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28 Mar 2024

Canadian Economy Outperforms Forecasts, Lifting Loonie

The Canadian economy grew more quickly than expected in the first two months of the year, helping reduce market-implied odds on an imminent pivot to easing at the Bank of Canada. Numbers released by Statistics Canada this morning show real gross domestic product topping forecasts with a 0.6 percent expansion in January, followed by a potential 0.4-percent gain in February. The services sector led gains, with a 0.7-percent rise in January, helped by the ending of public sector strikes in Quebec in November and December. A rise in home resales helped lift activity among real estate agents and brokers. But...

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Markets Cut Risk Into Holiday Weekend

Trading ranges are tight and liquidity levels are low across financial markets this morning as participants square positions into what could be an eventful holiday weekend. Short-term Treasury yields are inching higher, oil prices are up slightly, and equity futures are edging into a softer session ahead of tomorrow’s US personal consumption expenditures print – which will land amid a Good Friday market closure. Jerome Powell is also scheduled to participate in a discussion at the San Francisco Federal Reserve’s Macroeconomics and Monetary Policy conference at 11:30 tomorrow morning, raising the risk of dramatic moves when markets reopen next week...

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