BMO Views from the North Podcast
1) The Rich Get Richer
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 inflation dynamics and the di...Show More
2) Is It Cheap Enough Yet?
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, and the potential path f...Show More
3) Canadian Housing: The End of an Era
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, regional differences, how ...Show More
4) It's All About Inflation
In this episode, Joel Prussky, BMO’s OIS and cross-currency trader, joins me to discuss the Bank of Canada’s decision to stay on hold this week, where monetary policy is headed for the rest of 2025, a...Show More
5) Capital Flows in a Time of Stress
BMO hosted its 12th annual Government, Reserve & Asset Managers Conference last week in Toronto. I had the privilege of moderating a panel titled "Capital Flows in a Time of Stress". The panel feature...Show More
6) Won't Get Fooled Again
In this episode, Adam Whitlam, part of BMO’s Canadian institutional fixed income sales team, joins me to discuss the ongoing tariff drama, last week’s Bank of Canada decision to pause and whether more...Show More
7) A Brave New World
In this episode, Manmit Pandori, head of tactical and accrual trading at BMO, joins me to discuss President Trump's tariff announcement, the financial market reaction, how the macro backdrop might unf...Show More
8) Consequences
In this episode, Jeff Oland, part of BMO’s Government of Canada bond trading team, joins me to discuss this week’s hot CPI report and whether everyone (including the Bank of Canada) has inflation wron...Show More
9) Cutting Through the Noise
In this episode, Chris D’Onofrio, one of BMO’s Canadian dollar swap traders, joins me to discuss the on again/off again tariff threats, swap spreads, the upcoming Bank of Canada policy announcement, a...Show More
10) Much Ado About Tariffs
In this episode, Darren Campbell, BMO’s head of FICC Investor Sales Canada, joins me to discuss the wild events of the past week, how tariffs could evolve, and what it could mean for the Bank of Canad...Show More