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.
Roaring Committy
On Tee for N.F.P.
Sliding Into Summer
Rebooting the Rally
CPI, or CP-Why?
Fun back in Refunding
Mayday! Mayday!
38 Days Later
Paying for Lower Yields
Don't Look Now
Dancing in the Range
Easy Doves It
The Madness of March
CP-Ides of March
Marching On
A Rally, Deferred
Divergence Emergence
Inflated Expectations
Early Spring?
The 366th Day
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