Provincially Speaking

24/11/2022 25 min
Provincially Speaking

Listen "Provincially Speaking"

Episode Synopsis

In this episode, Robert Kavcic, a senior economist from the BMO Economics team and, Jordan Sugar, BMO’s provincial bond trader, join me to discuss the Provincial landscape. We cover the fundamental backdrop following the fall fiscal updates, and how the provincial bond market has been trading. Robert reveals his favourite provinces, and Jordan provides his top trade ideas with the early December index extension and coupon payments on deck.
As always, all feedback welcome.