
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
| Publishes | Monthly | Episodes | 104 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Categories | InvestingBusinessBusiness NewsNews | |||

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
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
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
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
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Apple Podcasts | #134 |
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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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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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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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