Macro Horizons
Episodes
CPI, or CP-Why?
09 May 2024
Contributed by Lukas
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 qu...
Fun back in Refunding
03 May 2024
Contributed by Lukas
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 que...
Mayday! Mayday!
26 Apr 2024
Contributed by Lukas
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 ...
38 Days Later
18 Apr 2024
Contributed by Lukas
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 ...
Paying for Lower Yields
11 Apr 2024
Contributed by Lukas
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 ...
Don't Look Now
05 Apr 2024
Contributed by Lukas
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 q...
Dancing in the Range
27 Mar 2024
Contributed by Lukas
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 q...
Easy Doves It
22 Mar 2024
Contributed by Lukas
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 ...
The Madness of March
15 Mar 2024
Contributed by Lukas
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 ...
CP-Ides of March
08 Mar 2024
Contributed by Lukas
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 ...
Marching On
29 Feb 2024
Contributed by Lukas
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 q...
A Rally, Deferred
23 Feb 2024
Contributed by Lukas
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 ...
Divergence Emergence
15 Feb 2024
Contributed by Lukas
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 ...
Inflated Expectations
09 Feb 2024
Contributed by Lukas
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 ...
Early Spring?
02 Feb 2024
Contributed by Lukas
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 t...
The 366th Day
25 Jan 2024
Contributed by Lukas
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 t...
January Drift
19 Jan 2024
Contributed by Lukas
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 t...
Government Bond Work
12 Jan 2024
Contributed by Lukas
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 t...
Stormy January
05 Jan 2024
Contributed by Lukas
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...
Out Like a Bull
21 Dec 2023
Contributed by Lukas
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 ...
Perils of Proactive
15 Dec 2023
Contributed by Lukas
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 ...
The One Where They Talk About the Outlook
08 Dec 2023
Contributed by Lukas
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 ...
Long Winter, No Nap
01 Dec 2023
Contributed by Lukas
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 t...
For the Birds
22 Nov 2023
Contributed by Lukas
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 ...
Breaking the Wishbone
17 Nov 2023
Contributed by Lukas
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 ...
Falling Back
09 Nov 2023
Contributed by Lukas
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 ...
Terminal is Nigh
03 Nov 2023
Contributed by Lukas
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 t...
Janet vs. Jay
27 Oct 2023
Contributed by Lukas
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 t...
5-Handle 10s
20 Oct 2023
Contributed by Lukas
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 t...
Anxious in Autumn
13 Oct 2023
Contributed by Lukas
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 t...
Approaching Handle Change
06 Oct 2023
Contributed by Lukas
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 t...
Fourth Quarter Kickoff
28 Sep 2023
Contributed by Lukas
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...
Dot Plot Twist
21 Sep 2023
Contributed by Lukas
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...
Dotting the 'I's and Eyeing the Dots
15 Sep 2023
Contributed by Lukas
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...
Wasting Away in Consolidationville
08 Sep 2023
Contributed by Lukas
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...
Preparing for the Fall
01 Sep 2023
Contributed by Lukas
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 su...
Summer's Last Stand
25 Aug 2023
Contributed by Lukas
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...
Waiting For Wyoming
18 Aug 2023
Contributed by Lukas
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...
Deflate and Recalibrate
10 Aug 2023
Contributed by Lukas
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...
Cooling, Not Cold
04 Aug 2023
Contributed by Lukas
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 ...
Identified Flying Objects
28 Jul 2023
Contributed by Lukas
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 q...
Midsummer's Hike
21 Jul 2023
Contributed by Lukas
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 q...
Better Lagged Than Never
14 Jul 2023
Contributed by Lukas
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 q...
Price of Summer
07 Jul 2023
Contributed by Lukas
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 q...
Watching the Fireworks
30 Jun 2023
Contributed by Lukas
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 qu...
The Anti-Doldrums - The Week Ahead
23 Jun 2023
Contributed by Lukas
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 q...
Doubting the Dots - The Week Ahead
16 Jun 2023
Contributed by Lukas
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 q...
Where There's Smoke - The Week Ahead
09 Jun 2023
Contributed by Lukas
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 q...
Skipping Into Summer - The Week Ahead
02 Jun 2023
Contributed by Lukas
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 qu...
What's Powell Got To Do With It? - The Week Ahead
26 May 2023
Contributed by Lukas
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 qu...
Delay of Steepening - The Week Ahead
19 May 2023
Contributed by Lukas
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 qu...
Ex-Shelter from the Storm - The Week Ahead
12 May 2023
Contributed by Lukas
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 qu...
Supplying Volatility - The Week Ahead
05 May 2023
Contributed by Lukas
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 que...
May Day! May Day! - The Week Ahead
28 Apr 2023
Contributed by Lukas
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 que...
Raise the Ceiling or Hit the Roof - The Week Ahead
20 Apr 2023
Contributed by Lukas
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 ...
Skewed Steeper - The Week Ahead
14 Apr 2023
Contributed by Lukas
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 ...
Measuring March - The Week Ahead
07 Apr 2023
Contributed by Lukas
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 subm...
Cue for Q2 - The Week Ahead
31 Mar 2023
Contributed by Lukas
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 q...
Bank On It - The Week Ahead
24 Mar 2023
Contributed by Lukas
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 ...
Jay's Dilemma - The Week Ahead
17 Mar 2023
Contributed by Lukas
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 submi...
Quarter End? - The Week Ahead
10 Mar 2023
Contributed by Lukas
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 submi...
Four Percent Down - The Week Ahead
03 Mar 2023
Contributed by Lukas
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 submit...
Farewell, February - The Week Ahead
24 Feb 2023
Contributed by Lukas
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 su...
Identified Inverted Objects - The Week Ahead
17 Feb 2023
Contributed by Lukas
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 su...
Inflation Infatuation - The Week Ahead
10 Feb 2023
Contributed by Lukas
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 su...
Jobs Juggernaut - The Week Ahead
03 Feb 2023
Contributed by Lukas
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 sub...
Reactions to the February FOMC - High Quality Credit Spreads
01 Feb 2023
Contributed by Lukas
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 ...
Landing Soon - The Week Ahead
27 Jan 2023
Contributed by Lukas
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 sub...
Momentum versus Value - High Quality Credit Spreads
25 Jan 2023
Contributed by Lukas
Dan Krieter and Dan Belton discuss the strong technical backdrop in credit in spite of an unattractive relative value picture. Other topics include wh...
Bid Still Standing - The Week Ahead
20 Jan 2023
Contributed by Lukas
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 sub...
Pricing Perfection - High Quality Credit Spreads
18 Jan 2023
Contributed by Lukas
Dan Krieter and Dan Belton discuss the sharp rally in credit markets and what levels likely mark attractive selling points. Other topics include the d...
Downshift to Terminal - The Week Ahead
13 Jan 2023
Contributed by Lukas
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 sub...
Terminal Approaching - Monthly Roundtable
10 Jan 2023
Contributed by Lukas
Ian Lyngen along with Ben Reitzes, Greg Anderson, Stephen Gallo, Dan Krieter, Dan Belton and Ben Jeffery from BMO Capital Markets’ FICC Macro Strate...
All Eyes on CPI - The Week Ahead
06 Jan 2023
Contributed by Lukas
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 subm...
Holiday Special - The Week Ahead
22 Dec 2022
Contributed by Lukas
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 su...
Long Run, All Terminal - The Week Ahead
16 Dec 2022
Contributed by Lukas
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 su...
2023 Outlook - High Quality Credit Spreads
15 Dec 2022
Contributed by Lukas
Dan Krieter and Dan Belton discuss their outlook for credit in 2023. Topics include spread targets, relative value, the fundamental and technical fact...
Yuletide Bonds - The Week Ahead
09 Dec 2022
Contributed by Lukas
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 su...
2023 Outlook - Monthly Roundtable
06 Dec 2022
Contributed by Lukas
Margaret Kerins along with Ian Lyngen, Ben Reitzes, Greg Anderson, Stephen Gallo, Dan Krieter, Dan Belton and Ben Jeffery from BMO Capital Markets’ ...
Odd Odds - The Week Ahead
02 Dec 2022
Contributed by Lukas
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 sub...
The Home Stretch - High Quality Credit Spreads
30 Nov 2022
Contributed by Lukas
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. Othe...
Talking Turkey - The Week Ahead
23 Nov 2022
Contributed by Lukas
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 su...
Giving Thanks, Taking Stock - The Week Ahead
18 Nov 2022
Contributed by Lukas
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 su...
Don’t Lose Sight of the Forest - High Quality Credit Spreads
16 Nov 2022
Contributed by Lukas
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 l...
Red Dot State of Mind - The Week Ahead
10 Nov 2022
Contributed by Lukas
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 su...
Falling Back - The Week Ahead
04 Nov 2022
Contributed by Lukas
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 sub...
Reactions to the November FOMC - High Quality Credit Spreads
02 Nov 2022
Contributed by Lukas
Dan Krieter and Dan Belton discuss their takeaways from the November FOMC meeting and volatile market reaction to a dovish statement followed by messa...
Terminal Volatility - Monthly Roundtable
31 Oct 2022
Contributed by Lukas
Margaret Kerins along with Ian Lyngen, Ben Reitzes, Greg Anderson, Stephen Gallo, Dan Krieter, Dan Belton and Ben Jeffery from BMO Capital Markets’ ...
All Powell's Eve - The Week Ahead
28 Oct 2022
Contributed by Lukas
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 sub...
Happy Holidays Ahead? - High Quality Credit Spreads
26 Oct 2022
Contributed by Lukas
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 wheth...
Silence of the Hawks - The Week Ahead
21 Oct 2022
Contributed by Lukas
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 sub...
Pondering the Peak - High Quality Credit Spreads
19 Oct 2022
Contributed by Lukas
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...
Shelter Caused the Storm - The Week Ahead
14 Oct 2022
Contributed by Lukas
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 sub...
Pivot Postponed - The Week Ahead
07 Oct 2022
Contributed by Lukas
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 sub...
Pondering a Pivot - Monthly Roundtable
04 Oct 2022
Contributed by Lukas
Margaret Kerins along with Ian Lyngen, Ben Reitzes, Greg Anderson, Stephen Gallo, Dan Krieter, Dan Belton and Ben Jeffery from BMO Capital Markets’ ...
October of Discontent - The Week Ahead
30 Sep 2022
Contributed by Lukas
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 subm...
Into the Frying Pan… - High Quality Credit Spreads
28 Sep 2022
Contributed by Lukas
Dan Krieter and Dan Belton discuss the recent volatility in credit and swap spreads including their year-end targets for credit spreads. Other topics ...
Fall Hawk Watching - The Week Ahead
22 Sep 2022
Contributed by Lukas
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 s...
Reactions to the September FOMC - High Quality Credit Spreads
21 Sep 2022
Contributed by Lukas
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 SEP...
Seeing Dots - The Week Ahead
16 Sep 2022
Contributed by Lukas
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 s...