70 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

    One Down, Two to Go?

    One Down, Two to Go?

    In this episode, Joel Prussky, BMO’s OIS and cross-currency traders, joins me to discuss last week’s Bank of Canada 25 bp rate cut, the potential extent of BoC/Fed divergence and how that could impact the C$, and cross-currency market dynamics and opportunities.
    As always, all feedback is welcome.

    • 31 min
    It's Cuttin' Time!

    It's Cuttin' Time!

    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.  

    • 28 min
    A Different Perspective

    A Different Perspective

    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.  

    • 29 min
    Budget Bingo: Winners and Losers

    Budget Bingo: Winners and Losers

    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.  

    • 35 min
    Decidedly Undecided

    Decidedly Undecided

    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.  

    • 27 min
    Nobody Said It Was Easy

    Nobody Said It Was Easy

    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.  

    • 23 min

Customer Reviews

5.0 out of 5
3 Ratings

3 Ratings

Top Podcasts In Business

REAL AF with Andy Frisella
Andy Frisella #100to0
The Ramsey Show
Ramsey Network
Money Rehab with Nicole Lapin
Money News Network
NerdWallet's Smart Money Podcast
NerdWallet Personal Finance
The Diary Of A CEO with Steven Bartlett
DOAC
Young and Profiting with Hala Taha
Hala Taha | YAP Media Network

You Might Also Like

Curve Your Enthusiasm
CIBC
Macro Horizons
BMO Capital Markets
FICC Focus
Bloomberg Intelligence
At Any Rate
J.P. Morgan Global Research
The Macro Trading Floor
Alfonso Peccatiello & Brent Donnelly
Capital Allocators – Inside the Institutional Investment Industry
Ted Seides – Allocator and Asset Management Expert

More by BMO

Macro Horizons
BMO Capital Markets
Markets Plus
BMO
Bold(h)er
BMO for Women
Sustainability Leaders
BMO Financial Group
BMO Equity Research IN Tune
BMO Capital Markets Equity Research
Better conversations. Better outcomes. | Presented by BMO Global Asset Management
Ben D. Jones and Emily Larsen with BMO Global Asset Management