Big conversations in the short-end

Curve Your Enthusiasm

Ian is joined this week by Brenden Donaher, and the duo begin the episode by discussing Bank of Canada pricing for the upcoming meeting. Ian walks through various scenarios around the meeting, and Brenden provides his view on what that means for 2023 pricing. Brenden introduces the idea that the USD still remains the most important factor driving Canadian short-end pricing, despite some idiosyncratic developments which will occur next year. Ian spends some time walking through his outlook for rates in 2023, while Brenden provides his view on the year-end turn as well as the reasons why CDOR-OIS looks too cheap compared to spot pricing.

Featured in this episode

Brenden Donaher
Brenden Donaher
Featured Guest

Podcast episode contributor

In this series: Curve Your Enthusiasm

Your feedback matters to us!

Please fill out the form below to share your feedback to the CIBC Capital Markets Insights team.
If you would like to provide further details, please feel free to contact us.