Macro Horizons

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.