I’m watching the US-Canada tariff escalation closely. A 50% tariff on another US$20B of Canadian goods, with Ottawa threatening dollar-for-dollar retaliation, could add fresh inflation and growth concerns if Tuesday’s deadline passes without a deal. For now, it still feels partly like tariff theater, but the risk of a broader trade war is becoming harder to ignore.
On the other hand, Bitcoin breaking above US$75,000 after its strongest week in years is definitely catching my attention. I’m also keeping an eye on gold, oil and AI names this week, especially with Nvidia earnings and Jackson Hole ahead. For me, the key is staying selective and managing risk rather than chasing every headline.
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