유가 변동성과 연준 발언 속 CAD 강세에 대한 생각

I'm curious how much of that CAD resilience you attribute to the recent uptick in other commodities beyond oil, or if you see it primarily as a reaction to the shifting Fed narrative providing some dollar weakness.

I'm with you on the CAD's resilience; it's quite counterintuitive given the oil swings. I wonder if the market is already pricing in a slower pace of rate hikes from the BoC compared to the Fed's potential easing, which might be offering some underlying support.

I'd be careful attributing too much to the Fed's commentary; the market often overreacts to slight shifts in tone. Oil volatility is still a significant factor for CAD, and any perceived strength might just be a temporary correction.