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2023 Outlook - Monthly Roundtable

FICC Podcasts Nos Balados 06 décembre 2022
FICC Podcasts Nos Balados 06 décembre 2022
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Disponible en anglais seulement

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.

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About Macro Horizons
BMO's Fixed Income, Currencies, and Commodities (FICC) Macro Strategy group and other special guests provide weekly and monthly updates on the FICC markets through three Macro Horizons channels; US Rates - The Week Ahead, Monthly Roundtable and High Quality Credit Spreads.

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Ian Lyngen, CFA Directeur général et chef, Stratégie de taux des titres en dollars US
Benjamin Reitzes Directeur général, spécialiste en stratégie – taux canadiens et macroéconomie
Stephen Gallo Chef de la stratégie de change pour l’Europe
Dan Krieter, CFA Directeur, Stratégie sur titres à revenu fixe
Ben Jeffery Spécialiste en stratégie, taux américains, titres à revenu fixe

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