BMO Views from the North

By BMO Capital Markets

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Category: Investing

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Episodes: 67

Description

BMO’s Canadian Rates Strategist, Ben Reitzes hosts roundtable discussions offering perspectives from strategy, sales and trading on the Canadian rates market and the macro economy. To listen to more great episodes visit http://bmocm.com/ViewsFromTheNorth For legal disclosure, visit http://bmocm.com/macrohorizons/legal

Episode Date
Budget Bingo: Winners and Losers
Apr 18, 2024
Decidedly Undecided
Apr 04, 2024
Nobody Said It Was Easy
Mar 14, 2024
Just Be Long
Feb 15, 2024
Hopeful on Housing
Feb 01, 2024
Not So Fast
Jan 18, 2024
Too Far, Too Fast?
Nov 30, 2023
Who to Believe?
Nov 16, 2023
The Canadian Conundrum
Nov 02, 2023
It’s Finally Over
Oct 19, 2023
Carnage
Sep 28, 2023
Fiscal Worries and the End of Rate Hikes?
Aug 31, 2023
Not Convinced on Cuts
Jul 20, 2023
A 50/50 Proposition
Jul 06, 2023
More to Come
Jun 22, 2023
Hikes Back on the Table
Jun 01, 2023
Lay of the Land
May 11, 2023
Tough Talk
Apr 27, 2023
Has Housing Bottomed?
Apr 06, 2023
CMBs: More Questions Than Answers
Mar 30, 2023
The Weakest Link
Mar 16, 2023
Two-Faced Data
Mar 01, 2023
Pause-itive Thinking
Feb 02, 2023
One and Done?
Jan 19, 2023
Talking Terminal
Dec 01, 2022
Provincially Speaking
Nov 24, 2022
Growth Worries Ramp Up
Nov 03, 2022
Here Comes the Boom
Oct 20, 2022
WWJD
Sep 15, 2022
Another Aggressive Hike Is Coming
Sep 01, 2022
House of Cards
Jul 28, 2022
Crude Reality
Jun 23, 2022
The Central Bank Conundrum
Jun 09, 2022
Taming the Bear
May 26, 2022
Playing Catch-Up
Apr 07, 2022
The Canadian Housing Dilemma
Mar 24, 2022
Fear Factor
Mar 10, 2022
On the Path to Rate Hikes
Feb 24, 2022
What the Hawk?
Feb 03, 2022
Should They Stay or Should They Go?
Jan 20, 2022
Onward and Upward
Dec 16, 2021
Bank of Canada on Deck
Dec 02, 2021
Is it Time to Worry?
Nov 18, 2021
Carnage in Canada
Nov 04, 2021
The Bank of Canada’s Dilemma
Oct 21, 2021
What, Me Worry?
Oct 07, 2021
We're Back!
Sep 23, 2021
Summertime and the Trading Ain't Easy
Jul 22, 2021
Is Canada Cheap at Last?
Jul 08, 2021
Central Banks Remain Central
Jun 17, 2021
Icarus
Jun 03, 2021
Special Episode: Global Reserve and Asset Managers Conference Panel
May 13, 2021
The Notorious B-E-A-R
Apr 29, 2021
Thank You Sir, May I Have More Stimulus?
Apr 15, 2021
How Do You Solve a Problem Like Hot Housing?
Mar 31, 2021
The French Connection
Mar 18, 2021
The End is Near
Feb 25, 2021
Vaccination Spreads
Feb 11, 2021
Inflating BoC Expectations
Jan 28, 2021
To Cut or Not to Cut? That is the Question
Jan 14, 2021
Salvation at Last?
Dec 03, 2020
Go Long and Go Home
Nov 19, 2020
An American Perspective
Nov 05, 2020
Provincial Prospects
Oct 22, 2020
Thoughts from the East
Oct 08, 2020
Duration Hater
Sep 24, 2020
Does the BoC Have it Right?
Sep 10, 2020