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BMO Views from the North

BMO Capital Markets

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

PublishesWeeklyEpisodes65Founded3 years ago
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BusinessBusiness NewsNewsInvesting

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Artwork for BMO Views from the North

Latest Episodes

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, ... more

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14 days ago

In this episode, Adam Whitlam, part of BMO’s Canadian institutional fixed income sales team, joins me to discuss the current state of the rates market following the wild swings in recent weeks, his views on credit markets, potentially impactful marke... more

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a month ago

In this episode Robert Kavcic, a Senior Economist from the BMO Economics team, joins me to share his insights on the outlook for the Canadian housing market, reaction to last week’s Bank of Canada policy announcement, and his thoughts on the upcoming... more

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2 months ago

In this episode, Joel Prussky, BMO’s OIS and cross-currency traders, joins me to discuss next week’s Bank of Canada policy announcement, how this week’s inflation and Business Outlook Survey impact policymakers, when the first cut might come, and his... more

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2 months ago

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 December index extensions, what to look for in 2024, and his favourite trade ideas. As always, ... more

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4 months ago

In this episode, Darren Campbell, BMO’s head of FICC investor sales Canada, joins me to discuss the ongoing volatility in fixed income markets, what risk assets are telling us, whether central bank are really done with hikes and his favourite trade i... more

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4 months ago

In this episode, Doug Porter, BMO’s Chief Economist, joins me to discuss last week’s Bank of Canada decision to stay on hold, his upcoming piece on Canadian productivity, along with the potential financial implications. As always, all feedback welcom... more

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5 months ago

In this episode, Joel Prussky, BMO’s OIS and cross-currency trader, joins me to discuss next week’s Bank of Canada policy announcement and the likely end of rate hikes, the macro backdrop and why the economic outlook is very subdued. As always, all f... more

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5 months ago

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