🇨🇦 Geopolitics & Trade: The trade war crosses a new threshold with the entry into force of Canadian counter-tariffs!

On September 8, 2026, Ottawa will apply retaliatory measures of 15%, 25%, and 50% on approximately $27.6 billion worth of U.S. imports, responding dollar for dollar to the taxes imposed by Washington.

Key takeaways & in-depth professional analysis:

Surgical targeting of industrial sectors: Retaliatory taxes directly target critical industries such as steel, aluminum, dairy products, agricultural equipment, and electronics. These measures aim at high–economic-impact areas to intensify pressure on U.S. stakeholders.

Disruption of North American supply chains: Deadlocked negotiations and the imposition of overlapping tariff barriers disrupt cross-border flows, directly weighing on the profitability of industrial players.

Macroeconomic and systemic risk: This tariff showdown increases overall macroeconomic volatility and reduces the strategic visibility of businesses exposed to the North American market.

The tactic of the moment: The acceleration of trade conflicts calls for a rigorous reading of geopolitical and logistical risks. Analyze your asset exposure coldly and manage your exposures with absolute discipline. ⚔️🔋

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