BMO Views from the North

67 episodes - English - Latest episode: 13 days ago - ★★★★★ - 3 ratings

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

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Episodes

Icarus

June 03, 2021 13:57 - 38 minutes

This week, Dave Moore, BMO's Hong Kong based trader joins me on the show to discuss Canada’s latest GDP report, the risks central bankers are taking by running the printing press, the upcoming Bank of Canada policy meeting, activity in the Asian investor base and his favourite trade ideas. As always, all feedback welcome.

Special Episode: Global Reserve and Asset Managers Conference Panel

May 13, 2021 14:13 - 38 minutes

This week’s special episode comes to you directly from BMO’s 8th Annual Global Reserve and Asset Manager’s Conference, which was held May 4-6. Special guests, Chris Chapman, Managing Director and Portfolio Manager from Manulife Investment Management and Ray Tanveer, Vice President at Healthcare of Ontario Pension Plan joined me and Adam Whitlam, part of BMO’s Toronto-based fixed income sales team, to discuss the Canadian rates and macro backdrop, various inflation scenarios and their favourit...

The Notorious B-E-A-R

April 29, 2021 15:00 - 27 minutes

This week, Joel Prussky, BMO's OIS and cross currency trader joins me to share his insights on the recent Bank of Canada policy announcement, Federal Budget, how inflation is set to accelerate and his favourite trade ideas. As always, all feedback is welcome.

Thank You Sir, May I Have More Stimulus?

April 15, 2021 15:00 - 25 minutes

This week, Fred Nastos, co-head of core FICC trading, joins me for his third appearance on the show. We discuss next week’s Federal Budget and Bank of Canada policy announcement. As always, all feedback is welcome.

How Do You Solve a Problem Like Hot Housing?

March 31, 2021 17:44 - 27 minutes

This week Robert Kavcic, a Senior Economist from the BMO Economics team, joins me to share his insights on the raging Canadian housing market, potential policy actions, and his views on the latest provincial budgets.

The French Connection

March 18, 2021 15:00 - 36 minutes

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 current Bank of Canada pricing, this week’s Canada Mortgage Bond issue, opportunities in the provincial bond market, some broader macro themes, and, of course, their favourite trade ideas. As always, all feedback welcome.

The End is Near

February 25, 2021 16:00 - 30 minutes

This week Adam Whitlam, part of the Toronto-based fixed income sales team, and Jordan Sugar, one of our provincial bond traders, join me to share their insights on the recent tapering of the Bank of Canada’s Provincial Bond Purchase Program, the state of the provincial bond market, Canada/US spreads and their favourite trade ideas.

Vaccination Spreads

February 11, 2021 14:56 - 29 minutes

This week, Peter Kleb, head of our London rates sales desk, and Austin Derris, Boston-based sales, join me to share their insights on swap spreads, Canada/US cross-market spreads, and how the pace of vaccinations could impact the macro outlook.

Inflating BoC Expectations

January 28, 2021 16:00 - 43 minutes

This week, Dave Moore, BMO's Hong Kong based trader joins me for his second appearance on the show to share his insights the outlook for the Bank of Canada, the post-COVID recovery, and his favourite trade ideas. As always, all feedback welcome.

To Cut or Not to Cut? That is the Question

January 14, 2021 15:00 - 30 minutes

This week, Joel Prussky, BMO's OIS and cross currency trader joins me to share his insights on the upcoming Bank of Canada policy meeting, the recent bear steepening in rates, along with any other thoughts and trade ideas he might have for the New Year. As always, all feedback welcome.

Salvation at Last?

December 03, 2020 15:00 - 30 minutes

This week, Fred Nastos, co-head of core FICC trading, joins me for his second appearance on the show. We discuss next week’s Bank of Canada policy announcement, the recent market action around December 1 and 2 flows, thoughts on the outlook for 2021, and, of course, his favourite trade ideas. As always, all feedback welcome.

Go Long and Go Home

November 19, 2020 15:00 - 33 minutes

This week, Jean-Michel Beaulieu, part of the Montreal-based fixed income sales team, and Francois Leclerc, who trades CMBs and provincial bonds for BMO, join me to share their insights on the coming Dec 1 flows, opportunities in the provincial bond market, some broader macro themes, and, of course, their favourite trade ideas. As always, all feedback welcome.

An American Perspective

November 05, 2020 15:14 - 27 minutes

This week, Austin Derris, part of BMO’s US-based fixed income sales team, joins me to share his insights on the Canadian rates market, impact of the BoC’s QE shift, some thoughts on the US election, and his favourite trade ideas. While Austin covers all types Canadian dollar fixed income products, he has particularly deep expertise in derivatives.

Provincial Prospects

October 22, 2020 06:00 - 29 minutes

This week, Adam Whitlam, part of the Toronto-based fixed income sales team, and Jordan Sugar, one of our provincial bond traders, join me to share their insights on the provincial bond market, the impact of last week’s Bank of Canada announcement that it’s pulling back on market support and their favourite trade ideas.