Which USMCA outcomes will occur in 2026?

If the United States and Mexico reach, as an outcome of the 2026 USMCA review negotiations, a written interim or framework agreement establishing at least one material new or revised commitment concerning the operation, implementation, or revision of USMCA, where the agreement is not limited to withdrawing, suspending, or avoiding unilateral tariffs or retaliatory measures after Issuance and before Jan 1, 2027, then the market resolves to Yes.