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.
A 50/50 Proposition
More to Come
Hikes Back on the Table
Lay of the Land
Tough Talk
Has Housing Bottomed?
CMBs: More Questions Than Answers
The Weakest Link
Two-Faced Data
Pause-itive Thinking
One and Done?
Talking Terminal
Provincially Speaking
Growth Worries Ramp Up
Here Comes the Boom
WWJD
Another Aggressive Hike Is Coming
House of Cards
Crude Reality
The Central Bank Conundrum
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