Sep 19, 2025
Carney is looking to beef up trade with Mexico ahead of USMCA negotiations, announcing a new partnership designed to deepen collaboration between the two nations in infrastructure, security, and supply chains.
While Mexico’s share of total activity (~3%) has been creeping higher in the wake of U.S. tariffs, it’s done so on the import front - expanding the imbalance in the existing trade relationship.
For this partnership to be deemed a success, we’ll need to see this even out some.
About Bullpen: Bullpen Finance Inc. publishes content on Canadian markets and provides paid research coverage of select Canadian issuers. Bullpen is paid in cash by covered issuers, does not accept stock or options, does not hold positions in covered securities, and does not conduct investment banking business. Bullpen and LodeRock Advisors Inc. are affiliated; LodeRock provides investor relations services to issuers, some of whom are covered by Bullpen Research. When a post discusses a covered issuer, a specific disclosure appears at the top of the post. This post is published for general information purposes. It is not personalized investment advice and is not tailored to any individual reader’s circumstances. Bullpen is not a registered investment adviser or dealer. For full disclosures, including analyst certification, jurisdictional statements, and conflict of interest policies, please see our Legal & Disclosures section on our website.
