TD's Misra Warns of Border Tax Supply Chain Impact

The video discusses the SPLC function for analyzing supply chains, focusing on GM's suppliers in Canada. It explores the potential impact of a US border tax on global trade, particularly affecting Canada. The discussion includes Canada's possible economic responses, such as monetary and fiscal measures. The video also examines US-Canada trade relations, NAFTA, and the conflicting signals from the Trump administration regarding trade policies. Finally, it addresses the challenges of modeling economic growth amid significant policy uncertainty.

What is the significance of NAFTA in the context of U.S.-Canada trade relations?

In what ways could changes in U.S. tax policy affect Canadian exports?