🇨🇦 Commerce Secretary Howard Lutnick just torched Canada's trade strategy, calling it "the worst."
This isn't just noise. Trade tensions = market volatility. Watch CAD pairs and cross-border plays closely.
If tariffs or restrictions hit, Canadian equities and resource stocks could take a beating. US-Canada trade flows massive for energy, lumber, autos.
Macro implications:
• Weaker CAD = potential USD strength
• Supply chain disruptions in North America
• Political risk premium pricing in
Stay sharp. Trade wars don't have winners, just less damaged survivors.