Eric Johnson
speaker
113 appearances
2 recordings
1 series
first heard Jun 2026
last heard 4 Jul
Eric Johnson’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 2 in all, peaking in Jul 2026 with 1.
Appearances
So
That's what I'm gonna be watching.
Yeah, I would say I have an eye on the USMCA renegotiation that was that's slated for in the upcoming weeks.
It's not entirely clear how this all plays out from a number of different reasons.
Obviously, there's a lot of distractions going on right now in terms of conflicts and other trade agreements uh and just general outp positions on trade policy from the US perspective.
perspective.
So the question around the US MCA and it obviously governs a huge volume of trade and associated revenue with with trade of
the amount of volume that's moved between a North American countries.
So the question is, is it reworked?
Is it abandoned entirely, which I think is unlikely?
Or are the discussions around this just essentially pushed down the road for a year or two?
It's unclear at this point.
I think everyone has an opinion on that, especially people who are close to or the sinking amongst the three governments.
But I in either case we should be getting some clue as to which path
in of those discussions take relatively soon, even if the path is simply to wait and push the decisions, the really big decisions around what the future shape of this agreement looks like down the road.
But it obviously affects a huge amount of trade and it could influence how much intra-regional trade there is in North America in the Western Hemisphere, or whether
We the US in particular continues to rely upon a a huge volume of imported goods from the eastern hemisphere.
Yeah, thanks, Kristen.
Really delighted to be here.
I would say even more so, maybe than we had foreseen at the start of 26.
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