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.
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.