BMO Views from the North
BMO Views from the North
BMO Capital Markets
That's Not a Cut, This Is a Cut
26 minutes Posted Oct 3, 2024 at 3:00 pm.
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Show notes
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.