BMO Views from the North

Hosted by BMO Capital Markets

Business NewsInterviews guests

Website RSS feed

Episodes

107

Latest episode

Oct 2026

Language

About the show

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

Listen to episodes

60 recent

October 15, 202630 min

Grand Finale

In this episode, Joel Prussky, BMO’s OIS and cross-currency trader, joins me for a final time ahead of his upcoming retirement. We discuss the outlook for the Bank of Canada, the broader rates backdrop, along with his first appearance on the show over six years ago and how his thinking has evolved. I’d also like to thank Joel for his contribution to Views from the North over the years, hopefully the listeners enjoyed his commentary as much as I have. This episode was recorded on Wednesday October 14.   As always, all feedback is welcome.

September 17, 202627 min

It's Canada's Time

In this episode, Chris D’Onofrio, one of BMO’s Canadian dollar swap traders, joins me to discuss the highlights from our marketing trip to London last week, the evolution of Bank of Canada pricing after the hawkish turn two weeks ago, Prime Minister Carney's pro-business shift and what that could mean for the economy, and our favourite trade ideas. As always, all feedback is welcome.

September 3, 202635 min

A September To Remember

In this episode, Jeff Oland, part of BMO’s Government of Canada bond trading team, joins me to discuss the Bank of Canada’s latest decision and surprisingly hawkish tone, the broader inflation backdrop, rising global yields, and our favourite trade ideas. As always, all feedback is welcome.

July 23, 202627 min

Up in Smoke

In this episode, Adam Whitlam, head of the Toronto rates sales desk, joins me to discuss the constantly changing macro backdrop, how that impacts the outlook for the Bank of Canada and the yield curve. We also look back to assess our trade ideas from Adam’s last episode in April, and provide some new ones amid the summer market doldrums. As always, all feedback is welcome.

July 9, 202624 min

Has Housing Bottomed?

In this episode, Robert Kavcic, a Senior Economist from the BMO Economics team, joins me to share his perspective on the state of the Canadian housing market. We go through the various fundamental drivers and discuss whether the market is bottoming after a challenging few years. In addition, we preview next week’s Bank of Canada policy announcement. As always, all feedback is welcome.

June 25, 202622 min

Front End Follies

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.

June 4, 202631 min

I'm Over It

In this episode, Jeff Oland, part of BMO’s Government of Canada bond trading team, joins me to discuss how the June 1/2 extension shaped up, the state of the Canadian economy amid a somewhat persistent negative data flow, how the federal government is performing, and where we see opportunities in the market. As always, all feedback is welcome.

May 14, 202631 min

Once a Bear, Always a Bear

In my 100th episode, Joel Prussky, BMO’s OIS and cross-currency trader, joins me to discuss the current macro environment, with a focus on inflation and what that means for the Bank of Canada. Joel also shares his favourite trade ideas amid heightened uncertainty. As always, all feedback is welcome.

April 16, 202626 min

Rose-coloured Canada

In this episode, Chris D’Onofrio, one of BMO’s Canadian dollar swap traders, joins me to discuss how market behaviour has evolved as the Middle East conflict appears to be waning, what that means for Bank of Canada pricing, whether we could get any surprises in the coming Spring federal fiscal update, and his favourite trade ideas. As always, all feedback is welcome.

April 2, 202642 min

Dire Straits

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.