The biggest economic story in North America isn’t the one most investors are watching.
The United States negotiated USMCA, celebrated it as the future of North American trade… and now it’s questioning whether it should continue.

At first glance, this looks like another political story.

It isn’t.

This episode of Market Knowledge explores a much bigger question: What changed?
From the global pandemic and shifting supply chains to artificial intelligence, growing geopolitical competition, and the changing definition of economic security, this isn’t simply a discussion about a trade agreement. It’s an investigation into why one of the world’s largest economies is rethinking an agreement it fought to create just a few years ago.

More importantly, what could that reveal about the future of manufacturing, investment, capital markets, and North America’s competitive position?

For investors, business leaders, and anyone trying to understand where the global economy is heading, this conversation extends far beyond politics.

Because sometimes the biggest market stories aren’t the ones making the loudest headlines.
They’re the ones hiding in plain sight.

In this episode:

• Why USMCA was created and what it was designed to accomplish
• The overlooked reason this review matters now
• What changed between 2020 and today
• Why this is about much more than tariffs and trade
• What happens if the agreement isn’t extended
• The potential implications for investors, business leaders, and the future of North America
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