions submitted by listeners and clients.

Patience at the Fed

Wed, 21 Jan 2026 17:15:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of January 26th, 2026, and respond to questions submitted by listeners and clients.

January Drift

Fri, 16 Jan 2026 18:27:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of January 20th, 2026, and respond to questions submitted by listeners and clients.

HNY

Fri, 09 Jan 2026 19:35:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of January 12th, 2026, and respond to questions submitted by listeners and clients.

Dear 2025, Thanks For the Memories

Fri, 19 Dec 2025 16:15:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of December 22nd, 2025, and respond to questions submitted by listeners and clients.

A BLS Revival

Fri, 12 Dec 2025 20:54:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of December 15th, 2025, and respond to questions submitted by listeners and clients.

Solace in Solstice

Fri, 05 Dec 2025 14:08:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of December 8th, 2025, and respond to questions submitted by listeners and clients.

Giving Thanks

Wed, 26 Nov 2025 13:40:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of December 1st, 2025, and respond to questions submitted by listeners and clients.

Et Tu, Santa Pause?

Fri, 21 Nov 2025 18:18:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of November 24th, 2025, and respond to questions submitted by listeners and clients.

The Grand Reopening

Fri, 14 Nov 2025 17:54:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of November 17th, 2025, and respond to questions submitted by listeners and clients.

The Supremes

Thu, 06 Nov 2025 21:11:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of November 10th, 2025, and respond to questions submitted by listeners and clients.

Falling Back

Fri, 31 Oct 2025 17:04:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of November 3rd, 2025, and respond to questions submitted by listeners and clients.

Best of 1993

Fri, 24 Oct 2025 18:49:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of October 27th, 2025, and respond to questions submitted by listeners and clients.

Inflation Friday

Thu, 16 Oct 2025 18:32:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of October 20th, 2025, and respond to questions submitted by listeners and clients.

Angles of October

Fri, 10 Oct 2025 16:22:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of October 14th, 2025, and respond to questions submitted by listeners and clients.

Shutdown and Out

Fri, 03 Oct 2025 16:57:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of October 6th, 2025, and respond to questions submitted by listeners and clients.

Let's See, ADP

Fri, 26 Sep 2025 19:51:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of September 29th, 2025, and respond to questions submitted by listeners and clients.

Deflating the Doves

Thu, 18 Sep 2025 19:03:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of September 22nd, 2025, and respond to questions submitted by listeners and clients.

The Dueling Dual

Thu, 11 Sep 2025 20:34:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of September 15th, 2025, and respond to questions submitted by listeners and clients.

Navigating Normal

Fri, 05 Sep 2025 18:43:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of September 8th, 2025, and respond to questions submitted by listeners and clients.

Falling Into Autumn

Thu, 28 Aug 2025 21:03:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of September 2nd, 2025, and respond to questions submitted by listeners and clients.

Exiting August

Fri, 22 Aug 2025 16:06:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of August 25th, 2025, and respond to questions submitted by listeners and clients.

Penance of Patience

Thu, 14 Aug 2025 17:52:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of August 18th, 2025, and respond to questions submitted by listeners and clients.

Sights on September

Thu, 07 Aug 2025 20:07:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of August 11th, 2025, and respond to questions submitted by listeners and clients.

The Bond Stands Alone

Fri, 01 Aug 2025 18:17:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of August 4th, 2025, and respond to questions submitted by listeners and clients.

The Day the Treasury Thrived

Thu, 24 Jul 2025 20:46:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of July 28th, 2025, and respond to questions submitted by listeners and clients.

Picking on Powell

Thu, 17 Jul 2025 13:27:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of July 21st, 2025, and respond to questions submitted by listeners and clients.

Mid-Summer, Mid-Range

Thu, 10 Jul 2025 17:52:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of July 14th, 2025, and respond to questions submitted by listeners and clients.

The Big Vote

Thu, 03 Jul 2025 13:00:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of July 7th, 2025, and respond to questions submitted by listeners and clients.

The Download

Fri, 27 Jun 2025 18:27:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of June 30th, 2025, and respond to questions submitted by listeners and clients.

Solstice Like It's Summer

Wed, 18 Jun 2025 19:00:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of June 23rd, 2025, and respond to questions submitted by listeners and clients.

Rising Mercury, Falling Yields

Thu, 12 Jun 2025 19:19:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of June 16th, 2025, and respond to questions submitted by listeners and clients.

CPI vs Supply

Fri, 06 Jun 2025 12:35:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of June 9th, 2025, and respond to questions submitted by listeners and clients.

Judging Trump

Fri, 30 May 2025 20:05:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of June 2nd, 2025, and respond to questions submitted by listeners and clients.

Raising the Rates

Thu, 22 May 2025 20:26:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of May 27th, 2025, and respond to questions submitted by listeners and clients.

What Recession?

Thu, 15 May 2025 21:28:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of May 19th, 2025, and respond to questions submitted by listeners and clients.

Art or the Deal?

Fri, 09 May 2025 20:14:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of May 12th, 2025, and respond to questions submitted by listeners and clients.

Power of the Pause

Mon, 05 May 2025 12:30:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of May 5th, 2025, and respond to questions submitted by listeners and clients.

Countdown is on!

Fri, 25 Apr 2025 12:28:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of April 28th, 2025, and respond to questions submitted by listeners and clients.

May Day or Mayday?

Thu, 17 Apr 2025 11:30:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of April 21st, 2025, and respond to questions submitted by listeners and clients.

Calm Between Storms

Fri, 11 Apr 2025 19:06:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of April 14th, 2025, and respond to questions submitted by listeners and clients.

Resetting the Clock

Fri, 04 Apr 2025 19:27:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of April 7th, 2025, and respond to questions submitted by listeners and clients.

Fools of April

Fri, 28 Mar 2025 19:11:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of March 31st, 2025, and respond to questions submitted by listeners and clients.

Transitory... Really?

Fri, 21 Mar 2025 20:30:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of March 24th, 2025, and respond to questions submitted by listeners and clients.

Powell's Pronounced Patience

Wed, 12 Mar 2025 19:38:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of March 17th, 2025, and respond to questions submitted by listeners and clients.

Overemployed

Fri, 07 Mar 2025 19:42:30 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of March 10th, 2025, and respond to questions submitted by listeners and clients.

Entering March... And Madness

Fri, 28 Feb 2025 18:13:18 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of March 3rd, 2025, and respond to questions submitted by listeners and clients.

Dodgin' the DOGE

Fri, 21 Feb 2025 15:02:24 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of February 24th, 2025, and respond to questions submitted by listeners and clients.

Short Week, Long Bonds

Fri, 14 Feb 2025 18:38:57 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of February 18th, 2025, and respond to questions submitted by listeners and clients.

Super Bowl or Super Core?

Fri, 07 Feb 2025 19:42:57 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of February 10th, 2025, and respond to questions submitted by listeners and clients.

Seasons Change

Fri, 31 Jan 2025 19:12:23 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of February 3rd, 2025, and respond to questions submitted by listeners and clients.

One Down, 207 to Go

Fri, 24 Jan 2025 05:00:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of January 27th, 2025, and respond to questions submitted by listeners and clients.

Trump's Reentry

Fri, 17 Jan 2025 19:14:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of January 20th, 2025, and respond to questions submitted by listeners and clients.

New Year, Same Podcast

Fri, 10 Jan 2025 20:49:28 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of January 13th, 2025, and respond to questions submitted by listeners and clients.

Soaring with the Hawks

Thu, 19 Dec 2024 19:47:57 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of December 23rd, 2024, and respond to questions submitted by listeners and clients.

Plotting the Dots

Thu, 12 Dec 2024 21:38:31 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of December 16th, 2024, and respond to questions submitted by listeners and clients.

Inflation's Vote

Fri, 06 Dec 2024 19:49:18 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of December 9th, 2024, and respond to questions submitted by listeners and clients.

Debating December

Tue, 26 Nov 2024 20:26:15 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of December 2nd, 2024, and respond to questions submitted by listeners and clients.

Finding Balance

Thu, 21 Nov 2024 18:37:15 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of November 25th, 2024, and respond to questions submitted by listeners and clients.

Marking Milestones

Fri, 15 Nov 2024 18:34:39 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of November 18th, 2024, and respond to questions submitted by listeners and clients.

Dear Santa Pause...

Fri, 08 Nov 2024 19:04:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of November 12th, 2024, and respond to questions submitted by listeners and clients.

Wake Bonds Up, When November Ends

Fri, 01 Nov 2024 19:36:58 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of November 4th, 2024, and respond to questions submitted by listeners and clients.

Navigating November

Thu, 24 Oct 2024 19:13:48 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of October 28th, 2024, and respond to questions submitted by listeners and clients.

Approaching 300

Thu, 17 Oct 2024 19:58:47 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of October 21st, 2024, and respond to questions submitted by listeners and clients.

This Is Strategy

Fri, 11 Oct 2024 17:56:17 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of October 15th, 2024, and respond to questions submitted by listeners and clients.

Surprises of October

Fri, 04 Oct 2024 16:51:21 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of October 7th, 2024, and respond to questions submitted by listeners and clients.

Before Q4

Fri, 27 Sep 2024 16:19:43 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of September 30th, 2024, and respond to questions submitted by listeners and clients.

The Journey to Neutral

Fri, 20 Sep 2024 17:30:13 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of September 23rd, 2024, and respond to questions submitted by listeners and clients.

Finding Normal

Thu, 12 Sep 2024 20:54:56 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of September 16th, 2024, and respond to questions submitted by listeners and clients.

A Positive Outlook

Fri, 06 Sep 2024 18:03:11 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of September 9th, 2024, and respond to questions submitted by listeners and clients.

Labor Day Blues

Thu, 29 Aug 2024 21:44:39 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of September 3rd, 2024, and respond to questions submitted by listeners and clients.

Much Needed Break

Thu, 22 Aug 2024 18:10:51 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of August 26th, 2024, and respond to questions submitted by listeners and clients.

No Wrong Side of 50

Thu, 15 Aug 2024 20:49:34 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of August 19th, 2024, and respond to questions submitted by listeners and clients.

Angsty August

Fri, 09 Aug 2024 16:36:46 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of August 12th, 2024, and respond to questions submitted by listeners and clients.

Sahm's Gauntlet

Fri, 02 Aug 2024 18:40:38 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of August 5th, 2024, and respond to questions submitted by listeners and clients.

The Final Countdown

Thu, 25 Jul 2024 20:28:42 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of July 29th, 2024, and respond to questions submitted by listeners and clients.

Practicing Patience

Fri, 19 Jul 2024 19:05:48 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of July 22nd, 2024, and respond to questions submitted by listeners and clients.

Doneflation

Thu, 11 Jul 2024 20:51:19 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of July 15th, 2024, and respond to questions submitted by listeners and clients.

Vote Monday, Vote BMO

Wed, 03 Jul 2024 19:15:44 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of July 8th, 2024, and respond to questions submitted by listeners and clients.

Independent Logic

Fri, 28 Jun 2024 18:10:59 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of July 1st, 2024, and respond to questions submitted by listeners and clients.

A Season for Consolidation

Thu, 20 Jun 2024 21:38:38 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of June 24th, 2024, and respond to questions submitted by listeners and clients.

Doubting the Dots

Thu, 13 Jun 2024 20:52:17 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of June 17th, 2024, and respond to questions submitted by listeners and clients.

Roaring Committy

Fri, 07 Jun 2024 18:33:20 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of June 10th, 2024, and respond to questions submitted by listeners and clients.

On Tee for N.F.P.

Fri, 31 May 2024 18:03:49 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of June 3rd, 2024, and respond to questions submitted by listeners and clients.

Sliding Into Summer

Thu, 23 May 2024 20:14:30 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of May 27th, 2024, and respond to questions submitted by listeners and clients.

Rebooting the Rally

Thu, 16 May 2024 21:28:00 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of May 20th, 2024, and respond to questions submitted by listeners and clients.

CPI, or CP-Why?

Thu, 09 May 2024 20:52:53 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of May 13th, 2024, and respond to questions submitted by listeners and clients.

Fun back in Refunding

Fri, 03 May 2024 20:23:44 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of May 6th, 2024, and respond to questions submitted by listeners and clients.

Mayday! Mayday!

Fri, 26 Apr 2024 18:06:23 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of April 29th, 2024, and respond to questions submitted by listeners and clients.

38 Days Later

Thu, 18 Apr 2024 20:19:37 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of April 22nd, 2024, and respond to questions submitted by listeners and clients.

Paying for Lower Yields

Thu, 11 Apr 2024 20:55:43 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of April 15th, 2024, and respond to questions submitted by listeners and clients.

Don't Look Now

Fri, 05 Apr 2024 17:10:39 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of April 8th, 2024, and respond to questions submitted by listeners and clients.

Dancing in the Range

Wed, 27 Mar 2024 19:31:01 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of April 1st, 2024, and respond to questions submitted by listeners and clients.

Easy Doves It

Fri, 22 Mar 2024 18:02:48 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of March 25th, 2024, and respond to questions submitted by listeners and clients.

The Madness of March

Fri, 15 Mar 2024 17:32:00 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of March 18th, 2024, and respond to questions submitted by listeners and clients.

CP-Ides of March

Fri, 08 Mar 2024 18:16:06 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of March 11th, 2024, and respond to questions submitted by listeners and clients.

Marching On

Thu, 29 Feb 2024 22:14:19 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of March 4th, 2024, and respond to questions submitted by listeners and clients.

A Rally, Deferred

Fri, 23 Feb 2024 14:02:46 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of February 26th, 2024, and respond to questions submitted by listeners and clients.

Divergence Emergence

Thu, 15 Feb 2024 22:51:55 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of February 20th, 2024, and respond to questions submitted by listeners and clients.

Inflated Expectations

Fri, 09 Feb 2024 13:27:18 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of February 12th, 2024, and respond to questions submitted by listeners and clients.

Early Spring?

Fri, 02 Feb 2024 19:35:17 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of February 5th, 2024, and respond to questions submitted by listeners and clients.

The 366th Day

Thu, 25 Jan 2024 22:03:49 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of January 29th, 2024, and respond to questions submitted by listeners and clients.

January Drift

Fri, 19 Jan 2024 18:10:33 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of January 22nd, 2024, and respond to questions submitted by listeners and clients.

Government Bond Work

Fri, 12 Jan 2024 17:37:20 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of January 16th, 2024, and respond to questions submitted by listeners and clients.

Stormy January

Fri, 05 Jan 2024 17:37:11 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of January 8th, 2024, and respond to questions submitted by listeners and clients.

Out Like a Bull

Thu, 21 Dec 2023 19:22:00 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of December 26th, 2023, and respond to questions submitted by listeners and clients.

Perils of Proactive

Fri, 15 Dec 2023 17:59:16 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of December 18th, 2023, and respond to questions submitted by listeners and clients.

The One Where They Talk About the Outlook

Fri, 08 Dec 2023 18:19:19 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of December 11th, 2023, and respond to questions submitted by listeners and clients.

Long Winter, No Nap

Fri, 01 Dec 2023 17:57:50 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of December 4th, 2023, and respond to questions submitted by listeners and clients.

For the Birds

Wed, 22 Nov 2023 14:00:00 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of November 27th, 2023, and respond to questions submitted by listeners and clients.

Breaking the Wishbone

Fri, 17 Nov 2023 16:42:15 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of November 20th, 2023, and respond to questions submitted by listeners and clients.

Falling Back

Thu, 09 Nov 2023 22:30:01 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of November 13th, 2023, and respond to questions submitted by listeners and clients.

Terminal is Nigh

Fri, 03 Nov 2023 17:26:25 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of November 6th, 2023, and respond to questions submitted by listeners and clients.

Janet vs. Jay

Fri, 27 Oct 2023 17:47:25 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of October 30th, 2023, and respond to questions submitted by listeners and clients.

5-Handle 10s

Fri, 20 Oct 2023 16:45:02 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of October 23rd, 2023, and respond to questions submitted by listeners and clients.

Anxious in Autumn

Fri, 13 Oct 2023 16:08:47 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of October 16th, 2023, and respond to questions submitted by listeners and clients.

Approaching Handle Change

Fri, 06 Oct 2023 17:45:22 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of October 10th, 2023, and respond to questions submitted by listeners and clients.

Fourth Quarter Kickoff

Thu, 28 Sep 2023 21:21:09 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of October 2nd, 2023, and respond to questions submitted by listeners and clients.

Dot Plot Twist

Thu, 21 Sep 2023 18:37:20 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of September 25th, 2023, and respond to questions submitted by listeners and clients.

Dotting the 'I's and Eyeing the Dots

Fri, 15 Sep 2023 16:41:35 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of September 18th, 2023, and respond to questions submitted by listeners and clients.

Wasting Away in Consolidationville

Fri, 08 Sep 2023 16:54:18 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of September 11th, 2023, and respond to questions submitted by listeners and clients.

Preparing for the Fall

Fri, 01 Sep 2023 16:50:22 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of September 5th, 2023, and respond to questions submitted by listeners and clients.

Summer's Last Stand

Fri, 25 Aug 2023 17:24:29 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of August 28th, 2023, and respond to questions submitted by listeners and clients.

Waiting For Wyoming

Fri, 18 Aug 2023 17:48:49 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of August 21st, 2023, and respond to questions submitted by listeners and clients.

Deflate and Recalibrate

Thu, 10 Aug 2023 16:40:41 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of August 14th, 2023, and respond to questions submitted by listeners and clients.

Cooling, Not Cold

Fri, 04 Aug 2023 16:30:56 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of August 7th, 2023, and respond to questions submitted by listeners and clients.

Identified Flying Objects

Fri, 28 Jul 2023 17:47:53 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of July 31st, 2023, and respond to questions submitted by listeners and clients.

Midsummer's Hike

Fri, 21 Jul 2023 13:06:42 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of July 24th, 2023, and respond to questions submitted by listeners and clients.

Better Lagged Than Never

Fri, 14 Jul 2023 13:15:06 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of July 17th, 2023, and respond to questions submitted by listeners and clients.

Price of Summer

Fri, 07 Jul 2023 17:19:56 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of July 10th, 2023, and respond to questions submitted by listeners and clients.

Watching the Fireworks

Fri, 30 Jun 2023 12:44:02 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of July 3rd, 2023, and respond to questions submitted by listeners and clients.

The Anti-Doldrums - The Week Ahead

Fri, 23 Jun 2023 12:00:00 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of June 26th, 2023, and respond to questions submitted by listeners and clients.

Doubting the Dots - The Week Ahead

Fri, 16 Jun 2023 12:00:00 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of June 20th, 2023, and respond to questions submitted by listeners and clients.

Where There's Smoke - The Week Ahead

Fri, 09 Jun 2023 13:14:19 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of June 12th, 2023, and respond to questions submitted by listeners and clients.

Skipping Into Summer - The Week Ahead

Fri, 02 Jun 2023 17:14:11 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of June 5th, 2023, and respond to questions submitted by listeners and clients.

What's Powell Got To Do With It? - The Week Ahead

Fri, 26 May 2023 17:15:04 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of May 30th, 2023, and respond to questions submitted by listeners and clients.

Delay of Steepening - The Week Ahead

Fri, 19 May 2023 16:41:21 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of May 22nd, 2023, and respond to questions submitted by listeners and clients.

Ex-Shelter from the Storm - The Week Ahead

Fri, 12 May 2023 12:32:00 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of May 15th, 2023, and respond to questions submitted by listeners and clients.

Supplying Volatility - The Week Ahead

Fri, 05 May 2023 16:56:44 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of May 8th, 2023, and respond to questions submitted by listeners and clients.

May Day! May Day! - The Week Ahead

Fri, 28 Apr 2023 16:23:56 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of May 1st, 2023, and respond to questions submitted by listeners and clients.

Raise the Ceiling or Hit the Roof - The Week Ahead

Thu, 20 Apr 2023 19:23:38 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of April 24th, 2023, and respond to questions submitted by listeners and clients.

Skewed Steeper - The Week Ahead

Fri, 14 Apr 2023 16:49:49 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of April 17th, 2023, and respond to questions submitted by listeners and clients.

Measuring March - The Week Ahead

Fri, 07 Apr 2023 16:33:13 -0000

Ian Lyngen, and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of April 10th, 2023, and respond to questions submitted by listeners and clients.

Cue for Q2 - The Week Ahead

Fri, 31 Mar 2023 15:35:25 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of April 3rd, 2023, and respond to questions submitted by listeners and clients.

Bank On It - The Week Ahead

Fri, 24 Mar 2023 17:34:50 -0000

Ian Lyngen, Ben Jeffery, and Vail Hartman bring you their thoughts on the U.S. Rates market for the upcoming week of March 27th, 2023, and respond to questions submitted by listeners and clients.

Jay's Dilemma - The Week Ahead

Fri, 17 Mar 2023 14:00:30 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of March 20th, 2023, and respond to questions submitted by listeners and clients.

Quarter End? - The Week Ahead

Fri, 10 Mar 2023 18:03:08 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of March 13th, 2023, and respond to questions submitted by listeners and clients.

Four Percent Down - The Week Ahead

Fri, 03 Mar 2023 15:50:57 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of March 6th, 2023, and respond to questions submitted by listeners and clients.

Farewell, February - The Week Ahead

Fri, 24 Feb 2023 16:36:25 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of February 27th, 2023, and respond to questions submitted by listeners and clients.

Identified Inverted Objects - The Week Ahead

Fri, 17 Feb 2023 16:13:55 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of February 21st, 2023, and respond to questions submitted by listeners and clients.

Inflation Infatuation - The Week Ahead

Fri, 10 Feb 2023 13:38:52 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of February 13th, 2023, and respond to questions submitted by listeners and clients.

Jobs Juggernaut - The Week Ahead

Fri, 03 Feb 2023 18:33:57 -0000

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.

Reactions to the February FOMC - High Quality Credit Spreads

Wed, 01 Feb 2023 23:20:29 -0000

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.

Landing Soon - The Week Ahead

Fri, 27 Jan 2023 17:10:52 -0000

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.

Momentum versus Value - High Quality Credit Spreads

Wed, 25 Jan 2023 21:02:26 -0000

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.

Bid Still Standing - The Week Ahead

Fri, 20 Jan 2023 17:35:14 -0000

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.

Pricing Perfection - High Quality Credit Spreads

Wed, 18 Jan 2023 20:14:03 -0000

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.

Downshift to Terminal - The Week Ahead

Fri, 13 Jan 2023 17:34:05 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of January 17th, 2023, and respond to questions submitted by listeners and clients.

Terminal Approaching - Monthly Roundtable

Tue, 10 Jan 2023 19:52:41 -0000

Ian Lyngen along with Ben Reitzes, Greg Anderson, Stephen Gallo, Dan Krieter, Dan Belton and Ben Jeffery from BMO Capital Markets’ FICC Macro Strategy team bring their outlook for US and Canadian Rates, IG credit, and foreign exchange as the Fed arrives at terminal. Across geographies, timing the resteepening of the yield curve remains topical, and while headwinds to the global economy remain relevant in evaluating the path forward for spreads and FX, the data continues to hold up well. Given the market’s attempt to pull forward rate cuts despite consistent messaging from the Fed of their intention to bring rates higher and keep them there, the challenge will quickly become remaining committed to policy in restrictive territory and what that means for markets and the real economy.

All Eyes on CPI - The Week Ahead

Fri, 06 Jan 2023 17:57:42 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of January 9th, 2023, and respond to questions submitted by listeners and clients.

Holiday Special - The Week Ahead

Thu, 22 Dec 2022 17:56:45 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of December 27th, 2022, and respond to questions submitted by listeners and clients.

Long Run, All Terminal - The Week Ahead

Fri, 16 Dec 2022 17:21:46 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of December 19th, 2022, and respond to questions submitted by listeners and clients.

2023 Outlook - High Quality Credit Spreads

Thu, 15 Dec 2022 19:53:18 -0000

Dan Krieter and Dan Belton discuss their outlook for credit in 2023. Topics include spread targets, relative value, the fundamental and technical factors likely to drive credit, swap spreads, and the risks to their outlook.

Yuletide Bonds - The Week Ahead

Fri, 09 Dec 2022 18:45:03 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of December 12th, 2022, and respond to questions submitted by listeners and clients.

2023 Outlook - Monthly Roundtable

Tue, 06 Dec 2022 19:02:31 -0000

Margaret Kerins along with Ian Lyngen, Ben Reitzes, Greg Anderson, Stephen Gallo, Dan Krieter, Dan Belton and Ben Jeffery from BMO Capital Markets’ FICC Macro Strategy team bring their outlook for US and Canadian Rates, IG credit, and foreign exchange 2023 as the Fed remains committed to containing inflation and the prior rate hikes begin to transmit into the economy. As the fed funds rate continues to move higher, the curve inversion in 2s10s should deepen and persist until the market begins to price a slowing economy and decelerating inflation. At this point, 2s10s should begin to bull steepen and the timing of this will be one of the main narratives in US rates. Another main theme will be the pricing of the Fed’s reaction function to an economic downturn, which the team expects to be much slower than in the past and how this impacts credit spreads and foreign exchange. The discussion includes a rapid fire outlook at the beginning of the discussion.

Odd Odds - The Week Ahead

Fri, 02 Dec 2022 17:40:57 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of December 5th, 2022, and respond to questions submitted by listeners and clients.

The Home Stretch - High Quality Credit Spreads

Wed, 30 Nov 2022 20:36:52 -0000

Dan Krieter and Dan Belton discuss whether the recent rally in credit will be sustained into the new year or is merely another bear market rally. Other topics include 2023 supply projections in high grade and SSA markets, preferred positioning along the spread curve, and the potential for a wave of rating downgrades in 2023.

Talking Turkey - The Week Ahead

Wed, 23 Nov 2022 13:00:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of November 28th, 2022, and respond to questions submitted by listeners and clients.

Giving Thanks, Taking Stock - The Week Ahead

Fri, 18 Nov 2022 17:05:15 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of November 21st, 2022, and respond to questions submitted by listeners and clients.

Don’t Lose Sight of the Forest - High Quality Credit Spreads

Wed, 16 Nov 2022 20:27:39 -0000

Dan Krieter and Dan Belton discuss the strong rally in credit following Thursday’s CPI print and discuss the level at which relative value will no longer favor overweight positions in credit. Other topics include recent ranges in credit, fair value estimates for spreads, and the health of corporate balance sheets heading into a likely economic slowdown in 2023.

Red Dot State of Mind - The Week Ahead

Thu, 10 Nov 2022 19:00:28 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of November 14th, 2022, and respond to questions submitted by listeners and clients.

Falling Back - The Week Ahead

Fri, 04 Nov 2022 16:11:24 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of November 7th, 2022, and respond to questions submitted by listeners and clients.

Reactions to the November FOMC - High Quality Credit Spreads

Wed, 02 Nov 2022 22:06:55 -0000

Dan Krieter and Dan Belton discuss their takeaways from the November FOMC meeting and volatile market reaction to a dovish statement followed by messaging of a higher terminal rate. Other topics include market expectations for a pivot, monetary policy lags, and the narrowing window for a soft landing.

Terminal Volatility - Monthly Roundtable

Mon, 31 Oct 2022 17:59:31 -0000

Margaret Kerins along with Ian Lyngen, Ben Reitzes, Greg Anderson, Stephen Gallo, Dan Krieter, Dan Belton and Ben Jeffery from BMO Capital Markets’ FICC Macro Strategy team discuss the upcoming FOMC meeting and whether or not the Fed can actually be credible about forward guidance for upcoming meetings and holding terminal after messaging back in May that 50 bp rate hikes should be on the table for the next few meetings and then actually raising rates by 75 bp at each meeting since then coupled with the huge revisions to the dot plot from June to September. The team discusses economic uncertainty and geopolitical risks and how these factors impact our outlook for US and Canadian Rates, IG credit, and foreign exchange.

All Powell's Eve - The Week Ahead

Fri, 28 Oct 2022 16:28:11 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of October 31st, 2022, and respond to questions submitted by listeners and clients.

Happy Holidays Ahead? - High Quality Credit Spreads

Wed, 26 Oct 2022 19:52:39 -0000

Dan Krieter and Dan Belton discuss how the events of the past week alter their views on credit into year-end and early next year. Topics include whether the Fed’s messaging last week constitutes a pivot, improving primary markets, and the likely path of market technicals into the end of the year.

Silence of the Hawks - The Week Ahead

Fri, 21 Oct 2022 17:32:33 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of October 24th, 2022, and respond to questions submitted by listeners and clients.

Pondering the Peak - High Quality Credit Spreads

Wed, 19 Oct 2022 20:10:31 -0000

Dan Krieter and Dan Belton discuss their outlook for credit spreads into year-end and their expectations for the cycle peak in spreads. Topics include possible remedies to credit market illiquidity and the implications of a strong consumer on the likely path of Fed policy.

Shelter Caused the Storm - The Week Ahead

Fri, 14 Oct 2022 18:23:47 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of October 17th, 2022, and respond to questions submitted by listeners and clients.

Pivot Postponed - The Week Ahead

Fri, 07 Oct 2022 16:06:22 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of October 11th, 2022, and respond to questions submitted by listeners and clients.

Pondering a Pivot - Monthly Roundtable

Tue, 04 Oct 2022 18:26:24 -0000

Margaret Kerins along with Ian Lyngen, Ben Reitzes, Greg Anderson, Stephen Gallo, Dan Krieter, Dan Belton and Ben Jeffery from BMO Capital Markets’ FICC Macro Strategy debate the impact of heightened uncertainty and decreased liquidity on their outlook for US and Canadian Rates, IG credit, and foreign exchange. The market continues to grapple with slowing economies in the US and abroad versus the Fed’s ability to maintain its unwavering resolve to contain inflation at any cost. Volatility remains front and center with daily swings in US rates of 20 bp or more becoming a regular market event.

October of Discontent - The Week Ahead

Fri, 30 Sep 2022 16:36:42 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of October 3rd, 2022, and respond to questions submitted by listeners and clients.

Into the Frying Pan… - High Quality Credit Spreads

Wed, 28 Sep 2022 19:59:20 -0000

Dan Krieter and Dan Belton discuss the recent volatility in credit and swap spreads including their year-end targets for credit spreads. Other topics include whether swap spreads can continue to narrow from here, why credit had been so resilient until this week, and the impact of central bank intervention on credit and swap spreads.

Fall Hawk Watching - The Week Ahead

Thu, 22 Sep 2022 20:20:45 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of September 26th, 2022, and respond to questions submitted by listeners and clients.

Reactions to the September FOMC - High Quality Credit Spreads

Wed, 21 Sep 2022 23:52:48 -0000

Dan Krieter and Dan Belton discuss their takeaways to the September FOMC meeting and what it means for credit. Topics include the evolution of the SEPs, how the possibility of a soft landing has changed, and the reaction in risk assets to the press conference.

Seeing Dots - The Week Ahead

Fri, 16 Sep 2022 17:01:50 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of September 19th, 2022, and respond to questions submitted by listeners and clients.

An Uneasy Calm - High Quality Credit Spreads

Wed, 14 Sep 2022 19:21:42 -0000

Dan Krieter and Dan Belton discuss the narrow trading band in credit spreads which has held despite volatility in financial markets broadly. Other topics include the outlook for fundamental creditworthiness, relatively light issuance thus far in September, and the impact of Tuesday’s CPI report on the odds the Fed can still achieve a soft landing.

Inflation Basket Case - The Week Ahead

Fri, 09 Sep 2022 12:32:15 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of September 12th, 2022, and respond to questions submitted by listeners and clients.

Cycle of Crisis - Monthly Roundtable

Thu, 08 Sep 2022 18:49:43 -0000

Margaret Kerins along with Ian Lyngen, Ben Reitzes, Greg Anderson, Stephen Gallo, Dan Krieter, Dan Belton and Ben Jeffery from BMO Capital Markets’ FICC Macro Strategy bring you their outlook for Treasury rates, the shape of the yield curve, IG credit spreads, Canadian rates, and foreign exchange as the Fed and other central banks continue tightening campaigns and the Fed’s QT reaches maximum SOMA portfolio runoff.

A September To Remember - The Week Ahead

Fri, 02 Sep 2022 16:46:37 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of September 5th, 2022, and respond to questions submitted by listeners and clients.

Countdown to Kickoff - High Quality Credit Spreads

Wed, 31 Aug 2022 18:19:43 -0000

Dan Krieter and Dan Belton discuss the upcoming September supply wave and what it likely means for high grade corporate and SSA markets. Other topics include the recent resilience in credit and whether the market is adequately priced to the macro outlook, the Fed’s Corporate Bond Market Distress Index (CMDI), and swap spread seasonality.

Summer Swan Song - The Week Ahead

Fri, 26 Aug 2022 18:17:10 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of August 29th, 2022, and respond to questions submitted by listeners and clients.

Looking West - High Quality Credit Spreads

Wed, 24 Aug 2022 19:24:37 -0000

Dan Krieter and Dan Belton discuss the recent performance in credit spreads and what the impending Jackson Hole Symposium is likely to bring for the asset class. Other topics include recent trends in fundamentals and supply, swap spreads, and a possible exemption to the supplementary leverage ratio.

Sure, At Some Point - The Week Ahead

Thu, 18 Aug 2022 18:02:29 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of August 22nd, 2022, and respond to questions submitted by listeners and clients.

Summit, Descent - The Week Ahead

Thu, 11 Aug 2022 17:42:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of August 15th, 2022, and respond to questions submitted by listeners and clients.

Inflating Expectations - High Quality Credit Spreads

Wed, 10 Aug 2022 18:17:42 -0000

Dan Krieter and Dan Belton discuss the July CPI report and what it means for credit spreads. Other topics include, market technicals, fundaments, and the near-term impact of quantitative tightening.

Peak of Summer - The Week Ahead

Fri, 05 Aug 2022 17:11:58 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of August 8th, 2022, and respond to questions submitted by listeners and clients.

Holding onto Hikes - Monthly Roundtable

Tue, 02 Aug 2022 19:29:34 -0000

Margaret Kerins here with Ian Lyngen, Ben Reitzes, Greg Anderson, Stephen Gallo, Dan Krieter, Dan Belton and Ben Jeffery from BMO Capital Markets’ FICC Macro Strategy team to bring their debate on heightened geopolitical risks and fears over a global growth slowdown in the backdrop of a Fed that is solidly committed to fighting inflation at all costs and how this impacts our outlook for US and Canadian Rates, IG credit, and foreign exchange.

N.B.E.R.: The National Bureau of Evading Recessions - The Week Ahead

Thu, 28 Jul 2022 19:07:42 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of August 1st, 2022, and respond to questions submitted by listeners and clients.

Reactions to the July 2022 FOMC - High Quality Credit Spreads

Wed, 27 Jul 2022 22:34:15 -0000

Dan Krieter and Dan Belton discuss their reactions to the July FOMC meeting including the risk-on response and Chair Powell’s suggestion that the Fed would offer less clear guidance going forward. Other topics include the implications for credit and what might drive spreads in the near-term.

Summer Hike Wave - The Week Ahead

Fri, 22 Jul 2022 16:55:58 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of July 25th, 2022, and respond to questions submitted by listeners and clients.

Under the Hood - High Quality Credit Spreads

Wed, 20 Jul 2022 19:07:06 -0000

Dan Krieter and Dan Belton discuss the recent recovery in credit spreads and whether market technicals have fully rebounded. Topics include the return of high grade supply and what it means for future issuance, record low primary dealer positions in corporates, and the impact of net client selling interest.

Reassessing Recession - The Week Ahead

Fri, 15 Jul 2022 17:09:22 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of July 18th, 2022, and respond to questions submitted by listeners and clients.

Won’t Back Down - Monthly Roundtable

Tue, 12 Jul 2022 18:45:39 -0000

Margaret Kerins along with with Ian Lyngen, Ben Reitzes, Greg Anderson, Stephen Gallo, Dan Krieter, and Dan Belton from BMO Capital Markets’ FICC Macro Strategy team to bring you their outlook for the second half of the year for US and Canadian Rates, IG credit, and foreign exchange as the market grapples to price the terminal rate and beyond. Most certainly, the Fed is unlikely to back down until it is certain that inflation has been tamed.

Inflation Conflation - The Week Ahead

Fri, 08 Jul 2022 17:15:30 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of July 11th, 2022, and respond to questions submitted by listeners and clients.

Night is Darkest…? - Hiqh Quality Credit Spreads

Wed, 06 Jul 2022 19:14:57 -0000

Dan Krieter and Dan Belton discuss to drivers of the recent weakness in credit including their medium-term targets for index spreads and what might drive the next move in credit spreads. Other topics include the challenging technical backdrop facing the market and second half supply outlook.

Sizing Up the Downside - The Week Ahead

Thu, 30 Jun 2022 13:00:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of July 5th, 2022, and respond to questions submitted by listeners and clients.

Running of the Bears - The Week Ahead

Fri, 24 Jun 2022 11:57:37 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of June 27th, 2022, and respond to questions submitted by listeners and clients.

Defensiveness at a Discount - High Quality Credit Spreads

Wed, 22 Jun 2022 18:48:42 -0000

Dan Krieter and Dan Belton discuss the recent performance in credit, including why defensive sectors have not performed as well as they typically do during selloffs. Other topics include the recent decline in SOFR and when the downward pressure on the new benchmark might normalize.

Fed-Tastic - The Week Ahead

Fri, 17 Jun 2022 17:26:32 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of June 21st, 2022, and respond to questions submitted by listeners and clients.

Reactions to the June 2022 FOMC - High Quality Credit Spreads

Wed, 15 Jun 2022 22:49:29 -0000

Dan Krieter and Dan Belton discuss their takeaways from the Fed’s first 75bp rate hike since 1994. Topics include Chair Powell’s apparent change in tone around a soft landing, the commitment to fight headline rather than core inflation, and the likely cadence of upcoming Fed rate hikes.

Powell's Propensity - The Week Ahead

Thu, 09 Jun 2022 17:58:17 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of June 13th, 2022, and respond to questions submitted by listeners and clients.

Inflation Fixation - Monthly Roundtable

Tue, 07 Jun 2022 20:02:28 -0000

Margaret Kerins along with Ian Lyngen, Ben Reitzes, Greg Anderson, Stephen Gallo, Dan Belton and Ben Jeffery from BMO Capital Market’s FICC Macro Strategy team bring you their thoughts on the current market tug of war between growth versus inflation risks as the Fed, and many other central banks, are only in the early phase of lift off and balance sheet reduction. While there seems to be decent consensus surrounding Fed action at the five remaining meetings this year, the range of potential outcomes from soft to hard landing in the backdrop of heightened geopolitical risks, is causing large market gyrations in rates, credit and foreign exchange market.

Half Point Habituation - The Week Ahead

Fri, 03 Jun 2022 17:06:08 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of June 6th, 2022, and respond to questions submitted by listeners and clients.

Summer Jobs - The Week Ahead

Thu, 26 May 2022 18:31:30 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of May 31st, 2022, and respond to questions submitted by listeners and clients.

Tightening Tensions - The Week Ahead

Fri, 20 May 2022 16:29:59 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of May 23rd, 2022, and respond to questions submitted by listeners and clients.

Risk of Risk-Off - The Week Ahead

Fri, 13 May 2022 12:00:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of May 16th, 2022, and respond to questions submitted by listeners and clients.

Rough Road for Rates - The Week Ahead

Fri, 06 May 2022 18:04:52 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of May 9th, 2022, and respond to questions submitted by listeners and clients.

GRAMC Presentation - Monthly Roundtable

Tue, 03 May 2022 21:00:28 -0000

Margaret Kerins along with Dan Krieter and Ben Jeffery from BMO’s FICC Macro Strategy Team discuss the main themes impacting rates and credit at BMO Capital Markets’ Global Reserve Managers Conference on May 3, 2022.

That 70s FOMO - The Week Ahead

Fri, 29 Apr 2022 17:01:33 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of May 2nd, 2022, and respond to questions submitted by listeners and clients.

Making the Case: April 2022 - High Quality Credit Spreads

Wed, 27 Apr 2022 19:10:55 -0000

Dan Krieter and Dan Belton debate the case for wider and narrower credit spreads. Topics include the evolution of Q1 earnings, technicals and new deal reception, and the likely path of economic demand.

Inversion Springs Eternal - The Week Ahead

Thu, 21 Apr 2022 17:53:14 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of April 25th, 2022, and respond to questions submitted by listeners and clients.

New Normalization - High Quality Credit Spreads

Wed, 20 Apr 2022 19:50:38 -0000

Dan Krieter and Dan Belton discuss the recent path of credit spreads including the impact of earnings, technicals, and market volatility. Then they discuss the Fed’s plan for balance sheet normalization, the prospect of active selling out of the SOMA portfolio, and what it means for credit and swap spreads.

The Core Issue - The Week Ahead

Wed, 13 Apr 2022 20:10:22 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of April 18th, 2022, and respond to questions submitted by listeners and clients.

The Waiting Game - High Quality Credit Spreads

Wed, 13 Apr 2022 17:52:02 -0000

Dan Krieter and Dan Belton discuss the recent volatility in credit spreads, and the likely near-term path looking ahead. Finally, they conclude with a discussion on supply technicals in both IG and SSA markets.

Inflate, Hike, Repeat - The Week Ahead

Thu, 07 Apr 2022 16:26:22 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of April 11th, 2022, and respond to questions submitted by listeners and clients.

Why So Negative? - Monthly Roundtable

Tue, 05 Apr 2022 19:01:11 -0000

Margaret Kerins along with Ian Lyngen, Ben Reitzes, Greg Anderson, Stephen Gallo, Dan Krieter, Dan Belton and Ben Jeffery from BMO Capital Market’s FICC Macro Strategy team bring their debate on how the recent geopolitical developments impact their outlook for the shape of the U.S Treasury curve, Canadian rates, high quality spreads and foreign exchange and the risks of a global slowdown.

Second Quarter Conundrum - The Week Ahead

Fri, 01 Apr 2022 16:59:47 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of April 4th, 2022, and respond to questions submitted by listeners and clients.

Closing Out the First Quarter - The Week Ahead

Fri, 25 Mar 2022 15:36:00 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of March 28th, 2022, and respond to questions submitted by listeners and clients.

Spring Breakout? - The Week Ahead

Fri, 18 Mar 2022 16:43:22 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of March 21st, 2022, and respond to questions submitted by listeners and clients.

Reactions to the March 2022 FOMC - High Quality Credit Spreads

Wed, 16 Mar 2022 22:27:57 -0000

Dan Krieter and Dan Belton discuss their reactions to the latest FOMC meeting including the strong rally in risk assets after the market priced a more aggressive path of rate hikes and several yield curve tenors inverted. Other topics include Chair Powell’s optimism on the economy, surprises from the SEPs, and balance sheet normalization.

Liftoff Imminent - The Week Ahead

Fri, 11 Mar 2022 14:49:31 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of March 14th, 2022, and respond to questions submitted by listeners and clients.

Funding Fracas - High Quality Credit Spreads

Wed, 09 Mar 2022 20:22:43 -0000

Dan Krieter and Dan Belton discuss recent strains in unsecured funding markets including the reasons for elevated funding costs and how they are likely to evolve in the near-term. Other topics include the historical comparisons for elevated FRA/OIS spreads and the outlook for credit spreads.

Bonds in the Time of War - The Week Ahead

Fri, 04 Mar 2022 18:05:51 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of March 7th, 2022, and respond to questions submitted by listeners and clients.

Trading Through Heightened Geopolitical Risks - Monthly Roundtable

Fri, 25 Feb 2022 20:31:20 -0000

Margaret Kerins along with Ian Lyngen, Ben Reitzes, Stephen Gallo, Dan Krieter, and Ben Jeffery from BMO CM’s FICC Macro Strategy team to bring their debate on how the recent geopolitical developments impact their outlook for monetary policy liftoff, US & Canadian rates, high quality spreads and foreign exchange and the main risks to these outlooks as discussed in today’s client call.

Geopolitical Containment - The Week Ahead

Fri, 25 Feb 2022 17:43:40 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of February 28th, 2022, and respond to questions submitted by listeners and clients.

Are We There Yet? - High Quality Credit Spreads

Wed, 23 Feb 2022 20:12:10 -0000

Dan Krieter and Dan Belton discuss the recent widening in credit spreads including when, and at what level, spreads are likely to find stability. Other topics include recent trends in supply and the outlook for primary markets.

Flight of the Hawks - The Week Ahead

Fri, 18 Feb 2022 16:58:19 -0000

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.

All About QT - High Quality Credit Spreads

Wed, 16 Feb 2022 19:25:59 -0000

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 include the possibility the Fed actively sells securities, implications of the standing repo facility, and the impact of QT on credit and swap spreads.

Don't Jimmy Me, Jimmy - The Week Ahead

Fri, 11 Feb 2022 18:09:02 -0000

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.

Snow Drift - High Quality Credit Spreads

Wed, 09 Feb 2022 21:32:54 -0000

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 outlook for corporate borrowers and recent trends in primary markets.

Forecasting Error - The Week Ahead

Fri, 04 Feb 2022 19:42:56 -0000

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.

The Great U-Turn - Monthly Roundtable

Tue, 01 Feb 2022 20:04:41 -0000

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 move tighter in the fed funds rate and the timing and pace of balance sheet normalization and the different implications for US and Canadian rates, high quality spreads, and foreign exchange.

All Fed, No Fade - The Week Ahead

Fri, 28 Jan 2022 16:35:02 -0000

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.

Reactions to the January 2022 FOMC - High Quality Credit Spreads

Wed, 26 Jan 2022 23:35:00 -0000

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 the market anticipates, and the hawkish response in Treasuries and credit.

Trading By Committee - The Week Ahead

Fri, 21 Jan 2022 17:49:42 -0000

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.

Time's Up? - High Quality Credit Spreads

Wed, 19 Jan 2022 20:03:00 -0000

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 currently, and an analysis of the utility of the SSA sector in corporate portfolios.

New Year, New Fed - The Week Ahead

Fri, 14 Jan 2022 17:46:59 -0000

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.

Timing is Everything - High Quality Credit Spreads

Wed, 12 Jan 2022 19:34:00 -0000

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 tightening, and how to position given a near-term constructive tone against a backdrop of significant risks later on in the year.

Polar Bear - The Week Ahead

Fri, 07 Jan 2022 18:24:56 -0000

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.

Delay Replay - Monthly Roundtable

Tue, 04 Jan 2022 20:06:51 -0000

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 & Canadian rates, high quality spreads and foreign exchange and the main narratives driving our forecasts as we kick off the New Year.

2022 and Beyond - The Week Ahead

Wed, 22 Dec 2021 18:55:28 -0000

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.

Low Light, Low Liquidity - The Week Ahead

Fri, 17 Dec 2021 17:15:00 -0000

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.

Reactions to the December 2021 FOMC - High Quality Credit Spreads

Wed, 15 Dec 2021 23:44:20 -0000

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 economy is not experiencing a wage/price spiral, discussion around balance sheet normalization, and how Chair Powell was able to generate a dovish interpretation while messaging three rate hikes next year.

Just Like 10-Year Yields - The Week Ahead

Fri, 10 Dec 2021 18:48:12 -0000

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.

2022 Outlook: New Year, Another New Normal? - Monthly Roundtable

Tue, 07 Dec 2021 20:09:51 -0000

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 & Canadian rates, high quality spreads and foreign exchange and the main narratives driving their forecasts.

Accelerate Debate - The Week Ahead

Fri, 03 Dec 2021 19:59:59 -0000

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.

Variant Volatility - High Quality Credit Spreads

Wed, 01 Dec 2021 20:50:27 -0000

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 projections in 2022.

Thanksgiving Special - The Week Ahead

Wed, 24 Nov 2021 16:27:38 -0000

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.

Holiday Sales - High Quality Credit Spreads

Tue, 23 Nov 2021 19:38:11 -0000

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 ahead. They also discuss the recent move in front-end swap spreads including the drivers and near-term outlook.

Treasuries and Tryptophan - The Week Ahead

Fri, 19 Nov 2021 16:04:00 -0000

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.

Focused on Flattening - The Week Ahead

Fri, 12 Nov 2021 17:27:46 -0000

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.

Pull Up a Chair - High Quality Credit Spreads

Wed, 10 Nov 2021 20:59:52 -0000

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 regime might look like and its implications for credit and swap spreads.

Short Week, Good Week - The Week Ahead

Fri, 05 Nov 2021 17:17:52 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of November 8th, 2021, and respond to questions submitted by listeners and clients.

Hut Hut Hike - Monthly Roundtable

Wed, 03 Nov 2021 23:57:00 -0000

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 other main narratives that are dominating market pricing and what these themes imply for US rates, high quality spreads and foreign exchange.

A Squared Dozen - The Week Ahead

Fri, 29 Oct 2021 12:05:36 -0000

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.

The Only Game in Town - High Quality Credit Spreads

Wed, 27 Oct 2021 21:33:27 -0000

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.

Squid Bonds - The Week Ahead

Fri, 22 Oct 2021 11:51:18 -0000

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.

SOFR Swoon - High Quality Credit Spreads

Wed, 20 Oct 2021 19:35:26 -0000

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, developments in the LIBOR/SOFR transition, and SOFR swaps.

Ranging Bull - The Week Ahead

Fri, 15 Oct 2021 13:14:31 -0000

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.

New Year, New Range? - High Quality Credit Spreads

Wed, 13 Oct 2021 19:01:28 -0000

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. Other topics include recent norms for credit spread ranges.

Q-Fouria - The Week Ahead

Fri, 08 Oct 2021 14:00:00 -0000

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.

Jay Powell and the Inflation Jitters - Monthly Roundtable

Tue, 05 Oct 2021 18:15:04 -0000

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 what to expect in 2022, potential implications of Fed taper on TIPS pricing and what this means for nominal yields, oil prices and the FX market, G10 monetary policy stances, inflation versus growth in Canada, and corporate market supply and spread projections including implications of a new Vice Chair for Supervision at the Fed.

End of the Quarter As We Know It - The Week Ahead

Thu, 30 Sep 2021 21:24:00 -0000

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.

Making the Case: Q4 2021

Wed, 29 Sep 2021 20:09:01 -0000

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 and inflation outlooks, and supply and demand technical.

Doveless in Washington - The Week Ahead

Fri, 24 Sep 2021 16:15:44 -0000

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.

Reactions to the September 2021 FOMC - High Quality Credit Spreads

Wed, 22 Sep 2021 23:19:16 -0000

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.

Fall's First Fed - The Week Ahead

Fri, 17 Sep 2021 15:08:16 -0000

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.

As Good As It Gets? - High Quality Credit Spreads

Wed, 15 Sep 2021 20:12:25 -0000

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.

The Fall Stumble - The Week Ahead

Thu, 09 Sep 2021 18:21:17 -0000

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.

Between a Taper and a Hike Pace - Monthly Roundtable

Tue, 07 Sep 2021 18:24:38 -0000

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.

Sirens of September - The Week Ahead

Fri, 03 Sep 2021 16:04:36 -0000

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.

Sizing September Supply - High Quality Credit Spreads

Wed, 01 Sep 2021 21:59:42 -0000

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 important role that fiscal policy will play in coming months.

Return to the Home Office - The Week Ahead

Fri, 27 Aug 2021 17:50:55 -0000

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.

The Calm Before the Storm - High Quality Credit Spreads

Wed, 25 Aug 2021 18:25:04 -0000

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 expectations for financial regulation in 2022 and 2023.

Delta Doldrums - The Week Ahead

Fri, 20 Aug 2021 14:46:29 -0000

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.

Seeing in 3-D - High Quality Credit Spreads

Wed, 18 Aug 2021 19:42:16 -0000

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 point to narrower spreads with credit spreads likely to retest cyclical tights into year-end.

Out of Office Day - The Week Ahead

Fri, 13 Aug 2021 14:40:28 -0000

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.

Great Jobs! - The Week Ahead

Fri, 06 Aug 2021 19:12:40 -0000

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.

Uncharted Transitory - Monthly Roundtable

Tue, 03 Aug 2021 18:55:35 -0000

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 characterization of inflation and the implications for U.S. rates, high quality spreads and FX.

August Again - The Week Ahead

Fri, 30 Jul 2021 16:10:36 -0000

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.

Checking the Taper - The Week Ahead

Fri, 23 Jul 2021 16:30:17 -0000

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.

Is This It? - High Quality Credit Spreads

Wed, 21 Jul 2021 19:22:35 -0000

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 realized. Other topics include the threats to global growth and rising inflation and front-end dynamics ahead of the month-end debt ceiling deadline.

Into the Summer Dome - The Week Ahead

Fri, 16 Jul 2021 16:34:44 -0000

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.

Para-Para-Paradigm - Monthly Roundtable

Tue, 13 Jul 2021 19:07:00 -0000

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 the Fed attempts to thread the growth/inflation needle, the debt ceiling suspension deadline approaches, and taper talk heats up.

The Drive to 125 - The Week Ahead

Fri, 09 Jul 2021 16:41:25 -0000

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.

Flight to Ambiguity - High Quality Credit Spreads

Wed, 07 Jul 2021 20:00:32 -0000

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 potential boost for corporate paper from pension funds.

Dash to the Doldrums - The Week Ahead

Fri, 02 Jul 2021 17:01:28 -0000

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.

Q3 Outlook - High Quality Credit Spreads

Wed, 30 Jun 2021 16:41:08 -0000

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 seasonality.

Halftime Show - The Week Ahead

Fri, 25 Jun 2021 15:24:38 -0000

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.

Attitude Adjustments - High Quality Credit Spreads

Wed, 23 Jun 2021 18:40:46 -0000

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 persistent than expected. Second, they discuss an adjustment to the IG index controlling for credit quality and duration which shows in spreads trading well within all-time tights. Finally, they discuss the impact of the Fed’s technical adjustment on the front-end.

Bullish Inflection - The Week Ahead

Fri, 18 Jun 2021 15:34:40 -0000

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.

Reactions to the June FOMC - High Quality Credit Spreads

Wed, 16 Jun 2021 23:06:58 -0000

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 underestimating the likely path of inflation, and a technical adjustment to the Fed’s administered rates. They conclude with a brief discussion on what tapering will likely mean for credit spreads later this year.

By Any Other Name - The Week Ahead

Fri, 11 Jun 2021 16:55:11 -0000

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.

Tipping the Scales - High Quality Credit Spreads

Wed, 09 Jun 2021 20:48:03 -0000

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 recent developments in the LIBOR transition, including the proliferation of BSBY and ARRC’s guidance that term SOFR will be available by early-August.

Participation Trophy - The Week Ahead

Fri, 04 Jun 2021 16:46:26 -0000

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.

The Cash Trap - Monthly Roundtable

Tue, 01 Jun 2021 19:08:03 -0000

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 market’s pricing of inflation risk and the richness in money markets and what these themes imply for US and Canadian rates, high quality spreads and foreign exchange.

A June to Remember - The Week Ahead

Fri, 28 May 2021 16:39:51 -0000

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.

Out of the (Home) Office - The Week Ahead

Fri, 21 May 2021 16:31:00 -0000

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.

Open to Interpretation - High Quality Credit Spreads

Wed, 19 May 2021 19:41:04 -0000

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 for the near term path of credit.

'Tis the Seasonals - The Week Ahead

Fri, 14 May 2021 16:39:08 -0000

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.

Muddied Waters Run Deep - Monthly Roundtable

Tue, 11 May 2021 18:22:04 -0000

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 narratives that are dominating market pricing and what these themes imply for US and Canadian rates, high quality spreads and foreign exchange.

Mayday (!) - The Week Ahead

Fri, 07 May 2021 16:54:49 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of May 10th, 2021, and respond to questions submitted by listeners and clients.

Talking About Talking About Tapering - High Quality Credit Spreads

Wed, 05 May 2021 22:01:41 -0000

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-term vs. long-term impacts of the removal of Fed accommodation.

Returning to Work - The Week Ahead

Fri, 30 Apr 2021 16:44:02 -0000

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.

Reactions to the April FOMC - High Quality Credit Spreads

Wed, 28 Apr 2021 23:39:38 -0000

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 potential for regulation of the non-bank financial sector, and financial stability concerns. Dan and Dan then discuss the reasons behind the recent change in their view on credit spreads.

Rebound Referendum - The Week Ahead

Fri, 23 Apr 2021 15:10:48 -0000

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.

Winds of Change - High Quality Credit Spreads

Wed, 21 Apr 2021 20:04:02 -0000

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 sustainability in finance.

Spring Inflection - The Week Ahead

Fri, 16 Apr 2021 15:30:46 -0000

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.

Q2 Spread Outlook - High Quality Credit Spreads

Thu, 15 Apr 2021 19:34:00 -0000

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.

March's Mulligan - The Week Ahead

Fri, 09 Apr 2021 17:02:01 -0000

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.

Hotel QE Forever - Monthly Roundtable

Tue, 06 Apr 2021 19:09:35 -0000

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 the massive fiscal and monetary policy regime changes underway and whether or not Global Central Banks will ever actually be able to extricate themselves from the market and what this implies for US and Canadian rates, high quality spreads and foreign exchange.

Green Shoots and April Showers - The Week Ahead

Fri, 02 Apr 2021 16:20:18 -0000

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.

Making the Case: Q2 21 - High Quality Credit Spreads

Wed, 31 Mar 2021 18:43:53 -0000

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 developments in the front-end and swap spreads in light of enhanced downward pressure on money market rates.

#ShipStillStuck - The Week Ahead

Fri, 26 Mar 2021 15:56:59 -0000

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.

SOFR: What’s Next? - High Quality Credit Spreads

Wed, 24 Mar 2021 18:52:55 -0000

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 SOFR. Topics include the recent announcement that the ARRC will not be recommending a term rate for SOFR, a possible credit-sensitive benchmark, and SOFR FRN issuance.

The Other Side of 1.75% - The Week Ahead

Fri, 19 Mar 2021 16:08:46 -0000

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.

Reactions to the March FOMC - High Quality Credit Spreads

Wed, 17 Mar 2021 23:28:14 -0000

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.

A Quarter to Remember - The Week Ahead

Fri, 12 Mar 2021 18:00:31 -0000

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.

Pain and SLR-ow - High Quality Credit Spreads

Wed, 10 Mar 2021 20:40:24 -0000

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 for reserves/Treasury holdings in bank SLR calculations, and what the expiration might mean for credit and swap spreads.

Same As it Never Was - The Week Ahead

Fri, 05 Mar 2021 17:41:20 -0000

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.

Wake Me Up When September Comes - Monthly Roundtable

Tue, 02 Mar 2021 21:05:04 -0000

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 and the implications for US and Canadian rates, high quality spreads and foreign exchange.

Bond Ides of March - The Week Ahead

Fri, 26 Feb 2021 17:32:27 -0000

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.

Riding on Perseverance - The Week Ahead

Fri, 19 Feb 2021 16:21:48 -0000

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.

My Punny Valentine - The Week Ahead

Fri, 12 Feb 2021 18:26:16 -0000

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.

Technical Support - High Quality Credit Spreads

Wed, 10 Feb 2021 20:14:52 -0000

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 where they will likely go in the near term.

Ready for the Weeknd - The Week Ahead

Fri, 05 Feb 2021 17:51:00 -0000

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.

Taking Issue(ance) - Monthly Roundtable

Tue, 02 Feb 2021 21:31:33 -0000

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 bill and coupon supply in the context of historical supply trends and market implications.

One Down, Eleven to Go - The Week Ahead

Fri, 29 Jan 2021 18:39:24 -0000

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.

Reactions to the January FOMC - High Quality Credit Spreads

Wed, 27 Jan 2021 23:41:31 -0000

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 market, including why repo rates have fallen, where they go from here, and what it means for swap spreads.

Recovery Reckoning - The Week Ahead

Fri, 22 Jan 2021 18:31:15 -0000

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.

Back to the Grind - High Quality Credit Spreads

Wed, 20 Jan 2021 20:05:06 -0000

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 topics include primary market activity in the New Year and the recent outperformance of credit spreads in spite of near-term headwinds.

Peaked Early? - The Week Ahead

Fri, 15 Jan 2021 19:41:13 -0000

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.

The Great Reflation Debate - Monthly Roundtable

Tue, 12 Jan 2021 21:46:52 -0000

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 spreads, the USD and Canada on the back of the blue wave and the risks they see in the markets they cover.

New Year, New Problems - The Week Ahead

Fri, 08 Jan 2021 18:28:49 -0000

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.

Riding the Blue Wave - High Quality Credit Spreads

Wed, 06 Jan 2021 19:29:40 -0000

Making the Turn - The Week Ahead

Wed, 23 Dec 2020 17:54:19 -0000

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.

Who Would Have Thought? - The Week Ahead

Fri, 18 Dec 2020 17:18:26 -0000

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.

Reactions to the December FOMC - High Quality Credit Spreads

Thu, 17 Dec 2020 00:11:41 -0000

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 January.

One More to Go - The Week Ahead

Fri, 11 Dec 2020 17:32:00 -0000

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.

2021 High Grade Credit Outlook - High Quality Credit Spreads

Wed, 09 Dec 2020 20:38:48 -0000

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 Libor until June 2023, and what it means for the market.

The Bad News Bid - The Week Ahead

Fri, 04 Dec 2020 19:34:36 -0000

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.

2021 Outlook: Lower, Narrower, Safer - Monthly Roundtable

Tue, 01 Dec 2020 20:37:28 -0000

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, IG spreads, the USD and Canada in the year ahead. They also discuss the market implications of the recent Libor news.

Pardon Us - The Week Ahead

Wed, 25 Nov 2020 17:13:12 -0000

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.

The COVID That Stole Thanksgiving - The Week Ahead

Fri, 20 Nov 2020 16:27:43 -0000

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.

Spread Immunity - High Quality Credit Spreads

Wed, 18 Nov 2020 20:41:43 -0000

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.

Vague Clarity - The Week Ahead

Fri, 13 Nov 2020 16:33:08 -0000

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.

What's Next - Monthly Roundtable

Tue, 10 Nov 2020 20:20:52 -0000

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.

Count on it - The Week Ahead

Fri, 06 Nov 2020 17:14:56 -0000

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.

Hindsight is 2020 - High Quality Credit Spreads

Wed, 04 Nov 2020 22:58:39 -0000

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.

Spending Daylight - The Week Ahead

Fri, 30 Oct 2020 15:39:00 -0000

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.

Trick or Treat - High Quality Credit Spreads

Wed, 28 Oct 2020 20:10:47 -0000

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 resiliency of credit spreads as a ‘trick’ or a ‘treat’. The Dans then give their thoughts on possible market reactions to next week’s presidential election.

2020: A Record Year - The Week Ahead

Fri, 23 Oct 2020 15:21:37 -0000

Ian Lyngen and Ben Jeffery bring you their thoughts on the U.S. Rates market for the upcoming week of October 26th, 2020, and respond to questions submitted by listeners and clients.

Eyes of the Bond-holder - The Week Ahead

Fri, 16 Oct 2020 15:42:37 -0000

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.

Running Bases - High Quality Credit Spreads

Wed, 14 Oct 2020 20:31:49 -0000

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 headlines of the past couple weeks.

House of Bonds - The Week Ahead

Fri, 09 Oct 2020 16:51:00 -0000

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.

2021 Pace Odyssey - Monthly Roundtable

Tue, 06 Oct 2020 21:17:44 -0000

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 spreads and the USD as they focus on the evolving 2021 market narrative which includes the pace of progress towards a widely available vaccine, a stimulus package and the election results.

Fourth Quarter Drive - The Week Ahead

Fri, 02 Oct 2020 16:24:42 -0000

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.

Range-Bound No More - High Quality Credit Spreads

Wed, 30 Sep 2020 19:24:49 -0000

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 course in the near term.

Running Out the Clock - The Week Ahead

Fri, 25 Sep 2020 15:54:50 -0000

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.

Pondering the Presidency - High Quality Credit Spreads

Wed, 23 Sep 2020 21:07:31 -0000

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.

Aye Aye - The Week Ahead

Fri, 18 Sep 2020 14:37:14 -0000

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.

Reactions to the September FOMC - High Quality Credit Spreads

Wed, 16 Sep 2020 22:45:18 -0000

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 spreads.

Powell Play - The Week Ahead

Fri, 11 Sep 2020 17:40:07 -0000

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.

Making the Case - High Quality Credit Spreads

Wed, 09 Sep 2020 21:39:15 -0000

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 factors; monetary and fiscal stimulus; and the Presidential Election.

Autumn is Coming - The Week Ahead

Fri, 04 Sep 2020 15:34:01 -0000

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.

Falling into Place: A Coronacession Election - Monthly Roundtable

Tue, 01 Sep 2020 23:15:45 -0000

Meet the New Fed - The Week Ahead

Fri, 28 Aug 2020 20:00:00 -0000

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.

Technically Speaking - High Quality Credit Spreads

Wed, 26 Aug 2020 19:48:55 -0000

Dan Krieter and Dan Belton discuss why deteriorating technicals may present a buying opportunity for spread market participants in September/October.

Jackson Hole-in-One - The Week Ahead

Fri, 21 Aug 2020 15:44:55 -0000

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.

Night of the Living Debt - High Quality Credit Spreads

Wed, 19 Aug 2020 21:24:44 -0000

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 potentially touching historical lows in the current cycle.

Autumn Angst - The Week Ahead

Fri, 14 Aug 2020 16:41:58 -0000

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.

Cessation Plan - High Quality Credit Spreads

Wed, 12 Aug 2020 21:10:29 -0000

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-cessation trigger by the end of 2020. In addition, they cover key obstacles that remain including a term structure for SOFR and ultimately whether or not the end of 2021 remains a viable target for the end of Libor.

Blindside is 2020 - The Week Ahead

Fri, 07 Aug 2020 16:30:12 -0000

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.

Big Dollar Big Troubles? - Monthly Roundtable

Tue, 04 Aug 2020 21:37:24 -0000

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 the USD and its status as a reserve currency, if and when the increase in money supply will translate into inflation, and the impact of the extension in the period of uncertainty due to the pandemic’s resurgence in the backdrop of massive fiscal and monetary support.

Cardboard Crowds - The Week Ahead

Fri, 31 Jul 2020 17:10:39 -0000

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.

Reactions to the July FOMC Meeting - High Quality Credit Spreads

Wed, 29 Jul 2020 22:09:09 -0000

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 might suggest for the path of credit spreads in the current environment.

Summertime Drift - The Week Ahead

Fri, 24 Jul 2020 15:49:39 -0000

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.

Risk/Reward Review - High Quality Credit Spreads

Wed, 22 Jul 2020 19:50:31 -0000

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 profile may suggest taking profits.

Sunshine and Trend Lines - The Week Ahead

Fri, 17 Jul 2020 16:22:00 -0000

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.

It Was A Very Good Year - The Week Ahead

Fri, 10 Jul 2020 15:14:48 -0000

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.

Time Keeps Slippin' into the Futures - Monthly Roundtable

Tue, 07 Jul 2020 20:48:11 -0000

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 and Canadian rates, IG spreads, and FX with the market swaying between optimism on the race for a vaccine versus the ultimate, unknown level of economic destruction in the face of re-lockdowns.

Back to Work? - The Week Ahead

Thu, 02 Jul 2020 16:55:00 -0000

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.

Wave Worries - The Week Ahead

Fri, 26 Jun 2020 14:55:05 -0000

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.

Summertime Sadness - High Quality Credit Spreads

Wed, 24 Jun 2020 20:11:01 -0000

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 stimulus, and a Democratic sweep at the November Presidential election. Other topics include the potential monetary response to a sustained risk off move and the FCA’s announcement that details around the end of Libor could come as early as this year.

Bonds of Summer - The Week Ahead

Fri, 19 Jun 2020 14:51:47 -0000

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.

The Elephant in the Market - High Quality Credit Spreads

Wed, 17 Jun 2020 21:15:34 -0000

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 benefit from how purchases were structured. They also discuss their view on the path of credit spreads in the near/medium term.

Slipping Into Summer - The Week Ahead

Fri, 12 Jun 2020 15:16:46 -0000

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.

Reflections from the Fed - High Quality Credit Spreads

Wed, 10 Jun 2020 23:18:00 -0000

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 discussion around the seemingly overdue Primary Market Corporate Credit Facilities. Other topics include the near- and longer-term view for spread markets.

What Recession? - The Week Ahead

Fri, 05 Jun 2020 17:01:04 -0000

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.

Trillions is the New Billions - Monthly Roundtable

Tue, 02 Jun 2020 20:37:06 -0000

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 thoughts on the Treasury yield curve, Treasury’s $800 bn question, the Fed’s $1.5 trillion in Tsy coupon purchases, BoC intervention potential, and the massive retracement in credit and FX that shapes our outlook for these markets in coming months.

Math in This Job? - The Week Ahead

Fri, 29 May 2020 16:58:13 -0000

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.

The Recovery Tripod - High Quality Spreads

Wed, 27 May 2020 21:07:25 -0000

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 stimulus, as well as how spreads would respond to a negative turn in any of these factors. Other topics include US/China tensions and potential for long-term spread market impacts of the pandemic.

Early Close from Home - The Week Ahead

Fri, 22 May 2020 15:14:00 -0000

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.

Mnuchin: The Rapsical - The Week Ahead

Fri, 15 May 2020 16:16:56 -0000

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.

Much Ado About Nothing - High Quality Spreads

Wed, 13 May 2020 20:28:03 -0000

Dan Krieter and Dan Belton share their thoughts on credit spreads and the push-pull dynamic between headlines around increasing infection rates in recently reopened jurisdictions and Fed QE continuing to fuel a risk-on bid. Other topics include the impact of heavy supply on spreads, the potential for pent-up demand, and the various channels through which QE feeds through to asset prices.

Reopening and Rebuilding - The Week Ahead

Fri, 08 May 2020 16:25:04 -0000

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.

If You Open It, Will They Come? - Monthly Roundtable

Wed, 06 May 2020 00:28:10 -0000

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 the gradual, risk-based re-openings, what is needed for people to feel safe re-entering social settings, and what they expect for the economy.

Mayday! - The Week Ahead

Fri, 01 May 2020 16:49:33 -0000

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.

Spring Thaw - High Quality Spreads

Wed, 29 Apr 2020 18:56:13 -0000

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 of risk assets. Other topics include the reasons behind the sharp decline in Libor, swap spreads, and market technicals.

Ready. Set. Reopen. - The Week Ahead

Fri, 24 Apr 2020 15:30:40 -0000

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.

Can Libor Transition During a Pandemic? - High Quality Spreads

Wed, 22 Apr 2020 20:24:00 -0000

Dan Krieter and Dan Belton discuss the latest developments in credit markets before discussing the implications of COVID-19 on the SOFR/Libor transition. Topics include recent issuance trends, credit spread adjustment implications, and what the pandemic means for the expected end-2021 cutoff date.

Extended Staycation - The Week Ahead

Fri, 17 Apr 2020 15:50:56 -0000

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.

The Things That Matter - High Quality Spreads

Wed, 15 Apr 2020 19:58:31 -0000

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 ultimately end up impacting corporate balance sheets once the economy reopens.

Fauci’d - The Week Ahead

Thu, 09 Apr 2020 17:00:00 -0000

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.

Quantifying the Quarantine - High Quality Spreads

Wed, 08 Apr 2020 20:00:00 -0000

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 ratings downgrades to spike, the likely path of Libor, and discussion around the potential reopening of the economy.

Pandemic Fatigue - The Week Ahead

Fri, 03 Apr 2020 17:43:04 -0000

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.

Socially Distant Market Strategy - Monthly Roundtable

Wed, 01 Apr 2020 06:00:00 -0000

Margaret Kerins with Ian Lyngen, Greg Anderson, Stephen Gallo, Dan Krieter, Ben Reitzes, Dan Belton, Jon Hill, and Ben Jeffery from our FICC Macro Strategy team discuss their thoughts on the potential market implications of the economic shutdowns in the backdrop of massive monetary and fiscal interventions. They also cover key data points and virus trends to focus on in coming months to determine when the light at the end of the tunnel should begin to brighten.

It's Still Q1? - The Week Ahead

Fri, 27 Mar 2020 15:55:28 -0000

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.

Are We There Yet? - The Week Ahead

Fri, 20 Mar 2020 16:25:26 -0000

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.

Echoes of 1987 - The Week Ahead

Fri, 13 Mar 2020 16:27:42 -0000

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.

Zero Funds Game - The Week Ahead

Fri, 06 Mar 2020 18:03:02 -0000

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.

Your Move JP - The Week Ahead

Fri, 28 Feb 2020 17:49:25 -0000

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.

Breaking Down the Breakout - Monthly Roundtable

Wed, 26 Feb 2020 07:00:00 -0000

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 quality.

Long Bondzilla - The Week Ahead

Fri, 21 Feb 2020 18:13:58 -0000

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.

Mid-Winter's Meltdown - The Week Ahead

Fri, 14 Feb 2020 17:37:18 -0000

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.

Dove Potion Number 9 - The Week Ahead

Fri, 07 Feb 2020 17:29:28 -0000

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.

Game Day - The Week Ahead

Fri, 31 Jan 2020 18:20:42 -0000

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.

Primary Night Live - Monthly Roundtable

Wed, 29 Jan 2020 21:59:11 -0000

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 US rates, high quality spreads and foreign exchange markets.

In Like A Bear, Out Like A Bull - The Week Ahead

Fri, 24 Jan 2020 18:00:00 -0000

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.

A Bird in the Hand - Monthly High Quality Spreads Roundtable

Thu, 23 Jan 2020 07:00:00 -0000

Dan Krieter and Dan Belton share their thoughts on credit and swap spreads in 2020. Topics include the surprisingly smooth year-end funding episode, busy primary markets to kick off the year, and relative value opportunities in the current tight spread environment.

The Bond Shack - The Week Ahead

Fri, 17 Jan 2020 18:01:44 -0000

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.

Welcome to 2020 - The Week Ahead

Fri, 10 Jan 2020 15:30:00 -0000

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.

Thanks For the Memories - The Week Ahead

Fri, 20 Dec 2019 15:36:17 -0000

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.

Fading the Phase - The Week Ahead

Fri, 13 Dec 2019 19:54:42 -0000

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.

Trading 2020: Top Themes for the New Year - Monthly Roundtable

Thu, 12 Dec 2019 07:00:00 -0000

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.

Powell to the People - The Week Ahead

Fri, 06 Dec 2019 18:13:27 -0000

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.

"Four Day Weekend" - The Week Ahead

Wed, 27 Nov 2019 17:44:13 -0000

Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of December 2nd, 2019, and respond to questions submitted by listeners and clients.

Deep Fried Turducken - The Week Ahead

Fri, 22 Nov 2019 18:03:34 -0000

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.

And The Tweet Goes On - The Week Ahead

Fri, 15 Nov 2019 18:00:00 -0000

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.

Trading Phases - The Week Ahead

Fri, 08 Nov 2019 18:00:00 -0000

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.

The Danger Zone - UK Election Flash-Cast

Wed, 06 Nov 2019 07:00:00 -0000

Margaret Kerins and Stephen Gallo discuss Brexit developments and the upcoming UK elections.

Reassession Risk - The Week Ahead

Fri, 01 Nov 2019 17:09:21 -0000

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.

Echoes of 2001 - Monthly High Quality Spreads Roundtable

Thu, 31 Oct 2019 06:00:00 -0000

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 spreads on credit spreads thus far in 2019 and why the outlook of each of these factors could bring wider spreads into year-end and early 2020.

Fed Up - The Week Ahead

Fri, 25 Oct 2019 16:59:17 -0000

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.

SOFR at the Halfway Point - Monthly Roundtable

Wed, 23 Oct 2019 06:00:00 -0000

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 current proposed deadline for the cessation of LIBOR. Topics include: the proliferation of the SOFR-linked FRN market, the construction of a term structure for SOFR, progress on ISDA’s credit spread adjustment equating SOFR to LIBOR in the future, the impact of recent repo market volatility on the transition, and finally, whether or not LIBOR will exist beyond 2021.

London Calling - The Week Ahead

Fri, 18 Oct 2019 16:47:20 -0000

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.

Midcast Crisis - The Week Ahead

Fri, 11 Oct 2019 16:26:46 -0000

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.

Manufacturing Matters - The Week Ahead

Fri, 04 Oct 2019 14:30:00 -0000

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.

Trumperendum - The Week Ahead

Fri, 27 Sep 2019 17:00:00 -0000

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.

Better Late Than Never - Monthly High Quality Spreads Roundtable

Wed, 25 Sep 2019 06:00:00 -0000

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 do they compare to a standing repo facility? While spreads are likely to trade range-bound in the next few weeks, they discuss their expectations for wider credit and swap spreads in Q4.

Falling into Uncertainties - The Week Ahead

Fri, 20 Sep 2019 17:00:00 -0000

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.

Putting the Fun back in Funding – Flash-Cast

Tue, 17 Sep 2019 21:36:00 -0000

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 the top of the target range (2.25%). Will the Fed announce a standing repo facility tomorrow? Cut Interest on Excess Reserves? This is a live recording of a client conference call held on 9/17/19 at 1pm eastern.

Santa Pause is Comin' to Town (Again) - The Week Ahead

Fri, 13 Sep 2019 16:33:40 -0000

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.

The Quarter Ahead: Downside Debate – Monthly Roundtable

Wed, 11 Sep 2019 18:02:15 -0000

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 their outlook through year-end.

Paraskevidekatriaphobia - The Week Ahead

Fri, 06 Sep 2019 17:00:00 -0000

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.

Wake Me Up When the Trade War Ends - The Week Ahead

Fri, 30 Aug 2019 16:44:52 -0000

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.

Defense Wins Championships - Monthly High Quality Spreads Roundtable

Thu, 29 Aug 2019 14:31:14 -0000

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 also highlight a few fundamental drivers of spread market weakness that could overwhelm supportive technicals and push spreads wider in the 4thquarter: the ongoing trade war, absolutely spread levels, an inverted yield curve, seasonality, risk emanating from Europe, and what is now expected to be a messy year-end episode after the July FOMC minutes drastically reduced the odds of a Fed repo facility in 2019.

Hanging Up the White Pants - The Week Ahead

Fri, 23 Aug 2019 16:37:26 -0000

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.

A Credibility Threat - Monthly Roundtable

Thu, 22 Aug 2019 16:18:38 -0000

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. They discuss the market implications of inflation make-up strategies, balance sheet expansion efficacy, and delayed expectations for the Fed repo facility on the back of the FOMC July Minutes.

Bond... Long-Bond - The Week Ahead

Fri, 16 Aug 2019 16:23:32 -0000

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.

Summer of Endless Dove - The Week Ahead

Fri, 09 Aug 2019 14:49:17 -0000

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.

Chinese Devaluation: Why Put A Label On It? - Monthly Roundtable

Wed, 07 Aug 2019 06:00:00 -0000

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 Treasury yields have fallen by over 30bp this past week. The front-end is pricing two full rate cuts and a decent chance of a third before year-end. Credit spreads are wider and swap spreads are narrower. How much further will China let the yuan fall? What are the implications for the US economy, rates and spreads? How will Canada be impacted if the Fed cuts sooner or by more than the market expects?

The Don Days of Summer - The Week Ahead

Fri, 02 Aug 2019 17:47:09 -0000

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.

And So It Begins - The Week Ahead

Fri, 26 Jul 2019 16:12:26 -0000

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.

Fed vs Fundamentals - Monthly High Quality Spreads Roundtable

Wed, 24 Jul 2019 15:00:00 -0000

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 profitability later this year, but are not yet reflected in spreads due to the Fed-fueled yield grab. Dan Krieter and Dan Belton bring you their outlook for investment credit spreads as the Fed cuts rates and the economic cycle eventually turns. They also discuss the market impact of the pending Fed Repo Facility in this first edition of their monthly roundtable on high quality spreads.

Talking Feds - The Week Ahead

Fri, 19 Jul 2019 16:06:34 -0000

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.

What a Diff’rence a Jay Makes - The Week Ahead

Fri, 12 Jul 2019 16:14:46 -0000

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.

Yield Cap Challenge - The Week Ahead

Wed, 03 Jul 2019 16:23:02 -0000

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.

The Longest Three Days - The Week Ahead

Fri, 28 Jun 2019 16:43:51 -0000

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.

Handling Zero - The Week Ahead

Fri, 21 Jun 2019 17:00:00 -0000

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.

Powell’s Pending Plunge - Monthly Roundtable

Tue, 18 Jun 2019 06:00:00 -0000

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 point for monetary policy and we’re offering three monetary policy scenarios, along with their respective impacts on rates, spreads, and FX. It goes without saying there are other (far less likely) outcomes we’ve omitted, although nothing is impossible in the current macro environment.

In Powell We Trust - The Week Ahead

Fri, 14 Jun 2019 16:59:41 -0000

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.

Well, it Was a Good Run - The Week Ahead

Fri, 07 Jun 2019 16:18:12 -0000

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.

Trump's Chinese Chess Match - Monthly Roundtable

Mon, 03 Jun 2019 06:00:00 -0000

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 exchange, and monetary policy. While not our base case, we also examine the potential implications of China embarking on a large-scale US asset sale program.

Another Week, Another Rally - The Week Ahead

Fri, 31 May 2019 16:11:16 -0000

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.

Summer is Coming - The Week Ahead

Fri, 24 May 2019 14:00:00 -0000

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.

Like Kanye Loves Kanye - The Week Ahead

Fri, 17 May 2019 16:54:00 -0000

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.

The Battle for Basis Points - Monthly Roundtable

Wed, 15 May 2019 06:00:00 -0000

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, including a discussion on major risks to our base case scenario and questions from the audience.

Steepening Base Camp - The Week Ahead

Fri, 10 May 2019 15:13:00 -0000

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.

Seasonal Bull Run - The Week Ahead

Fri, 03 May 2019 16:42:34 -0000

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.

Cycle: Endgame - The Week Ahead

Fri, 26 Apr 2019 16:22:08 -0000

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.

What Happens in Q1 Stays in Q1 - The Week Ahead

Thu, 18 Apr 2019 16:18:11 -0000

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.

Winter is Here - The Week Ahead

Fri, 12 Apr 2019 16:57:08 -0000

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.

Operators are Standing By - The Week Ahead

Fri, 05 Apr 2019 17:00:00 -0000

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.

March 32nd and the Fish of April - The Week Ahead

Fri, 29 Mar 2019 13:30:00 -0000

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.

Steeper Is Coming - The Week Ahead

Fri, 22 Mar 2019 16:59:22 -0000

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.

Policy Limbo - The Week Ahead

Fri, 15 Mar 2019 15:26:31 -0000

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.

The Un-Wealth Effect - The Week Ahead

Fri, 08 Mar 2019 19:19:42 -0000

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.

The Great Brexit Delay - Monthly Roundtable

Mon, 04 Mar 2019 05:40:03 -0000

Margaret Kerins, Stephen Gallo, and Dan Krieter discuss the twists and turns of Brexit and implications for the currency, rates and spread markets.

Middle(range)march - The Week Ahead

Fri, 01 Mar 2019 18:00:00 -0000

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.

The Art of The Repeal - The Week Ahead

Fri, 22 Feb 2019 17:52:01 -0000

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.

FOMC, Hold Please - The Week Ahead

Fri, 15 Feb 2019 16:50:04 -0000

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.

Jerome and Richard's Excellent Adventure - The Week Ahead

Fri, 08 Feb 2019 20:34:58 -0000

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.

Squaring the Circle - The Week Ahead

Fri, 01 Feb 2019 19:16:08 -0000

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.

SOFR – So Far to Go - Monthly Roundtable

Mon, 28 Jan 2019 07:00:00 -0000

Margaret Kerins, Dan Krieter and Dan Belton discuss the progress made towards LIBOR reform and its remaining hurdles as the transition towards SOFR begins.

Powell’s Pause-ability - The Week Ahead

Fri, 25 Jan 2019 16:51:28 -0000

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.

45 Going On 30 - The Week Ahead

Fri, 18 Jan 2019 18:35:14 -0000

Ian Lyngen, Ben Jeffery, and Jon Hill bring you their thoughts on the U.S. Rates market for the upcoming week of January 22nd, 2019, and respond to questions submitted by listeners and clients.

Welcome to 2019 - The Week Ahead

Fri, 11 Jan 2019 14:34:05 -0000

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.

Macro Horizons - Trailer

Fri, 04 Jan 2019 05:57:11 -0000

Macro Horizons will launch on January 11th, 2019.