**Setting politics aside, how's everyone playing the US Canada counter tariffs on pure market fundamentals?**
Canada’s retaliatory tariffs officially kicked in today, putting taxes from 15% to 50% on US goods everything from steel & farm machinery to paper & packaging, to home appliances & dairy.
Every time this hits the news, comments immediately turns into a political debate.
But if we strip away the political noise, I’m tryin to look at how this actually impacts specific sectors and earnings. How are you guys evaluating the situation?