43 episodes

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

BMO Views from the North BMO Capital Markets

    • Business
    • 5.0 • 3 Ratings

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

    Talking Terminal

    Talking Terminal

    In this episode, Chris D’Onofrio, a recent addition to BMO’s Canada swap trading desk, joins me to discuss next week’s Bank of Canada policy announcement, where he sees rates and the curve heading, the coming shift to CORRA and his favourite trade ideas.
    As always, all feedback welcome.

    • 24 min
    Provincially Speaking

    Provincially Speaking

    In this episode, Robert Kavcic, a senior economist from the BMO Economics team and, Jordan Sugar, BMO’s provincial bond trader, join me to discuss the Provincial landscape. We cover the fundamental backdrop following the fall fiscal updates, and how the provincial bond market has been trading. Robert reveals his favourite provinces, and Jordan provides his top trade ideas with the early December index extension and coupon payments on deck.
    As always, all feedback welcome.

    • 25 min
    Growth Worries Ramp Up

    Growth Worries Ramp Up

    This week, Dave Moore, who recently moved back to London to join the fixed income sales team, joins me to discuss the reaction to last week’s surprisingly smaller Bank of Canada rate hike among European-based investors, his views on volatility, Canada-US divergence, and favorite trade ideas.
    As always, all feedback welcome.

    • 34 min
    Here Comes the Boom

    Here Comes the Boom

    In this episode, Adam Whitlam, part of the Toronto-based fixed income sales team, joins me to discuss the outlook for next week’s Bank of Canada policy announcement, the risks to the economy, as well as his views on duration, provincial spreads and the market backdrop heading into bank year end.
    As always, all feedback welcome.

    • 25 min
    WWJD

    WWJD

    In this episode, Joel Prussky, BMO’s OIS and cross-currency trader, joins me to discuss last week’s Bank of Canada 75 bp rate hike, whether he’s still bearish on duration, the outlook for CAN/US yield spreads, and his favourite trade ideas.
    As always, all feedback is welcome.

    • 24 min
    Another Aggressive Hike Is Coming

    Another Aggressive Hike Is Coming

    In this episode, Sam Buckley, BMO’s head of Canada rates trading, and, Darren Campbell, from BMO’s rates sales desk, join me to discuss next week’s Bank of Canada policy announcement, what’s next for rates, where the Canada curve is heading, and their favourite trade ideas.
    As always, all feedback is welcome.

    • 21 min

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