stitcherLogoCreated with Sketch.
Get Premium Download App
Listen
Discover
Premium
Shows
Likes
Merch

Listen Now

Discover Premium Shows Likes

BMO Views from the North

44 Episodes

19 minutes | Jan 19, 2023
One and Done?
This week, Sam Buckley, Head of BMO’s Government of Canada trading desk, joins me to discuss next week’s Bank of Canada policy announcement, his views on the vicious rally to start the year, where Canadian rates and the curve are headed, and his favourite trade ideas. As always, all feedback welcome.
24 minutes | Dec 1, 2022
Talking Terminal
In this episode, Chris D’Onofrio, a recent addition to BMO’s Canada swap trading desk, joins me to discuss next week’s Bank of Canada policy announcement, where he sees rates and the curve heading, the coming shift to CORRA and his favourite trade ideas. As always, all feedback welcome.
25 minutes | Nov 24, 2022
Provincially Speaking
In this episode, Robert Kavcic, a senior economist from the BMO Economics team and, Jordan Sugar, BMO’s provincial bond trader, join me to discuss the Provincial landscape. We cover the fundamental backdrop following the fall fiscal updates, and how the provincial bond market has been trading. Robert reveals his favourite provinces, and Jordan provides his top trade ideas with the early December index extension and coupon payments on deck. As always, all feedback welcome.
34 minutes | Nov 3, 2022
Growth Worries Ramp Up
This week, Dave Moore, who recently moved back to London to join the fixed income sales team, joins me to discuss the reaction to last week’s surprisingly smaller Bank of Canada rate hike among European-based investors, his views on volatility, Canada-US divergence, and favorite trade ideas. As always, all feedback welcome.
25 minutes | Oct 20, 2022
Here Comes the Boom
In this episode, Adam Whitlam, part of the Toronto-based fixed income sales team, joins me to discuss the outlook for next week’s Bank of Canada policy announcement, the risks to the economy, as well as his views on duration, provincial spreads and the market backdrop heading into bank year end. As always, all feedback welcome.
24 minutes | Sep 15, 2022
WWJD
In this episode, Joel Prussky, BMO’s OIS and cross-currency trader, joins me to discuss last week’s Bank of Canada 75 bp rate hike, whether he’s still bearish on duration, the outlook for CAN/US yield spreads, and his favourite trade ideas. As always, all feedback is welcome.
22 minutes | Sep 1, 2022
Another Aggressive Hike Is Coming
In this episode, Sam Buckley, BMO’s head of Canada rates trading, and, Darren Campbell, from BMO’s rates sales desk, join me to discuss next week’s Bank of Canada policy announcement, what’s next for rates, where the Canada curve is heading, and their favourite trade ideas. As always, all feedback is welcome.
31 minutes | Jul 28, 2022
House of Cards
In this episode, Robert Kavcic, a Senior Economist from the BMO Economics team, joins me for an update on his thoughts on the Canadian housing market amid aggressive Bank of Canada rate hikes, and his views on the economic and fiscal backdrop for the Canadian provinces. As always, all feedback is welcome.
29 minutes | Jun 23, 2022
Crude Reality
This week, Paul Knobl, BMO’s head of energy trading, joins me to discuss his views on energy markets, and to help make some sense of the wild volatility seen in recent days. I also discuss the latest Canadian CPI report, Bank of Canada, and broader rates backdrop. As always, all feedback welcome.
29 minutes | Jun 9, 2022
The Central Bank Conundrum
This week, Adam Whitlam, part of the Toronto-based fixed income sales team, joins me to discuss the outlook for the Bank of Canada after last week’s hawkish surprise, Canada-US cross-market spreads, and the risk backdrop amid huge volatility and broad uncertainty. As always, all feedback welcome.
28 minutes | May 26, 2022
Taming the Bear
This week, Joel Prussky, BMO's OIS and cross currency trader joins me to discuss the upcoming Bank of Canada policy decision, his view on the rates market, and his favourite trade ideas.  As always, all feedback welcome.
23 minutes | Apr 7, 2022
Playing Catch-Up
In this episode, Darren Campbell joins me from BMO’s sales desk to discuss the coming Bank of Canada policy meeting, the path for rates & QT, the shape of the yield curve, and his favourite trade ideas. As always, all feedback welcome.
33 minutes | Mar 24, 2022
The Canadian Housing Dilemma
In this episode, Robert Kavcic, a Senior Economist from the BMO Economics team, joins me to share his insights on what’s next for the Canadian housing market as the Bank of Canada potentially gets more aggressive on rate hikes, and his views on the provincial budget season thus far.
33 minutes | Mar 10, 2022
Fear Factor
This week, Jean-Michel Beaulieu, part of the Montreal-based fixed income sales team, and Francois Leclerc, one of our provincial bond traders, join me to share their insights on their take on last week’s Bank of Canada rate hike, provincial spreads, some broader macro themes, and their favourite trade ideas. As always, all feedback welcome.
33 minutes | Feb 24, 2022
On the Path to Rate Hikes
This week, Fred Nastos and Adam Whitlam, part of the Toronto-based fixed income sales and trading team, join me to preview the upcoming Bank of Canada policy announcement and discuss whether the recent market turmoil persists.  As always, all feedback welcome.
29 minutes | Feb 3, 2022
What the Hawk?
This week, Joel Prussky, BMO's OIS and cross currency trader joins me to discuss the takeaways from last week’s Bank of Canada decision, his view on the rates market, and his favourite trade ideas. As always, all feedback welcome.
26 minutes | Jan 20, 2022
Should They Stay or Should They Go?
This week Darren Campbell joins me from BMO’s sales desk to discuss the upcoming Bank of Canada policy meeting, what investors are thinking, and his favourite trades heading into the Bank. As always, all feedback welcome.
21 minutes | Dec 16, 2021
Onward and Upward
This week, Adam Whitlam, part of the Toronto-based fixed income sales team, joins me to discuss the latest from the Bank of Canada and the outlook for 2022. As always, all feedback welcome.
25 minutes | Dec 2, 2021
Bank of Canada on Deck
This week, Austin Derris, part of BMO’s US-based fixed income sales team, joins me to preview the upcoming Bank of Canada policy announcement, share his insights on the Canadian rates market, along with his favourite trade ideas. As always, all feedback welcome.
40 minutes | Nov 18, 2021
Is it Time to Worry?
This week, Jean-Michel Beaulieu, part of the Montreal-based fixed income sales team, and Francois Leclerc, one of our provincial bond traders, join me to share their insights on their insights on the state of the Canadian rates market, provincial spreads, some broader macro themes, and their favourite trade ideas. As always, all feedback welcome.
COMPANY
About us Careers Stitcher Blog Help
AFFILIATES
Partner Portal Advertisers Podswag Stitcher Originals
Privacy Policy Terms of Service Your Privacy Choices
© Stitcher 2023