BMO Views from the North http://bmocm.com/ViewsFromTheNorth en © Copyright BMO Capital Markets BMO’s Canadian Rates Strategist, Ben Reitzes hosts roundtable discussions offering perspectives from strategy, sales and trading on the Canadian rates market and the macro economy. To listen to more great episodes visit http://bmocm.com/ViewsFromTheNorth For legal disclosure, visit http://bmocm.com/macrohorizons/legal https://megaphone.imgix.net/podcasts/46e3b082-fe94-11ea-8d4b-d352357812be/image/7f3bc5fd912882c3029bde9ee9d08b3a.jpg?ixlib=rails-4.3.1&max-w=3000&max-h=3000&fit=crop&auto=format,compress BMO Views from the North http://bmocm.com/ViewsFromTheNorth no episodic A Canadian Rates and Macro podcast BMO Capital Markets BMO’s Canadian Rates Strategist, Ben Reitzes hosts roundtable discussions offering perspectives from strategy, sales and trading on the Canadian rates market and the macro economy. To listen to more great episodes visit http://bmocm.com/ViewsFromTheNorth For legal disclosure, visit http://bmocm.com/macrohorizons/legal BMO’s Canadian Rates Strategist, Ben Reitzes hosts roundtable discussions offering perspectives from strategy, sales and trading on the Canadian rates market and the macro economy. To listen to more great episodes visit http://bmocm.com/ViewsFromTheNorth For legal disclosure, visit http://bmocm.com/macrohorizons/legal

]]> BMO jonah@puddlecreative.com Rose-coloured Canada In this episode, Chris D’Onofrio, one of BMO’s Canadian dollar swap traders, joins me to discuss how market behaviour has evolved as the Middle East conflict appears to be waning, what that means for Bank of Canada pricing, whether we could get any surprises in the coming Spring federal fiscal update,  and his favourite trade ideas. As always, all feedback is welcome. Thu, 16 Apr 2026 15:00:00 -0000 Rose-coloured Canada full BMO Capital Markets In this episode, Chris D’Onofrio, one of BMO’s Canadian dollar swap traders, joins me to discuss how market behaviour has evolved as the Middle East conflict appears to be waning, what that means for Bank of Canada pricing, whether we could get any surprises in the coming Spring federal fiscal update,  and his favourite trade ideas. As always, all feedback is welcome. In this episode, Chris D’Onofrio, one of BMO’s Canadian dollar swap traders, joins me to discuss how market behaviour has evolved as the Middle East conflict appears to be waning, what that means for Bank of Canada pricing, whether we could get any surprises in the coming Spring federal fiscal update,  and his favourite trade ideas.

As always, all feedback is welcome.

]]> 1593 no Dire Straits In this episode, Adam Whitlam, head of the Toronto rates sales desk, joins me to discuss the economic and market backdrop amid the ongoing war in Iran. We cover lots of ground from positioning to provincial spreads and my recent trip to London. While there’s plenty of uncertainty clouding the outlook, there remain pockets of opportunity with Adam outlining a few trade ideas. As always, all feedback is welcome. Thu, 02 Apr 2026 15:00:00 -0000 Dire Straits full BMO Capital Markets In this episode, Adam Whitlam, head of the Toronto rates sales desk, joins me to discuss the economic and market backdrop amid the ongoing war in Iran. We cover lots of ground from positioning to provincial spreads and my recent trip to London. While there’s plenty of uncertainty clouding the outlook, there remain pockets of opportunity with Adam outlining a few trade ideas. As always, all feedback is welcome. In this episode, Adam Whitlam, head of the Toronto rates sales desk, joins me to discuss the economic and market backdrop amid the ongoing war in Iran. We cover lots of ground from positioning to provincial spreads and my recent trip to London. While there’s plenty of uncertainty clouding the outlook, there remain pockets of opportunity with Adam outlining a few trade ideas.

As always, all feedback is welcome.

]]> 2547 no Waiting for a Catalyst In this episode, Andrew Wallace, part of BMO’s Government of Canada bond trading team, joins me to discuss the takeaways from his recent trip to London, the challenging market backdrop, and some trade ideas. As always, all feedback is welcome. Thu, 12 Feb 2026 16:00:00 -0000 Waiting for a Catalyst full BMO Capital Markets In this episode, Andrew Wallace, part of BMO’s Government of Canada bond trading team, joins me to discuss the takeaways from his recent trip to London, the challenging market backdrop, and some trade ideas. As always, all feedback is welcome. In this episode, Andrew Wallace, part of BMO’s Government of Canada bond trading team, joins me to discuss the takeaways from his recent trip to London, the challenging market backdrop, and some trade ideas.

As always, all feedback is welcome.

]]> 1397 no Spicy Start to the New Year In the first episode of 2026, Jeff Oland, part of BMO’s Government of Canada bond trading team, joins me to discuss next week’s Bank of Canada policy announcement, the state of the Canadian economy, the wild headlines over the past few weeks, as well as market thoughts and trade ideas. As always, all feedback is welcome. Thu, 22 Jan 2026 16:00:00 -0000 Spicy Start to the New Year full BMO Capital Markets In the first episode of 2026, Jeff Oland, part of BMO’s Government of Canada bond trading team, joins me to discuss next week’s Bank of Canada policy announcement, the state of the Canadian economy, the wild headlines over the past few weeks, as well as market thoughts and trade ideas. As always, all feedback is welcome. In the first episode of 2026, Jeff Oland, part of BMO’s Government of Canada bond trading team, joins me to discuss next week’s Bank of Canada policy announcement, the state of the Canadian economy, the wild headlines over the past few weeks, as well as market thoughts and trade ideas.

As always, all feedback is welcome.

]]> 1824 no 2026: House of Cards https://bmocm.com/ViewsFromTheNorth In the final episode of 2025, Joel Prussky, BMO’s OIS and cross-currency trader, joins me to discuss the recent Bank of Canada and Fed policy announcements, potential paths for monetary policy, the outlook for 2026, and his favourite trade ideas. Happy holidays to all! I’ll be back with more episodes in the New Year! As always, all feedback is welcome. Wed, 17 Dec 2025 16:14:00 -0000 2026: House of Cards full BMO Capital Markets In the final episode of 2025, Joel Prussky, BMO’s OIS and cross-currency trader, joins me to discuss the recent Bank of Canada and Fed policy announcements, potential paths for monetary policy, the outlook for 2026, and his favourite trade ideas. Happy holidays to all! I’ll be back with more episodes in the New Year! As always, all feedback is welcome. In the final episode of 2025, Joel Prussky, BMO’s OIS and cross-currency trader, joins me to discuss the recent Bank of Canada and Fed policy announcements, potential paths for monetary policy, the outlook for 2026, and his favourite trade ideas. Happy holidays to all! I’ll be back with more episodes in the New Year!

As always, all feedback is welcome.

]]> 1997 no December Fun In this episode, Sam Buckley, Head of BMO’s Government of Canada trading desk, joins me to discuss Canada’s massive December 1 index extension, the outlook for the Bank of Canada and Fed, as well as his thoughts on what’s in store for 2026 and some trade ideas into year end. As always, all feedback is welcome. Thu, 27 Nov 2025 16:00:00 -0000 December Fun full BMO Capital Markets https://bmocm.com/ViewsFromTheNorth In this episode, Sam Buckley, Head of BMO’s Government of Canada trading desk, joins me to discuss Canada’s massive December 1 index extension, the outlook for the Bank of Canada and Fed, as well as his thoughts on what’s in store for 2026 and some trade ideas into year end. As always, all feedback is welcome. In this episode, Sam Buckley, Head of BMO’s Government of Canada trading desk, joins me to discuss Canada’s massive December 1 index extension, the outlook for the Bank of Canada and Fed, as well as his thoughts on what’s in store for 2026 and some trade ideas into year end.

As always, all feedback is welcome.

]]> 1631 no Macro Summit 2025 Panel https://bmocm.com/ViewsFromTheNorth BMO held its annual Toronto Macro Summit last week. I was honoured to participate on a panel with our guest speaker James Aitken, a globally renowned macro strategist, and Ian Lyngen, BMO's head of US rate strategy, with Joe Leary, BMO's co-head of fixed income as moderator. Joe orchestrated a lively discussion on a wide range of topics that goes well beyond the usual Canada focus. This episode of Views from the North is a recording of the panel that was held on the evening of October 30th. I hope you enjoy listening as much as I enjoyed participating. As always, all feedback is welcome. Thu, 06 Nov 2025 16:14:00 -0000 Macro Summit 2025 Panel full BMO Capital Markets BMO held its annual Toronto Macro Summit last week. I was honoured to participate on a panel with our guest speaker James Aitken, a globally renowned macro strategist, and Ian Lyngen, BMO's head of US rate strategy, with Joe Leary, BMO's co-head of fixed income as moderator. Joe orchestrated a lively discussion on a wide range of topics that goes well beyond the usual Canada focus. This episode of Views from the North is a recording of the panel that was held on the evening of October 30th. I hope you enjoy listening as much as I enjoyed participating. As always, all feedback is welcome. BMO held its annual Toronto Macro Summit last week. I was honoured to participate on a panel with our guest speaker James Aitken, a globally renowned macro strategist, and Ian Lyngen, BMO's head of US rate strategy, with Joe Leary, BMO's co-head of fixed income as moderator. Joe orchestrated a lively discussion on a wide range of topics that goes well beyond the usual Canada focus.

This episode of Views from the North is a recording of the panel that was held on the evening of October 30th.

I hope you enjoy listening as much as I enjoyed participating.

As always, all feedback is welcome.

]]> 2597 no Room for Risk to Run In this episode, Manmit Pandori, head of tactical and accrual trading at BMO Capital Markets, joins me to discuss the current state of the credit market, whether spreads can keep tightening, how his team is positioning themselves, and what could blow it all up.  As always, all feedback is welcome. Thu, 09 Oct 2025 15:00:00 -0000 Room for Risk to Run full BMO Capital Markets https://bmocm.com/ViewsFromTheNorth In this episode, Manmit Pandori, head of tactical and accrual trading at BMO Capital Markets, joins me to discuss the current state of the credit market, whether spreads can keep tightening, how his team is positioning themselves, and what could blow it all up.  As always, all feedback is welcome. In this episode, Manmit Pandori, head of tactical and accrual trading at BMO Capital Markets, joins me to discuss the current state of the credit market, whether spreads can keep tightening, how his team is positioning themselves, and what could blow it all up.

 As always, all feedback is welcome.

]]> 1592 no The Focus Is on the Front-End In this episode, Andrew Wallace, part of BMO's Government of Canada bond trading team, joins me to discuss our expectations for next week's Bank of Canada policy announcement, takeaways from my recent trip to London, front end curve dynamics, the outlook for the yield curve, and our favourite trade ideas. As always, all feedback is welcome. Thu, 11 Sep 2025 14:59:00 -0000 The Focus Is on the Front-End full BMO Capital Markets https://bmocm.com/ViewsFromTheNorth In this episode, Andrew Wallace, part of BMO's Government of Canada bond trading team, joins me to discuss our expectations for next week's Bank of Canada policy announcement, takeaways from my recent trip to London, front end curve dynamics, the outlook for the yield curve, and our favourite trade ideas. As always, all feedback is welcome. In this episode, Andrew Wallace, part of BMO's Government of Canada bond trading team, joins me to discuss our expectations for next week's Bank of Canada policy announcement, takeaways from my recent trip to London, front end curve dynamics, the outlook for the yield curve, and our favourite trade ideas.

As always, all feedback is welcome.

]]> 1661 no The Rich Get Richer https://bmocm.com/ViewsFromTheNorth In this episode, Adam Whitlam, part of BMO's Canadian institutional fixed income sales team, joins me to discuss the persistent richness of credit spreads, North American inflation dynamics and the divergence in how the BoC and Fed are reacting, as well as an update on what's topical in fixed income markets. As always, all feedback is welcome. Thu, 14 Aug 2025 15:00:00 -0000 The Rich Get Richer full BMO Capital Markets In this episode, Adam Whitlam, part of BMO's Canadian institutional fixed income sales team, joins me to discuss the persistent richness of credit spreads, North American inflation dynamics and the divergence in how the BoC and Fed are reacting, as well as an update on what's topical in fixed income markets. As always, all feedback is welcome. In this episode, Adam Whitlam, part of BMO's Canadian institutional fixed income sales team, joins me to discuss the persistent richness of credit spreads, North American inflation dynamics and the divergence in how the BoC and Fed are reacting, as well as an update on what's topical in fixed income markets.

As always, all feedback is welcome.

]]> 1491 no Is It Cheap Enough Yet? https://bmocm.com/ViewsFromTheNorth In this episode, Chris D’Onofrio, one of BMO’s Canadian dollar swap trades, joins me to discuss the outlook for the Bank of Canada, whether the front end has cheapened enough, and the potential path for the yield curve and swap spreads. As always, all feedback is welcome. Thu, 17 Jul 2025 15:00:00 -0000 Is It Cheap Enough Yet? full BMO Capital Markets In this episode, Chris D’Onofrio, one of BMO’s Canadian dollar swap trades, joins me to discuss the outlook for the Bank of Canada, whether the front end has cheapened enough, and the potential path for the yield curve and swap spreads. As always, all feedback is welcome. In this episode, Chris D’Onofrio, one of BMO’s Canadian dollar swap trades, joins me to discuss the outlook for the Bank of Canada, whether the front end has cheapened enough, and the potential path for the yield curve and swap spreads.

As always, all feedback is welcome.


]]> 1658 no Canadian Housing: The End of an Era https://bmocm.com/ViewsFromTheNorth In this episode, Robert Kavcic, a Senior Economist from the BMO Economics team, joins me to share his insights on the state Canadian housing market, the fundamental drivers, regional differences, how much further prices might have to fall, and where the market is heading over the coming years. As always, all feedback is welcome. Thu, 19 Jun 2025 15:00:00 -0000 Canadian Housing: The End of an Era full BMO Capital Markets In this episode, Robert Kavcic, a Senior Economist from the BMO Economics team, joins me to share his insights on the state Canadian housing market, the fundamental drivers, regional differences, how much further prices might have to fall, and where the market is heading over the coming years. As always, all feedback is welcome. In this episode, Robert Kavcic, a Senior Economist from the BMO Economics team, joins me to share his insights on the state Canadian housing market, the fundamental drivers, regional differences, how much further prices might have to fall, and where the market is heading over the coming years.

As always, all feedback is welcome.

]]> 1445 no It's All About Inflation https://bmocm.com/ViewsFromTheNorth In this episode, Joel Prussky, BMO’s OIS and cross-currency trader, joins me to discuss the Bank of Canada’s decision to stay on hold this week, where monetary policy is headed for the rest of 2025, and the bigger picture for inflation and interest rates. As always, all feedback is welcome. Thu, 05 Jun 2025 15:00:00 -0000 It's All About Inflation full BMO Capital Markets In this episode, Joel Prussky, BMO’s OIS and cross-currency trader, joins me to discuss the Bank of Canada’s decision to stay on hold this week, where monetary policy is headed for the rest of 2025, and the bigger picture for inflation and interest rates. As always, all feedback is welcome. In this episode, Joel Prussky, BMO’s OIS and cross-currency trader, joins me to discuss the Bank of Canada’s decision to stay on hold this week, where monetary policy is headed for the rest of 2025, and the bigger picture for inflation and interest rates.

As always, all feedback is welcome.

]]> 1768 no Capital Flows in a Time of Stress https://bmocm.com/ViewsFromTheNorth BMO hosted its 12th annual Government, Reserve & Asset Managers Conference last week in Toronto. I had the privilege of moderating a panel titled "Capital Flows in a Time of Stress". The panel featured Manmit Pandori, MD, Head of Tactical & Accrual Trading at BMO CM, Avi Hooper, Senior Advisor at ABP Invest, and Matthew Emde, Director General, Funds Management, Government of Canada. This episode of Views from the North is a recording of the panel that was held on the morning of May 8th.   Thank you for listening. As always, all feedback is welcome. Thu, 15 May 2025 15:34:00 -0000 Capital Flows in a Time of Stress full BMO Capital Markets BMO hosted its 12th annual Government, Reserve & Asset Managers Conference last week in Toronto. I had the privilege of moderating a panel titled "Capital Flows in a Time of Stress". The panel featured Manmit Pandori, MD, Head of Tactical & Accrual Trading at BMO CM, Avi Hooper, Senior Advisor at ABP Invest, and Matthew Emde, Director General, Funds Management, Government of Canada. This episode of Views from the North is a recording of the panel that was held on the morning of May 8th.   Thank you for listening. As always, all feedback is welcome. BMO hosted its 12th annual Government, Reserve & Asset Managers Conference last week in Toronto. I had the privilege of moderating a panel titled "Capital Flows in a Time of Stress". The panel featured Manmit Pandori, MD, Head of Tactical & Accrual Trading at BMO CM, Avi Hooper, Senior Advisor at ABP Invest, and Matthew Emde, Director General, Funds Management, Government of Canada. This episode of Views from the North is a recording of the panel that was held on the morning of May 8th.  

Thank you for listening. As always, all feedback is welcome.

]]> 1935 no Won't Get Fooled Again https://bmocm.com/ViewsFromTheNorth In this episode, Adam Whitlam, part of BMO’s Canadian institutional fixed income sales team, joins me to discuss the ongoing tariff drama, last week’s Bank of Canada decision to pause and whether more rate cuts are coming, how uncertainty is impacting investors, and his favourite trade ideas. As always, all feedback is welcome.   Thu, 24 Apr 2025 15:35:00 -0000 Won't Get Fooled Again full BMO Capital Markets In this episode, Adam Whitlam, part of BMO’s Canadian institutional fixed income sales team, joins me to discuss the ongoing tariff drama, last week’s Bank of Canada decision to pause and whether more rate cuts are coming, how uncertainty is impacting investors, and his favourite trade ideas. As always, all feedback is welcome.   In this episode, Adam Whitlam, part of BMO’s Canadian institutional fixed income sales team, joins me to discuss the ongoing tariff drama, last week’s Bank of Canada decision to pause and whether more rate cuts are coming, how uncertainty is impacting investors, and his favourite trade ideas.

As always, all feedback is welcome.  

]]> 1816 no A Brave New World https://bmocm.com/ViewsFromTheNorth In this episode, Manmit Pandori, head of tactical and accrual trading at BMO, joins me to discuss President Trump's tariff announcement, the financial market reaction, how the macro backdrop might unfold, and how he is managing risk in this highly volatile and uncertain world. As always, all feedback is welcome.  Thu, 03 Apr 2025 19:27:00 -0000 A Brave New World full BMO Capital Markets In this episode, Manmit Pandori, head of tactical and accrual trading at BMO, joins me to discuss President Trump's tariff announcement, the financial market reaction, how the macro backdrop might unfold, and how he is managing risk in this highly volatile and uncertain world. As always, all feedback is welcome.  In this episode, Manmit Pandori, head of tactical and accrual trading at BMO, joins me to discuss President Trump's tariff announcement, the financial market reaction, how the macro backdrop might unfold, and how he is managing risk in this highly volatile and uncertain world.

As always, all feedback is welcome. 

]]> 1594 no Consequences https://bmocm.com/ViewsFromTheNorth In this episode, Jeff Oland, part of BMO’s Government of Canada bond trading team, joins me to discuss this week’s hot CPI report and whether everyone (including the Bank of Canada) has inflation wrong, how fiscal policy could evolve over the coming year, the outlook for interest rates and opportunities in the bond market. As always, all feedback is welcome.  Thu, 20 Mar 2025 15:00:00 -0000 Consequences full BMO Capital Markets In this episode, Jeff Oland, part of BMO’s Government of Canada bond trading team, joins me to discuss this week’s hot CPI report and whether everyone (including the Bank of Canada) has inflation wrong, how fiscal policy could evolve over the coming year, the outlook for interest rates and opportunities in the bond market. As always, all feedback is welcome.  In this episode, Jeff Oland, part of BMO’s Government of Canada bond trading team, joins me to discuss this week’s hot CPI report and whether everyone (including the Bank of Canada) has inflation wrong, how fiscal policy could evolve over the coming year, the outlook for interest rates and opportunities in the bond market.

As always, all feedback is welcome. 

]]> 2049 no Cutting Through the Noise https://bmocm.com/ViewsFromTheNorth In this episode, Chris D’Onofrio, one of BMO’s Canadian dollar swap traders, joins me to discuss the on again/off again tariff threats, swap spreads, the upcoming Bank of Canada policy announcement, and his favourite trades. As always, all feedback is welcome. Thu, 27 Feb 2025 16:00:00 -0000 Cutting Through the Noise full BMO Capital Markets In this episode, Chris D’Onofrio, one of BMO’s Canadian dollar swap traders, joins me to discuss the on again/off again tariff threats, swap spreads, the upcoming Bank of Canada policy announcement, and his favourite trades. As always, all feedback is welcome. In this episode, Chris D’Onofrio, one of BMO’s Canadian dollar swap traders, joins me to discuss the on again/off again tariff threats, swap spreads, the upcoming Bank of Canada policy announcement, and his favourite trades.

As always, all feedback is welcome.

]]> 1664 no Much Ado About Tariffs https://bmocm.com/ViewsFromTheNorth In this episode, Darren Campbell, BMO’s head of FICC Investor Sales Canada, joins me to discuss the wild events of the past week, how tariffs could evolve, and what it could mean for the Bank of Canada. As always, all feedback is welcome. Thu, 06 Feb 2025 16:00:00 -0000 Much Ado About Tariffs full BMO Capital Markets In this episode, Darren Campbell, BMO’s head of FICC Investor Sales Canada, joins me to discuss the wild events of the past week, how tariffs could evolve, and what it could mean for the Bank of Canada. As always, all feedback is welcome. In this episode, Darren Campbell, BMO’s head of FICC Investor Sales Canada, joins me to discuss the wild events of the past week, how tariffs could evolve, and what it could mean for the Bank of Canada.

As always, all feedback is welcome.

]]> 1504 no Positively Politics, Featuring the Honourable Scott Brison https://bmocm.com/ViewsFromTheNorth In this episode, the Honourable Scott Brison, BMO Vice-Chair and a former Member of Parliament, joins me to discuss Canada’s political backdrop. Scott outlines the current state of the government amid President Trump’s tariff threats, his experiences with some of Canada’s key political figures ahead of what could be a spring election, and what’s needed to improve persistently weak productivity. Following the interview with Mr. Brison, I provide a quick take on my expectations for next week’s Bank of Canada policy announcement, and my favourite trade ideas. As always, all feedback is welcome.   Episode Timecodes: 00:00 - Introduction 01:02 - Interview with the Honourable Scott Brison 42:39 - Preview of next week's Bank of Canada's policy decision Thu, 23 Jan 2025 18:29:24 -0000 Positively Politics, Featuring the Honourable Scott Brison full BMO Capital Markets In this episode, the Honourable Scott Brison, BMO Vice-Chair and a former Member of Parliament, joins me to discuss Canada’s political backdrop. Scott outlines the current state of the government amid President Trump’s tariff threats, his experiences with some of Canada’s key political figures ahead of what could be a spring election, and what’s needed to improve persistently weak productivity. Following the interview with Mr. Brison, I provide a quick take on my expectations for next week’s Bank of Canada policy announcement, and my favourite trade ideas. As always, all feedback is welcome.   Episode Timecodes: 00:00 - Introduction 01:02 - Interview with the Honourable Scott Brison 42:39 - Preview of next week's Bank of Canada's policy decision In this episode, the Honourable Scott Brison, BMO Vice-Chair and a former Member of Parliament, joins me to discuss Canada’s political backdrop. Scott outlines the current state of the government amid President Trump’s tariff threats, his experiences with some of Canada’s key political figures ahead of what could be a spring election, and what’s needed to improve persistently weak productivity.

Following the interview with Mr. Brison, I provide a quick take on my expectations for next week’s Bank of Canada policy announcement, and my favourite trade ideas.

As always, all feedback is welcome.  

Episode Timecodes:

  • 00:00 - Introduction
  • 01:02 - Interview with the Honourable Scott Brison
  • 42:39 - Preview of next week's Bank of Canada's policy decision
]]> 3036 no Welcome to 2025 https://bmocm.com/ViewsFromTheNorth In this episode, Andrew Wallace, part of BMO’s Government of Canada bond trading team, joins me to discuss what he’s focusing on in the coming year, the extreme cross-market richness of GoCs and when the tide could turn, and opportunities in the bond market. As always, all feedback is welcome.   Thu, 09 Jan 2025 16:00:00 -0000 Welcome to 2025 full BMO Capital Markets In this episode, Andrew Wallace, part of BMO’s Government of Canada bond trading team, joins me to discuss what he’s focusing on in the coming year, the extreme cross-market richness of GoCs and when the tide could turn, and opportunities in the bond market. As always, all feedback is welcome.   In this episode, Andrew Wallace, part of BMO’s Government of Canada bond trading team, joins me to discuss what he’s focusing on in the coming year, the extreme cross-market richness of GoCs and when the tide could turn, and opportunities in the bond market.

As always, all feedback is welcome.  

]]> 1794 no Cross-Border Quarters https://bmocm.com/ViewsFromTheNorth In this episode, Matthew Baird, part of BMO’s institutional fixed income sales team in Vancouver, joins me to discuss what to expect from next week’s Bank of Canada policy announcement, the North American fiscal backdrop, the outlook for 2025, and our favourites trades as we head into the New Year. As always, all feedback is welcome. Thu, 05 Dec 2024 16:07:00 -0000 Cross-Border Quarters full BMO Capital Markets In this episode, Matthew Baird, part of BMO’s institutional fixed income sales team in Vancouver, joins me to discuss what to expect from next week’s Bank of Canada policy announcement, the North American fiscal backdrop, the outlook for 2025, and our favourites trades as we head into the New Year. As always, all feedback is welcome. In this episode, Matthew Baird, part of BMO’s institutional fixed income sales team in Vancouver, joins me to discuss what to expect from next week’s Bank of Canada policy announcement, the North American fiscal backdrop, the outlook for 2025, and our favourites trades as we head into the New Year.

As always, all feedback is welcome.

]]> 1922 no What Trump 2.0 Means for Canada https://bmocm.com/ViewsFromTheNorth In this episode, Douglas Porter, BMO’s Chief Economist, joins me to discuss how President-elect Trump’s return to the White House could impact the Canadian economy, the outlook for the Bank of Canada, interest rates and the Canadian dollar as we head into an uncertain 2025. As always, all feedback is welcome. Thu, 14 Nov 2024 16:00:00 -0000 What Trump 2.0 Means for Canada full BMO Capital Markets In this episode, Douglas Porter, BMO’s Chief Economist, joins me to discuss how President-elect Trump’s return to the White House could impact the Canadian economy, the outlook for the Bank of Canada, interest rates and the Canadian dollar as we head into an uncertain 2025. As always, all feedback is welcome. In this episode, Douglas Porter, BMO’s Chief Economist, joins me to discuss how President-elect Trump’s return to the White House could impact the Canadian economy, the outlook for the Bank of Canada, interest rates and the Canadian dollar as we head into an uncertain 2025.

As always, all feedback is welcome.

]]> 1574 no Veni, Vidi, Fifty https://bmocm.com/ViewsFromTheNorth In this episode, Joel Prussky, BMO’s OIS and cross-currency trader, joins me to break down this week’s 50 bp rate cut from the Bank of Canada, whether more super-sized cuts should be expected, the extent of Canada-US policy divergence, and views on the market as we head toward year-end. As always, all feedback is welcome. Thu, 24 Oct 2024 15:00:00 -0000 Veni, Vidi, Fifty full BMO Capital Markets In this episode, Joel Prussky, BMO’s OIS and cross-currency trader, joins me to break down this week’s 50 bp rate cut from the Bank of Canada, whether more super-sized cuts should be expected, the extent of Canada-US policy divergence, and views on the market as we head toward year-end. As always, all feedback is welcome. In this episode, Joel Prussky, BMO’s OIS and cross-currency trader, joins me to break down this week’s 50 bp rate cut from the Bank of Canada, whether more super-sized cuts should be expected, the extent of Canada-US policy divergence, and views on the market as we head toward year-end.

As always, all feedback is welcome.

]]> 1857 no That's Not a Cut, This Is a Cut https://bmocm.com/ViewsFromTheNorth In this episode, Adam Whitlam, part of BMO’s Canadian institutional fixed income sales team, joins me to discuss the impact of the latest GDP figures on the outlook for Bank of Canada, the coming changes to mortgage insurance regulations, investors’ views on duration, why provincial spreads look attractive, and our favourite trade ideas. As always, all feedback is welcome. Thu, 03 Oct 2024 15:00:00 -0000 That's Not a Cut, This Is a Cut full BMO Capital Markets In this episode, Adam Whitlam, part of BMO’s Canadian institutional fixed income sales team, joins me to discuss the impact of the latest GDP figures on the outlook for Bank of Canada, the coming changes to mortgage insurance regulations, investors’ views on duration, why provincial spreads look attractive, and our favourite trade ideas. As always, all feedback is welcome. In this episode, Adam Whitlam, part of BMO’s Canadian institutional fixed income sales team, joins me to discuss the impact of the latest GDP figures on the outlook for Bank of Canada, the coming changes to mortgage insurance regulations, investors’ views on duration, why provincial spreads look attractive, and our favourite trade ideas.

As always, all feedback is welcome.

]]> 1610 no Terminal! Terminal! Terminal! https://bmocm.com/ViewsFromTheNorth In this episode, Chris D’Onofrio, one of BMO’s Canadian dollar swap traders, joins me to discuss last week’s Bank of Canada rate cut, terminal rates and where markets might be mispricing the outlook for monetary policy, and whether swap spreads will remain under pressure. As always, all feedback is welcome. Thu, 12 Sep 2024 15:00:00 -0000 Terminal! Terminal! Terminal! full BMO Capital Markets In this episode, Chris D’Onofrio, one of BMO’s Canadian dollar swap traders, joins me to discuss last week’s Bank of Canada rate cut, terminal rates and where markets might be mispricing the outlook for monetary policy, and whether swap spreads will remain under pressure. As always, all feedback is welcome. In this episode, Chris D’Onofrio, one of BMO’s Canadian dollar swap traders, joins me to discuss last week’s Bank of Canada rate cut, terminal rates and where markets might be mispricing the outlook for monetary policy, and whether swap spreads will remain under pressure.

As always, all feedback is welcome.

]]> 2024 no Back to School, Back to Work https://bmocm.com/ViewsFromTheNorth With the kids heading back to school, while we just keep on working, I’m joined by Sam Buckley, Head of BMO’s Government of Canada trading desk, to discuss what to expect at next week’s Bank of Canada policy announcement, his thoughts on the yield curve, and opportunities for the rest of 2024. As always, feedback is welcome. Thu, 29 Aug 2024 15:00:00 -0000 Back to School, Back to Work full BMO Capital Markets With the kids heading back to school, while we just keep on working, I’m joined by Sam Buckley, Head of BMO’s Government of Canada trading desk, to discuss what to expect at next week’s Bank of Canada policy announcement, his thoughts on the yield curve, and opportunities for the rest of 2024. As always, feedback is welcome. With the kids heading back to school, while we just keep on working, I’m joined by Sam Buckley, Head of BMO’s Government of Canada trading desk, to discuss what to expect at next week’s Bank of Canada policy announcement, his thoughts on the yield curve, and opportunities for the rest of 2024.

As always, feedback is welcome.

]]> 1183 no Keep It Simple https://bmocm.com/macrohorizons In this episode, Darren Campbell, BMO’s head of FICC Investor Sales Canada, joins me to discuss the path for the Bank of Canada and Federal Reserve, where terminal might be and how that could impact the yield curve, and provincial credit spreads. As always, all feedback is welcome. Thu, 01 Aug 2024 15:00:00 -0000 Keep It Simple full BMO Capital Markets In this episode, Darren Campbell, BMO’s head of FICC Investor Sales Canada, joins me to discuss the path for the Bank of Canada and Federal Reserve, where terminal might be and how that could impact the yield curve, and provincial credit spreads. As always, all feedback is welcome. In this episode, Darren Campbell, BMO’s head of FICC Investor Sales Canada, joins me to discuss the path for the Bank of Canada and Federal Reserve, where terminal might be and how that could impact the yield curve, and provincial credit spreads.

As always, all feedback is welcome.

]]> 1604 The Squeeze https://bmocm.com/ViewsFromTheNorth In this episode, Adam Whitlam, part of BMO’s Canadian institutional fixed income sales team, joins me to discuss the surprisingly firm May inflation figures, the impact on the Bank of Canada, and the global financial market backdrop. As always, all feedback is welcome. Thu, 27 Jun 2024 15:00:00 -0000 The Squeeze full BMO Capital Markets In this episode, Adam Whitlam, part of BMO’s Canadian institutional fixed income sales team, joins me to discuss the surprisingly firm May inflation figures, the impact on the Bank of Canada, and the global financial market backdrop. As always, all feedback is welcome. In this episode, Adam Whitlam, part of BMO’s Canadian institutional fixed income sales team, joins me to discuss the surprisingly firm May inflation figures, the impact on the Bank of Canada, and the global financial market backdrop.

As always, all feedback is welcome.

]]> 1712 no One Down, Two to Go? https://bmocm.com/ViewsFromTheNorth In this episode, Joel Prussky, BMO’s OIS and cross-currency traders, joins me to discuss last week’s Bank of Canada 25 bp rate cut, the potential extent of BoC/Fed divergence and how that could impact the C$, and cross-currency market dynamics and opportunities. As always, all feedback is welcome. Thu, 13 Jun 2024 15:00:00 -0000 One Down, Two to Go? full BMO Capital Markets In this episode, Joel Prussky, BMO’s OIS and cross-currency traders, joins me to discuss last week’s Bank of Canada 25 bp rate cut, the potential extent of BoC/Fed divergence and how that could impact the C$, and cross-currency market dynamics and opportunities. As always, all feedback is welcome. In this episode, Joel Prussky, BMO’s OIS and cross-currency traders, joins me to discuss last week’s Bank of Canada 25 bp rate cut, the potential extent of BoC/Fed divergence and how that could impact the C$, and cross-currency market dynamics and opportunities.

As always, all feedback is welcome.

]]> 1917 no It's Cuttin' Time! https://bmocm.com/ViewsFromTheNorth In this episode, Chris D’Onofrio, one of BMO’s Canadian dollar swap traders, joins me to discuss our expectations for the June Bank of Canada policy announcement, the takeaways from our recent marketing trip to London, and structural flows that continue to drive the rates market. As always, all feedback is welcome.   Thu, 23 May 2024 15:00:00 -0000 It's Cuttin' Time! full BMO Capital Markets In this episode, Chris D’Onofrio, one of BMO’s Canadian dollar swap traders, joins me to discuss our expectations for the June Bank of Canada policy announcement, the takeaways from our recent marketing trip to London, and structural flows that continue to drive the rates market. As always, all feedback is welcome.   In this episode, Chris D’Onofrio, one of BMO’s Canadian dollar swap traders, joins me to discuss our expectations for the June Bank of Canada policy announcement, the takeaways from our recent marketing trip to London, and structural flows that continue to drive the rates market.

As always, all feedback is welcome.  

]]> 1708 no A Different Perspective https://bmocm.com/ViewsFromTheNorth In a first for Views from the North, I had the pleasure of speaking with TJ Sutter, Co-Head & Macro Portfolio Manager, Fixed Income, at CCL Investment Management. We discuss his process when evaluating markets, views on the state of the economy and markets, and where potential opportunities might lie. As always, all feedback is welcome.   Thu, 09 May 2024 15:07:23 -0000 A Different Perspective full BMO Capital Markets In a first for Views from the North, I had the pleasure of speaking with TJ Sutter, Co-Head & Macro Portfolio Manager, Fixed Income, at CCL Investment Management. We discuss his process when evaluating markets, views on the state of the economy and markets, and where potential opportunities might lie. As always, all feedback is welcome.   In a first for Views from the North, I had the pleasure of speaking with TJ Sutter, Co-Head & Macro Portfolio Manager, Fixed Income, at CCL Investment Management. We discuss his process when evaluating markets, views on the state of the economy and markets, and where potential opportunities might lie.

As always, all feedback is welcome.  

]]> 1745 no Budget Bingo: Winners and Losers https://bmocm.com/ViewsFromTheNorth This week Robert Kavcic, a Senior Economist from the BMO Economics team, Fred Nastos, Head of Government Spread Trading and Adam Whitlam from our Canada institutional sales desk, join me to share their thoughts on the provincial & federal budgets, the potential impact of policy measures on markets, how the Bank of Canada outlook changes, and their latest market insights. As always, all feedback is welcome.   Thu, 18 Apr 2024 15:00:00 -0000 Budget Bingo: Winners and Losers full BMO Capital Markets This week Robert Kavcic, a Senior Economist from the BMO Economics team, Fred Nastos, Head of Government Spread Trading and Adam Whitlam from our Canada institutional sales desk, join me to share their thoughts on the provincial & federal budgets, the potential impact of policy measures on markets, how the Bank of Canada outlook changes, and their latest market insights. As always, all feedback is welcome.   This week Robert Kavcic, a Senior Economist from the BMO Economics team, Fred Nastos, Head of Government Spread Trading and Adam Whitlam from our Canada institutional sales desk, join me to share their thoughts on the provincial & federal budgets, the potential impact of policy measures on markets, how the Bank of Canada outlook changes, and their latest market insights.

As always, all feedback is welcome.  

]]> 2109 no Decidedly Undecided https://bmocm.com/ViewsFromTheNorth In this episode, Jeff Oland, part of BMO’s Government of Canada bond trading team, joins me to discuss next week’s Bank of Canada policy announcement, the recent sell off in rates, broader economic backdrop, and uncertainty weighing on markets. As always, all feedback is welcome.   Thu, 04 Apr 2024 15:00:00 -0000 Decidedly Undecided full BMO Capital Markets In this episode, Jeff Oland, part of BMO’s Government of Canada bond trading team, joins me to discuss next week’s Bank of Canada policy announcement, the recent sell off in rates, broader economic backdrop, and uncertainty weighing on markets. As always, all feedback is welcome.   In this episode, Jeff Oland, part of BMO’s Government of Canada bond trading team, joins me to discuss next week’s Bank of Canada policy announcement, the recent sell off in rates, broader economic backdrop, and uncertainty weighing on markets.

As always, all feedback is welcome.  

]]> 1642 no Nobody Said It Was Easy https://bmocm.com/ViewsFromTheNorth In this episode, Darren Campbell, BMO’s head of FICC investor sales Canada, joins me to discuss the lack of conviction keeping the rates market constrained, last week’s Bank of Canada policy decision, the ramifications from provincial budget season, and how RRBs aren’t dead. As always, all feedback is welcome.   Thu, 14 Mar 2024 15:00:00 -0000 Nobody Said It Was Easy full BMO Capital Markets In this episode, Darren Campbell, BMO’s head of FICC investor sales Canada, joins me to discuss the lack of conviction keeping the rates market constrained, last week’s Bank of Canada policy decision, the ramifications from provincial budget season, and how RRBs aren’t dead. As always, all feedback is welcome.   In this episode, Darren Campbell, BMO’s head of FICC investor sales Canada, joins me to discuss the lack of conviction keeping the rates market constrained, last week’s Bank of Canada policy decision, the ramifications from provincial budget season, and how RRBs aren’t dead.

As always, all feedback is welcome.  

]]> 1402 no Just Be Long https://bmocm.com/ViewsFromTheNorth In this episode, Adam Whitlam, part of BMO’s Canadian institutional fixed income sales team, joins me to discuss the current state of the rates market following the wild swings in recent weeks, his views on credit markets, potentially impactful market events over the next month and his favourite trade ideas. As always, all feedback is welcome. Thu, 15 Feb 2024 16:00:00 -0000 Just Be Long full BMO Capital Markets In this episode, Adam Whitlam, part of BMO’s Canadian institutional fixed income sales team, joins me to discuss the current state of the rates market following the wild swings in recent weeks, his views on credit markets, potentially impactful market events over the next month and his favourite trade ideas. As always, all feedback is welcome. In this episode, Adam Whitlam, part of BMO’s Canadian institutional fixed income sales team, joins me to discuss the current state of the rates market following the wild swings in recent weeks, his views on credit markets, potentially impactful market events over the next month and his favourite trade ideas.

As always, all feedback is welcome.

]]> 1509 no Hopeful on Housing https://bmocm.com/ViewsFromTheNorth In this episode Robert Kavcic, a Senior Economist from the BMO Economics team, joins me to share his insights on the outlook for the Canadian housing market, reaction to last week’s Bank of Canada policy announcement, and his thoughts on the upcoming provincial budget season. As always, all feedback is welcome. Thu, 01 Feb 2024 16:00:00 -0000 Hopeful on Housing full BMO Capital Markets In this episode Robert Kavcic, a Senior Economist from the BMO Economics team, joins me to share his insights on the outlook for the Canadian housing market, reaction to last week’s Bank of Canada policy announcement, and his thoughts on the upcoming provincial budget season. As always, all feedback is welcome. In this episode Robert Kavcic, a Senior Economist from the BMO Economics team, joins me to share his insights on the outlook for the Canadian housing market, reaction to last week’s Bank of Canada policy announcement, and his thoughts on the upcoming provincial budget season.

As always, all feedback is welcome.

]]> 1503 no Not So Fast https://bmocm.com/ViewsFromTheNorth In this episode, Joel Prussky, BMO’s OIS and cross-currency traders, joins me to discuss next week’s Bank of Canada policy announcement, how this week’s inflation and Business Outlook Survey impact policymakers, when the first cut might come, and his favourite trade ideas. As always, all feedback is welcome. Thu, 18 Jan 2024 16:14:37 -0000 Not So Fast full BMO Capital Markets In this episode, Joel Prussky, BMO’s OIS and cross-currency traders, joins me to discuss next week’s Bank of Canada policy announcement, how this week’s inflation and Business Outlook Survey impact policymakers, when the first cut might come, and his favourite trade ideas. As always, all feedback is welcome. In this episode, Joel Prussky, BMO’s OIS and cross-currency traders, joins me to discuss next week’s Bank of Canada policy announcement, how this week’s inflation and Business Outlook Survey impact policymakers, when the first cut might come, and his favourite trade ideas.

As always, all feedback is welcome.

]]> 1356 no Too Far, Too Fast? https://bmocm.com/ViewsFromTheNorth In this episode, Jeff Oland, part of BMO’s Government of Canada bond trading team, joins me to discuss next week’s Bank of Canada policy announcement, the December index extensions, what to look for in 2024, and his favourite trade ideas. As always, all feedback welcome. Thu, 30 Nov 2023 16:00:00 -0000 Too Far, Too Fast? full BMO Capital Markets In this episode, Jeff Oland, part of BMO’s Government of Canada bond trading team, joins me to discuss next week’s Bank of Canada policy announcement, the December index extensions, what to look for in 2024, and his favourite trade ideas. As always, all feedback welcome. In this episode, Jeff Oland, part of BMO’s Government of Canada bond trading team, joins me to discuss next week’s Bank of Canada policy announcement, the December index extensions, what to look for in 2024, and his favourite trade ideas.

As always, all feedback welcome.

]]> 1980 no Who to Believe? https://bmocm.com/ViewsFromTheNorth In this episode, Darren Campbell, BMO’s head of FICC investor sales Canada, joins me to discuss the ongoing volatility in fixed income markets, what risk assets are telling us, whether central bank are really done with hikes and his favourite trade ideas as we head into calendar year end. As always, all feedback welcome. Thu, 16 Nov 2023 16:00:00 -0000 Who to Believe? full BMO Capital Markets In this episode, Darren Campbell, BMO’s head of FICC investor sales Canada, joins me to discuss the ongoing volatility in fixed income markets, what risk assets are telling us, whether central bank are really done with hikes and his favourite trade ideas as we head into calendar year end. As always, all feedback welcome. In this episode, Darren Campbell, BMO’s head of FICC investor sales Canada, joins me to discuss the ongoing volatility in fixed income markets, what risk assets are telling us, whether central bank are really done with hikes and his favourite trade ideas as we head into calendar year end.

As always, all feedback welcome.

]]> 1331 no The Canadian Conundrum https://bmocm.com/ViewsFromTheNorth In this episode, Doug Porter, BMO’s Chief Economist, joins me to discuss last week’s Bank of Canada decision to stay on hold, his upcoming piece on Canadian productivity, along with the potential financial implications. As always, all feedback welcome. Thu, 02 Nov 2023 15:00:00 -0000 The Canadian Conundrum full BMO Capital Markets In this episode, Doug Porter, BMO’s Chief Economist, joins me to discuss last week’s Bank of Canada decision to stay on hold, his upcoming piece on Canadian productivity, along with the potential financial implications. As always, all feedback welcome. In this episode, Doug Porter, BMO’s Chief Economist, joins me to discuss last week’s Bank of Canada decision to stay on hold, his upcoming piece on Canadian productivity, along with the potential financial implications.

As always, all feedback welcome.

]]> 1270 no It’s Finally Over https://bmocm.com/ViewsFromTheNorth In this episode, Joel Prussky, BMO’s OIS and cross-currency trader, joins me to discuss next week’s Bank of Canada policy announcement and the likely end of rate hikes, the macro backdrop and why the economic outlook is very subdued. As always, all feedback welcome. Thu, 19 Oct 2023 15:00:00 -0000 It’s Finally Over full BMO Capital Markets In this episode, Joel Prussky, BMO’s OIS and cross-currency trader, joins me to discuss next week’s Bank of Canada policy announcement and the likely end of rate hikes, the macro backdrop and why the economic outlook is very subdued. As always, all feedback welcome. In this episode, Joel Prussky, BMO’s OIS and cross-currency trader, joins me to discuss next week’s Bank of Canada policy announcement and the likely end of rate hikes, the macro backdrop and why the economic outlook is very subdued.

As always, all feedback welcome.

]]> 1568 no Carnage https://bmocm.com/ViewsFromTheNorth In this episode, Adam Whitlam, part of the Toronto-based fixed income sales team, joins me to discuss the carnage in the rates market, my takeaways from visits to NYC and Tokyo, the latest twist in the CMB saga and the outlook for central banks & interest rates. As always, all feedback welcome. Thu, 28 Sep 2023 15:00:00 -0000 Carnage full BMO Capital Markets In this episode, Adam Whitlam, part of the Toronto-based fixed income sales team, joins me to discuss the carnage in the rates market, my takeaways from visits to NYC and Tokyo, the latest twist in the CMB saga and the outlook for central banks & interest rates. As always, all feedback welcome. In this episode, Adam Whitlam, part of the Toronto-based fixed income sales team, joins me to discuss the carnage in the rates market, my takeaways from visits to NYC and Tokyo, the latest twist in the CMB saga and the outlook for central banks & interest rates.

As always, all feedback welcome.

]]> 1776 no Fiscal Worries and the End of Rate Hikes? https://bmocm.com/ViewsFromTheNorth In this episode, Jeff Oland, part of BMO’s Government of Canada bond trading team, joins me for the first time to discuss next week’s Bank of Canada policy announcement, the impact of fiscal policy, and his favourite trade ideas. As always, all feedback welcome. Thu, 31 Aug 2023 15:00:00 -0000 Fiscal Worries and the End of Rate Hikes? full BMO Capital Markets In this episode, Jeff Oland, part of BMO’s Government of Canada bond trading team, joins me for the first time to discuss next week’s Bank of Canada policy announcement, the impact of fiscal policy, and his favourite trade ideas. As always, all feedback welcome. In this episode, Jeff Oland, part of BMO’s Government of Canada bond trading team, joins me for the first time to discuss next week’s Bank of Canada policy announcement, the impact of fiscal policy, and his favourite trade ideas.

As always, all feedback welcome.

]]> 1495 no Not Convinced on Cuts https://bmocm.com/ViewsFromTheNorth In this episode, Dave Moore, part of BMO’s London-based fixed income sales team, joins me to discuss last week’s Bank of Canada rate hike, global inflation trends, and whether the recent data moves the needle for central banks to tone down their hawkishness, and his favourite trade ideas. As always, all feedback welcome. Thu, 20 Jul 2023 15:00:00 -0000 Not Convinced on Cuts full BMO Capital Markets In this episode, Dave Moore, part of BMO’s London-based fixed income sales team, joins me to discuss last week’s Bank of Canada rate hike, global inflation trends, and whether the recent data moves the needle for central banks to tone down their hawkishness, and his favourite trade ideas. As always, all feedback welcome. In this episode, Dave Moore, part of BMO’s London-based fixed income sales team, joins me to discuss last week’s Bank of Canada rate hike, global inflation trends, and whether the recent data moves the needle for central banks to tone down their hawkishness, and his favourite trade ideas.

As always, all feedback welcome.

]]> 2231 no A 50/50 Proposition https://bmocm.com/ViewsFromTheNorth In this episode, Adam Whitlam, part of the Toronto-based fixed income sales team, joins me to discuss the outlook for next week’s Bank of Canada policy announcement, the recent back up in interest rates, whether provincial spreads have tightened too far, and his favourite trade ideas. As always, all feedback welcome. Thu, 06 Jul 2023 15:00:00 -0000 A 50/50 Proposition full BMO Capital Markets In this episode, Adam Whitlam, part of the Toronto-based fixed income sales team, joins me to discuss the outlook for next week’s Bank of Canada policy announcement, the recent back up in interest rates, whether provincial spreads have tightened too far, and his favourite trade ideas. As always, all feedback welcome. In this episode, Adam Whitlam, part of the Toronto-based fixed income sales team, joins me to discuss the outlook for next week’s Bank of Canada policy announcement, the recent back up in interest rates, whether provincial spreads have tightened too far, and his favourite trade ideas.

As always, all feedback welcome.

]]> 1522 no More to Come https://bmocm.com/ViewsFromTheNorth In this episode, Sam Buckley, Head of BMO’s Government of Canada trading desk, joins me to discuss the Bank of Canada’s latest rate hike and how much more we can expect, the extreme inversion in the Canadian yield curve, how the second half of the year could evolve and his favourite trade ideas. As always, feedback is welcome. Thu, 22 Jun 2023 15:00:00 -0000 More to Come full BMO Capital Markets In this episode, Sam Buckley, Head of BMO’s Government of Canada trading desk, joins me to discuss the Bank of Canada’s latest rate hike and how much more we can expect, the extreme inversion in the Canadian yield curve, how the second half of the year could evolve and his favourite trade ideas. As always, feedback is welcome. In this episode, Sam Buckley, Head of BMO’s Government of Canada trading desk, joins me to discuss the Bank of Canada’s latest rate hike and how much more we can expect, the extreme inversion in the Canadian yield curve, how the second half of the year could evolve and his favourite trade ideas.

As always, feedback is welcome.

]]> 1508 no Hikes Back on the Table https://bmocm.com/ViewsFromTheNorth In this episode, Joel Prussky, BMO’s OIS and cross-currency trader, joins me to discuss next week’s Bank of Canada meeting and whether we should be expecting a rate hike, some big picture macro thoughts, and his favourite trade ideas. As always, all feedback welcome. Thu, 01 Jun 2023 15:00:00 -0000 Hikes Back on the Table full BMO Capital Markets In this episode, Joel Prussky, BMO’s OIS and cross-currency trader, joins me to discuss next week’s Bank of Canada meeting and whether we should be expecting a rate hike, some big picture macro thoughts, and his favourite trade ideas. As always, all feedback welcome. In this episode, Joel Prussky, BMO’s OIS and cross-currency trader, joins me to discuss next week’s Bank of Canada meeting and whether we should be expecting a rate hike, some big picture macro thoughts, and his favourite trade ideas.

As always, all feedback welcome.

]]> 1733 no Lay of the Land https://bmocm.com/ViewsFromTheNorth In this episode, Darren Campbell, BMO’s head of FICC investor sales Canada, joins me from to discuss the takeaways from our Government, Reserve & Asset Managers Conference, what’s next for the Bank of Canada, market trends heading into the June 1 coupon flows & index extension, and whether it’s time to put the steepener on. As always, all feedback welcome. Thu, 11 May 2023 15:00:00 -0000 Lay of the Land full BMO Capital Markets In this episode, Darren Campbell, BMO’s head of FICC investor sales Canada, joins me from to discuss the takeaways from our Government, Reserve & Asset Managers Conference, what’s next for the Bank of Canada, market trends heading into the June 1 coupon flows & index extension, and whether it’s time to put the steepener on. As always, all feedback welcome. In this episode, Darren Campbell, BMO’s head of FICC investor sales Canada, joins me from to discuss the takeaways from our Government, Reserve & Asset Managers Conference, what’s next for the Bank of Canada, market trends heading into the June 1 coupon flows & index extension, and whether it’s time to put the steepener on.

As always, all feedback welcome.

]]> 1228 no Tough Talk https://bmocm.com/ViewsFromTheNorth In this episode, Chris D’Onofrio, a trader on BMO’s Canadian swap trading desk, joins me to discuss the outlook for monetary policy after the recent Bank of Canada minutes, swap spreads, an update on the shift from CDOR to CORRA, and his favourite trade ideas. As always, feedback is welcome. Thu, 27 Apr 2023 15:00:00 -0000 Tough Talk full BMO Capital Markets In this episode, Chris D’Onofrio, a trader on BMO’s Canadian swap trading desk, joins me to discuss the outlook for monetary policy after the recent Bank of Canada minutes, swap spreads, an update on the shift from CDOR to CORRA, and his favourite trade ideas. As always, feedback is welcome. In this episode, Chris D’Onofrio, a trader on BMO’s Canadian swap trading desk, joins me to discuss the outlook for monetary policy after the recent Bank of Canada minutes, swap spreads, an update on the shift from CDOR to CORRA, and his favourite trade ideas.

As always, feedback is welcome.

]]> 1473 no Has Housing Bottomed? https://bmocm.com/ViewsFromTheNorth In this episode, Robert Kavcic, a Senior Economist from the BMO Economics team, joins me to share his insights on whether the Canadian housing market has bottomed, what we should expect from the Bank of Canada next week, and his thoughts following provincial budget season. As always, all feedback welcome. Thu, 06 Apr 2023 15:00:00 -0000 Has Housing Bottomed? full BMO Capital Markets In this episode, Robert Kavcic, a Senior Economist from the BMO Economics team, joins me to share his insights on whether the Canadian housing market has bottomed, what we should expect from the Bank of Canada next week, and his thoughts following provincial budget season. As always, all feedback welcome. In this episode, Robert Kavcic, a Senior Economist from the BMO Economics team, joins me to share his insights on whether the Canadian housing market has bottomed, what we should expect from the Bank of Canada next week, and his thoughts following provincial budget season.

As always, all feedback welcome.

]]> 1439 no CMBs: More Questions Than Answers https://bmocm.com/ViewsFromTheNorth In this episode, Fred Nastos, Head of Canadian Government Spread Trading, and Trina Reid, Head of CMB Mortgage Aggregation Funding, join me to discuss the Federal Government’s announcement that they will be reviewing the Canada Mortgage Bond program with an eye toward folding it into regular Government of Canada borrowing. As always, all feedback welcome. Thu, 30 Mar 2023 15:00:00 -0000 CMBs: More Questions Than Answers full BMO Capital Markets In this episode, Fred Nastos, Head of Canadian Government Spread Trading, and Trina Reid, Head of CMB Mortgage Aggregation Funding, join me to discuss the Federal Government’s announcement that they will be reviewing the Canada Mortgage Bond program with an eye toward folding it into regular Government of Canada borrowing. As always, all feedback welcome. In this episode, Fred Nastos, Head of Canadian Government Spread Trading, and Trina Reid, Head of CMB Mortgage Aggregation Funding, join me to discuss the Federal Government’s announcement that they will be reviewing the Canada Mortgage Bond program with an eye toward folding it into regular Government of Canada borrowing.

As always, all feedback welcome.

]]> 1711 no The Weakest Link https://bmocm.com/ViewsFromTheNorth In this episode, Furaz Ahmad, who covers the financial sector as part of BMO’s corporate debt strategy team, joins me to unpack the stress on the global financial system, which is driving market volatility, and assess any potential impact on Canada. As always, all feedback welcome. Thu, 16 Mar 2023 15:00:00 -0000 The Weakest Link full BMO Capital Markets In this episode, Furaz Ahmad, who covers the financial sector as part of BMO’s corporate debt strategy team, joins me to unpack the stress on the global financial system, which is driving market volatility, and assess any potential impact on Canada. As always, all feedback welcome. In this episode, Furaz Ahmad, who covers the financial sector as part of BMO’s corporate debt strategy team, joins me to unpack the stress on the global financial system, which is driving market volatility, and assess any potential impact on Canada.

As always, all feedback welcome.

]]> 1330 no Two-Faced Data https://bmocm.com/ViewsFromTheNorth In this episode, Adam Whitlam, part of the Toronto-based fixed income sales team, joins me to discuss the outlook for next week’s Bank of Canada policy announcement, the latest swings in the data, whether provincial spreads have tightened too far, and his favourite trade ideas. As always, all feedback welcome. Wed, 01 Mar 2023 16:00:00 -0000 Two-Faced Data full BMO Capital Markets In this episode, Adam Whitlam, part of the Toronto-based fixed income sales team, joins me to discuss the outlook for next week’s Bank of Canada policy announcement, the latest swings in the data, whether provincial spreads have tightened too far, and his favourite trade ideas. As always, all feedback welcome. In this episode, Adam Whitlam, part of the Toronto-based fixed income sales team, joins me to discuss the outlook for next week’s Bank of Canada policy announcement, the latest swings in the data, whether provincial spreads have tightened too far, and his favourite trade ideas.

As always, all feedback welcome.

]]> 1338 no Pause-itive Thinking https://bmocm.com/ViewsFromTheNorth In this episode, Joel Prussky, BMO’s OIS and cross-currency trader, joins me to discuss last week’s Bank of Canada 25 bp rate hike, their conditional pause, how Wednesday’s FOMC decision impacts the BoC, his thoughts on rates, and his favourite trade ideas. As always, all feedback welcome. Thu, 02 Feb 2023 16:00:00 -0000 Pause-itive Thinking full BMO Capital Markets In this episode, Joel Prussky, BMO’s OIS and cross-currency trader, joins me to discuss last week’s Bank of Canada 25 bp rate hike, their conditional pause, how Wednesday’s FOMC decision impacts the BoC, his thoughts on rates, and his favourite trade ideas. As always, all feedback welcome. In this episode, Joel Prussky, BMO’s OIS and cross-currency trader, joins me to discuss last week’s Bank of Canada 25 bp rate hike, their conditional pause, how Wednesday’s FOMC decision impacts the BoC, his thoughts on rates, and his favourite trade ideas.

As always, all feedback welcome.

]]> 1231 no One and Done? https://bmocm.com/ViewsFromTheNorth This week, Sam Buckley, Head of BMO’s Government of Canada trading desk, joins me to discuss next week’s Bank of Canada policy announcement, his views on the vicious rally to start the year, where Canadian rates and the curve are headed, and his favourite trade ideas. As always, all feedback welcome. Thu, 19 Jan 2023 16:00:00 -0000 One and Done? full BMO Capital Markets This week, Sam Buckley, Head of BMO’s Government of Canada trading desk, joins me to discuss next week’s Bank of Canada policy announcement, his views on the vicious rally to start the year, where Canadian rates and the curve are headed, and his favourite trade ideas. As always, all feedback welcome. This week, Sam Buckley, Head of BMO’s Government of Canada trading desk, joins me to discuss next week’s Bank of Canada policy announcement, his views on the vicious rally to start the year, where Canadian rates and the curve are headed, and his favourite trade ideas.

As always, all feedback welcome.

]]> 1181 no Talking Terminal https://bmocm.com/ViewsFromTheNorth In this episode, Chris D’Onofrio, a recent addition to BMO’s Canada swap trading desk, joins me to discuss next week’s Bank of Canada policy announcement, where he sees rates and the curve heading, the coming shift to CORRA and his favourite trade ideas. As always, all feedback welcome. Thu, 01 Dec 2022 16:00:00 -0000 Talking Terminal full BMO Capital Markets In this episode, Chris D’Onofrio, a recent addition to BMO’s Canada swap trading desk, joins me to discuss next week’s Bank of Canada policy announcement, where he sees rates and the curve heading, the coming shift to CORRA and his favourite trade ideas. As always, all feedback welcome. In this episode, Chris D’Onofrio, a recent addition to BMO’s Canada swap trading desk, joins me to discuss next week’s Bank of Canada policy announcement, where he sees rates and the curve heading, the coming shift to CORRA and his favourite trade ideas.

As always, all feedback welcome.

]]> 1450 no Provincially Speaking https://bmocm.com/ViewsFromTheNorth In this episode, Robert Kavcic, a senior economist from the BMO Economics team and, Jordan Sugar, BMO’s provincial bond trader, join me to discuss the Provincial landscape. We cover the fundamental backdrop following the fall fiscal updates, and how the provincial bond market has been trading. Robert reveals his favourite provinces, and Jordan provides his top trade ideas with the early December index extension and coupon payments on deck. As always, all feedback welcome. Thu, 24 Nov 2022 16:00:00 -0000 Provincially Speaking full BMO Capital Markets In this episode, Robert Kavcic, a senior economist from the BMO Economics team and, Jordan Sugar, BMO’s provincial bond trader, join me to discuss the Provincial landscape. We cover the fundamental backdrop following the fall fiscal updates, and how the provincial bond market has been trading. Robert reveals his favourite provinces, and Jordan provides his top trade ideas with the early December index extension and coupon payments on deck. As always, all feedback welcome. In this episode, Robert Kavcic, a senior economist from the BMO Economics team and, Jordan Sugar, BMO’s provincial bond trader, join me to discuss the Provincial landscape. We cover the fundamental backdrop following the fall fiscal updates, and how the provincial bond market has been trading. Robert reveals his favourite provinces, and Jordan provides his top trade ideas with the early December index extension and coupon payments on deck.

As always, all feedback welcome.

]]> 1528 no Growth Worries Ramp Up https://bmocm.com/ViewsFromTheNorth This week, Dave Moore, who recently moved back to London to join the fixed income sales team, joins me to discuss the reaction to last week’s surprisingly smaller Bank of Canada rate hike among European-based investors, his views on volatility, Canada-US divergence, and favorite trade ideas. As always, all feedback welcome. Thu, 03 Nov 2022 15:00:00 -0000 Growth Worries Ramp Up full BMO Capital Markets This week, Dave Moore, who recently moved back to London to join the fixed income sales team, joins me to discuss the reaction to last week’s surprisingly smaller Bank of Canada rate hike among European-based investors, his views on volatility, Canada-US divergence, and favorite trade ideas. As always, all feedback welcome. This week, Dave Moore, who recently moved back to London to join the fixed income sales team, joins me to discuss the reaction to last week’s surprisingly smaller Bank of Canada rate hike among European-based investors, his views on volatility, Canada-US divergence, and favorite trade ideas.

As always, all feedback welcome.

]]> 2072 no Here Comes the Boom https://bmocm.com/ViewsFromTheNorth In this episode, Adam Whitlam, part of the Toronto-based fixed income sales team, joins me to discuss the outlook for next week’s Bank of Canada policy announcement, the risks to the economy, as well as his views on duration, provincial spreads and the market backdrop heading into bank year end. As always, all feedback welcome. Thu, 20 Oct 2022 15:00:00 -0000 Here Comes the Boom full BMO Capital Markets In this episode, Adam Whitlam, part of the Toronto-based fixed income sales team, joins me to discuss the outlook for next week’s Bank of Canada policy announcement, the risks to the economy, as well as his views on duration, provincial spreads and the market backdrop heading into bank year end. As always, all feedback welcome. In this episode, Adam Whitlam, part of the Toronto-based fixed income sales team, joins me to discuss the outlook for next week’s Bank of Canada policy announcement, the risks to the economy, as well as his views on duration, provincial spreads and the market backdrop heading into bank year end.

As always, all feedback welcome.

]]> 1512 no WWJD https://bmocm.com/ViewsFromTheNorth In this episode, Joel Prussky, BMO’s OIS and cross-currency trader, joins me to discuss last week’s Bank of Canada 75 bp rate hike, whether he’s still bearish on duration, the outlook for CAN/US yield spreads, and his favourite trade ideas. As always, all feedback is welcome. Thu, 15 Sep 2022 15:00:00 -0000 WWJD full BMO Capital Markets In this episode, Joel Prussky, BMO’s OIS and cross-currency trader, joins me to discuss last week’s Bank of Canada 75 bp rate hike, whether he’s still bearish on duration, the outlook for CAN/US yield spreads, and his favourite trade ideas. As always, all feedback is welcome. In this episode, Joel Prussky, BMO’s OIS and cross-currency trader, joins me to discuss last week’s Bank of Canada 75 bp rate hike, whether he’s still bearish on duration, the outlook for CAN/US yield spreads, and his favourite trade ideas.

As always, all feedback is welcome.

]]> 1468 no Another Aggressive Hike Is Coming https://bmocm.com/ViewsFromTheNorth In this episode, Sam Buckley, BMO’s head of Canada rates trading, and, Darren Campbell, from BMO’s rates sales desk, join me to discuss next week’s Bank of Canada policy announcement, what’s next for rates, where the Canada curve is heading, and their favourite trade ideas. As always, all feedback is welcome. Thu, 01 Sep 2022 15:00:00 -0000 Another Aggressive Hike Is Coming full BMO Capital Markets In this episode, Sam Buckley, BMO’s head of Canada rates trading, and, Darren Campbell, from BMO’s rates sales desk, join me to discuss next week’s Bank of Canada policy announcement, what’s next for rates, where the Canada curve is heading, and their favourite trade ideas. As always, all feedback is welcome. In this episode, Sam Buckley, BMO’s head of Canada rates trading, and, Darren Campbell, from BMO’s rates sales desk, join me to discuss next week’s Bank of Canada policy announcement, what’s next for rates, where the Canada curve is heading, and their favourite trade ideas.

As always, all feedback is welcome.

]]> 1317 no House of Cards https://bmocm.com/ViewsFromTheNorth In this episode, Robert Kavcic, a Senior Economist from the BMO Economics team, joins me for an update on his thoughts on the Canadian housing market amid aggressive Bank of Canada rate hikes, and his views on the economic and fiscal backdrop for the Canadian provinces. As always, all feedback is welcome. Thu, 28 Jul 2022 15:00:00 -0000 House of Cards full BMO Capital Markets In this episode, Robert Kavcic, a Senior Economist from the BMO Economics team, joins me for an update on his thoughts on the Canadian housing market amid aggressive Bank of Canada rate hikes, and his views on the economic and fiscal backdrop for the Canadian provinces. As always, all feedback is welcome. In this episode, Robert Kavcic, a Senior Economist from the BMO Economics team, joins me for an update on his thoughts on the Canadian housing market amid aggressive Bank of Canada rate hikes, and his views on the economic and fiscal backdrop for the Canadian provinces.

As always, all feedback is welcome.

]]> 1852 no Crude Reality https://bmocm.com/ViewsFromTheNorth This week, Paul Knobl, BMO’s head of energy trading, joins me to discuss his views on energy markets, and to help make some sense of the wild volatility seen in recent days. I also discuss the latest Canadian CPI report, Bank of Canada, and broader rates backdrop. As always, all feedback welcome. Thu, 23 Jun 2022 15:00:00 -0000 Crude Reality full BMO Capital Markets This week, Paul Knobl, BMO’s head of energy trading, joins me to discuss his views on energy markets, and to help make some sense of the wild volatility seen in recent days. I also discuss the latest Canadian CPI report, Bank of Canada, and broader rates backdrop. As always, all feedback welcome. This week, Paul Knobl, BMO’s head of energy trading, joins me to discuss his views on energy markets, and to help make some sense of the wild volatility seen in recent days. I also discuss the latest Canadian CPI report, Bank of Canada, and broader rates backdrop.

As always, all feedback welcome.

]]> 1783 no The Central Bank Conundrum https://bmocm.com/ViewsFromTheNorth This week, Adam Whitlam, part of the Toronto-based fixed income sales team, joins me to discuss the outlook for the Bank of Canada after last week’s hawkish surprise, Canada-US cross-market spreads, and the risk backdrop amid huge volatility and broad uncertainty. As always, all feedback welcome. Thu, 09 Jun 2022 15:00:00 -0000 The Central Bank Conundrum full BMO Capital Markets This week, Adam Whitlam, part of the Toronto-based fixed income sales team, joins me to discuss the outlook for the Bank of Canada after last week’s hawkish surprise, Canada-US cross-market spreads, and the risk backdrop amid huge volatility and broad uncertainty. As always, all feedback welcome. This week, Adam Whitlam, part of the Toronto-based fixed income sales team, joins me to discuss the outlook for the Bank of Canada after last week’s hawkish surprise, Canada-US cross-market spreads, and the risk backdrop amid huge volatility and broad uncertainty.

As always, all feedback welcome.

]]> 1778 no Taming the Bear https://bmocm.com/ViewsFromTheNorth This week, Joel Prussky, BMO's OIS and cross currency trader joins me to discuss the upcoming Bank of Canada policy decision, his view on the rates market, and his favourite trade ideas.  As always, all feedback welcome. Thu, 26 May 2022 15:00:00 -0000 Taming the Bear full BMO Capital Markets This week, Joel Prussky, BMO's OIS and cross currency trader joins me to discuss the upcoming Bank of Canada policy decision, his view on the rates market, and his favourite trade ideas.  As always, all feedback welcome. This week, Joel Prussky, BMO's OIS and cross currency trader joins me to discuss the upcoming Bank of Canada policy decision, his view on the rates market, and his favourite trade ideas. 

As always, all feedback welcome.

]]> 1665 no Playing Catch-Up https://bmocm.com/ViewsFromTheNorth In this episode, Darren Campbell joins me from BMO’s sales desk to discuss the coming Bank of Canada policy meeting, the path for rates & QT, the shape of the yield curve, and his favourite trade ideas. As always, all feedback welcome. Thu, 07 Apr 2022 13:46:00 -0000 Playing Catch-Up full BMO Capital Markets In this episode, Darren Campbell joins me from BMO’s sales desk to discuss the coming Bank of Canada policy meeting, the path for rates & QT, the shape of the yield curve, and his favourite trade ideas. As always, all feedback welcome. In this episode, Darren Campbell joins me from BMO’s sales desk to discuss the coming Bank of Canada policy meeting, the path for rates & QT, the shape of the yield curve, and his favourite trade ideas.

As always, all feedback welcome.

]]> 1407 no The Canadian Housing Dilemma https://bmocm.com/ViewsFromTheNorth In this episode, Robert Kavcic, a Senior Economist from the BMO Economics team, joins me to share his insights on what’s next for the Canadian housing market as the Bank of Canada potentially gets more aggressive on rate hikes, and his views on the provincial budget season thus far. Thu, 24 Mar 2022 15:00:00 -0000 The Canadian Housing Dilemma full BMO Capital Markets In this episode, Robert Kavcic, a Senior Economist from the BMO Economics team, joins me to share his insights on what’s next for the Canadian housing market as the Bank of Canada potentially gets more aggressive on rate hikes, and his views on the provincial budget season thus far. In this episode, Robert Kavcic, a Senior Economist from the BMO Economics team, joins me to share his insights on what’s next for the Canadian housing market as the Bank of Canada potentially gets more aggressive on rate hikes, and his views on the provincial budget season thus far.

]]> 2019 no Fear Factor https://bmocm.com/ViewsFromTheNorth This week, Jean-Michel Beaulieu, part of the Montreal-based fixed income sales team, and Francois Leclerc, one of our provincial bond traders, join me to share their insights on their take on last week’s Bank of Canada rate hike, provincial spreads, some broader macro themes, and their favourite trade ideas. As always, all feedback welcome. Thu, 10 Mar 2022 16:00:00 -0000 Fear Factor full BMO Capital Markets This week, Jean-Michel Beaulieu, part of the Montreal-based fixed income sales team, and Francois Leclerc, one of our provincial bond traders, join me to share their insights on their take on last week’s Bank of Canada rate hike, provincial spreads, some broader macro themes, and their favourite trade ideas. As always, all feedback welcome. This week, Jean-Michel Beaulieu, part of the Montreal-based fixed income sales team, and Francois Leclerc, one of our provincial bond traders, join me to share their insights on their take on last week’s Bank of Canada rate hike, provincial spreads, some broader macro themes, and their favourite trade ideas.

As always, all feedback welcome.

]]> 1971 no On the Path to Rate Hikes https://bmocm.com/ViewsFromTheNorth This week, Fred Nastos and Adam Whitlam, part of the Toronto-based fixed income sales and trading team, join me to preview the upcoming Bank of Canada policy announcement and discuss whether the recent market turmoil persists.  As always, all feedback welcome. Thu, 24 Feb 2022 16:00:00 -0000 On the Path to Rate Hikes full BMO Capital Markets This week, Fred Nastos and Adam Whitlam, part of the Toronto-based fixed income sales and trading team, join me to preview the upcoming Bank of Canada policy announcement and discuss whether the recent market turmoil persists.  As always, all feedback welcome. This week, Fred Nastos and Adam Whitlam, part of the Toronto-based fixed income sales and trading team, join me to preview the upcoming Bank of Canada policy announcement and discuss whether the recent market turmoil persists. 

As always, all feedback welcome.

]]> 1994 no What the Hawk? https://bmocm.com/ViewsFromTheNorth This week, Joel Prussky, BMO's OIS and cross currency trader joins me to discuss the takeaways from last week’s Bank of Canada decision, his view on the rates market, and his favourite trade ideas. As always, all feedback welcome. Thu, 03 Feb 2022 16:00:00 -0000 What the Hawk? full BMO Capital Markets This week, Joel Prussky, BMO's OIS and cross currency trader joins me to discuss the takeaways from last week’s Bank of Canada decision, his view on the rates market, and his favourite trade ideas. As always, all feedback welcome. This week, Joel Prussky, BMO's OIS and cross currency trader joins me to discuss the takeaways from last week’s Bank of Canada decision, his view on the rates market, and his favourite trade ideas.

As always, all feedback welcome.

]]> 1730 no Should They Stay or Should They Go? https://bmocm.com/ViewsFromTheNorth This week Darren Campbell joins me from BMO’s sales desk to discuss the upcoming Bank of Canada policy meeting, what investors are thinking, and his favourite trades heading into the Bank. As always, all feedback welcome. Thu, 20 Jan 2022 16:00:00 -0000 Should They Stay or Should They Go? full BMO Capital Markets This week Darren Campbell joins me from BMO’s sales desk to discuss the upcoming Bank of Canada policy meeting, what investors are thinking, and his favourite trades heading into the Bank. As always, all feedback welcome. This week Darren Campbell joins me from BMO’s sales desk to discuss the upcoming Bank of Canada policy meeting, what investors are thinking, and his favourite trades heading into the Bank.

As always, all feedback welcome.

]]> 1590 no Onward and Upward https://bmocm.com/ViewsFromTheNorth This week, Adam Whitlam, part of the Toronto-based fixed income sales team, joins me to discuss the latest from the Bank of Canada and the outlook for 2022. As always, all feedback welcome. Thu, 16 Dec 2021 16:00:00 -0000 Onward and Upward full BMO Capital Markets This week, Adam Whitlam, part of the Toronto-based fixed income sales team, joins me to discuss the latest from the Bank of Canada and the outlook for 2022. As always, all feedback welcome. This week, Adam Whitlam, part of the Toronto-based fixed income sales team, joins me to discuss the latest from the Bank of Canada and the outlook for 2022.

As always, all feedback welcome.

]]> 1284 no Bank of Canada on Deck https://bmocm.com/ViewsFromTheNorth This week, Austin Derris, part of BMO’s US-based fixed income sales team, joins me to preview the upcoming Bank of Canada policy announcement, share his insights on the Canadian rates market, along with his favourite trade ideas. As always, all feedback welcome. Thu, 02 Dec 2021 16:00:00 -0000 Bank of Canada on Deck full BMO Capital Markets This week, Austin Derris, part of BMO’s US-based fixed income sales team, joins me to preview the upcoming Bank of Canada policy announcement, share his insights on the Canadian rates market, along with his favourite trade ideas. As always, all feedback welcome. This week, Austin Derris, part of BMO’s US-based fixed income sales team, joins me to preview the upcoming Bank of Canada policy announcement, share his insights on the Canadian rates market, along with his favourite trade ideas.

As always, all feedback welcome.

]]> 1537 no Is it Time to Worry? https://bmocm.com/ViewsFromTheNorth This week, Jean-Michel Beaulieu, part of the Montreal-based fixed income sales team, and Francois Leclerc, one of our provincial bond traders, join me to share their insights on their insights on the state of the Canadian rates market, provincial spreads, some broader macro themes, and their favourite trade ideas. As always, all feedback welcome. Thu, 18 Nov 2021 16:00:00 -0000 Is it Time to Worry? full BMO Capital Markets This week, Jean-Michel Beaulieu, part of the Montreal-based fixed income sales team, and Francois Leclerc, one of our provincial bond traders, join me to share their insights on their insights on the state of the Canadian rates market, provincial spreads, some broader macro themes, and their favourite trade ideas. As always, all feedback welcome. This week, Jean-Michel Beaulieu, part of the Montreal-based fixed income sales team, and Francois Leclerc, one of our provincial bond traders, join me to share their insights on their insights on the state of the Canadian rates market, provincial spreads, some broader macro themes, and their favourite trade ideas.

As always, all feedback welcome.

]]> 2393 no Carnage in Canada https://bmocm.com/ViewsFromTheNorth This week, Darren Campbell, BMO’s head of FICC investor sales, joins me to discuss the recent Bank of Canada policy meeting, the resulting market carnage, and where we go from here. As always, all feedback welcome. Thu, 04 Nov 2021 15:00:00 -0000 Carnage in Canada full BMO Capital Markets This week, Darren Campbell, BMO’s head of FICC investor sales, joins me to discuss the recent Bank of Canada policy meeting, the resulting market carnage, and where we go from here. As always, all feedback welcome. This week, Darren Campbell, BMO’s head of FICC investor sales, joins me to discuss the recent Bank of Canada policy meeting, the resulting market carnage, and where we go from here.

As always, all feedback welcome.

]]> 1693 no The Bank of Canada’s Dilemma https://bmocm.com/ViewsFromTheNorth This week, Fred Nastos, co-head of core BMO’s FICC trading, joins me to discuss next week’s Bank of Canada policy meeting and our favourite trade ideas. As always, all feedback welcome. Thu, 21 Oct 2021 15:00:00 -0000 The Bank of Canada's Dilemma full BMO Capital Markets This week, Fred Nastos, co-head of core BMO’s FICC trading, joins me to discuss next week’s Bank of Canada policy meeting and our favourite trade ideas. As always, all feedback welcome. This week, Fred Nastos, co-head of core BMO’s FICC trading, joins me to discuss next week’s Bank of Canada policy meeting and our favourite trade ideas.

As always, all feedback welcome.

]]> 1669 no What, Me Worry? https://bmocm.com/ViewsFromTheNorth This week, Joel Prussky, BMO's OIS and cross currency trader joins me to discuss his view on the rates market, weigh in on the inflation debate, the Bank of Canada’s upcoming dilemma and his favourite trade ideas.  As always, all feedback welcome. Thu, 07 Oct 2021 15:00:00 -0000 What, Me Worry? full BMO Capital Markets This week, Joel Prussky, BMO's OIS and cross currency trader joins me to discuss his view on the rates market, weigh in on the inflation debate, the Bank of Canada’s upcoming dilemma and his favourite trade ideas.  As always, all feedback welcome. This week, Joel Prussky, BMO's OIS and cross currency trader joins me to discuss his view on the rates market, weigh in on the inflation debate, the Bank of Canada’s upcoming dilemma and his favourite trade ideas. 

As always, all feedback welcome.

]]> 1609 no We're Back! https://bmocm.com/ViewsFromTheNorth After taking the summer to recharge, Views from the North is back. This week, Adam Whitlam, part of the Toronto-based fixed income sales team, joins me to discuss the federal election results, recent Bank of Canada policy announcement and the state of the Canadian rates market.  As always, all feedback welcome. Thu, 23 Sep 2021 15:00:00 -0000 We're Back! full BMO Capital Markets After taking the summer to recharge, Views from the North is back. This week, Adam Whitlam, part of the Toronto-based fixed income sales team, joins me to discuss the federal election results, recent Bank of Canada policy announcement and the state of the Canadian rates market.  As always, all feedback welcome. After taking the summer to recharge, Views from the North is back. This week, Adam Whitlam, part of the Toronto-based fixed income sales team, joins me to discuss the federal election results, recent Bank of Canada policy announcement and the state of the Canadian rates market. 

As always, all feedback welcome.

]]> 1251 no Summertime and the Trading Ain't Easy https://bmocm.com/ViewsFromTheNorth This week, Adam Whitlam, part of the Toronto-based fixed income sales team, and Jordan Sugar, one of our provincial & CANHOU bond traders, join me to discuss the recent rally in rates, provincial & CANHOU markets, and thoughts on last week’s Bank of Canada policy announcement. As always, all feedback welcome. Thu, 22 Jul 2021 15:00:00 -0000 Summertime and the Trading Ain't Easy full BMO Capital Markets This week, Adam Whitlam, part of the Toronto-based fixed income sales team, and Jordan Sugar, one of our provincial & CANHOU bond traders, join me to discuss the recent rally in rates, provincial & CANHOU markets, and thoughts on last week’s Bank of Canada policy announcement. As always, all feedback welcome. This week, Adam Whitlam, part of the Toronto-based fixed income sales team, and Jordan Sugar, one of our provincial & CANHOU bond traders, join me to discuss the recent rally in rates, provincial & CANHOU markets, and thoughts on last week’s Bank of Canada policy announcement.

As always, all feedback welcome.

]]> 2119 no Is Canada Cheap at Last? https://bmocm.com/ViewsFromTheNorth This week, Austin Derris, Boston-based fixed income sales, joins me to discuss the upcoming Bank of Canada policy meeting, swap spreads, whether Canada is finally cheap cross market. As always, all feedback welcome. Thu, 08 Jul 2021 15:00:00 -0000 Is Canada Cheap at Last? full BMO Capital Markets This week, Austin Derris, Boston-based fixed income sales, joins me to discuss the upcoming Bank of Canada policy meeting, swap spreads, whether Canada is finally cheap cross market. As always, all feedback welcome. This week, Austin Derris, Boston-based fixed income sales, joins me to discuss the upcoming Bank of Canada policy meeting, swap spreads, whether Canada is finally cheap cross market.

As always, all feedback welcome.

]]> 1462 no Central Banks Remain Central https://bmocm.com/ViewsFromTheNorth This week, Jean-Michel Beaulieu, part of the Montreal-based fixed income sales team, and Francois Leclerc, one of our provincial bond traders, join me to share their insights on the state of the provincial bond market, broader macro themes, the impact of the FOMC on Canada, and, of course, their favourite trade ideas. As always, all feedback welcome. Thu, 17 Jun 2021 15:00:00 -0000 Central Banks Remain Central full BMO Capital Markets This week, Jean-Michel Beaulieu, part of the Montreal-based fixed income sales team, and Francois Leclerc, one of our provincial bond traders, join me to share their insights on the state of the provincial bond market, broader macro themes, the impact of the FOMC on Canada, and, of course, their favourite trade ideas. As always, all feedback welcome. This week, Jean-Michel Beaulieu, part of the Montreal-based fixed income sales team, and Francois Leclerc, one of our provincial bond traders, join me to share their insights on the state of the provincial bond market, broader macro themes, the impact of the FOMC on Canada, and, of course, their favourite trade ideas.

As always, all feedback welcome.

]]> 2400 no Icarus https://bmocm.com/ViewsFromTheNorth This week, Dave Moore, BMO's Hong Kong based trader joins me on the show to discuss Canada’s latest GDP report, the risks central bankers are taking by running the printing press, the upcoming Bank of Canada policy meeting, activity in the Asian investor base and his favourite trade ideas. As always, all feedback welcome. Thu, 03 Jun 2021 13:57:33 -0000 Icarus full BMO Capital Markets This week, Dave Moore, BMO's Hong Kong based trader joins me on the show to discuss Canada’s latest GDP report, the risks central bankers are taking by running the printing press, the upcoming Bank of Canada policy meeting, activity in the Asian investor base and his favourite trade ideas. As always, all feedback welcome. This week, Dave Moore, BMO's Hong Kong based trader joins me on the show to discuss Canada’s latest GDP report, the risks central bankers are taking by running the printing press, the upcoming Bank of Canada policy meeting, activity in the Asian investor base and his favourite trade ideas.

As always, all feedback welcome.

]]> 2330 no Special Episode: Global Reserve and Asset Managers Conference Panel https://bmocm.com/ViewsFromTheNorth This week’s special episode comes to you directly from BMO’s 8th Annual Global Reserve and Asset Manager’s Conference, which was held May 4-6. Special guests, Chris Chapman, Managing Director and Portfolio Manager from Manulife Investment Management and Ray Tanveer, Vice President at Healthcare of Ontario Pension Plan joined me and Adam Whitlam, part of BMO’s Toronto-based fixed income sales team, to discuss the Canadian rates and macro backdrop, various inflation scenarios and their favourite trades. Thu, 13 May 2021 14:13:16 -0000 Special Episode: Global Reserve and Asset Managers Conference Panel full BMO Capital Markets This week’s special episode comes to you directly from BMO’s 8th Annual Global Reserve and Asset Manager’s Conference, which was held May 4-6. Special guests, Chris Chapman, Managing Director and Portfolio Manager from Manulife Investment Management and Ray Tanveer, Vice President at Healthcare of Ontario Pension Plan joined me and Adam Whitlam, part of BMO’s Toronto-based fixed income sales team, to discuss the Canadian rates and macro backdrop, various inflation scenarios and their favourite trades. This week’s special episode comes to you directly from BMO’s 8th Annual Global Reserve and Asset Manager’s Conference, which was held May 4-6. Special guests, Chris Chapman, Managing Director and Portfolio Manager from Manulife Investment Management and Ray Tanveer, Vice President at Healthcare of Ontario Pension Plan joined me and Adam Whitlam, part of BMO’s Toronto-based fixed income sales team, to discuss the Canadian rates and macro backdrop, various inflation scenarios and their favourite trades.

]]> 2321 no The Notorious B-E-A-R https://bmocm.com/ViewsFromTheNorth This week, Joel Prussky, BMO's OIS and cross currency trader joins me to share his insights on the recent Bank of Canada policy announcement, Federal Budget, how inflation is set to accelerate and his favourite trade ideas. As always, all feedback is welcome. Thu, 29 Apr 2021 15:00:00 -0000 The Notorious B-E-A-R full BMO Capital Markets This week, Joel Prussky, BMO's OIS and cross currency trader joins me to share his insights on the recent Bank of Canada policy announcement, Federal Budget, how inflation is set to accelerate and his favourite trade ideas. As always, all feedback is welcome. This week, Joel Prussky, BMO's OIS and cross currency trader joins me to share his insights on the recent Bank of Canada policy announcement, Federal Budget, how inflation is set to accelerate and his favourite trade ideas.

As always, all feedback is welcome.

]]> 1671 no Thank You Sir, May I Have More Stimulus? https://bmocm.com/ViewsFromTheNorth This week, Fred Nastos, co-head of core FICC trading, joins me for his third appearance on the show. We discuss next week’s Federal Budget and Bank of Canada policy announcement. As always, all feedback is welcome. Thu, 15 Apr 2021 15:00:00 -0000 Thank You Sir, May I Have More Stimulus? full BMO Capital Markets This week, Fred Nastos, co-head of core FICC trading, joins me for his third appearance on the show. We discuss next week’s Federal Budget and Bank of Canada policy announcement. As always, all feedback is welcome. This week, Fred Nastos, co-head of core FICC trading, joins me for his third appearance on the show. We discuss next week’s Federal Budget and Bank of Canada policy announcement.

As always, all feedback is welcome.

]]> 1502 no How Do You Solve a Problem Like Hot Housing? https://bmocm.com/ViewsFromTheNorth This week Robert Kavcic, a Senior Economist from the BMO Economics team, joins me to share his insights on the raging Canadian housing market, potential policy actions, and his views on the latest provincial budgets. Wed, 31 Mar 2021 17:44:02 -0000 How Do You Solve a Problem Like Hot Housing? full BMO Capital Markets This week Robert Kavcic, a Senior Economist from the BMO Economics team, joins me to share his insights on the raging Canadian housing market, potential policy actions, and his views on the latest provincial budgets. This week Robert Kavcic, a Senior Economist from the BMO Economics team, joins me to share his insights on the raging Canadian housing market, potential policy actions, and his views on the latest provincial budgets.

]]> 1679 no The French Connection https://bmocm.com/ViewsFromTheNorth This week, Jean-Michel Beaulieu, part of the Montreal-based fixed income sales team, and Francois Leclerc, one of our provincial bond traders, join me to share their insights on their insights on current Bank of Canada pricing, this week’s Canada Mortgage Bond issue, opportunities in the provincial bond market, some broader macro themes, and, of course, their favourite trade ideas. As always, all feedback welcome. Thu, 18 Mar 2021 15:00:00 -0000 The French Connection full BMO Capital Markets This week, Jean-Michel Beaulieu, part of the Montreal-based fixed income sales team, and Francois Leclerc, one of our provincial bond traders, join me to share their insights on their insights on current Bank of Canada pricing, this week’s Canada Mortgage Bond issue, opportunities in the provincial bond market, some broader macro themes, and, of course, their favourite trade ideas. As always, all feedback welcome. This week, Jean-Michel Beaulieu, part of the Montreal-based fixed income sales team, and Francois Leclerc, one of our provincial bond traders, join me to share their insights on their insights on current Bank of Canada pricing, this week’s Canada Mortgage Bond issue, opportunities in the provincial bond market, some broader macro themes, and, of course, their favourite trade ideas.

As always, all feedback welcome.

]]> 2215 no The End is Near https://bmocm.com/ViewsFromTheNorth This week Adam Whitlam, part of the Toronto-based fixed income sales team, and Jordan Sugar, one of our provincial bond traders, join me to share their insights on the recent tapering of the Bank of Canada’s Provincial Bond Purchase Program, the state of the provincial bond market, Canada/US spreads and their favourite trade ideas. Thu, 25 Feb 2021 16:00:00 -0000 The End is Near full BMO Capital Markets This week Adam Whitlam, part of the Toronto-based fixed income sales team, and Jordan Sugar, one of our provincial bond traders, join me to share their insights on the recent tapering of the Bank of Canada’s Provincial Bond Purchase Program, the state of the provincial bond market, Canada/US spreads and their favourite trade ideas. This week Adam Whitlam, part of the Toronto-based fixed income sales team, and Jordan Sugar, one of our provincial bond traders, join me to share their insights on the recent tapering of the Bank of Canada’s Provincial Bond Purchase Program, the state of the provincial bond market, Canada/US spreads and their favourite trade ideas.

]]> 1834 no Vaccination Spreads https://bmocm.com/ViewsFromTheNorth This week, Peter Kleb, head of our London rates sales desk, and Austin Derris, Boston-based sales, join me to share their insights on swap spreads, Canada/US cross-market spreads, and how the pace of vaccinations could impact the macro outlook. Thu, 11 Feb 2021 14:56:00 -0000 Vaccination Spreads full BMO Capital Markets This week, Peter Kleb, head of our London rates sales desk, and Austin Derris, Boston-based sales, join me to share their insights on swap spreads, Canada/US cross-market spreads, and how the pace of vaccinations could impact the macro outlook. This week, Peter Kleb, head of our London rates sales desk, and Austin Derris, Boston-based sales, join me to share their insights on swap spreads, Canada/US cross-market spreads, and how the pace of vaccinations could impact the macro outlook.

]]> 1785 no Inflating BoC Expectations https://bmocm.com/ViewsFromTheNorth This week, Dave Moore, BMO's Hong Kong based trader joins me for his second appearance on the show to share his insights the outlook for the Bank of Canada, the post-COVID recovery, and his favourite trade ideas.  As always, all feedback welcome. Thu, 28 Jan 2021 16:00:00 -0000 Inflating BoC Expectations full BMO Capital Markets This week, Dave Moore, BMO's Hong Kong based trader joins me for his second appearance on the show to share his insights the outlook for the Bank of Canada, the post-COVID recovery, and his favourite trade ideas.  As always, all feedback welcome. This week, Dave Moore, BMO's Hong Kong based trader joins me for his second appearance on the show to share his insights the outlook for the Bank of Canada, the post-COVID recovery, and his favourite trade ideas. 

As always, all feedback welcome.

]]> 2605 no To Cut or Not to Cut? That is the Question https://bmocm.com/ViewsFromTheNorth This week, Joel Prussky, BMO's OIS and cross currency trader joins me to share his insights on the upcoming Bank of Canada policy meeting, the recent bear steepening in rates, along with any other thoughts and trade ideas he might have for the New Year. As always, all feedback welcome. Thu, 14 Jan 2021 15:00:00 -0000 To Cut or Not to Cut? That is the Question full BMO Capital Markets This week, Joel Prussky, BMO's OIS and cross currency trader joins me to share his insights on the upcoming Bank of Canada policy meeting, the recent bear steepening in rates, along with any other thoughts and trade ideas he might have for the New Year. As always, all feedback welcome. This week, Joel Prussky, BMO's OIS and cross currency trader joins me to share his insights on the upcoming Bank of Canada policy meeting, the recent bear steepening in rates, along with any other thoughts and trade ideas he might have for the New Year.

As always, all feedback welcome.

]]> 1821 no Salvation at Last? https://bmocm.com/ViewsFromTheNorth This week, Fred Nastos, co-head of core FICC trading, joins me for his second appearance on the show. We discuss next week’s Bank of Canada policy announcement, the recent market action around December 1 and 2 flows, thoughts on the outlook for 2021, and, of course, his favourite trade ideas.   As always, all feedback welcome. Thu, 03 Dec 2020 15:00:00 -0000 Salvation at Last? full BMO Capital Markets This week, Fred Nastos, co-head of core FICC trading, joins me for his second appearance on the show. We discuss next week’s Bank of Canada policy announcement, the recent market action around December 1 and 2 flows, thoughts on the outlook for 2021, and, of course, his favourite trade ideas.   As always, all feedback welcome. This week, Fred Nastos, co-head of core FICC trading, joins me for his second appearance on the show. We discuss next week’s Bank of Canada policy announcement, the recent market action around December 1 and 2 flows, thoughts on the outlook for 2021, and, of course, his favourite trade ideas.

 

As always, all feedback welcome.

]]> 1801 no Go Long and Go Home https://bmocm.com/ViewsFromTheNorth This week, Jean-Michel Beaulieu, part of the Montreal-based fixed income sales team, and Francois Leclerc, who trades CMBs and provincial bonds for BMO, join me to share their insights on the coming Dec 1 flows, opportunities in the provincial bond market, some broader macro themes, and, of course, their favourite trade ideas. As always, all feedback welcome. Thu, 19 Nov 2020 15:00:00 -0000 Go Long and Go Home full BMO Capital Markets This week, Jean-Michel Beaulieu, part of the Montreal-based fixed income sales team, and Francois Leclerc, who trades CMBs and provincial bonds for BMO, join me to share their insights on the coming Dec 1 flows, opportunities in the provincial bond market, some broader macro themes, and, of course, their favourite trade ideas. As always, all feedback welcome. This week, Jean-Michel Beaulieu, part of the Montreal-based fixed income sales team, and Francois Leclerc, who trades CMBs and provincial bonds for BMO, join me to share their insights on the coming Dec 1 flows, opportunities in the provincial bond market, some broader macro themes, and, of course, their favourite trade ideas.

As always, all feedback welcome.

]]> 2039 no An American Perspective https://bmocm.com/ViewsFromTheNorth This week, Austin Derris, part of BMO’s US-based fixed income sales team, joins me to share his insights on the Canadian rates market, impact of the BoC’s QE shift, some thoughts on the US election, and his favourite trade ideas. While Austin covers all types Canadian dollar fixed income products, he has particularly deep expertise in derivatives. Thu, 05 Nov 2020 15:14:38 -0000 An American Perspective full BMO Capital Markets This week, Austin Derris, part of BMO’s US-based fixed income sales team, joins me to share his insights on the Canadian rates market, impact of the BoC’s QE shift, some thoughts on the US election, and his favourite trade ideas. While Austin covers all types Canadian dollar fixed income products, he has particularly deep expertise in derivatives. This week, Austin Derris, part of BMO’s US-based fixed income sales team, joins me to share his insights on the Canadian rates market, impact of the BoC’s QE shift, some thoughts on the US election, and his favourite trade ideas. While Austin covers all types Canadian dollar fixed income products, he has particularly deep expertise in derivatives.

]]> 1673 no Provincial Prospects https://bmocm.com/ViewsFromTheNorth This week, Adam Whitlam, part of the Toronto-based fixed income sales team, and Jordan Sugar, one of our provincial bond traders, join me to share their insights on the provincial bond market, the impact of last week’s Bank of Canada announcement that it’s pulling back on market support and their favourite trade ideas. Thu, 22 Oct 2020 06:00:00 -0000 Provincial Prospects full BMO Capital Markets This week, Adam Whitlam, part of the Toronto-based fixed income sales team, and Jordan Sugar, one of our provincial bond traders, join me to share their insights on the provincial bond market, the impact of last week’s Bank of Canada announcement that it’s pulling back on market support and their favourite trade ideas. This week, Adam Whitlam, part of the Toronto-based fixed income sales team, and Jordan Sugar, one of our provincial bond traders, join me to share their insights on the provincial bond market, the impact of last week’s Bank of Canada announcement that it’s pulling back on market support and their favourite trade ideas.

]]> 1751 no Thoughts from the East https://bmocm.com/ViewsFromTheNorth This week, Dave Moore, BMO's Hong Kong based trader joins me to share his insights on what the Asian client base is focused on, where he sees the market going, and his favourite trade ideas. Thu, 08 Oct 2020 06:00:00 -0000 Thoughts from the East full BMO Capital Markets This week, Dave Moore, BMO's Hong Kong based trader joins me to share his insights on what the Asian client base is focused on, where he sees the market going, and his favourite trade ideas. This week, Dave Moore, BMO's Hong Kong based trader joins me to share his insights on what the Asian client base is focused on, where he sees the market going, and his favourite trade ideas.

]]> 1723 no Duration Hater https://bmocm.com/ViewsFromTheNorth This week, Joel Prussky, BMO's OIS and cross currency trader joins Ben Reitzes to share his insights on the yield curve, fiscal policy, big picture thoughts about where the monetary system is headed and his favourite trade ideas. Thu, 24 Sep 2020 14:00:00 -0000 Duration Hater full BMO Capital Markets This week, Joel Prussky, BMO's OIS and cross currency trader joins Ben Reitzes to share his insights on the yield curve, fiscal policy, big picture thoughts about where the monetary system is headed and his favourite trade ideas. This week, Joel Prussky, BMO's OIS and cross currency trader joins Ben Reitzes to share his insights on the yield curve, fiscal policy, big picture thoughts about where the monetary system is headed and his favourite trade ideas.

]]> 1454 no Does the BoC Have it Right? https://bmocm.com/ViewsFromTheNorth In the first episode of Views From The North, I was joined by Fred Nastos, head of credit trading at BMO. We share our thoughts on the Bank of Canada’s latest policy announcement, market impact and major upcoming events.  Thu, 10 Sep 2020 19:00:00 -0000 Does the BoC Have it Right? full BMO Capital Markets In the first episode of Views From The North, I was joined by Fred Nastos, head of credit trading at BMO. We share our thoughts on the Bank of Canada’s latest policy announcement, market impact and major upcoming events.  In the first episode of Views From The North, I was joined by Fred Nastos, head of credit trading at BMO. We share our thoughts on the Bank of Canada’s latest policy announcement, market impact and major upcoming events. 

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