BMO held its annual Toronto Macro Summit last week. I was honoured to participate on a panel with our guest speaker James Aitken, a globally renowned macro strategist, and Ian Lyngen, BMO's head of US rate strategy, with Joe Leary, BMO's co-head of fixed income as moderator. Joe orchestrated a lively discussion on a wide range of topics that goes well beyond the usual Canada focus.

This episode of Views from the North is a recording of the panel that was held on the evening of October 30th.

I hope you enjoy listening as much as I enjoyed participating.

As always, all feedback is welcome.