BMO Views from the North

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, 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, 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, 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, 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, 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, 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.