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Susan Schwab
Mayer Brown (former USTR)
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BearCanada
leaning · 2026-09-09
Susan Schwab (former USTR, Mayer Brown) expects US-Canada trade relations to stay rocky for months to a couple of years while common interests endure
I think we're in for a rocky time over the next several months, maybe the next couple years.
BearCanada
hedged · 2026-09-09
Schwab warns Chinese overcapacity will wipe out Canadian manufacturing unless Canada stays inside a Fortress North America; explicitly conditional
Chinese business will wipe out manufacturing north of the border, whether they like it or not, unless they are part of the North American fortress
Schwab asserts China's contribution to global growth is negative via export flooding while the US contribution is strongly positive
China's contribution is negative. The US contribution continues to be positive, very positive.
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