Quantcast

Day: July 5, 2026

A Shift Begins? Canadian Media Start Discussing Six-Month USMCA Termination Possible

The media and Canadian government discussions around the U.S-Canada trade and economic relationship, specifically as they pertain to the USMCA (CUSMA) continue to be fascinating. As we noted over a year ago, the expressed perception from the Canadian side was remarkably disconnected from the most likely scenario. The level of entrenched disbelief that the U.S.… Continue reading A Shift Begins? Canadian Media Start Discussing Six-Month USMCA Termination Possible

A Shift Begins? Canadian Media Start Discussing Six-Month USMCA Termination Possible

The media and Canadian government discussions around the U.S-Canada trade and economic relationship, specifically as they pertain to the USMCA (CUSMA) continue to be fascinating. As we noted over a year ago, the expressed perception from the Canadian side was remarkably disconnected from the most likely scenario. The level of entrenched disbelief that the U.S.… Continue reading A Shift Begins? Canadian Media Start Discussing Six-Month USMCA Termination Possible

A Shift Begins? Canadian Media Start Discussing Six-Month USMCA Termination Possible

The media and Canadian government discussions around the U.S-Canada trade and economic relationship, specifically as they pertain to the USMCA (CUSMA) continue to be fascinating. As we noted over a year ago, the expressed perception from the Canadian side was remarkably disconnected from the most likely scenario. The level of entrenched disbelief that the U.S.… Continue reading A Shift Begins? Canadian Media Start Discussing Six-Month USMCA Termination Possible

Vertically Integrated Nations, Production For Security, And Rate Cuts

Vertically Integrated Nations, Production For Security, And Rate Cuts Submitted by Peter Tchir of Academy Securities Let’s start with the important stuff: Hope you are having a great 4th of July 250th Anniversary Weekend. Yields gained back some ground after the relatively weak jobs report (headline plus revisions was negative, the private sector underwhelmed, and… Continue reading Vertically Integrated Nations, Production For Security, And Rate Cuts

Vertically Integrated Nations, Production For Security, And Rate Cuts

Vertically Integrated Nations, Production For Security, And Rate Cuts Submitted by Peter Tchir of Academy Securities Let’s start with the important stuff: Hope you are having a great 4th of July 250th Anniversary Weekend. Yields gained back some ground after the relatively weak jobs report (headline plus revisions was negative, the private sector underwhelmed, and… Continue reading Vertically Integrated Nations, Production For Security, And Rate Cuts

Vertically Integrated Nations, Production For Security, And Rate Cuts

Vertically Integrated Nations, Production For Security, And Rate Cuts Submitted by Peter Tchir of Academy Securities Let’s start with the important stuff: Hope you are having a great 4th of July 250th Anniversary Weekend. Yields gained back some ground after the relatively weak jobs report (headline plus revisions was negative, the private sector underwhelmed, and… Continue reading Vertically Integrated Nations, Production For Security, And Rate Cuts

Food Retailers Troubled By This Chart

Food Retailers Troubled By This Chart Consumer staples and food retail equity analyst Scott Marks at Jefferies told clients Saturday that one of the most concerning charts for food retailers is the sharp decline in average benefits per SNAP participant under the Trump administration, as the USDA intensifies efforts to root out fraud, waste, and… Continue reading Food Retailers Troubled By This Chart