Currencies July 10, 2026 01:33 PM

Canadian dollar strengthens to three-week peak after stronger-than-expected jobs report

Labour-market surprise lifts the loonie as exports and central bank expectations support a gradual recovery narrative

By Caleb Monroe
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The Canadian dollar climbed to its strongest level since June 19 after June employment figures exceeded forecasts. Stronger-than-expected job growth, a lower unemployment rate and continued export gains helped the currency snap a five-week losing streak, while markets anticipate the Bank of Canada will hold policy rates steady.

Canadian dollar strengthens to three-week peak after stronger-than-expected jobs report
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Key Points

  • Canada added 18,200 net jobs in June, above the 10,000 estimate, and the unemployment rate fell to 6.5%.
  • The Canadian dollar traded at 1.4125 per U.S. dollar (70.80 U.S. cents), its strongest since June 19, and rose 0.5% over the week, ending five weeks of declines.
  • A Reuters poll expects the Bank of Canada to keep the overnight rate at 2.25% on July 15 and maintain that level into next year; exports rose for a fourth consecutive month in May, supporting evidence of a second-quarter rebound.

The Canadian dollar moved higher on Friday, reaching its most firm level in three weeks after government employment figures for June showed the economy created more positions than analysts had projected.

Trading at 1.4125 per U.S. dollar, the loonie was 0.3% stronger on the session, equivalent to 70.80 U.S. cents, and had not been this strong since June 19. Over the week the currency posted a 0.5% gain, reversing a run of five successive weekly declines.

Statistics for June showed Canada added 18,200 net jobs, exceeding the consensus forecast of 10,000. The unemployment rate fell to 6.5%, preserving the momentum seen in the prior month even as the report noted ongoing trade uncertainty.

Separately, a Reuters poll cited in market coverage indicated the Bank of Canada is expected to keep its overnight rate unchanged at 2.25% when it meets on July 15, and to maintain that rate well into the next year. The poll attributed the expected pause to inflation pressures that remain largely contained and an economy that is recovering gradually.

Additional data released earlier in the week showed Canadian exports rose for the fourth straight month in May. That string of export gains was presented as further evidence that the economy rebounded in the second quarter after having contracted in two consecutive quarters.


Market context

Stronger payroll numbers combined with improving export volumes provided the immediate support for the currency move. The jobs surprise and a lower jobless rate reinforced a narrative of a cautiously recovering economy, while expectations the central bank will hold its policy rate contributed to a stable interest-rate outlook.

What to watch

  • Labour-market releases and any revisions that could alter the perception of momentum in employment.
  • Further trade and export reports that may confirm or challenge the reported rebound in the second quarter.
  • Central bank communications around the July 15 policy decision and subsequent guidance on the path of overnight rates.

Risks

  • Ongoing trade uncertainty cited alongside the unemployment improvement, which could affect export-driven sectors.
  • The economy had contracted for two consecutive quarters prior to the rebound, indicating fragility in the recovery momentum.

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