特朗普与加拿大彻底闹翻了？美联储降息大消息，又出现了新论点！

Core Points - Canada has officially ended its decades-long close economic relationship with the United States, as announced by Prime Minister Carney on November 7 [1] - The economic interdependence between Canada and the U.S. has been significant since the implementation of the Canada-U.S. Free Trade Agreement in 1988, with most Canadian products being exported to the U.S. [3] - Trump's tariff policies have severely impacted Canadian exports, leading to a noticeable decline in export volumes and economic downturns in certain provinces [5] Group 1: Trade Relations - The Ontario province's anti-tariff advertisement sparked significant conflict, leading to a halt in trade negotiations between Canada and the U.S. [7] - The advertisement criticized U.S. tariff policies by quoting former President Reagan, but it backfired, resulting in increased tariffs on Canadian goods by Trump [10] - Ontario's government has since abandoned its apology and is now focused on a ten-year plan to reduce reliance on the U.S. market, aiming to double exports to non-U.S. markets [12] Group 2: Economic Strategies - Canada is actively pursuing new trade agreements, having already signed a free trade agreement with Indonesia and seeking partnerships with the UAE, Germany, and the EU [12] - The expansion of the Port of Montreal is underway to facilitate increased trade, although challenges such as depth limitations and past labor strikes pose risks [14][15] - Despite ambitious plans, the new markets may only partially compensate for the loss of exports to the U.S., as their purchasing power is significantly lower [15] Group 3: Monetary Policy Implications - The ongoing trade tensions have coincided with discussions within the Federal Reserve regarding potential interest rate cuts, influenced by the demand for stablecoins [19][24] - The debate over interest rate adjustments is complicated by political influences, raising concerns about the independence of the Federal Reserve's monetary policy [24] - The situation highlights the interconnectedness of global trade and monetary policies, with implications for countries reliant on single markets [26][28]