Curve Your Enthusiasm cover image

Curve Your Enthusiasm

Big conversations in the short-end

Nov 28, 2022
27:00
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.

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode