Terminal Approaching - Monthly Roundtable
Terminal Approaching - Monthly Roundtable
Managing Director, Head of U.S. Rates Strategy
Ian is a Managing Director and Head of U.S. Rates Strategy in the BMO Capital Markets Fixed Income Strategy team. His primary focus is the U.S. Treasury market with…
Managing Director, Canadian Rates & Macro Strategist
Benjamin has been with the Bank of Montreal for over a decade. He is responsible for the Canadian macro-economic forecast, and plays a key role in forecasting inter…
European Head of FX Strategy
Stephen is European Head of FX strategy for BMO Capital Markets based in London. He caters to corporate and real money clients including asset managers, central ban…
Director, Fixed Income Strategy
Dan Krieter is a Director in the BMO Capital Markets Fixed Income Strategy Group. His primary focus is the high quality USD spread market, including interest rate d…
Ian is a Managing Director and Head of U.S. Rates Strategy in the BMO Capital Markets Fixed Income Strategy team. His primary focus is the U.S. Treasury market with…
VIEW FULL PROFILEBenjamin has been with the Bank of Montreal for over a decade. He is responsible for the Canadian macro-economic forecast, and plays a key role in forecasting inter…
VIEW FULL PROFILEStephen is European Head of FX strategy for BMO Capital Markets based in London. He caters to corporate and real money clients including asset managers, central ban…
VIEW FULL PROFILEDan Krieter is a Director in the BMO Capital Markets Fixed Income Strategy Group. His primary focus is the high quality USD spread market, including interest rate d…
VIEW FULL PROFILE
Ben Jeffery is a Strategist on the U.S. Rates Strategy Team at BMO Capital Markets. He focuses on fixed income investment strategy, specifically on interest ra…
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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.