BMO Views from the North

BMO Capital Markets
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.

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