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USDCAD and BOC Outlook
The latest Canadian CPI numbers didn't provide much relief, staying elevated. I'm keeping a close eye on $USDCAD, currently at 1.40185, as the market seems to be pricing in a more hawkish BOC stance than previously expected, potentially limiting further upside.
2 comments · 4 points
The market's enthusiasm for a hawkish BOC might be a bit premature given the persistent inflation. We've seen similar shifts in sentiment before that didn't fully materialize. I'd be cautious about pricing in aggressive hikes just yet.