Possible scenario
Tariff Whiplash Returns
15%
−0.5%
The tariff cut proves tactical rather than durable, and the White House reverts to confrontation after extracting the desired political benefit. This renews uncertainty for U.S.-Canada supply chains and raises the risk of another retaliatory cycle.
What it moves
- Consumer Non-Cyclicals−1.6%
- Consumer Cyclicals−0.6%
- Riskier companies' borrowing costs
- Market volatility
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