That's Not a Cut, This Is a Cut - Views from the North
In this episode, Adam Whitlam, part of BMO’s Canadian institutional fixed income sales team, joins me to discuss the impact of the latest GDP figures on the outlook for Bank of Canada, the coming changes to mortgage insurance regulations, investors’ views on duration, why provincial spreads look attractive, and our favourite trade ideas.
As always, all feedback is welcome.
Transcript will be posted shortly.
Follow us on Apple Podcasts and Spotify or your preferred podcast provider.
About 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 macroeconomy.
Benjamin Reitzes
Managing Director, Canadian Rates & Macro Strategist
