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of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.
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Free AccessBMO & RBC Keep Mar & Apr Liftoff As Base-Case
- BMO note that while Canadian price trends were no worse than expected for a second month, inflation still “looks to have plentiful staying power, with oil prices on the march, firms reporting intense labour shortages, and core inflation grinding up”.
- They think the BoC “will tee up a March move at next week's meeting, although we cannot rule out more immediate action (and the market is leaning heavily that way)”.
- “A more interesting debate is just how far the Bank will ultimately need to go on the rate front to bring inflation under better control—and that's where Canada's calmer core trends versus others [in the G7] could be key”.
- RBC meanwhile see a “base-case for an April hike but with any meeting, including next week’s, a significant possibility”.
- CPI ex food & energy increased to 3.4% Y/Y. “That caps off a year of strong gains – boosted by surging house, car and industrial input prices. All of those factors are expected to keep a floor under prices in the near-term”.
- "Business near-term inflation expectations have increased with orders outstripping production capacity amid ongoing supply chain disruptions. And extremely tight labour markets are expected to push wages higher."
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Why MNI
MNI is the leading provider
of intelligence and analysis on the Global Fixed Income, Foreign Exchange and Energy markets. We use an innovative combination of real-time analysis, deep fundamental research and journalism to provide unique and actionable insights for traders and investors. Our "All signal, no noise" approach drives an intelligence service that is succinct and timely, which is highly regarded by our time constrained client base.Our Head Office is in London with offices in Chicago, Washington and Beijing, as well as an on the ground presence in other major financial centres across the world.