Watching federal issuance and long-end risk

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 outlook, there remain pockets of opportunity with Adam outlining a few trade ideas.

As always, all feedback is welcome.