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Artwork for BMO Views from the North

BMO Views from the North

BMO Capital Markets
Canada
Federal Reserve
Bank Of Canada
Inflation
Credit Markets
USMCA
United States
Provincial Bonds
United States Economy
Liquidity
Canadian Dollar
Bank Of Montreal
Mergers and Acquisitions
Canadian Rates Market
China
Housing
Pension Funds
Canada-Us

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 bmocm.com/ViewsFromTheNorth For legal disclosure, visit bmocm.com/macrohorizons/legal

PublishesMonthlyEpisodes104Founded6 years ago
Number of ListenersCategories
InvestingBusinessBusiness NewsNews

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Artwork for BMO Views from the North

Latest Episodes

In this episode, Adam Whitlam, head of the Toronto rates sales desk, joins me to discuss the constantly changing macro backdrop, how that impacts the outlook for the Bank of Canada and the yield curve. We also look back to assess our trade ideas from... more

YouTube

In this episode, Andrew Wallace, part of BMO’s Government of Canada bond trading team, joins me to discuss the recent relative outperformance of the Canadian bond market, front-end dynamic and how futures positioning has shifted, the macro backdrop, ... more

YouTube

In this episode, Jeff Oland, part of BMO’s Government of Canada bond trading team, joins me to discuss how the June 1/2 extension shaped up, the state of the Canadian economy amid a somewhat persistent negative data flow, how the federal government i... more

YouTube

In my 100th episode, Joel Prussky, BMO’s OIS and cross-currency trader, joins me to discuss the current macro environment, with a focus on inflation and what that means for the Bank of Canada. Joel also shares his favourite trade ideas amid heightene... more

YouTube

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Recent Guests

Andrew Wallace
Government of Canada trader
BMO Capital Markets - Government of Canada desk
Episode: Waiting for a Catalyst
Jeff Oland
Government of Canada bond trader
BMO (guest role)
Episode: Spicy Start to the New Year
Joel Prussky
OIS and cross currency trader at BMO
BMO Capital Markets
Episode: 2026: House of Cards
Sam Buckley
Head of Government of Canada trading desk
BMO Capital Markets
Episode: December Fun
James Aitkin
Global macro strategist and founder of Aitkin Advisors
Aitkin Advisors
Episode: Macro Summit 2025 Panel
Ian Lyngen
Head of US rate strategy
BMO
Episode: Macro Summit 2025 Panel
Manmit Pandori
Head of tactical and accrual trading at BMO Capital Markets
BMO Capital Markets
Episode: Room for Risk to Run
Adam Whitlam
Member of Canadian dollar institutional sales desk
BMO Capital Markets
Episode: The Rich Get Richer
Chris D'Onofrio
Canadian dollar swap trader at BMO
BMO Capital Markets
Episode: Is It Cheap Enough Yet?

Host

Ben Reitzes
Host of Views from the North

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#134
Canada/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

Spicy Start to the New Year
Q: Where do you see the Canada-US 30-year spread in six months?
Depending on US policy and Canada's relative growth, the spread could tighten modestly if Canada outperforms due to domestic catalysts, but it remains sensitive to US fiscal and monetary moves; the trend will be shaped by the rate differentials and expectations for long-end inflation and supply.
Room for Risk to Run
Q: Two, how long can this rally realistically last given current conditions and potential regime shifts?
The guest suggests the environment could persist much longer than many expect due to abundant liquidity and policy accommodation, but cautions that a catalyst or a spike in uncertainty could abruptly alter the balance, pushing markets toward wider spreads and a new price dynamic.
Room for Risk to Run
Q: Okay, so I got two questions. What do you think could break? What might be the drivers of that? What are you looking at? Is there anything specific?
Manmit responds that while there is a broad sense of complacency, potential catalysts could include a sharper deterioration in the economy or a sudden shift in bank credit conditions, with a favored hedge being tail risk protection; he also notes the market could endure longer than expected given liquidity, policy support, and ongoing buybacks of risk assets.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
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Frequently Asked Questions About BMO Views from the North

What is BMO Views from the North about and what kind of topics does it cover?

This program features roundtable-style discussions focused on the Canadian rates market and macroeconomics, with emphasis on strategy, trading perspectives, and market structure. Episodes frequently feature senior traders, strategists, and policy-oriented guests from BMO Capital Markets, often discussing front-end yield dynamics, cross-border spreads, and tactical trading ideas. Notable throughlines include how data, policy signals, and supply/demand flows shape rate paths, currency moves, and curve strategies, along with practical hedging and deployment of capital in a liquidity-driven environment. The show is known for actionable color from trading floors combined with broader macro storytelling, making it particularly valuable for instit... more

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Which podcasts are similar to BMO Views from the North?

These podcasts share a similar audience with BMO Views from the North:

1. Curve Your Enthusiasm
2. Macro Horizons
3. At Any Rate
4. Global Data Pod
5. The Markets

How many episodes of BMO Views from the North are there?

BMO Views from the North launched 6 years ago and published 104 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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What guests have appeared on BMO Views from the North?

Recent guests on BMO Views from the North include:

1. Andrew Wallace
2. Jeff Oland
3. Joel Prussky
4. Sam Buckley
5. James Aitkin
6. Ian Lyngen
7. Manmit Pandori
8. Adam Whitlam

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