skinny.

Latest / BMO Views from the North

Go Long and Go Home

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.

The skinny

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