BMO Views from the North

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’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, 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, 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 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, 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 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, 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, 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, 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.