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
CMBs: More Questions Than Answers
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…
- BMO Views from the North
The Weakest Link
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…
- BMO Views from the North
Two-Faced Data
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
Pause-itive Thinking
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…
- BMO Views from the North
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…
- BMO Views from the North
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…
- BMO Views from the North
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…
- BMO Views from the North
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…
- BMO Views from the North
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…
- BMO Views from the North
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…
- BMO Views from the North
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…
- BMO Views from the North
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…
- BMO Views from the North
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…
- BMO Views from the North
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…
- BMO Views from the North
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…
- BMO Views from the North
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…
- BMO Views from the North
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…
- BMO Views from the North
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…
- BMO Views from the North
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…
- BMO Views from the North
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…
- BMO Views from the North
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…
- BMO Views from the North
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…
- BMO Views from the North
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…
- BMO Views from the North
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…
- BMO Views from the North
Carnage in Canada
This week, Darren Campbell, BMO’s head of FICC investor sales, joins me to discuss the recent Bank of Canada policy meeting, the resulting market carnage, and…
- BMO Views from the North
The Bank of Canada’s Dilemma
This week, Fred Nastos, co-head of core BMO’s FICC trading, joins me to discuss next week’s Bank of Canada policy meeting and our favourite trade ideas. As…
- BMO Views from the North
What, Me Worry?
This week, Joel Prussky, BMO's OIS and cross currency trader joins me to discuss his view on the rates market, weigh in on the inflation debate, the Bank of…
- BMO Views from the North
We're Back!
After taking the summer to recharge, Views from the North is back. This week, Adam Whitlam, part of the Toronto-based fixed income sales team, joins me to…
- BMO Views from the North
Summertime and the Trading Ain't Easy
This week, Adam Whitlam, part of the Toronto-based fixed income sales team, and Jordan Sugar, one of our provincial & CANHOU bond traders, join me to discuss…
- BMO Views from the North
Is Canada Cheap at Last?
This week, Austin Derris, Boston-based fixed income sales, joins me to discuss the upcoming Bank of Canada policy meeting, swap spreads, whether Canada is…
- BMO Views from the North
Central Banks Remain Central
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…
- BMO Views from the North
Icarus
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…
- BMO Views from the North
Special Episode: Global Reserve and Asset Managers Conference Panel
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…
- BMO Views from the North
The Notorious B-E-A-R
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…
- BMO Views from the North
Thank You Sir, May I Have More Stimulus?
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…
- BMO Views from the North
How Do You Solve a Problem Like Hot Housing?
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…
- BMO Views from the North
The French Connection
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…
- BMO Views from the North
The End is Near
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…
- BMO Views from the North
Vaccination Spreads
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…
- BMO Views from the North
Inflating BoC Expectations
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…
- BMO Views from the North
To Cut or Not to Cut? That is the Question
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…
- BMO Views from the North
Salvation at Last?
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…
- 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…
- BMO Views from the North
An American Perspective
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…
- BMO Views from the North
Provincial Prospects
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…
- BMO Views from the North
Thoughts from the East
This week, Dave Moore, BMO's Hong Kong based trader joins me to share his insights on what the Asian client base is focused on, where he sees the market going…
- BMO Views from the North
Duration Hater
This week, Joel Prussky, BMO's OIS and cross currency trader joins Ben Reitzes to share his insights on the yield curve, fiscal policy, big picture thoughts…
- BMO Views from the North
Does the BoC Have it Right?
In the first episode of Views From The North, I was joined by Fred Nastos, head of credit trading at BMO. We share our thoughts on the Bank of Canada’s latest…