Kirsty March
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Kirsty March
@kirstymarch.bsky.social
Reposted by Kirsty March
Thread on tariffs and asset prices:

Here’s my take that I just shared with Tim Stenovic and Carol Massar on Bloomberg TV

The economic paradigm is still the same, a wholesale shift from lowered tariffs and free trade to higher ones, protectionism and policy uncertainty

/1
April 9, 2025 at 6:27 PM
Nasdaq approaching -5%
😬😬😬😬
March 10, 2025 at 7:09 PM
😬😬😬
March 10, 2025 at 5:31 PM
Canada's oil pipelines to the U.S. slowed within hours of Trump's tariffs, data show
ca.finance.yahoo.com/news/canadas...
Canada's oil pipelines to the U.S. slowed within hours of Trump's tariffs, data show
Wood Mackenzie cites real-time data monitoring 90% of the oil capacity crossing the Canada-U.S. border.
ca.finance.yahoo.com
March 5, 2025 at 4:37 PM
Reposted by Kirsty March
Another problem for them is Canada will band together over a really brutal hit to output while a modest increase in price/lack of supply for Treats will destroy the American psyche. There is a massive political constituency to stand up to the US in Canada, and ~none for the consequences in the US.
this is all a dominance play, but the problem they're running into is that it's so hamhanded and insulting that they're making it functionally impossible to actually capitulate

even right wing populists in other countries are going to have to get on the Fuck America train out of political necessity
March 3, 2025 at 9:54 PM
I've been here a while, but was reliably informed that this platform's rules state that first post has to be a cat photo. So we recently rescued this gem, just so I could start posting.
February 28, 2025 at 8:22 PM