BMO Views from the North Carnage
Sep 28, 2023
Adam Whitlam, Toronto-based fixed income sales team member, joins to discuss the rates market carnage, the CMB saga, and the outlook for central banks & interest rates. They also explore investment preferences of Japanese investors, potential interest rate cuts, and market volatility.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 4min
Investment Preferences and Hedging Costs for Japanese Investors
03:55 • 3min
Discussion on Q1 public accounts, potential interest rate cut, and demand for spread products
06:33 • 2min
US Flow of Funds Data and Foreign Interest in Treasuries
08:45 • 7min
Market Volatility and Sell-Off in Yields
16:07 • 13min