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Canada and Mexico are telegraphing that they have thought through their tariff responses. Canada has published a very long list of the first items (totally $30B) to receive Canadian tariffs right away. They have delayed additional tariffs 21 days to give local companies time to adjust their supply lines.

Mexico has only said "plan B". The implication of course is they have thought it through and developed action plans based on what Trump has done.

In relate news "Trudeau’s office said in a statement that Canada and Mexico agreed “to enhance the strong bilateral relations” between their countries."
Alan

3 certainties :

a, trump\musk are chickenshi+ when it comes to china. if you have a nonsense fentanyl trade war, you SEVERELY punish the majority supplier of the raw materials rather than transport intermediaries. i cant imagine how small the volume must be from canada...can it even be reliably counted?

b. as mentioned ad nauseum in 2024 due to death of attribution, MAGA is now cheering on price increases (or at least blaming whoever trump selects today).

c. when trump changes his mind on tariffs in a few days\weeks\months, he will declare victory based on some retrospective spin.
most business people realize it takes years to restructure a reliable supply chain; which is why many will continue to move to friendshores, but also why musk will expand in china for ~4 years. how long til musk has a starlink\spaceX supply chain there?

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