Tamy Chen, a Consumer Analyst at BMO Capital Markets, dives into the turbulent waters of U.S. tariffs on Canada. She discusses the impending negative impacts on Canada's economy, forecasting declines in growth and rises in inflation. Tamy highlights the vulnerabilities of the North American auto sector, particularly for companies like Linamar, and explores how these tariffs could affect vehicle pricing and supply chains. Additionally, she assesses the resilience of Canadian banks amidst these challenges, suggesting potential opportunities for adaptation.
