The items listed below represent potential emerging issues that our analysts are tracking. These can be long term or short term, but will be updated daily. If an item on our Watch List becomes critical, we will email you a full analysis explaining its significance.
Each Saturday, we will follow up our daily Watch List for each week with our conclusions on these issues.
Canada, U.S.: The Canadian government is “increasingly convinced” that U.S. President Donald Trump will announce that the U.S. is pulling out of NAFTA, according to a Reuters report. Mexico’s economic minister said Jan. 10 not to underestimate Trump’s threats on NAFTA. Speculative media reports suggest that Trump may use a withdrawal letter as negotiating leverage. We know that Trump has significant powers to announce a withdrawal. We also know much of the law on this is unclear at best. Have we gained any clarity on presidential powers? How is the U.S. Congress reacting to these reports, particularly