BMO Views from the North

In this episode, Sam Buckley, Head of BMO’s Government of Canada trading desk, joins me to discuss the Bank of Canada’s latest rate hike and how much more we can expect, the extreme inversion in the Canadian yield curve, how the second half of the year could evolve and his favourite trade ideas. As always, feedback is welcome.

In this episode, Joel Prussky, BMO’s OIS and cross-currency trader, joins me to discuss next week’s Bank of Canada meeting and whether we should be expecting a rate hike, some big picture macro thoughts, and his favourite trade ideas. As always, all feedback welcome.

In this episode, Darren Campbell, BMO’s head of FICC investor sales Canada, joins me from to discuss the takeaways from our Government, Reserve & Asset Managers Conference, what’s next for the Bank of Canada, market trends heading into the June 1 coupon flows & index extension, and whether it’s time to put the steepener on. As always, all feedback welcome.

In this episode, Chris D’Onofrio, a trader on BMO’s Canadian swap trading desk, joins me to discuss the outlook for monetary policy after the recent Bank of Canada minutes, swap spreads, an update on the shift from CDOR to CORRA, and his favourite trade ideas. As always, feedback is welcome.

In this episode, Robert Kavcic, a Senior Economist from the BMO Economics team, joins me to share his insights on whether the Canadian housing market has bottomed, what we should expect from the Bank of Canada next week, and his thoughts following provincial budget season. As always, all feedback welcome.

In this episode, Fred Nastos, Head of Canadian Government Spread Trading, and Trina Reid, Head of CMB Mortgage Aggregation Funding, join me to discuss the Federal Government’s announcement that they will be reviewing the Canada Mortgage Bond program with an eye toward folding it into regular Government of Canada borrowing. As always, all feedback welcome.

In this episode, Furaz Ahmad, who covers the financial sector as part of BMO’s corporate debt strategy team, joins me to unpack the stress on the global financial system, which is driving market volatility, and assess any potential impact on Canada. As always, all feedback welcome.

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 latest swings in the data, whether provincial spreads have tightened too far, and his favourite trade ideas. As always, all feedback welcome.

In this episode, Joel Prussky, BMO’s OIS and cross-currency trader, joins me to discuss last week’s Bank of Canada 25 bp rate hike, their conditional pause, how Wednesday’s FOMC decision impacts the BoC, his thoughts on rates, and his favourite trade ideas. As always, all feedback welcome.

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.

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.

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 i...

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.