BMO Views from the North BMO Capital Markets

In this episode, Chris D’Onofrio, one of BMO’s Canadian dollar swap traders, joins me to discuss our expectations for the June Bank of Canada policy announcement, the takeaways from our recent marketing trip to London, and structural flows that continue to drive the rates market.
As always, all feedback is welcome.  

In a first for Views from the North, I had the pleasure of speaking with TJ Sutter, Co-Head & Macro Portfolio Manager, Fixed Income, at CCL Investment Management. We discuss his process when evaluating markets, views on the state of the economy and markets, and where potential opportunities might lie.
As always, all feedback is welcome.  

This week Robert Kavcic, a Senior Economist from the BMO Economics team, Fred Nastos, Head of Government Spread Trading and Adam Whitlam from our Canada institutional sales desk, join me to share their thoughts on the provincial & federal budgets, the potential impact of policy measures on markets, how the Bank of Canada outlook changes, and their latest market insights.
As always, all feedback is welcome.  

In this episode, Jeff Oland, part of BMO’s Government of Canada bond trading team, joins me to discuss next week’s Bank of Canada policy announcement, the recent sell off in rates, broader economic backdrop, and uncertainty weighing on markets.
As always, all feedback is welcome.  

In this episode, Darren Campbell, BMO’s head of FICC investor sales Canada, joins me to discuss the lack of conviction keeping the rates market constrained, last week’s Bank of Canada policy decision, the ramifications from provincial budget season, and how RRBs aren’t dead.
As always, all feedback is welcome.  

In this episode, Adam Whitlam, part of BMO’s Canadian institutional fixed income sales team, joins me to discuss the current state of the rates market following the wild swings in recent weeks, his views on credit markets, potentially impactful market events over the next month and his favourite trade ideas.
As always, all feedback is welcome.