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28 Jan 2026

Bank of Canada stays sidelined, preserves optionality for future moves

As markets had overwhelmingly anticipated, the Bank of Canada left its policy settings on hold this morning, and again clearly signalled that rates are already at near-neutral levels, keeping expectations restrained for the year ahead and leaving currency markets broadly unmoved. Policymakers led by Governor Tiff Macklem maintained the policy rate at 2.25 percent for a second consecutive meeting after delivering nine cuts between June 2024 and September 2025. In the official statement setting out the decision, policymakers noted that the current policy rate “remains appropriate, conditional on the economy evolving broadly in line with the outlook we published today....

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Dollar stages half-hearted recovery attempt

Good morning. The almighty greenback is struggling to climb off a four-year low after US president Donald Trump said he didn’t think it had fallen too far, remarking that he could make it “go up or go down like a yo-yo,” but that it’s “doing great”—comments widely read as an endorsement of further weakness. A softer dollar could support US exports and raise import prices*, consistent with Trump’s aim of narrowing trade deficits, but it also risks generating market dislocations and raising borrowing costs if real-money investors redirect capital elsewhere. Treasury yields are holding firm, equity futures are setting up...

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