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71 episodes
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BMO Views from the North BMO Capital Markets
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- Business
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5.0 • 3 Ratings
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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
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The Squeeze
In this episode, Adam Whitlam, part of BMO’s Canadian institutional fixed income sales team, joins me to discuss the surprisingly firm May inflation figures, the impact on the Bank of Canada, and the global financial market backdrop.
As always, all feedback is welcome. -
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. -
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. -
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. -
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. -
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.