US-Canada Rupture Is a Lesson in Poor Leadership Says Mukunda
Why now
Thesis: US-Canada trade rupture raises cross-border costs and uncertainty.
Catalyst to watch: Trade negotiations or new tariff announcements.
Main risk: Higher costs and uncertainty for exporters and importers.
Why it matters
US-Canada trade breakdown and tariffs raise cross-border cost uncertainty and weigh on North American trade-exposed assets.
Details
Trade talks between the US and Canada broke down at the last minute late last month, resulting in tariffs and an executive order renaming Lake Ontario to Lake America. The breakdown was due to nobody on the American side being able to say who had the authority to make a deal stick, as officials purs
Sources
- youtube · 2026-09-16 18:03 UTC