This is the way - Curve Your Enthusiasm

What this episode covers

Ian is joined this week by Jeremy Saunders from CIBCs XVA trading group. The duo kick-off the episode by discussing the Bank of Canada and Fed meeting this week, looking at the primary reasons why the Bank decided to delay the first hike until March. Jeremy discusses the importance of preserving forward guidance as a policy tool, and contrasts the messaging between the two post-meeting press conferences. Ian provides his view on the BoC balance sheet, and unveils the firms new central bank and interest rate forecasts. Jeremy throws cold water on the short 2yr swap spread narrative, and provides his favorite trades for the next few weeks. The pair finish the episode by looking at the difference between terminal and neutral rates in North America, and discuss the implications for longer-term forward rates.

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Frequently Asked Questions

How long is this episode of Curve Your Enthusiasm?

This episode is 21 minutes long.

When was this Curve Your Enthusiasm episode published?

This episode was published on January 28, 2022.

What is this episode about?

Ian is joined this week by Jeremy Saunders from CIBCs XVA trading group. The duo kick-off the episode by discussing the Bank of Canada and Fed meeting this week, looking at the primary reasons why the Bank decided to delay the first hike until...

Can I download this Curve Your Enthusiasm episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.