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.
Transcript will be posted shortly.
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Views from the North
BMO Canadian Rates Strategist, Ben Reitzes, hosts roundtable discussions offering perspectives from strategy, sales and trading on the Canadian rates market and the macro economy.
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