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‘It’s devastating’: The US-Canada trade war is putting protein on the menu

trade_policyGlobalCNN27 Sept, 10:30 UTC

Context

‘It’s devastating’: The US-Canada trade war is putting protein on the menu  CNN Trump's top trade envoy says U.S. 'comfortable' with state of relationship with Canada  CBC Trump sees no urgency for Canada deal as trade dispute deepens, USTR says  Yahoo! Finance Canada Canada’s Coat Makers Find Themselves in the Middle of a Trade War  The New York Times How Trump's trade war with Canada is squeezing a farm cidery in Albany  Gothamist

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 27 Sept, 15:33 UTC