Podcasts by BMO Views from the North
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
Further podcasts by BMO Capital Markets
Podcast on the topic Geldanlage
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What the Hawk? from 2022-02-03T16:00
This week, Joel Prussky, BMO's OIS and cross currency trader joins me to discuss the takeaways from last week’s Bank of Canada decision, his view on the rates market, and his favourite trade ideas....
ListenShould They Stay or Should They Go? from 2022-01-20T16:00
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 a...
Onward and Upward from 2021-12-16T16:00
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.
Bank of Canada on Deck from 2021-12-02T16:00
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...
ListenIs it Time to Worry? from 2021-11-18T16:00
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 t...
ListenCarnage in Canada from 2021-11-04T15:00
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, ...
The Bank of Canada’s Dilemma from 2021-10-21T15:00
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.
What, Me Worry? from 2021-10-07T15:00
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 favour...
ListenWe're Back! from 2021-09-23T15:00
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, rece...
ListenSummertime and the Trading Ain't Easy from 2021-07-22T15:00
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 &...
ListenIs Canada Cheap at Last? from 2021-07-08T15:00
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,...
Central Banks Remain Central from 2021-06-17T15:00
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 the state of the pr...
ListenSpecial Episode: Global Reserve and Asset Managers Conference Panel from 2021-05-13T14:13:16
This week’s special episode comes to you directly from BMO’s 8th Annual Global Reserve and Asset Manager’s Conference, which was held May 4-6. Special guests, Chris Chapman, Managing Director and P...
ListenThe Notorious B-E-A-R from 2021-04-29T15:00
This week, Joel Prussky, BMO's OIS and cross currency trader joins me to share his insights on the recent Bank of Canada policy announcement, Federal Budget, how inflation is set to accelerate and ...
ListenThank You Sir, May I Have More Stimulus? from 2021-04-15T15:00
This week, Fred Nastos, co-head of core FICC trading, joins me for his third appearance on the show. We discuss next week’s Federal Budget and Bank of Canada policy announcement.
As always, all...
How Do You Solve a Problem Like Hot Housing? from 2021-03-31T17:44:02
This week Robert Kavcic, a Senior Economist from the BMO Economics team, joins me to share his insights on the raging Canadian housing market, potential policy actions, and his views on the latest ...
ListenThe French Connection from 2021-03-18T15:00
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 c...
ListenVaccination Spreads from 2021-02-11T14:56
This week, Peter Kleb, head of our London rates sales desk, and Austin Derris, Boston-based sales, join me to share their insights on swap spreads, Canada/US cross-market spreads, and how the pace ...
ListenInflating BoC Expectations from 2021-01-28T16:00
This week, Dave Moore, BMO's Hong Kong based trader joins me for his second appearance on the show to share his insights the outlook for the Bank of Canada, the post-COVID recovery, and his favouri...
ListenTo Cut or Not to Cut? That is the Question from 2021-01-14T15:00
This week, Joel Prussky, BMO's OIS and cross currency trader joins me to share his insights on the upcoming Bank of Canada policy meeting, the recent bear steepening in rates, along with any other ...
ListenSalvation at Last? from 2020-12-03T15:00
This week, Fred Nastos, co-head of core FICC trading, joins me for his second appearance on the show. We discuss next week’s Bank of Canada policy announcement, the recent market action around Dece...
ListenGo Long and Go Home from 2020-11-19T15:00
This week, Jean-Michel Beaulieu, part of the Montreal-based fixed income sales team, and Francois Leclerc, who trades CMBs and provincial bonds for BMO, join me to share their insights on the comin...
ListenProvincial Prospects from 2020-10-22T06:00
This week, Adam Whitlam, part of the Toronto-based fixed income sales team, and Jordan Sugar, one of our provincial bond traders, join me to share their insights on the provincial bond market, the ...
ListenThoughts from the East from 2020-10-08T06:00
This week, Dave Moore, BMO's Hong Kong based trader joins me to share his insights on what the Asian client base is focused on, where he sees the market going, and his favourite trade ideas.
ListenDuration Hater from 2020-09-24T14:00
This week, Joel Prussky, BMO's OIS and cross currency trader joins Ben Reitzes to share his insights on the yield curve, fiscal policy, big picture thoughts about where the monetary system is heade...
ListenDoes the BoC Have it Right? from 2020-09-10T19:00
In the first episode of Views From The North, I was joined by Fred Nastos, head of credit trading at BMO. We share our thoughts on the Bank of Canada’s latest policy announcement, market impact and...
ListenDoes the BoC Have it Right? from 2020-09-10T19:00
In the first episode of Views From The North, I was joined by Fred Nastos, head of credit trading at BMO. We share our thoughts on the Bank of Canada’s latest policy announcement, market impact and...
ListenDoes the BoC Have it Right? from 2020-09-10T19:00
In the first episode of Views From The North, I was joined by Fred Nastos, head of credit trading at BMO. We share our thoughts on the Bank of Canada’s latest policy announcement, market impact and...
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