

Not only immune to global trade : big s/p 500 companies might benefit from the chaos to consolidate at the expense of smaller companies that can’t adjust production across boarder or be effective at lobbying exemptions.
Then come inflation expectations with another layer of pushing stock, especially big cap indexes higher.
The sooner the better : the big contracts we need to sign with EU need to be signed by a PM with a clear mandate. It will give confidence to our partners.
Also, strategically within Canada, Carney will be subject to disinformation campaigns that will over time erode a bit his honeymoon relationship with Canadians. Use the peak anger around April second to his advantage and get elected before he can make mistakes : some decisions will be the right call but damaging to some Canadian because hardship is hardship.
Just yesterday i peaked to Apple news and the Canadian politics content where overwhelmingly critical with poorly constructed opinions. I quickly remembered why i focus on a very selected short list of Canadian owned medias.