ARC Resources Ltd T.ARX

Fear of Tariffs

[retiredcf]

Hope they are right. GLTA

It is possible markets 'react' again, but in many cases they have already. Trump has already walked back comments to 2% a month rather than 25% one time. Industrial stocks such as ATS, MG, MRE etc. could still be impacted. CLS has benefited from stong growth, good partnerships and its AI connection. Oil could rally as we highly doubt Trump is going to tariff 4 million barrels a day of imports. (5iResearch)

[retiredcf]

Donald Trump will issue a broad trade memo on Monday that stops short of imposing new tariffs on his first day in office, but rather directs federal agencies to evaluate U.S. trade relationships with China, Canada and Mexico, an incoming Trump administration official said. President-elect Trump, who takes office on Monday, has pledged tariffs of 10 per cent on global imports, 60 per cent on

[fishcarrier]

Yes, I read that too. This detail along with Eric's assessment of what CND oil/gas comapnies are thinking, gives me great assurance that threats will not materialize to any great extent or length. Trump won't get immediate assurance that we'll spend 2% or more of GDP on defence spending, but I think he knows that too will materialize once we have an election. So, there's great hope