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07 Sep 2022

Market Wire: Bank of Canada Hikes As Expected, Outlines Case for Slower Tightening Ahead

The Bank of Canada lifted its benchmark rate to 3.25 percent this morning, delivering a 75 basis point hike while adjusting its language in a data-dependent direction – a shift that could signal smaller hikes in the months to come. In the statement accompanying the decision, the central bank noted a moderation in headline inflation as gasoline costs slumped in July, but pointed to elevated core measures as evidence price pressures have continued to build across the economy. Officials signalled more tightening to come, saying, “Given the outlook for inflation, the Governing Council still judges that the policy interest rate...

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Market Briefing: Dollar Keeps Winning Reverse Beauty Contest

The dollar is continuing its untrammelled rise this morning, crushing its developed- and emerging-market peers alike as the US reprises its role as a rock in a sea of economic troubles. As Europe faces an energy shock, China slows, and falling commodity prices weigh on emerging market growth prospects, the American economy – with its voracious consumers, incredibly profitable corporate sector, and aggressively hawkish central bank – is drawing financial flows from the rest of the world, further widening performance gaps. The yen is trading near new post-1998 lows, ignoring fresh intervention warnings from the government. Chief Cabinet Secretary Hirokazu...

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