INFORMAZIONI SU QUESTO EPISODIO

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Cerca gli episodi passati di BMO Views from the North.

ALTRI EPISODI IN QUESTO PODCAST

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 cover lots of ground from positioning to provincial spreads and my recent trip to London. While there’s plenty of uncertainty clouding the outlo…
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 announcement, the state of the Canadian economy, the wild headlines over the past few weeks, as well as market thoughts and trade ideas. As always, …
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 appears to be waning, what that means for Bank of Canada pricing, whether we could get any surprises in the coming Spring federal fiscal upda…

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, potential paths for monetary policy, the outlook for 2026, and his favourite trade ideas. Happy holidays to all! I’ll be back with more episod…
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 challenging market backdrop, and some trade ideas. As always, all feedback is welcome.
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