That's Not a Cut, This Is a Cut

03/10/2024 26 min
That's Not a Cut, This Is a Cut

Listen "That's Not a Cut, This Is a Cut"

Episode Synopsis

In this episode, Adam Whitlam, part of BMO’s Canadian institutional fixed income sales team, joins me to discuss the impact of the latest GDP figures on the outlook for Bank of Canada, the coming changes to mortgage insurance regulations, investors’ views on duration, why provincial spreads look attractive, and our favourite trade ideas.
As always, all feedback is welcome.