Meet the fixer Carney called to save Canada-U.S. trade talks - The Logic Janice Charette made her name steering Canada’s government through crisis after crisis. Now she’s in charge of trade negotiations with the Trump administration, and the stakes couldn’t be higher.

Janice Charette is Canada's chief trade negotiator to the United States. Learn more about how she might handle the job.
thelogic.co/news/the-big... #TradeSky #cdnpoli

視角 | Market Insight | 前·A 股頂級基金經理 | Substack 穿越週期霧霾，尋找資產的真實坐標。由前 A 股頂級基金經理親筆，系統解構全球流動性博弈與宏觀趨勢。我們不追逐市場的雜訊，只拆解資本博弈的真實劇本。當常識失效時，這裡是你冷靜觀測全球金融裂變的關鍵窗口。. Click to read 視角 | Market Insight, by 前·A 股頂級基金經理, a Substack publication. Launched 8 days ago.

我們已啟動對新加坡海峽、巽他海峽及龍目海峽等潛在替代路線的承載力與政治風險分析。同時，監控區域內主要軍事力量的動向與表態。任何一方艦隊的非常規集結，都將是概率曲線陡峭化的先行指標。

保持冷靜，提前佈局。市場將懲罰後知後覺者。

交易是孤獨的概率遊戲，以上僅為私人筆記，不構成任何投資建議。市場有風險，決策請慎重。

#地緣風險 #供應鏈衝擊 #航道戰略
#TradeSky

更多底層硬核邏輯，請移步：https://stennis.substack.com/ (3/3)

The U.S. Supreme Court has struck down Trump’s tariffs. Here’s what happens next - The Logic The White House could hit Canada with other types of trade actions, but Trump has lost the power to tariff who he wants, when he wants

I was on vacation last week. Instead of writing about the SCOTUS decision on Trump's IEEPA tariffs, I read about it in @thelogic.co. Many thanks to @lauraosman.bsky.social & @davidreevely.bsky.social for picking this up while I was away! thelogic.co/news/canada-... #TradeSky

1/6 🇺🇸 TRUMP HIKES GLOBAL TARIFF TO 15% 🇺🇸

Defying a major Supreme Court setback, President #Trump announced an immediate 15% global #Tariff, escalating his aggressive trade strategy.

The New York Times...
#USPoli #EconSky #TradeSky #SCOTUS #NoKings #Geopolitics
#DemocracySky #TrumpTariffs

Regulator claims shippers are using Canada to end-run U.S. taxes - The Logic The Trump administration wants to levy harbour taxes on all overseas cargo destined for the U.S.—even if it’s coming through Canadian ports

Whatever the White House does could have consequences for Canada’s sea terminals, which American regulators warn have been attracting an outsized share of U.S. business from shippers looking for a cheaper place to unload their wares. thelogic.co/news/canada-... #TradeSky

Qatar eyes huge growth in trade with Canada as investment talks heat up - The Logic Qatar’s ambassador to Ottawa wants the countries to seal their investment pact quickly, saying they’re only scratching the surface of their trade potential

Qatar’s ambassador to Canada wants the countries to seal their investment pact quickly, saying they’re only scratching the surface of their trade potential thelogic.co/news/qatar-a... #TradeSky

What the world's automakers really want from the USMCA review - The Logic Auto giants have praised the pact as a magnet for investment to the U.S., but their asks reveal potential sticking points in this year's joint review

What do the world’s automakers want from the USMCA review? An analysis of submissions to the USTR's separate round of consultations focused on the auto sector: thelogic.co/news/usmca-u... #TradeSky #autonews #tariffs

Carney calls on middle powers to unite against 'economic intimidation' - The Logic With Trump pressing to take over Greenland, Carney told a Davos crowd that countries caught between superpowers must seek strength in numbers

Prime Minister Mark Carney made a speech.
thelogic.co/news/carney-...

#TradeSky #cdnpoli #WEF #tariffs

The fight to make Ottawa's secret trade consultations public - The Logic A Tory MP is fighting to make submissions on the USMCA open to the public, as they are in the United States

Conservative MP Jacob Mantle says Canadians need greater transparency on CUSMA consultations to judge whether Ottawa comes out of the review with a good deal thelogic.co/news/usmca-f... #TradeSky #USMCA #cdnpoli

Does anyone know of any useful websites to obtain trade data information from the past year related to tech export bans?

#academicssky #help #tradesky #researchsky

Ottawa won’t change Online News Act, despite U.S. objections - The Logic The government says it has no plans to amend or repeal the Online News Act which has resulted in Meta blocking news in Canada since 2023

Ottawa won’t change Online News Act, despite U.S. objections, my colleagues @lauraosman.bsky.social & @patriquin.bsky.social report for @thelogic.co thelogic.co/news/exclusi... #cdnmedia #TradeSky

Carney hails China relationship, but steep tariffs remain on Canadian canola - The Logic Canada and China agree to “strengthen co-operation” on conventional and renewable energy, but there’s no relief yet for canola farmers

I had a closer look at the "road map" and "memorandums of understanding" that Canada and China signed during PM Carney's visit to Beijing today. Here are some highlights: thelogic.co/news/carney-... #TradeSky #CanadaChina #EnergySky via @thelogic.co

Mark Wiseman is out to land the biggest deal of his life - The Logic Wiseman spent decades forging relationships with the world’s top financial players. As Canada’s new U.S. ambassador, he’ll need all of that experience and more.

Mark Wiseman spent decades forging relationships with the world’s top financial players. As Canada’s new U.S. ambassador, he’ll need all of that experience and more.
thelogic.co/news/the-big... #TradeSky #cdnpoli

Update: #SCOTUS issued just one opinion today and it was not the one Canadians were waiting to see. (It was Bowe vs. United States, if you're interested: www.supremecourt.gov/opinions/25p...) The waiting continues! #TradeSky

What the U.S. Supreme Court can do about Trump’s tariffs on Canada—and what it can’t - The Logic Small U.S. businesses and a dozen states are challenging Trump’s claims of a national emergency in a case that could limit his use of tariffs

As we wait to find out whether the U.S. Supreme Court will rule today in the case challenging Trump's IEEPA tariffs, catch up here and what it could mean for Canada: thelogic.co/news/special...
#TradeSky #SCOTUS

Canada’s push for new export markets is starting to pay off - The Logic The data shows diversifying Canada’s trade won’t happen overnight. But that doesn’t mean it’s not happening.

International trade data shows diversifying Canada’s exports won’t happen overnight. That doesn’t mean it’s not happening.
thelogic.co/news/analysi... #TradeSky

Why the surge in Canada’s overseas aluminum exports will be hard to sustain - The Logic As U.S. prices catch up with Trump’s tariffs, multinationals with smelters in Canada are looking south once again

As U.S. prices catch up with Trump’s tariffs, multinationals with #aluminum smelters in Canada are looking south once again thelogic.co/news/canada-... via @thelogic.co #TradeSky

Canadian business makes case to save the USMCA, saying Americans need it too - The Logic Submissions to the U.S. Trade Representative concede technology has overtaken the 2018 deal, but say keeping it serves America's interests

There are some witnesses representing Canadian and bilateral interests appearing at the USTR hearings on USMCA in Washington this week. What do they plan to say? Read more from @thelogic.co thelogic.co/news/canadia... #TradeSky

Why Japan wants the USMCA to survive - The Logic Investors see Canada as a trustworthy route to the U.S. market, says Japan’s ambassador in Ottawa, and they don’t want that to change

#Japan is watching the #USMCA review closely, says Ambassador Kanji Yamanouchi. What does it have to do with them? He tells me investors see Canada as a trustworthy route to the U.S. market and they don’t want that to change. thelogic.co/news/exclusi... via @thelogic.co #TradeSky

Canada’s import duties revenue fell by 33 per cent in September over previous month - The Logic

How much money has Canada raised from retaliatory tariffs on U.S. goods this year? Remember: most were lifted on Sept. 1. Here's what happened to revenues that month:
thelogic.co/briefing/can... via @thelogic.co #TradeSky

Ireland wants to help Canadian tech firms build a ‘digital superhighway’ to Europe - The Logic Ireland’s enterprise minister says push for “simpler, lighter, faster” rules for AI can help both countries

Ireland wants to help Canadian tech firms build a ‘digital superhighway’ to Europe, Ireland's minister for enterprise, tourism and employment told @thelogic.co while in Ottawa last week on a mission to expand bilateral trade and investment
thelogic.co/news/ireland...

#TradeSky #AI #EU

The hidden victims of Trump’s attacks on Canada? Small U.S. manufacturers - The Logic Companies that make things in the U.S. say Trump’s trade offensive has sent their costs soaring—and pushed away Canadian customers

U.S. small businesses say tariffs meant to boost domestic manufacturing have increased costs, delayed investments and prompted backlash from Canadian consumers thelogic.co/news/the-big... via @thelogic.co #TradeSky #Tariffs

AI is helping Canadian firms stay on top of the tariff chaos - The Logic From customs chatbots to services that help find clients, AI-powered tools are helping companies steer through the messy new world of global trade

From customs chatbots to services that help find clients, AI-powered tools are helping companies steer through the messy new world of global trade thelogic.co/news/ai-help...
Story by me and @muradhem.bsky.social for @thelogic.co #TradeSky

For Canada and Mexico, everything rides on the USMCA - The Logic The North American trade pact has shielded both countries from the worst of Trump’s tariffs. Keeping it alive is their new common cause.

The North American trade pact has shielded both Canada and Mexico from the worst of Trump’s tariffs. Keeping it alive is their new common cause. My "Big Read" for @thelogic.co from Mexico City. thelogic.co/news/the-big... #TradeSky #cdnpoli

Calculating tariffs on steel and aluminum products like ‘unscrambling an omelette,’ says Linamar CEO - The Logic The cost of the tariffs is one thing, but even running the numbers on them is becoming a huge headache for the auto parts industry

“How do you even understand what you have to pay? It’s a challenge,” Jim Jarrell, CEO of Linamar, said in an interview with @thelogic.co as he described how the growing list of tariffs on steel and aluminum derivatives is becoming a problem.
thelogic.co/news/tariffs... #TradeSky #autoindustry

Canada’s new online customs system is plagued by glitches - The Logic Ottawa says it has taken steps to stop constant outages that landed the $706-million tool on a U.S. list of non-tariff trade barriers

Canada's border agency says it has taken steps to stop outages on a $706-million digital system to assess and collect customs duties and taxes. The glitches were one reason the platform landed on a U.S. list of non-tariff trade barriers
thelogic.co/news/canada-... #TradeSky

Update: U.S. tariffs 🇺🇸 on Canadian🇨🇦 goods.

❌📃No deal yet:
The CA + US are prioritizing agreements on steel⚙️, aluminum🥫, and energy🛢️, first before others.

➡️ Read more here: theglobeandmail.com/world/article-… @GlobalTradeMag #supplychaonlogistics #econsky #tradesky

Steel and aluminium talks heat up after Carney's visit to White House - The Logic The U.S. president hinted at a compromise on autos while hosting Mark Carney at the White House. But he sent mixed messages on the future of the USMCA.

Donald Trump said his tariffs on Canada are part of “natural business conflict,” but predicted Carney and his team would leave Washington happy thelogic.co/news/carney-... #TradeSky

“Is that unequivocal enough for you?” PM Mark Carney asked reporters, after saying Canada would not cut Mexico out of a trade deal with the U.S. “Because if you want it to be unequivocal, just write down ‘unequivocal.'”

#TradeSky #USMCA #CUSMA #TMec

thelogic.co/news/mexico-...

Taking off for Mexico City to cover PM Carney's meeting with President Sheinbaum. Here's my story on Canada-Mexico trade, and a relationship that needs some work: thelogic.co/news/canada-... #TradeSky