Two-Faced Data
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Description
In this episode, Adam Whitlam, part of the Toronto-based fixed income sales team, joins me to discuss the outlook for next week’s Bank of Canada policy announcement, the latest swings in the data, whether provincial spreads have tightened too far, and his favourite trade ideas.
As always, all feedback welcome.
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As always, all...
Published 11/14/24
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In this episode, Joel Prussky, BMO’s OIS and cross-currency trader, joins me to break down this week’s 50 bp rate cut from the Bank of Canada, whether more super-sized cuts should be expected, the extent of Canada-US policy divergence, and views on the market as we head toward year-end.
As...
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