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, 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, 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, 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, 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, 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, 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.

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.

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, 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.