Macro Horizons

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.

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.

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.

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.

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.

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.

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.

With the Fed on hold and balance sheet rundown ending in September, we examine our top client questions across asset classes and markets. Namely, the next Fed rate move, when to position for a steeper curve, how to handle low spreads and which central bank will be the first to cut rates.

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.

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.

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.

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.

Margaret Kerins, Stephen Gallo, and Dan Krieter discuss the twists and turns of Brexit and implications for the currency, rates and spread markets.

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.

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.

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.

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.

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.

Margaret Kerins, Dan Krieter and Dan Belton discuss the progress made towards LIBOR reform and its remaining hurdles as the transition towards SOFR begins.

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.