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Terminal Approaching - Monthly Roundtable

FICC Podcasts Nos Balados 10 janvier 2023
FICC Podcasts Nos Balados 10 janvier 2023
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Disponible en anglais seulement

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.

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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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