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15 Oct 2024

Canadian Inflation Tumbles, Raising Odds on Larger Rate Cuts

Canadian headline inflation decelerated by more than expected last month, lowering the hurdle to an outsized rate cut at next week’s Bank of Canada meeting. Data released by Statistics Canada this morning showed the Consumer Price Index decelerating to 1.6 percent on a year-over-year basis in September, down from the 2-percent increase recorded in August and well below consensus expectations that had been set closer to 1.8 percent. On a month-over-month basis, prices fell -0.4 percent. Excluding shelter costs, prices rose just 0.4 percent relative to a year prior. Underlying pressures remained sticky: core inflation, computed as the average of...

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Dollar Treads Water as Oil Prices Slump

The dollar is edging lower this morning as geopolitical concerns ebb, but continues to hold gains achieved over the first two weeks of October, remaining higher against all of its major counterparts excepting the safe-have Swiss franc. Easing expectations fell further in yesterday’s session when Federal Reserve Governor Christopher Waller clearly indicated a preference for cutting rates in smaller-sized increments. “I view the totality of the data as saying monetary policy should proceed with more caution on the pace of rate cuts than was needed at the September meeting,” he said, noting that if the current trajectory of inflation and...

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