Atsi Sheth
ON THE RECORD · 6 verbatim quotes · every quote source-verified
“The auto sector, there are no winners. Steel ... U.S. has a little edge,”
Atsi Sheth · said date not stated · reported 2026-08-30
Atsi Sheth evaluated which sectors stand to gain or lose from the new tariffs.
“Expect much more of this uncertainty for some time to come,”
Atsi Sheth · said date not stated · reported 2026-08-30
Atsi Sheth commented on the prolonged uncertainty stemming from the new U.S.-Canada trade war.
“Companies won't sit on their hands and wait,”
Atsi Sheth · said date not stated · reported 2026-08-30
Atsi Sheth stated that companies will actively reconfigure their supply chains and long-term plans.
“For the auto sector, our view is that the sector is so integrated that the tariffs just don't impact the country you are tariffing but your own country,”
Atsi Sheth · said date not stated · reported 2026-08-30
Atsi Sheth discussed how cross-border tariffs impact the integrated North American automobile manufacturing sector.
“As central banks shrink their balance sheets and traditional duration buyers reach the limits of how much additional issuance they can absorb, new buyers, such as leveraged hedge funds running relative-value strategies, are playing a bigger role.”
Atsi Sheth · said date not stated · reported 2026-08-20
Sheth noted new buyers like leveraged hedge funds are playing a bigger role as traditional buyers and central banks pull back.
“There has also been a structural shift in who buys U.S. government debt,”
Atsi Sheth · said date not stated · reported 2026-08-20
Sheth commented on a structural shift in who buys U.S. government debt.