BMO Views from the North
BMO Capital MarketsBMO’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 bmocm.com/ViewsFromTheNorth For legal disclosure, visit bmocm.com/macrohorizons/legal
| Publishes | Twice monthly | Episodes | 88 | Founded | 5 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | NewsInvestingBusinessBusiness News | |||
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Latest Episodes
In this episode, Robert Kavcic, a Senior Economist from the BMO Economics team, joins me to share his insights on the state Canadian housing market, the fundamental drivers, regional differences, how much further prices might have to fall, and where ... more
In this episode, Joel Prussky, BMO’s OIS and cross-currency trader, joins me to discuss the Bank of Canada’s decision to stay on hold this week, where monetary policy is headed for the rest of 2025, and the bigger picture for inflation and interest r... more
BMO hosted its 12th annual Government, Reserve & Asset Managers Conference last week in Toronto. I had the privilege of moderating a panel titled "Capital Flows in a Time of Stress". The panel featured Manmit Pandori, MD, Head of Tactical & Accrual T... more
In this episode, Adam Whitlam, part of BMO’s Canadian institutional fixed income sales team, joins me to discuss the ongoing tariff drama, last week’s Bank of Canada decision to pause and whether more rate cuts are coming, how uncertainty is impactin... more
In this episode, Manmit Pandori, head of tactical and accrual trading at BMO, joins me to discuss President Trump's tariff announcement, the financial market reaction, how the macro backdrop might unfold, and how he is managing risk in this highly vo... more
In this episode, Jeff Oland, part of BMO’s Government of Canada bond trading team, joins me to discuss this week’s hot CPI report and whether everyone (including the Bank of Canada) has inflation wrong, how fiscal policy could evolve over the coming ... more
In this episode, Chris D’Onofrio, one of BMO’s Canadian dollar swap traders, joins me to discuss the on again/off again tariff threats, swap spreads, the upcoming Bank of Canada policy announcement, and his favourite trades.
As always, all feedback ... more
In this episode, Darren Campbell, BMO’s head of FICC Investor Sales Canada, joins me to discuss the wild events of the past week, how tariffs could evolve, and what it could mean for the Bank of Canada.
As always, all feedback is welcome.
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1. At Any Rate
2. Macro Horizons
3. Making Sense
4. Thoughts on the Market
5. FICC Focus
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BMO Views from the North launched 5 years ago and published 88 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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