BMO Views from the North

BMO Capital Markets

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BMO’s Canadian Rates Strategist, Ben Reitzes hosts roundtable discussions offering perspectives from strategy, sales and trading on the Canadian rates market and the macro economy. To listen to more great episodes visit http://bmocm.com/ViewsFromTheNorth For legal disclosure, visit http://bmocm.com/macrohorizons/legal

12 FÉVR.

Waiting for a Catalyst

In this episode, Andrew Wallace, part of BMO’s Government of Canada bond trading team, joins me to discuss the takeaways from his recent trip to London, the challenging market backdrop, and some trade ideas. As always, all feedback is welcome.

23 min
22 JANV.

Spicy Start to the New Year

In the first episode of 2026, 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 state of the Canadian economy, the wild headlines over the past few weeks, as well as market thoughts and trade ideas. As always, all feedback is welcome.

30 min
17/12/2025

2026: House of Cards

In the final episode of 2025, Joel Prussky, BMO’s OIS and cross-currency trader, joins me to discuss the recent Bank of Canada and Fed policy announcements, potential paths for monetary policy, the outlook for 2026, and his favourite trade ideas. Happy holidays to all! I’ll be back with more episodes in the New Year! As always, all feedback is welcome.

33 min
27/11/2025

December Fun

In this episode, Sam Buckley, Head of BMO’s Government of Canada trading desk, joins me to discuss Canada’s massive December 1 index extension, the outlook for the Bank of Canada and Fed, as well as his thoughts on what’s in store for 2026 and some trade ideas into year end. As always, all feedback is welcome.

27 min
06/11/2025

Macro Summit 2025 Panel

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.

43 min
09/10/2025

Room for Risk to Run

In this episode, Manmit Pandori, head of tactical and accrual trading at BMO Capital Markets, joins me to discuss the current state of the credit market, whether spreads can keep tightening, how his team is positioning themselves, and what could blow it all up. As always, all feedback is welcome.

27 min
11/09/2025

The Focus Is on the Front-End

In this episode, Andrew Wallace, part of BMO's Government of Canada bond trading team, joins me to discuss our expectations for next week's Bank of Canada policy announcement, takeaways from my recent trip to London, front end curve dynamics, the outlook for the yield curve, and our favourite trade ideas. As always, all feedback is welcome.

28 min
14/08/2025

The Rich Get Richer

In this episode, Adam Whitlam, part of BMO's Canadian institutional fixed income sales team, joins me to discuss the persistent richness of credit spreads, North American inflation dynamics and the divergence in how the BoC and Fed are reacting, as well as an update on what's topical in fixed income markets. As always, all feedback is welcome.

25 min

Tout afficher (97)

BMO’s Canadian Rates Strategist, Ben Reitzes hosts roundtable discussions offering perspectives from strategy, sales and trading on the Canadian rates market and the macro economy. To listen to more great episodes visit http://bmocm.com/ViewsFromTheNorth For legal disclosure, visit http://bmocm.com/macrohorizons/legal