Enjoying the moment

Ian Pollick is joined by Nicholas Neary this week, Managing Director at DV Group. The duo begin the episode by discussing the Bank of Canada interest rate cut, and what the near-term market implications are. Nicholas highlights his view on the threshold for policy divergence, which is considerably larger than most analyst estimates. The pair go on to discuss whether duration markets are safe, and what that means for the likely shape of the term structure. Ian talks about what is needed for the yield curve to sustainably steepen, while also discussing whether interest rate relief is really on the way for key borrowing rates in the economy. Nicholas provides his view on HQLA product, and why the provincial bond curve looks the way it does. The show completes with the pair talking about their favorite trades over the next two months.

Featured in this episode

Nicholas Neary
Nicholas Neary
Featured Guest

Managing Director

DV Group

In this series: Curve Your Enthusiasm

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