BMO Views from the North

In this episode, Robert Kavcic, a Senior Economist from the BMO Economics team, joins me to share his insights on the state Canadian housing market, the fundamental drivers, regional differences, how much further prices might have to fall, and where the market is heading over the coming years. As always, all feedback is welcome.

In this episode, Joel Prussky, BMO’s OIS and cross-currency trader, joins me to discuss the Bank of Canada’s decision to stay on hold this week, where monetary policy is headed for the rest of 2025, and the bigger picture for inflation and interest rates. As always, all feedback is welcome.

BMO hosted its 12th annual Government, Reserve & Asset Managers Conference last week in Toronto. I had the privilege of moderating a panel titled "Capital Flows in a Time of Stress". The panel featured Manmit Pandori, MD, Head of Tactical & Accrual Trading at BMO CM, Avi Hooper, Senior Advisor at ABP Invest, and Matthew Emde, Director General, Funds Management, Government of Canada. This episode of Views from the North is a recording of the panel that was held on the morning of May 8th.   Thank you for listening. As always, all feedback is welcome.

In this episode, Adam Whitlam, part of BMO’s Canadian institutional fixed income sales team, joins me to discuss the ongoing tariff drama, last week’s Bank of Canada decision to pause and whether more rate cuts are coming, how uncertainty is impacting investors, and his favourite trade ideas. As always, all feedback is welcome.

In this episode, Manmit Pandori, head of tactical and accrual trading at BMO, joins me to discuss President Trump's tariff announcement, the financial market reaction, how the macro backdrop might unfold, and how he is managing risk in this highly volatile and uncertain world. As always, all feedback is welcome.