Canada's retaliatory tariffs on U.S. goods took effect on September 8, escalating an 18-month trade dispute. The measures impose 15%, 25%, and 50% duties on approximately C$27.6B of U.S. imports, including steel, aluminum, dairy, appliances, agricultural equipment, electronics, and pulp/paper products. Key U.S. sectors and stocks to watch include Nucor, Deere, Whirlpool, Kraft Heinz, General Motors, and Ford, as the dispute pressures North American supply chains and cross-border trade.
