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18 Mar 2026

Bank of Canada holds, signals willingness to look through energy price shock

As markets had overwhelmingly anticipated, the Bank of Canada left its policy settings on hold this morning, and expressed concern over persistent weakness in the Canadian economy, suggesting that policymakers are more concerned about downside risks to growth than upside risks to inflation as the world economy faces yet another supply shock. Officials led by Governor Tiff Macklem maintained the policy rate at 2.25 percent for a third consecutive meeting after delivering nine cuts between June 2024 and September 2025. In the official statement setting out the decision, policymakers warned “With recent data pointing to weaker economic activity and uncertainty...

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Oil prices slip slightly, bolstering market confidence

Financial markets are turning cautiously optimistic this morning as oil prices stabilise and investors position for a raft of central bank decisions. Several tankers registered to non-aligned countries crossed the Strait of Hormuz overnight, even as Iran continued its attacks on Israel and its Gulf neighbours, while Donald Trump said the US could end the war in the “very near future”*. West Texas Intermediate is trading below $95 a barrel, Brent at $103, equity futures are pointing to a second consecutive daily advance, Treasury yields are slipping, and the dollar is edging lower against a basket of its major counterparts....

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