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25 Oct 2023

Bank of Canada holds, acknowledges signs of slowdown

As had been widely expected, the Bank of Canada held its benchmark overnight rate at 5 percent this morning, warning that “growing evidence that past interest rate increases are dampening economic activity and relieving price pressures” Officials noted signs of slowing momentum across the economy, saying “Consumption has been subdued, with softer demand for housing, durable goods and many services. Weaker demand and higher borrowing costs are weighing on business investment,” and pointed to a welcome “approaching balance” in overall supply and demand. According to updated forecasts contained in the Monetary Policy Report, the economy is expected to expand 1.2...

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Minding the gap, traders buy the dollar

The dollar remains firm and Treasury yields are ticking higher after yesterday’s sentiment survey data highlighted a yawning performance gap between the American economy and its global counterparts. A series of purchasing manager indices released by S&P Global showed the US as the only major economy remaining in expansionary territory in early October, with composite measures for the euro area, UK, and Japan pointing to further contraction. We’re not sure the dollar will be acting as the only port in the storm for long. Under-the-hood details suggest inflation pressures are now running at levels consistent with the Federal Reserve’s target,...

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