Possible scenario
U.S. Pressure Escalates
20% Chance
The U.S. ban on Chinese-owned Polestar sales becomes a template for broader pressure on Canada. Washington argues that Chinese EV imports through Canada could undermine U.S. auto policy, forcing Ottawa to balance consumer affordability against USMCA and security concerns.
Initial impacts
- Market volatility Up
Secondary impacts
- Consumer Cyclicals -1.4%
- Industrials -0.5%
Tickers
- MG-0.9%
- +0.5%
Portfolio impact
S&P 500-0.2%
Each figure is the modeled move of the S&P 500 if the outcome occurs. For information only. Not investment advice.
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