In this episode, Darren Campbell, BMO’s head of FICC investor sales Canada, joins me to discuss the ongoing volatility in fixed income markets, what risk assets are telling us, whether central bank are really done with hikes and his favourite trade ideas as we head into calendar year end.
As always, all feedback welcome.
It's Cuttin' Time!
A Different Perspective
Budget Bingo: Winners and Losers
Decidedly Undecided
Nobody Said It Was Easy
Just Be Long
Hopeful on Housing
Not So Fast
Too Far, Too Fast?
The Canadian Conundrum
It’s Finally Over
Carnage
Fiscal Worries and the End of Rate Hikes?
Not Convinced on Cuts
A 50/50 Proposition
More to Come
Hikes Back on the Table
Lay of the Land
Tough Talk
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