Well, I think that we lost the Chrysler Brampton facility indirectly because of the tariffs, so there's that. On the flip side, I'm thinking that Roshel buys it (with Fed's blessing/help) and they start churning out products for the CAF and others.
I've always thought that our banking system/financial system would quietly be 'asked' to allow greater US access. Trump briefly talked about this over 15months ago and then went radio silent on it. Greater competition in the CND market place will benefit the CDN consumer overall.
I think that we are going to get more than 88 F35's, along with a marine based replacement for the Cyclone.
I think the 'first right of refusal' of critical minerals will go forward.
I think that the timing of Churchill Falls announcement and the possible 15 Gigawatts of net new electricity was masterful as I assume that it dangled a large carrot in front of the US, especially if they used the analogy that we are building the equivalent power of 80 Hoover Dams all at once - this is a true analogy.
After the above, I think flipping a coin on other issues would be the best guess.