Shows / BMO Views from the North
BMO Views from the North
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
Episodes
- BMO Views from the North
Flattering Flattening
In this episode, Andrew Wallace, part of BMO’s Government of Canada bond trading team, joins me to discuss last week's Bank of Canada rate hike, investor…
- BMO Views from the North
Grand Finale
In this episode, Joel Prussky, BMO’s OIS and cross-currency trader, joins me for a final time ahead of his upcoming retirement. We discuss the outlook for the…
- BMO Views from the North
It's Canada's Time
In this episode, Chris D’Onofrio, one of BMO’s Canadian dollar swap traders, joins me to discuss the highlights from our marketing trip to London last week…
- BMO Views from the North
A September To Remember
In this episode, Jeff Oland, part of BMO’s Government of Canada bond trading team, joins me to discuss the Bank of Canada’s latest decision and surprisingly…
- BMO Views from the North
Up in Smoke
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…
- BMO Views from the North
Has Housing Bottomed?
In this episode, Robert Kavcic, a Senior Economist from the BMO Economics team, joins me to share his perspective on the state of the Canadian housing market…
- BMO Views from the North
Front End Follies
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…
- BMO Views from the North
I'm Over It
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…
- BMO Views from the North
Once a Bear, Always a Bear
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…
- BMO Views from the North
Rose-coloured Canada
In this episode, Chris D’Onofrio, one of BMO’s Canadian dollar swap traders, joins me to discuss how market behaviour has evolved as the Middle East conflict…
- BMO Views from the North
Dire Straits
In this episode, Adam Whitlam, head of the Toronto rates sales desk, joins me to discuss the economic and market backdrop amid the ongoing war in Iran. We…
- BMO Views from the North
Waiting for a Catalyst
In this episode, Andrew Wallace, part of BMO’s Government of Canada bond trading team, joins me to discuss the takeaways from his recent trip to London, the…
- BMO Views from the North
Spicy Start to the New Year
In the first episode of 2026, Jeff Oland, part of BMO’s Government of Canada bond trading team, joins me to discuss next week’s Bank of Canada policy…
- BMO Views from the North
2026: House of Cards
In the final episode of 2025, Joel Prussky, BMO’s OIS and cross-currency trader, joins me to discuss the recent Bank of Canada and Fed policy announcements…
- BMO Views from the North
December Fun
In this episode, Sam Buckley, Head of BMO’s Government of Canada trading desk, joins me to discuss Canada’s massive December 1 index extension, the outlook for…
- BMO Views from the North
Macro Summit 2025 Panel
BMO held its annual Toronto Macro Summit last week. I was honoured to participate on a panel with our guest speaker James Aitken, a globally renowned macro…
- BMO Views from the North
Room for Risk to Run
In this episode, Manmit Pandori, head of tactical and accrual trading at BMO Capital Markets, joins me to discuss the current state of the credit market…
- BMO Views from the North
The Focus Is on the Front-End
In this episode, Andrew Wallace, part of BMO's Government of Canada bond trading team, joins me to discuss our expectations for next week's Bank of Canada…
- BMO Views from the North
The Rich Get Richer
In this episode, Adam Whitlam, part of BMO's Canadian institutional fixed income sales team, joins me to discuss the persistent richness of credit spreads…
- BMO Views from the North
Is It Cheap Enough Yet?
In this episode, Chris D’Onofrio, one of BMO’s Canadian dollar swap trades, joins me to discuss the outlook for the Bank of Canada, whether the front end has…
- BMO Views from the North
Canadian Housing: The End of an Era
In this episode, Robert Kavcic, a Senior Economist from the BMO Economics team, joins me to share his insights on the state Canadian housing market, the…
- BMO Views from the North
It's All About Inflation
In this episode, Joel Prussky, BMO’s OIS and cross-currency trader, joins me to discuss the Bank of Canada’s decision to stay on hold this week, where monetary…
- BMO Views from the North
Capital Flows in a Time of Stress
BMO hosted its 12th annual Government, Reserve & Asset Managers Conference last week in Toronto. I had the privilege of moderating a panel titled "Capital…
- BMO Views from the North
Won't Get Fooled Again
In this episode, Adam Whitlam, part of BMO’s Canadian institutional fixed income sales team, joins me to discuss the ongoing tariff drama, last week’s Bank of…
- BMO Views from the North
A Brave New World
In this episode, Manmit Pandori, head of tactical and accrual trading at BMO, joins me to discuss President Trump's tariff announcement, the financial market…
- BMO Views from the North
Consequences
In this episode, Jeff Oland, part of BMO’s Government of Canada bond trading team, joins me to discuss this week’s hot CPI report and whether everyone…
- BMO Views from the North
Cutting Through the Noise
In this episode, Chris D’Onofrio, one of BMO’s Canadian dollar swap traders, joins me to discuss the on again/off again tariff threats, swap spreads, the…
- BMO Views from the North
Much Ado About Tariffs
In this episode, Darren Campbell, BMO’s head of FICC Investor Sales Canada, joins me to discuss the wild events of the past week, how tariffs could evolve, and…
- BMO Views from the North
Positively Politics, Featuring the Honourable Scott Brison
In this episode, the Honourable Scott Brison, BMO Vice-Chair and a former Member of Parliament, joins me to discuss Canada’s political backdrop. Scott outlines…
- BMO Views from the North
Welcome to 2025
In this episode, Andrew Wallace, part of BMO’s Government of Canada bond trading team, joins me to discuss what he’s focusing on in the coming year, the…
- BMO Views from the North
Cross-Border Quarters
In this episode, Matthew Baird, part of BMO’s institutional fixed income sales team in Vancouver, joins me to discuss what to expect from next week’s Bank of…
- BMO Views from the North
What Trump 2.0 Means for Canada
In this episode, Douglas Porter, BMO’s Chief Economist, joins me to discuss how President-elect Trump’s return to the White House could impact the Canadian…
- BMO Views from the North
Veni, Vidi, Fifty
In this episode, Joel Prussky, BMO’s OIS and cross-currency trader, joins me to break down this week’s 50 bp rate cut from the Bank of Canada, whether more…
- BMO Views from the North
That's Not a Cut, This Is a Cut
In this episode, Adam Whitlam, part of BMO’s Canadian institutional fixed income sales team, joins me to discuss the impact of the latest GDP figures on the…
- BMO Views from the North
Terminal! Terminal! Terminal!
In this episode, Chris D’Onofrio, one of BMO’s Canadian dollar swap traders, joins me to discuss last week’s Bank of Canada rate cut, terminal rates and where…
- BMO Views from the North
Back to School, Back to Work
With the kids heading back to school, while we just keep on working, I’m joined by Sam Buckley, Head of BMO’s Government of Canada trading desk, to discuss…
- BMO Views from the North
Keep It Simple
In this episode, Darren Campbell, BMO’s head of FICC Investor Sales Canada, joins me to discuss the path for the Bank of Canada and Federal Reserve, where…
- BMO Views from the North
The Squeeze
In this episode, Adam Whitlam, part of BMO’s Canadian institutional fixed income sales team, joins me to discuss the surprisingly firm May inflation figures…
- BMO Views from the North
One Down, Two to Go?
In this episode, Joel Prussky, BMO’s OIS and cross-currency traders, joins me to discuss last week’s Bank of Canada 25 bp rate cut, the potential extent of…
- BMO Views from the North
It's Cuttin' Time!
In this episode, Chris D’Onofrio, one of BMO’s Canadian dollar swap traders, joins me to discuss our expectations for the June Bank of Canada policy…
- BMO Views from the North
A Different Perspective
In a first for Views from the North, I had the pleasure of speaking with TJ Sutter, Co-Head & Macro Portfolio Manager, Fixed Income, at CCL Investment…
- BMO Views from the North
Budget Bingo: Winners and Losers
This week Robert Kavcic, a Senior Economist from the BMO Economics team, Fred Nastos, Head of Government Spread Trading and Adam Whitlam from our Canada…
- BMO Views from the North
Decidedly Undecided
In this episode, Jeff Oland, part of BMO’s Government of Canada bond trading team, joins me to discuss next week’s Bank of Canada policy announcement, the…
- BMO Views from the North
Nobody Said It Was Easy
In this episode, Darren Campbell, BMO’s head of FICC investor sales Canada, joins me to discuss the lack of conviction keeping the rates market constrained…
- BMO Views from the North
Just Be Long
In this episode, Adam Whitlam, part of BMO’s Canadian institutional fixed income sales team, joins me to discuss the current state of the rates market…
- BMO Views from the North
Hopeful on Housing
In this episode Robert Kavcic, a Senior Economist from the BMO Economics team, joins me to share his insights on the outlook for the Canadian housing market…
- BMO Views from the North
Not So Fast
In this episode, Joel Prussky, BMO’s OIS and cross-currency traders, joins me to discuss next week’s Bank of Canada policy announcement, how this week’s…
- BMO Views from the North
Too Far, Too Fast?
In this episode, Jeff Oland, part of BMO’s Government of Canada bond trading team, joins me to discuss next week’s Bank of Canada policy announcement, the…
- BMO Views from the North
Who to Believe?
In this episode, Darren Campbell, BMO’s head of FICC investor sales Canada, joins me to discuss the ongoing volatility in fixed income markets, what risk…
- BMO Views from the North
The Canadian Conundrum
In this episode, Doug Porter, BMO’s Chief Economist, joins me to discuss last week’s Bank of Canada decision to stay on hold, his upcoming piece on Canadian…
- BMO Views from the North
It’s Finally Over
In this episode, Joel Prussky, BMO’s OIS and cross-currency trader, joins me to discuss next week’s Bank of Canada policy announcement and the likely end of…
- BMO Views from the North
Carnage
In this episode, Adam Whitlam, part of the Toronto-based fixed income sales team, joins me to discuss the carnage in the rates market, my takeaways from visits…
- BMO Views from the North
Fiscal Worries and the End of Rate Hikes?
In this episode, Jeff Oland, part of BMO’s Government of Canada bond trading team, joins me for the first time to discuss next week’s Bank of Canada policy…
- BMO Views from the North
Not Convinced on Cuts
In this episode, Dave Moore, part of BMO’s London-based fixed income sales team, joins me to discuss last week’s Bank of Canada rate hike, global inflation…
- BMO Views from the North
A 50/50 Proposition
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…
- BMO Views from the North
More to Come
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…
- BMO Views from the North
Hikes Back on the Table
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…
- BMO Views from the North
Lay of the Land
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…
- BMO Views from the North
Tough Talk
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…
- BMO Views from the North
Has Housing Bottomed?
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…