EWC iShares MSCI Canada ETF Loading... : Bullish and Bearish Analyst Opinions
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23:13
Sep 02
Sep 02
Canada's trade fight hurts its economy.
Lutnick argues Canada's Liberal Party chose to fight the Trump administration for domestic political reasons, making a trade deal unlikely anytime soon, even though it is bad for the Canadian economy.
MED
20:15
Sep 02
Sep 02
Canadian political trade fight hurts economy.
He says Canada walked away from a negotiated interim trade deal for domestic political reasons, with the Liberal Party using the fight with Trump for electoral advantage even if it is bad for the Canadian economy and sells Canadian citizens down the river; no deal appears imminent.
MED
19:40
Sep 02
Sep 02
Canada trade deal dead, economy suffers.
Canada deliberately blew up an interim US-Canada trade deal at the last minute for domestic political reasons, including Quebec politics and Liberal Party election positioning; Lutnick says the breakdown is bad for Canada's economy and there will be no deal anytime soon.
MED
18:55
Sep 02
Sep 02
Canada trade deal unlikely, economy suffers.
Lutnick says an interim US-Canada trade deal fell apart because Canadian counterparts chose domestic political positioning over their own economy. He indicates no deal is coming soon and says Canada's Liberal Party is selling its own citizens down the river, implying Canadian economic underperformance.
MED
17:11
Sep 02
Sep 02
Canada underperforms due policies and leadership
Lutnick argues Canada is the worst-performing OECD economy and underperforms because it lacks the right tools, regulation, and leadership; he says Ontario/Toronto would rank last among the 51 states per capita and that Canada is being used politically in the trade fight.
MED
22:15
Aug 31
Aug 31
Tariffs are bad for Canada's economy.
The 50% US tariffs on Canadian trade are a negative shock to Canada's economy because Canada loses trade; research cited in the discussion estimates up to 90,000 Canadian jobs affected and unemployment rising from 6.4% to 6.8%.
MED
20:30
Aug 27
Aug 27
Trump tariffs threaten Canadian car exports.
Trump says Canada has been ripping off the US on trade, costing about $60 billion a year, and announces substantial tariffs on Canadian car imports to stop Canadian-made cars from entering the US, a negative for Canadian auto/trade exposure.
MED
18:02
Aug 27
Aug 27
Canada trade relationship turns confrontational
Trump argues Canada has exploited the US on trade and defense, costing the US about $60 billion a year over 15 years, and says the US will no longer carry Canada, signaling further tariffs beyond autos and a more confrontational trade stance toward Canada.
MED
12:38
Aug 27
Aug 27
Bullish long-term Canadian economy resource-rich
Freeland says she is very bullish on the long-term prospects for the Canadian economy because Canada has resources the world needs, has built a West Coast pipeline that diversifies market access, has potash that is urgently needed, has a lot of natural gas, and has real advantages in the digital economy including AI company Cohere and quantum computing; the trade war will hurt but Canada's long-term outlook is positive.
HIGH
21:28
Aug 26
Aug 26
Trade war ultimately benefits Canada's economy.
He argues the Canada-US trade war is mostly bluster and de-escalation, and that the fight is good for Canada: it unites the country around Mark Carney, reduces secession risk, and enables provinces to expand infrastructure and trade ties with each other and foreign countries. The bullish case fails only if huge auto tariffs become the endgame, which he expects Trump to avoid.
MED
17:02
Aug 26
Aug 26
US-Canada trade war hurts Canada.
He argues the U.S.-Canada trade war is very damaging for both economies and especially Canada, calling it irrational and harmful to workers and consumers.
HIGH
13:18
Aug 26
Aug 26
Trade war damages U.S., Canada economies
The U.S.-Canada trade war is very damaging for both sides and is bad for the U.S. economy, American workers, American consumers, and Canada; Reich calls the trade war completely irrational.
HIGH
23:28
Aug 24
Aug 24
Canada hurts more from tariff war
In the US-Canada tariff fight, Canada has much more to lose economically than the United States; it will hurt both countries, but Canada's economy will take the bigger hit.
HIGH
06:37
Aug 24
Aug 24
Canada remains attractive investable destination.
Canada is an attractive investment destination because it has rule of law, investable projects across technology, energy, clean technology, health innovation, infrastructure and critical minerals; the government is actively diversifying trade and attracting global investors, and she says the world is bullish on Canada.
MED
05:55
Aug 24
Aug 24
Canada trade war stance is devastating.
Canada is foolish to fight a trade war with the US and will be economically devastated, forcing Prime Minister Mark Carney to return to negotiations quickly.
MED
20:00
Aug 23
Aug 23
Multiple comments reference an escalating "trade war with Canada" occurring just two months before midterm elections. This unexpected trade conflict with a major partner is seen as a negative economic development. One user explicitly suggests "Puts on hockey sticks and Canada Dry" as a way to express this bearish view on the Canadian economy/market. The community believes the new trade war will negatively impact Canadian assets and related companies, creating a shorting opportunity. The market's reaction has been muted so far, as one user noted ("Oh market doesnt care about canada news"), suggesting the impact may be overestimated or already priced in.
LOW
17:16
Aug 23
Aug 23
Tariff relief benefits Canada
Removing beef import tariffs benefits Canada as a supplier, while also potentially helping reduce some US beef costs.
MED
09:30
Aug 22
Aug 22
The community highlights Canada's withdrawal from trade talks, implying unresolved trade tensions. A stalled trade deal creates headline-driven volatility for Canadian equities and the loonie. Uncertainty supports monitoring Canadian-market exposure rather than initiating directional bets. No specific stocks or data were mentioned; negotiations could quickly resume. Note: Given the extremely thin thread (1 comment), no high-confidence ticker-specific ideas were explicitly discussed. EWC is used as a proxy for Canadian market exposure based on the geopolitical event.
LOW
23:00
Aug 21
Aug 21
Trade deal reduces Canadian tariff risk.
A U.S.-Canada trade deal would avoid the threatened 50% tariffs and reduce tariffs on key Canadian export sectors such as steel, automobiles and aluminum; that progress improves predictability and supports Canada as an investable destination.
HIGH
20:00
Aug 21
Aug 21
Multiple upvoted comments: US-Canada trade talks collapsed, 50% tariffs are in motion, Canada will match tariffs dollar-for-dollar, “trade war is back on the menu.” Canada-exposed equities face immediate tariff and trade uncertainty, especially exporters. Avoid Canadian-trade-exposed equities until tariff clarity; this macro overhang caps upside. Canada “grew a backbone” could lead to a favorable reset; tariffs may be short-lived leverage.
LOW
00:15
Aug 21
Aug 21
Canada and China got best trade deals
Based on reported terms, Canada is getting a pretty good deal with steel and aluminum tariffs cut from 50% to 25% and auto tariff reductions; Canada and China, the two countries that threatened and retaliated with tariffs, are the countries getting the best trade-war deals so far, creating ripple effects for Mexico and Europe.
MED
20:39
Aug 19
Aug 19
Canada tariffs likely to be reduced
Trump says the US is looking at lowering tariffs on Canada, including steel and aluminum, to levels other countries face; the 50% across-the-board tariff was paused for three days because he thinks there is a deal with the Canadian Prime Minister that will be good for everybody.
MED
17:11
Aug 19
Aug 19
Canada trade deal averts 50% tariffs.
President Trump says the US has reached a trade deal with Canada after a conversation with the Prime Minister, avoiding the 50% across-the-board tariffs that were set to take effect today. He describes it as a fair deal and says there are no tariffs going into Canada.
HIGH
12:45
Aug 19
Aug 19
Canada tariff event risk appears unresolved
The US-Canada tariff deadline is barreling toward midnight with no sign of progress; a White House official did not expect a major breakthrough, and tariffs could take effect first thing tomorrow, making Canada a live event-risk watch.
MED
20:11
Aug 06
Aug 06
Canadian equities surge on foreign inflows
Canada is attracting record foreign investment and its stock market has outperformed all major markets since Mark Carney became Prime Minister, driven by Canada's stable policies, Carney's world-class financial credentials, and relative value. Foreigners poured 83 billion into Canadian stocks and bonds in the 12 months ended May, companies spent over $44 billion on Canadian assets in Q2, and the equity market rose more than 40% in that period.
HIGH
17:01
Jul 24
Jul 24
The Toronto Stock Exchange index moved higher during the session as gains in the real estate.
The Toronto Stock Exchange index moved higher during the session as gains in the real estate and financial sectors provided support.
20:19
Jul 10
Jul 10
Canada disadvantaged by tariff-sensitive export overlap
Canada faces structural headwinds in the USMCA review because its manufacturing export base (autos, metals, machinery, energy, transport equipment) overlaps heavily with areas the US increasingly treats as strategic and subjects to government intervention, including Section 232 tariffs. Canada accounts for a negligible share of US imports in high-growth IT and advanced electronics sectors where Mexico is gaining. Bilateral US-Canada text-based negotiations have not yet begun, and persistent frictions such as Canada's dairy market quota system remain an overhang, making Canada relatively less attractive as a trade and investment destination.
MED
13:30
Jun 26
Jun 26
Prefer non-US equities over US equities.
US equities are overpriced by long-term standards; emerging and non-US equities in Europe, Canada, Australia, etc. offer better value and are strongly preferred for equity exposure.
MED
03:26
Jun 17
Jun 17
Canada offers unprecedented decade-long opportunity.
Canada has created unprecedented opportunity for the next decade, driven by energy exports, rare earth minerals, food exports, and infrastructure buildout, with a risk-on environment now visible in Canada.
HIGH
15:58
Jun 16
Jun 16
Canada poised for unprecedented growth opportunity
Canada is at the start of an unprecedented decade-long growth opportunity driven by trade diversification beyond the US, massive energy export expansion (oil, LNG), upcoming defense spending, pipeline construction, and infrastructure investment.
HIGH
About EWC Analyst Coverage
Buzzberg tracks EWC (iShares MSCI Canada ETF) across 15 sources. 18 bullish vs 1 bearish calls from 36 analysts. Sentiment: predominantly bullish (33%). 51 total trade ideas tracked. Past 7 days: 6 watch. Latest voices: Howard Lutnick, Phil Magness, Donald Trump.