Curve Your Enthusiasm

Ian is joined by Vivek Beri (Executive Director, Structured Rates Trading) as guest-host this week, discussing the Fed’s announcement at Jackson Hole and what it means for the curve. They also discuss recent developments in the CAD vol market, what the BoC inflation renewal means for CAD rates and, their favorite trades for the weeks ahead. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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Ian Pollick and Craig Bell discuss why Canadian swap spreads have historically been so elevated and how QE may or may not change that going forward. Additionally, they discuss some of the major themes in CAD rates percolating beneath the surface, and how most of those themes point to a steeper yield-curve. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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Royce Mendes interviews Barbara Zvan, who was a member of the Expert Panel on Sustainable Finance and has recently been appointed President and CEO of the newly established University Pension Plan, a jointly sponsored pension plan for Ontario’s university sector. Royce then breaks down the reasons Canada’s labour market might show early signs outperforming that of the US in next week’s employment readings, and discusses why it’s probably a prelude to each country’s labour market performances in the months to come. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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Royce Mendes takes a second look at the Bank of Canada’s commitment to keep rates pinned down and finds an interesting twist that could prove significant for investors as the recovery gains steam. He also previews next week’s Federal Reserve meeting and the GDP data set to be released in both the US and Canada. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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Ian Pollick and Royce Mendes discuss the most recent Bank of Canada interest rate announcement, implications from the Monetary Policy Report (MPR) on the bond market, and delve into their view on the evolution of Canadian QE. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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Royce breaks down what’s ahead now that there’s a price-tag for the federal government’s pandemic response. He also welcomes the Hon. Lisa Raitt to the program to share her expert analysis of the government’s Economic and Fiscal Snapshot. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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Ian Pollick and Royce Mendes discuss the surprising downgrade of Canada’s AAA rating by Fitch, recent statements by Minister Morneau and Governor Macklem which could have implications for fixed-income markets, and finally the outlook for next week’s Canadian GDP print. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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Ian Pollick and Royce Mendes discuss the surprising CPI report for May, what they learned from Governor Macklem’s first Parliamentary testimony as Head of the Bank of Canada, and walk us through the recently released economic and interest rate forecasts. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com

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