
BMO Views from the North Not Convinced on Cuts
Jul 20, 2023
Dave Moore, part of BMO’s London-based fixed income sales team, joins to discuss Bank of Canada rate hike, global inflation trends, central banks' hawkishness, and his favorite trade ideas. They analyze the economic implications, rate cuts, curve inversion, and suggest getting into steepening in August. They also share vacation plans, insights on the Canadian economy, and trade ideas, emphasizing the positive context of Canada.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 2min
The Bank of Canada's recent actions and economic implications
01:56 • 17min
Debating Rate Cuts and Public Perception
18:37 • 8min
Analysis of Curve Inversion and Steepening Trades
27:02 • 5min
Vacation Plans, Inflation, and Trade Ideas: Insights and Optimism on the Canadian Economy
32:31 • 4min
