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imageTORONTO: The Canadian dollar strengthened against its US counterpart on Wednesday, marking a nearly four-month high as oil prices rallied and the Bank of Canada refrained from action to erode the currency's recent sharp gains,

The central bank held its policy interest rate steady at 0.50 percent on Wednesday, citing lower market volatility and stronger non-energy exports as it waits to assess the impact of government stimulus due to be unveiled in the upcoming budget.

"There was some fear that the Bank might address some of the strength in the currency, but they ducked that pretty effectively," said David Tulk, chief Canada macro strategist at TD Securities.

The currency has rebounded 11 percent since hitting a 12-year low on Jan. 20 at C$1.4689.

Too sharp a rally in the currency could hinder a pick-up in exports that appears to be underway.

The implied probability of a rate cut this year dropped to less than 29 percent from 43 percent before the decision, according to the overnight interest rate futures market . It was 80 percent a little over two weeks ago.

US crude prices were up 4.49 percent to $38.14 a barrel after a huge draw in US gasoline inventories last week convinced the market that energy demand was improving.

At 11:41 a.m. EST (1641 GMT), the Canadian dollar was trading at C$1.3237 to the greenback, or 75.55 US cents, much stronger than Tuesday's close of C$1.3416, or 74.54 US

The currency's weakest level was C$1.3447, while it touched its strongest since Nov. 12 at C$1.3230.

Canadian government bond prices were lower across the maturity curve, with the two-year price down 6.5 Canadian cents to yield 0.527 percent and the benchmark 10-year falling 66 Canadian cents to yield 1.253 percent.

The Canada-US two-year bond spread was 1.7 basis points higher at -36.7 basis points, while the 10-year spread was 4 basis points higher at -61.2 basis points as Canadian government bonds underperformed.

Copyright Reuters, 2016

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