Kelly Ann Shaw argues the USMCA needs aggressive renegotiation to address trade deficits and bolster domestic industry. She emphasizes stricter rules of origin, domestic content requirements, and limiting Chinese inputs. She sees the current situation as unsustainable and advocates for a deal that creates a more robust North America.
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Uncertainty around renegotiation and potential changes to rules of origin could create volatility for large tech companies with complex supply chains.
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Shaw's emphasis on aggressive renegotiation and potential disruption to supply chains could negatively impact smaller, domestic-focused companies in the short term.
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Shaw's focus on onshoring and domestic investment could lead to higher demand for capital, potentially pushing yields higher in the medium term.
