Currencies August 19, 2026 10:43 AM

Canadian dollar climbs to highest level since early June after U.S. pauses tariffs

Loonie strengthens as Washington delays 50% tariffs; Treasury action and easing in bond selloff weigh on the dollar

By Marcus Reed
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The Canadian dollar reached its strongest point in roughly two and a half months versus the U.S. dollar after Washington announced a short pause on planned tariffs on Canadian goods and the U.S. dollar weakened broadly amid easing U.S. Treasury market pressure. The loonie traded up 0.5% to 1.3823 per U.S. dollar, its firmest level since June 2.

Canadian dollar climbs to highest level since early June after U.S. pauses tariffs
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Key Points

  • Canadian dollar rose 0.5% to 1.3823 per U.S. dollar (72.34 U.S. cents), its strongest since June 2.
  • U.S. President announced a three-day pause on new 50% tariffs on Canadian goods, saying a deal had been reached.
  • U.S. dollar weakened as U.S. Treasury yields eased following an expanded liquidity support buyback program for long-dated bonds; investors awaited Fed minutes.

The Canadian dollar strengthened on Wednesday to its most robust position since early June after U.S. officials delayed the imposition of new tariffs on Canadian goods and the U.S. dollar declined against a range of major currencies.

Trading 0.5% higher, the currency stood at 1.3823 per U.S. dollar, equivalent to 72.34 U.S. cents. That level marked the Canadian dollar's strongest showing since June 2.

Late on Tuesday, U.S. President Donald Trump announced a three-day pause on the introduction of 50% tariffs that had been due to take effect on Canadian goods at midnight. The president said the two countries had reached a deal.

Monex Europe strategists said in a note: "A three-day suspension of threatened US tariffs, announced overnight, has offered the loonie a temporary reprieve, though whether this persists will hang on the outcome of negotiations in the coming days."

Broad movement in currency markets accompanied the Canadian dollar's advance. The U.S. dollar weakened against a basket of major currencies as pressure in the U.S. Treasury market eased from recent extremes. Market participants were also awaiting the minutes from the Federal Reserve's latest policy meeting, due later in the day, for further guidance.

Yields on 30-year U.S. Treasuries fell from around their highest level in 19 years after the U.S. Treasury Department said it would double the size of liquidity support buyback operations for longer-dated bonds. That announcement contributed to the drop in long-term yields, which in turn weighed on the greenback.

For now, the combination of a temporary tariff suspension and the reprieve in Treasury market stress has supported the Canadian dollar's move higher. Observers noted, however, that the currency's gains may depend on how negotiations progress over the coming days and any subsequent developments in U.S. policy or bond market dynamics.


Market data referenced: the Canadian dollar traded at 1.3823 per U.S. dollar (72.34 U.S. cents), up 0.5% and at its strongest since June 2. The report also cited a drop in 30-year U.S. Treasury yields following the Treasury Department's decision to increase the scale of buyback operations for longer-dated bonds.

Risks

  • The temporary three-day suspension of tariffs may not hold if negotiations fail - this affects cross-border trade and export-sensitive sectors such as manufacturing and natural resources.
  • Resumption of pressure in U.S. Treasury markets or reversal in yields could strengthen the U.S. dollar and reverse recent gains in the Canadian dollar - impacting currency-sensitive sectors and exporters.
  • Outcome of upcoming negotiations and any policy signals from the Federal Reserve in the minutes could introduce volatility for both currencies and financial markets.

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