Tariff Fears Reignite On Canada
Trade risk rises as earnings loom for mega caps
Tariff Anxiety Returns to the Tape
Renewed fears around a potential Canada-China deal are reviving concerns about additional U.S. tariffs. The issue is not confirmed policy, but positioning, markets remain sensitive to anything that reopens the trade front just as growth expectations stabilize. Even incremental headlines are enough to reprice risk across globally exposed sectors.
The sequencing matters. Trade narratives tend to surface when markets are extended, forcing fast adjustments across equities, FX, and rates. For now, this sits firmly in headline risk territory, but it is enough to cap near-term enthusiasm.
Bitcoin Slides Back to 86k as the Yen Firms
Bitcoin has pulled back to roughly 86k after trading near 96k, keeping the broader downtrend intact. Part of the pressure coincides with renewed strength in the …
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