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Canadian Macro Fragility Points To Deeper Easing Path

by Felix-Antoine Vezina-Poirier, Chief Strategist  

July’s softer Canadian inflation, set against lingering macro weakness, reinforces the case for more BoC easing than markets are currently pricing. Headline CPI slowed to 1.7% y/y from 1.9%, below expectations, driven by lower gasoline prices. The BoC’s…

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