BMO Views from the North

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.

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, 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, 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.

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, 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.

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, 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, 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 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.