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In Canada and at Home, Deference to Trump Turns to Defiance on Tariffs and Other Issues

trade_policyGlobalThe New York Times25 Aug, 22:11 UTC

Context

In Canada and at Home, Deference to Trump Turns to Defiance on Tariffs and Other Issues  The New York Times CNBC Daily Open: The U.S. is flexing its economic power — drawing retaliation  CNBC Trump’s theory of global power faces a reckoning in Iran and Canada  CNN Two Years Ago, They Revered Trump; Now, They Ridicule and Revile Him  The New Republic Whether it’s Iran or Canada, for Trump, the result is the same  The Globe and Mail

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 26 Aug, 01:32 UTC