The Canadian Index

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Line chart comparing the Bank of Canada overnight rate against the rising Government of Canada 10-year bond yield.

The Bank of Canada's overnight rate has held at 2.25 percent through six consecutive meetings since April, but the Government of Canada 10-year bond yield has climbed 34 basis points over the same window to 3.74 percent, its highest close since May 2024. The move tracks a broader rise in long-term North American borrowing costs rather than any shift in Bank of Canada policy, meaning Canadian mortgage rates are tightening even without a central bank move.

This chart is presented for general informational purposes only and does not constitute financial, investment, tax, or legal advice. Figures reflect the source and period indicated and may no longer be current.

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Line chart comparing Canada's headline and core Consumer Price Index inflation rates through July 2026.

Canadian headline inflation accelerated to 3.0% in July, up from 2.8% in June and above consensus, driven mainly by energy prices as…

Canada's Inflation Print Just Complicated the Bank of Canada's September Calculus, and the Fed Isn't Making It Easier

August 20, 2026

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Line chart tracking Bank of Canada rate decisions from January 2025 to July 2026, showing a sixth consecutive hold at 2.25 percent.

The Bank of Canada held its overnight rate at 2.25% for a sixth consecutive decision, even as Canada's inflation cooled to 2.8% in June…

Canada's Inflation Cooled to 2.8%. The Bank of Canada Got More Hawkish Anyway.

July 22, 2026

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Bar chart showing nine of twelve Federal Reserve officials favouring interest rate hikes in June 2026.

Minutes from the June 16 to 17 Federal Reserve meeting, the first chaired by Kevin Warsh, showed nine of twelve officials favouring higher…

The Fed's Internal Vote Just Turned Hawkish. The Bank of Canada Has Not Moved. Wednesday Puts Both on Display.

July 13, 2026

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Line chart showing the Government of Canada 10-year bond yield declining over four sessions in late August 2026.

Canada's 10-year yield has eased for four straight sessions since touching its highest level since April 2024 on August 21.

Bond Yields Fell Four Straight Sessions Despite Strong July Data. The Trade War Is Winning the Argument.

August 26, 2026

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Bar chart comparing same-session percentage moves across six assets following the July PCE inflation surprise.

Wednesday afternoon's hot US July PCE inflation print, which came in above forecast, reversed four sessions of falling Canadian and US bond yields within hours.

The July PCE Surprise Reversed Four Days of Falling Canadian Yields in One Afternoon

August 26, 2026

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Bar chart showing three Canadian banks' adjusted net income growth accelerating in Q3 fiscal 2026 earnings.

Scotiabank, BMO, and National Bank each posted accelerating year-over-year adjusted net income growth this week, with each report topping the one before it.

The July PCE Surprise Reversed Four Days of Falling Canadian Yields in One Afternoon

August 26, 2026

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