Advertise on podcast: BMO Views from the North

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 of Canada pricing after the hawkish turn two weeks ago, Prime Minister Carney's pro-business shift and what that could mean for the economy, and our favourite trade ideas. As always, all feedback is welcome.

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 broader inflation backdrop, rising global yields, and our favourite trade ideas. As always, all feedback is welcome.

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 Canada and the yield curve. We also look back to assess our trade ideas from Adam’s last episode in April, and provide some new ones amid the summer market doldrums. As always, all feedback is welcome.

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 various fundamental drivers and discuss whether the market is bottoming after a challenging few years. In addition, we preview next week’s Bank of Canada policy announcement. As always, all feedback is welcome.

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, front-end dynamic and how futures positioning has shifted, the macro backdrop, and a couple of trade ideas.  As always, all feedback is welcome.

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 amid a somewhat persistent negative data flow, how the federal government is performing, and where we see opportunities in the market. As always, all feedback is welcome.

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 Bank of Canada. Joel also shares his favourite trade ideas amid heightened uncertainty. As always, all feedback is welcome.

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 waning, what that means for Bank of Canada pricing, whether we could get any surprises in the coming Spring federal fiscal update,  and his favourite trade ideas. As always, all feedback is welcome.

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 from positioning to provincial spreads and my recent trip to London. While there’s plenty of uncertainty clouding the outlook, there remain pockets of opportunity with Adam outlining a few trade ideas. As always, all feedback is welcome.

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 backdrop, and some trade ideas. As always, all feedback is welcome.

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 the Canadian economy, the wild headlines over the past few weeks, as well as market thoughts and trade ideas. As always, all feedback is welcome.

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 monetary policy, the outlook for 2026, and his favourite trade ideas. Happy holidays to all! I’ll be back with more episodes in the New Year! As always, all feedback is welcome.

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 and Fed, as well as his thoughts on what’s in store for 2026 and some trade ideas into year end. As always, all feedback is welcome.

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 Lyngen, BMO's head of US rate strategy, with Joe Leary, BMO's co-head of fixed income as moderator. Joe orchestrated a lively discussion on a wide range of topics that goes well beyond the usual Canada focus. This episode of Views from the North is a recording of the panel that was held on the evening of October 30th. I hope you enjoy listening as much as I enjoyed participating. As always, all feedback is welcome.

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 tightening, how his team is positioning themselves, and what could blow it all up.  As always, all feedback is welcome.