Canada
Discussion focused on Canada’s strained relationship with the United States, including trade, energy, security and sovereignty. Several speakers said US threats and rhetoric are pushing Canada toward Europe and broader diversification 393135, while others argued Canada remains structurally dependent on the US and cannot economically replace that relationship with Europe 932. The material also covered Canada’s exposure to energy-market changes, immigration criticism, domestic economic weakness and proposed investment or infrastructure responses 15192229.
Where the voices land
All voices 5 voices5 worsening
Sharply worsening
- MEMichael EverySharply worsening Canada's strategy of distancing itself from the US carries staggeringly bad downside risks and little upside. “this has staggeringly bad fat tail risks on the downside. And where's the upside?” ▶ 14:30 MacroVoices #551 Michael Every: Decoding The Glo… · 25 Sept
- KMKeith McCulloughSharply worsening He says Canada's GDP growth under 1% is a poor performance and the country is in stagflation. “GDP in Canada for the first half of this year was less than 1%.” ▶ 19:21 2027 Market Bloodbath: Worse Than 2022's Bear Ma… · 24 Sept
- DLDaniel LacalleSharply worsening Lacalle mocks the idea that Canada's big-government, high-tax, interventionist model will succeed, implying its prospects are poor. “Canada's government model of big government, high taxes, interventionism, wokeism, and wrongly-called "environmental" policies will work now” Open the post Hey, Canada's government model of big government… · 18 Sept
Worsening
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David LinWorsening Lin says Canadian politicians are capitalizing on the situation with inflammatory rhetoric rather than de-escalating. “they're not helping de escalate this situation. In fact, they're capitalizing on it” ▶ 29:36 Bond Yields Surge: How Much Higher Before Econom… · 29 Sept
- JSJosef SchachterWorsening Canada will lose Midwest and Gulf Coast market share if Venezuela ramps up, so it must build more pipelines west and to the Gulf. “So Canada has to find markets for that oil that was going into the Midwest refineries” ▶ 30:55 Global Gas Shortage: This Is When Oil Price Doub… · 23 Sept
5 worsening
Also asked
Risk 1 voice← rising · easing →1 rising
Risk rising
- RJRory JohnstonRisk rising Johnston flags Canada-specific risks from a possible US diesel export ban being weighed by the White House. “as well as the Canada-specific risks stemming from the possible US diesel export ban currently being mulled by the White House” Open the post Watch my BNN interview below for our latest thou… · 28 Sept
Mentions
266 in September 2026Stories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Bloomberg 106 mentions
- Michael Every 23 mentions
- Jeffrey Currie ++ 21 mentions
- Walter Bloomberg 15 mentions
- Anas Alhajji 14 mentions
- David Lin 12 mentions
- The Kobeissi Letter 9 mentions
- Rory Johnston 9 mentions
See what your own voices say about Canada, every morning.
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