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Breaking down the U.S.-Canada trade war in 4 charts

trade_policyNorth AmericaNBC News7 Sept, 10:00 UTC

Context

Breaking down the U.S.-Canada trade war in 4 charts  NBC News Canada’s Retaliatory Tariffs Set to Take Effect as Trump Threatens to Escalate  The New York Times What to know about Canada’s escalating trade war with the US as Carney retaliates with tariffs  AP News Canadian tariffs on U.S. milk, perfume, golf clubs and other goods take effect as trade war grinds on  CBS News Canada braces for prolonged trade war as counter-tariffs on US take effect  bbc.com

What it means

Causal chain

No clear market signal

How to read a signal
Severity
the event's market impact, 1–5
Direction
/ likely price move for the asset
Exp. move
the size of the abnormal move we'd expect if the call plays out — not a claim a move will happen:
Ssmall<1%
Mmoderate1–5%
Llarge>5%
Most flagged events don't move beyond noise; those count against us (see the track record).
Timeframe
the window we measure over:
1dshort
5dmedium
21dlong
Conviction
how well-established the directional call is (textbook → speculative) — not a guaranteed outcome:
low
average
strong

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Not investment advice · for informational purposes only. Generated 8 Sept, 05:13 UTC