The MacroTourist

The MacroTourist

TRUMP'S CANADA AND MEXICO OBSESSION

The 'tourist explains why tomorrow's tariff announcement on America's two neighbours will be the best signal out there about Trump's plans

Kevin Muir's avatar
Kevin Muir
Jan 20, 2025
∙ Paid

I just wanted to get a quick note out with a roadmap in terms of Trump’s tariff plans. Some of my buddies are wondering why Trump is focusing so much on Canada and Mexico, while going relatively easy on China.

It all comes down to why Trump is implementing tariffs. If his goal was to eliminate the trade deficit, then China would be enemy number one.

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Kevin Muir · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture