Trump 2.0: The First 100 Days | Canada

First page Table of contents Next page Last page
Slide 11
Slide 2: Executive Summary2
Slide 3: Demand for Space Mixed Bag So Far3
Slide 4: Canada Capital Markets Lagging4
Slide 55
Slide 6: Tariffs Will Spike, then Drift Lower6
Slide 7: Timeline of the Trump 2.0 Trade Spat With Canada7
Slide 8: U.S. Most Important Partner for Canada8
Slide 9: Deeper Dive into Canada-U.S. Trade9
Slide 10: Canadian Auto Sector Spotlight10
Slide 1111
Slide 12: Stagflation Signs Already Emerging12
Slide 13: Tariffs Create Stagflation Shock in 202513
Slide 14: But Odds of Recession Ratcheting Up14
Slide 15: Thesis for Expected Rebound in 202615
Slide 16: What to Watch: Inflation Expectations16
Slide 17: What to Watch: Jobless Claims17
Slide 1818
Slide 19: What it Means for Occupiers & Investors19
Slide 2020

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