11 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

    • Investing

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

    The End is Near

    The End is Near

    This week Adam Whitlam, part of the Toronto-based fixed income sales team, and Jordan Sugar, one of our provincial bond traders, join me to share their insights on the recent tapering of the Bank of Canada’s Provincial Bond Purchase Program, the state of the provincial bond market, Canada/US spreads and their favourite trade ideas.

    • 30 min
    Vaccination Spreads

    Vaccination Spreads

    This week, Peter Kleb, head of our London rates sales desk, and Austin Derris, Boston-based sales, join me to share their insights on swap spreads, Canada/US cross-market spreads, and how the pace of vaccinations could impact the macro outlook.

    • 29 min
    Inflating BoC Expectations

    Inflating BoC Expectations

    This week, Dave Moore, BMO's Hong Kong based trader joins me for his second appearance on the show to share his insights the outlook for the Bank of Canada, the post-COVID recovery, and his favourite trade ideas. 
    As always, all feedback welcome.

    • 43 min
    To Cut or Not to Cut? That is the Question

    To Cut or Not to Cut? That is the Question

    This week, Joel Prussky, BMO's OIS and cross currency trader joins me to share his insights on the upcoming Bank of Canada policy meeting, the recent bear steepening in rates, along with any other thoughts and trade ideas he might have for the New Year.
    As always, all feedback welcome.

    • 30 min
    Salvation at Last?

    Salvation at Last?

    This week, Fred Nastos, co-head of core FICC trading, joins me for his second appearance on the show. We discuss next week’s Bank of Canada policy announcement, the recent market action around December 1 and 2 flows, thoughts on the outlook for 2021, and, of course, his favourite trade ideas.
     
    As always, all feedback welcome.

    • 30 min
    Go Long and Go Home

    Go Long and Go Home

    This week, Jean-Michel Beaulieu, part of the Montreal-based fixed income sales team, and Francois Leclerc, who trades CMBs and provincial bonds for BMO, join me to share their insights on the coming Dec 1 flows, opportunities in the provincial bond market, some broader macro themes, and, of course, their favourite trade ideas.
    As always, all feedback welcome.

    • 33 min

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