Results for NAFTA
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Sterling Holds Firm Despite Tighter Poll

December 11, 2019
Overview: The capital markets continue to tread water as investors await this week's key events. The first, the FOMC meeting concludes later today. Tomorrow features the UK election, where the race appears to have tightened, and Lagarde's first ECB meeting at the helm. Global equities continue consolidating the recent gains. Asia Pacific e…
Sterling Holds Firm Despite Tighter Poll Sterling Holds Firm Despite Tighter Poll Reviewed by Marc Chandler on December 11, 2019 Rating: 5
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Capital Markets: Still Seems to be the Calm before the Storm

December 10, 2019
Overview: Equities are trading lower, and bonds are mixed as the FOMC, UK election, and the US decision on the December 15 tariffs draw near. The MSCI Asia Pacific Index three-day rally ended today as only China and South Korea's markets rose. Europe's Dow Jones Stoxx 600 gapped slightly lower at the open. The upside momentum has faltered,…
Capital Markets: Still Seems to be the Calm before the Storm Capital Markets: Still Seems to be the Calm before the Storm Reviewed by Marc Chandler on December 10, 2019 Rating: 5
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China's Steps-Up Import Substitution Strategy while USMCA Comes Down to the Wire China's Steps-Up Import Substitution Strategy while USMCA Comes Down to the Wire Reviewed by Marc Chandler on December 09, 2019 Rating: 5
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Canada, Mexico, and the USMCA

May 29, 2019
The US dollar closed today above CAD1.3500 for the first time since January 2.  Despite the setback, the Canadian dollar is the strongest of the major currencies year-to-date with a little less than a one percent gain.  The yen, in second, has is up about 0.2% (~JPY109.50).  Among emerging market currencies,  the Mexican peso's 2.6% gain puts …
Canada, Mexico, and the USMCA Canada, Mexico, and the USMCA Reviewed by Marc Chandler on May 29, 2019 Rating: 5
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Politics Overshadows Economics Today, but Japan's Economy Unexpectedly Expanded in Q1 Politics Overshadows Economics Today, but Japan's Economy Unexpectedly Expanded in Q1 Reviewed by Marc Chandler on May 20, 2019 Rating: 5
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Be Careful What You Wish For

April 10, 2019
There were only a few formal disputes under NAFTA 1.0.  It says more about the adjudication process than the underlying issues.  It was not binding.  The Democrats want stronger enforcement provisions in what the NAFTA 2.0.  It is understandable.  Still, without opening up the agreement, which had been already agreed to by three heads of state, it…
Be Careful What You Wish For Be Careful What You Wish For Reviewed by Marc Chandler on April 10, 2019 Rating: 5
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Is the USMCA Dead?

April 09, 2019
The heads of state may have agreed on the modernization of NAFTA, but the necessary legislative approval may not be forthcoming this year.  The US legislative process has been complicated by the fact that the Democrats secured a majority in the House of Representatives last year. The new trade agreement appears to be mostly updating the current on…
Is the USMCA Dead? Is the USMCA Dead? Reviewed by Marc Chandler on April 09, 2019 Rating: 5
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NAFTA Deal Struck, Softer EMU Mfg PMI, and Firm Greenback Starts Week

October 01, 2018
Overview:  The Canadian dollar and Mexican peso are extending its pre-weekend gains on news that a new NAFTA deal (US-Mexico-Canada Agreement USMCA) has been struck.  Against most of the other major and emerging market currencies, the US dollar is firm.  China's mainland and Hong Kong markets are closed for a national holiday.  Japanese shares…
NAFTA Deal Struck, Softer EMU Mfg PMI, and Firm Greenback Starts Week NAFTA Deal Struck, Softer EMU Mfg PMI, and Firm Greenback Starts Week Reviewed by Marc Chandler on October 01, 2018 Rating: 5
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Three Things that may Disappoint Investors

August 22, 2018
There are three areas that we suspect that many investors are vulnerable to disappointment.  NAFTA, trade talks with China, and Powell speech at Jackson Hole on Friday. 
With problems elsewhere, the Trump Administration has been playing up the likelihood of an agreement as early as today with Mexico, which would be used, apparently to deliver a fai…
Three Things that may Disappoint Investors Three Things that may Disappoint Investors Reviewed by Marc Chandler on August 22, 2018 Rating: 5
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Afta NAFTA

May 17, 2018
Given the US decision to pull out of the Trans-Pacific Partnership trade deal, it was inevitable that the North American Free Trade Agreement would have to be re-opened.  The Obama Administration had anticipated that the TPP would have modernized the 24-year old continental trade pact.  
Given the size of the borders, the uneven development, (GDP p…
Afta NAFTA Afta NAFTA Reviewed by Marc Chandler on May 17, 2018 Rating: 5
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