Trump's 100% Tariff Threat Shakes North American Trade & Markets

Описание: President Donald Trump's threat to impose a 100% tariff on all Canadian goods has triggered a seismic shift in the North American trade landscape. This drastic move responds to Canada's recent trade deal with China, which lowers tariffs on Chinese electric vehicles, sparking fears of economic fallout across automotive, energy, and manufacturing sectors. The escalating trade tensions threaten to disrupt the longstanding US-Canada economic integration, causing volatility in USD/CAD currency pairs and potential sell-offs in Canadian equities.

The Canada-China trade deal allowing imports of up to 70,000 Chinese electric vehicles annually at low tariff rates has alarmed the US, which views it as a security risk and a breach of the USMCA trade agreement. In retaliation, President Trump proposes a sweeping 100% tariff on Canadian goods, including critical commodities like heavy crude oil, potash fertilizer, aluminum, and lumber. This could lead to skyrocketing prices for American consumers and farmers, creating a high-stakes economic standoff with deep implications for North American supply chains and energy markets.

Amid this trade warfare, Canada faces internal turmoil with austerity measures cutting thousands of public sector jobs even as it negotiates on the international stage. The situation underscores a profound rupture in the US-led global economic order, with experts warning of a potential 4.2% contraction in Canadian GDP and stagflation risks. This episode unpacks the geopolitical and economic complexities of the "Carny Pivot," analyzes legal battles over presidential tariff powers, and explores market strategies to navigate this unprecedented North American rupture.

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