BMO Views from the North

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, 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, 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, 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, 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, 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.

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.