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

13小時前

Has Housing Bottomed?

In this episode, Robert Kavcic, a Senior Economist from the BMO Economics team, joins me to share his perspective on the state of the Canadian housing market. We go through the various fundamental drivers and discuss whether the market is bottoming after a challenging few years. In addition, we preview next week’s Bank of Canada policy announcement. As always, all feedback is welcome.

24 分鐘
6月25日

Front End Follies

In this episode, Andrew Wallace, part of BMO’s Government of Canada bond trading team, joins me to discuss the recent relative outperformance of the Canadian bond market, front-end dynamic and how futures positioning has shifted, the macro backdrop, and a couple of trade ideas. As always, all feedback is welcome.

22 分鐘
6月4日

I'm Over It

In this episode, Jeff Oland, part of BMO’s Government of Canada bond trading team, joins me to discuss how the June 1/2 extension shaped up, the state of the Canadian economy amid a somewhat persistent negative data flow, how the federal government is performing, and where we see opportunities in the market. As always, all feedback is welcome.

32 分鐘
5月14日

Once a Bear, Always a Bear

In my 100th episode, Joel Prussky, BMO’s OIS and cross-currency trader, joins me to discuss the current macro environment, with a focus on inflation and what that means for the Bank of Canada. Joel also shares his favourite trade ideas amid heightened uncertainty. As always, all feedback is welcome.

31 分鐘
4月16日

Rose-coloured Canada

In this episode, Chris D’Onofrio, one of BMO’s Canadian dollar swap traders, joins me to discuss how market behaviour has evolved as the Middle East conflict appears to be waning, what that means for Bank of Canada pricing, whether we could get any surprises in the coming Spring federal fiscal update, and his favourite trade ideas. As always, all feedback is welcome.

27 分鐘
4月2日

Dire Straits

In this episode, Adam Whitlam, head of the Toronto rates sales desk, joins me to discuss the economic and market backdrop amid the ongoing war in Iran. We cover lots of ground from positioning to provincial spreads and my recent trip to London. While there’s plenty of uncertainty clouding the outlook, there remain pockets of opportunity with Adam outlining a few trade ideas. As always, all feedback is welcome.

42 分鐘
2月12日

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 分鐘
1月22日

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 分鐘

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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