

BMO Views from the North
BMO Capital Markets
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
Mentioned books

Jan 20, 2022 • 27min
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 trades heading into the Bank.As always, all feedback welcome.

Dec 16, 2021 • 21min
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 always, all feedback welcome.

Dec 2, 2021 • 26min
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 insights on the Canadian rates market, along with his favourite trade ideas.As always, all feedback welcome.

Nov 18, 2021 • 40min
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 their insights on their insights on the state of the Canadian rates market, provincial spreads, some broader macro themes, and their favourite trade ideas.As always, all feedback welcome.

Nov 4, 2021 • 28min
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 where we go from here.As always, all feedback welcome.

Oct 21, 2021 • 28min
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 always, all feedback welcome.

Oct 7, 2021 • 27min
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 Canada’s upcoming dilemma and his favourite trade ideas. As always, all feedback welcome.

Sep 23, 2021 • 21min
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 discuss the federal election results, recent Bank of Canada policy announcement and the state of the Canadian rates market. As always, all feedback welcome.

Jul 22, 2021 • 35min
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 the recent rally in rates, provincial & CANHOU markets, and thoughts on last week’s Bank of Canada policy announcement.As always, all feedback welcome.

Jul 8, 2021 • 24min
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 finally cheap cross market.As always, all feedback welcome.


