Fitch Ratings' downside scenario models a 35% US equity decline and AI investment pullback, tipping the US into recession and dragging global growth below 1% in 2027 — a key risk for investors.
Source: britainnews.net · caribbeanherald.com
Escalating U.S.-Canada tariff layers—including a new 50% duty on $20B imports—are injecting sustained uncertainty into equity, FX, and rates markets. Investors are repricing sectors tied to steel, aluminum, agriculture, and energy, with matching Canadian retaliation adding earnings risk.
Source: cheknews.ca · yahoo.com
Investors face a binary market event as a 50% tariff on $28 billion in Canadian goods threatens to take effect at midnight. Last-minute negotiation signals from Trump and ongoing Washington talks will set the tone.
Source: wellandtribune.ca · toronto.citynews.ca
For investors in transportation and trade, Mexico's 34.4% June export surge supports freight demand and C.H. Robinson's cross-border exposure. Yet loosening Laredo capacity and border enforcement costs could pressure forward rate assumptions and margins.
Source: FreightWaves · finance.yahoo.com
Broad‑based tariffs on 60 trading partners inject fresh uncertainty into earnings forecasts and central bank rate trajectories. Exemptions on food and energy may cushion some inflation fears, but retaliation risks loom.
Source: newsradio1410.iheart.com · newsradio540.iheart.com
The U.S. tariff on Indian goods is set at 10% rather than 12.5%, reducing trade friction and signaling successful diplomacy. Indian equities and the rupee gained after the announcement, as export-oriented sectors breathe a sigh of relief.
Source: (in) · Reena Bhardwaj (in)
SOLOWIN HOLDINGS (AXG) announces a partnership with ATTRUS to tap Latin America’s massive cross-border payment market. With an initial focus on Mexico and Brazil, the moves signals a capital-light entry into high-growth digital finance, though no financial commitments or revenue guidance were provided.
Source: manilatimes.net · stockhouse.com
The WEF and Marsh report that housing unaffordability will persist for 15 more years, with payments above 100% of earnings in Nigeria, Colombia, India, Indonesia, Vietnam, Brazil, and Mexico. This signals deep risks for mortgage markets, retirement systems, and intergenerational wealth transfer.
The US decision not to renew the USMCA in its current form injects a decade of tariff and regulatory uncertainty into the $1.8 trillion North American market, weighing on cross-border equities, currencies, and bond risk premia. Investors must now factor in annual review risks and a Canada-China friction that could reshape continental trade flows.
The United States, Mexico, and Canada have officially entered the first formal review period for the USMCA, a critical juncture that will determine the future of the $1.5 trillion trade bloc. These negotiations represent the first major test of the agreement's sunset clause, with labor disputes, automotive rules, and energy sovereignty expected to dominate the agenda.
President Trump has ordered a series of new investigations into the trade practices of major U.S. partners, signaling a significant escalation in protectionist policy. These probes, likely targeting automotive and technology sectors, threaten to disrupt established global supply chains and reignite market volatility across the G7.
The United States and Mexico are scheduled to begin formal discussions on March 16 to review the terms of their trilateral free trade agreement. This review marks a critical juncture for North American trade relations, focusing on labor standards, energy policies, and the sunset clause governing the treaty's longevity.
US Trade Representative Jamieson Greer announced a forthcoming supplemental proclamation from President Trump to raise specific tariffs to 15%. The move targets 'gaps' in existing trade deals with Canada and Mexico while pressuring the EU and UK to honor current agreements.
President Trump has implemented a new 10% global tariff via executive order after the Supreme Court struck down his previous trade levies. The ruling significantly limits presidential authority under the International Emergency Economic Powers Act (IEEPA), forcing a strategic shift in the administration's trade policy.
A tightening U.S. energy blockade, including tariffs on third-party oil suppliers, has triggered a systemic failure in Cuba's healthcare infrastructure. With ambulances grounded and hospitals facing power outages, officials warn that five million citizens with chronic illnesses are now at critical risk.