In this episode, Jeff Oland, part of BMO’s Government of Canada bond trading team, joins me to discuss next week’s Bank of Canada policy announcement, the December index extensions, what to look for in 2024, and his favourite trade ideas.
As always, all feedback welcome.
One Down, Two to Go?
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
Who to Believe?
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
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