Managed Industrial Pivot

Canada turns the trade war into a domestic industrial-policy push, using federal funding, procurement rules, and expedited permitting to redirect investment toward critical minerals, electricity, defense, and energy infrastructure. This is the base case because the March and June policy moves already established a pipeline of projects, and the September tariff retaliation increases political support for domestic capacity.

Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.