EPISODE · Feb 1, 2022 · 27 MIN
The Great U-Turn - Monthly Roundtable
from Macro Horizons · host BMO Capital Markets
Margaret Kerins along with Ian Lyngen, Ben Reitzes, Greg Anderson, Stephen Gallo, Dan Belton and Ben Jeffery from BMO CM’s FICC Macro Strategy debate the pros and cons of a 50 bp vs. 25 bp initial move tighter in the fed funds rate and the timing and pace of balance sheet normalization and the different implications for US and Canadian rates, high quality spreads, and foreign exchange.
What this episode covers
Margaret Kerins along with Ian Lyngen, Ben Reitzes, Greg Anderson, Stephen Gallo, Dan Belton and Ben Jeffery from BMO CM’s FICC Macro Strategy debate the pros and cons of a 50 bp vs. 25 bp initial move tighter in the fed funds rate and the timing and pace of balance sheet normalization and the different implications for US and Canadian rates, high quality spreads, and foreign exchange.
NOW PLAYING
The Great U-Turn - Monthly Roundtable
No transcript for this episode yet
Similar Episodes
Jun 11, 2026 ·80m
Jun 5, 2026 ·66m
May 28, 2026 ·110m
May 21, 2026 ·82m
May 14, 2026 ·106m