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Analyst BoC Expectations Post CPI [2/2]

  • Taking a broader look at analyst expectations for upcoming BoC meetings after yesterday's CPI data, the following look for either a hike in September or a pause to assess before a hike in October.
  • Combined with those at the dovish end of the spectrum in part 1, the split is roughly consistent with OIS pricing circa 10bps of a hike for Sep 6.

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