Om denne podcast
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
Episoder
De nyeste 20 af 107 episoder
- Grand Finale · 31 min.In this episode, Joel Prussky, BMO’s OIS and cross-currency trader, joins me for a final time ahead of his upcoming retirement. We discuss the outlook for the Bank of Canada, the…
- It's Canada's Time · 27 min.In this episode, Chris D’Onofrio, one of BMO’s Canadian dollar swap traders, joins me to discuss the highlights from our marketing trip to London last week, the evolution of Bank…
- A September To Remember · 36 min.In this episode, Jeff Oland, part of BMO’s Government of Canada bond trading team, joins me to discuss the Bank of Canada’s latest decision and surprisingly hawkish tone, the…
- Up in Smoke · 27 min.In this episode, Adam Whitlam, head of the Toronto rates sales desk, joins me to discuss the constantly changing macro backdrop, how that impacts the outlook for the Bank of…
- Has Housing Bottomed? · 24 min.In this episode, Robert Kavcic, a Senior Economist from the BMO Economics team, joins me to share his perspective on the state of the Canadian housing market. We go through the…
- Front End Follies · 22 min.In this episode, Andrew Wallace, part of BMO’s Government of Canada bond trading team, joins me to discuss the recent relative outperformance of the Canadian bond market…
- I'm Over It · 32 min.In this episode, Jeff Oland, part of BMO’s Government of Canada bond trading team, joins me to discuss how the June 1/2 extension shaped up, the state of the Canadian economy…
- Once a Bear, Always a Bear · 31 min.In my 100th episode, Joel Prussky, BMO’s OIS and cross-currency trader, joins me to discuss the current macro environment, with a focus on inflation and what that means for the…
- Rose-coloured Canada · 27 min.In this episode, Chris D’Onofrio, one of BMO’s Canadian dollar swap traders, joins me to discuss how market behaviour has evolved as the Middle East conflict appears to be…
- Dire Straits · 42 min.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…
- Waiting for a Catalyst · 23 min.In this episode, Andrew Wallace, part of BMO’s Government of Canada bond trading team, joins me to discuss the takeaways from his recent trip to London, the challenging market…
- Spicy Start to the New Year · 30 min.In the first episode of 2026, Jeff Oland, part of BMO’s Government of Canada bond trading team, joins me to discuss next week’s Bank of Canada policy announcement, the state of…
- 2026: House of Cards · 33 min.In the final episode of 2025, Joel Prussky, BMO’s OIS and cross-currency trader, joins me to discuss the recent Bank of Canada and Fed policy announcements, potential paths for…
- December Fun · 27 min.In this episode, Sam Buckley, Head of BMO’s Government of Canada trading desk, joins me to discuss Canada’s massive December 1 index extension, the outlook for the Bank of Canada…
- Macro Summit 2025 Panel · 43 min.BMO held its annual Toronto Macro Summit last week. I was honoured to participate on a panel with our guest speaker James Aitken, a globally renowned macro strategist, and Ian…
- Room for Risk to Run · 27 min.In this episode, Manmit Pandori, head of tactical and accrual trading at BMO Capital Markets, joins me to discuss the current state of the credit market, whether spreads can keep…
- The Focus Is on the Front-End · 28 min.In this episode, Andrew Wallace, part of BMO's Government of Canada bond trading team, joins me to discuss our expectations for next week's Bank of Canada policy announcement…
- The Rich Get Richer · 25 min.In this episode, Adam Whitlam, part of BMO's Canadian institutional fixed income sales team, joins me to discuss the persistent richness of credit spreads, North American…
- Is It Cheap Enough Yet? · 28 min.In this episode, Chris D’Onofrio, one of BMO’s Canadian dollar swap trades, joins me to discuss the outlook for the Bank of Canada, whether the front end has cheapened enough…
- Canadian Housing: The End of an Era · 24 min.In this episode, Robert Kavcic, a Senior Economist from the BMO Economics team, joins me to share his insights on the state Canadian housing market, the fundamental drivers…
