Consequences - podcast episode cover

Consequences

Mar 20, 202534 min
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Episode description

In this episode, Jeff Oland, part of BMO’s Government of Canada bond trading team, joins me to discuss this week’s hot CPI report and whether everyone (including the Bank of Canada) has inflation wrong, how fiscal policy could evolve over the coming year, the outlook for interest rates and opportunities in the bond market.

As always, all feedback is welcome. 

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