Podcasts about usmca

*Spring will bring an increased threat of screwworms in Deep South Texas.  *Officials from the U.S. and Canada are meeting soon to discuss the USMCA.  *The Texas Peanut Industry Roundtable is Thursday, March 5th in Stephenville.  *The Hemphill County Beef Conference is scheduled for April 28th & 29th in Canadian. *The outlook for corn leafhoppers this year is promising on the Texas High Plains.  *La Nina has caused some volatile weather swings this winter.  *Secretary of Agriculture Brooke Rollins rolled out five key commitments for the upcoming year.  *East Texas needs some rain in a bad way.*Ivomec has been approved for prevention of the new world screwworm in cattle.  

USTR Chief Ag Trade Negotiator Julie Callahan recently addressed rumors that the six-year review of USMCA this year could turn into separate bilateral talks with Canada and Mexico.

On today's episode Brownfield broadcasters will provide updates on the conflict with Iran, the upcoming review of the USMCA agreement, AI's future role in agriculture, trade competition with Brazil, and much more.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

We are pleased to share this Special Edition with Jay Timmons, President and CEO of the National Association of Manufacturers (NAM). Jay has led NAM since 2011 and first joined the organization in 2005 as Executive Vice President. As the leading voice for U.S. manufacturers, NAM sits at the center of policy, economic, and workforce issues shaping American industry today. The NAM team is currently in Houston as part of its State of Manufacturing Tour, traveling across New York, Ohio, Pennsylvania, North Carolina, Wisconsin, Texas, and Arizona, to spotlight the policies and conditions needed for the U.S. to compete and win in a global economy. We were thrilled to host Jay and hear his perspective on domestic manufacturing, the evolving regulatory and trade landscape, supply chain resilience, energy policy, and the future of U.S. competitiveness in an increasingly complex global environment. In our conversation, Jay outlines what he's hearing from manufacturers on NAM's State of Manufacturing Tour, starting with energy. Manufacturers consume roughly 30% of U.S. energy, and Jay emphasizes why affordable, reliable supply and delivery infrastructure are foundational to competitiveness. We discuss tax policy and why Jay views the 2017 reforms as “rocket fuel” for manufacturing investment, hiring, and wage growth, along with the importance of durable, codified provisions that give companies the certainty to deploy long-cycle capital. We cover the workforce gap (~433,000 open manufacturing jobs today and a projected 2 million by 2033), digging into what's working on the ground, from community college partnerships to the modern return of shop class and continuous upskilling. Jay makes the case for bipartisan, skills-oriented immigration reform to support economic growth. We explore permitting and legal reform, where he emphasizes that manufacturing thrives on certainty and calls for a coordinated federal process that delivers faster “yes or no” decisions with guardrails to prevent endless litigation. On trade, we touch on tariff uncertainty, the importance of renewing and strengthening USMCA (particularly addressing transshipment), and the strategic value of North American supply chains, especially given the sizeable percent of manufacturers' customers reside outside U.S. borders. We discuss AI and supply chain realities, why Jay sees AI as additive and a multiplier for productivity, and how even running at full capacity, the U.S. can only produce about 84% of what it needs today, driving NAM's proposal for a “speed pass” to import critical inputs duty-free as domestic capacity scales. We also examine the broader manufacturing multiplier effect, the U.S.-China competitive dynamic, and why policy stability ultimately determines whether the U.S. can compete and win. It was a wide-ranging and insightful discussion and we're grateful to Jay and his team for carving out time to stop by during a busy tour. For further reading, NAM's AI & Energy Dominance Roadmap is linked here. Mike Bradley kicked off the show with a quick update, noting that broader equity markets were down modestly on the day as all eyes were focused on NVIDIA's quarterly results. NVIDIA surpassed expectations and delivered solid forward guidance, but the stock was underperforming given that investors are growing wary it can sustain this explosive revenue growth beyond the next couple of years. Thank you to Leslie Beyer for connecting us with Jay and his team. And thanks to you all for your support and friendship!

President Trump is moving ahead with his trade agenda despite a Supreme Court ruling limiting his emergency tariff powers. U.S. Trade Representative Jamieson Greer joins the Rundown from Capitol Hill's rotunda to explain how the administration plans to use alternative legal tools to keep tariffs in place. He also discusses the over $160 billion worth of refunds possibly owed to importers, a high-stakes meeting with China's President Xi, and the possibility of renegotiating the USMCA separately with Canada and Mexico.A budget showdown over mass deportations and ICE funding has reached a breaking point as Republicans accuse Democrats of "kneecapping" federal enforcement. While billions in front-loaded funding have secured resources for the wall and detention facilities, sanctuary city policies are fueling dangerous confrontations in places like Minnesota. Senator Eric Schmitt (R-MO) joins to discuss these domestic security battles and the high-stakes nuclear negotiations with an increasingly isolated Iranian regime. Plus, commentary by Jillian Michaels, health advocate, entrepreneur and bestselling author. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Download the full webinar slides hereSpecial Audio from the February 20th Seraph WebinarTariffs were struck down.So why does the pressure still feel the same?If the Supreme Court ruled against IEEPA, why aren't costs meaningfully lower?This special episode is different.It is the full audio recording from the February 20th Seraph IEEPA Tariff Revocation Impact Webinar, led by Ambrose Conroy, CEO of Seraph.In this episode of the Automotive Leaders Podcast, Jan Griffiths joins Ambrose and Harrison Catlin as they break down what the Supreme Court decision actually changed and what it didn't.Headlines suggested relief. But Section 122 tariffs were implemented almost immediately. Effective rates dropped briefly, then climbed back up — not fully to prior IEEPA levels, but still materially impactful.This conversation goes beyond policy.It is about enterprise risk, supply chain resilience, and what leaders must do next.Themes Discussed in this EpisodeWhat the Supreme Court ruling actually changedHow Section 122 partially restored tariff levelsThe three critical dates: entry date, liquidation date, protest windowHow Post Summary Corrections (PSC) impact refund strategyOEM debit risk and cascading supply chain pressureWhy geopolitics — not just tariffs — is the real long-term riskThe July 2026 convergence: Section 122 expiration and USMCA negotiationsUsing AI and prediction markets to anticipate legal outcomesWhy reshoring must continue regardless of short-term tariff shiftsFeatured GuestAmbrose Conroy is the Founder and CEO of Seraph, a global operational excellence and manufacturing strategy firm. He advises CEOs, boards, and private equity leaders on supply chain restructuring, footprint acceleration, and industrial resilience in volatile geopolitical environments.Ambrose is known for his reality-first perspective on manufacturing strategy and for translating global uncertainty into decisive operational action.About Your Host – Jan GriffithsJan Griffiths is a champion for culture transformation and the host of the Automotive Leaders Podcast. A former automotive executive with a rebellious spirit, Jan is known for challenging outdated norms and inspiring leaders to ditch command and control. She brings honesty, energy, and courage to every conversation, proving that authentic, human-centered leadership is the future of the automotive industry.Episode Highlights[01:05] Supreme Court strikes down IEEPA tariffs[02:00] Section 122 implemented and effective rates climb back[06:07] What tools remain available to the administration[11:55] Refund mechanics: entry date, liquidation date, PSC filings[14:46] OEM debit risk and supply chain tension[18:08] China, Taiwan, and geopolitical escalation[25:47] July 2026 - Section 122 expiration meets USMCA negotiations[30:00] AI and prediction markets used to model the ruling[32:00] Why tariffs are likely here to stayTop Quotes[11:38] Ambrose: “ Tariffs are a core tenet.”[17:23] Ambrose: “ Pre-COVID supply chain was, was a function that was seen as supportive. Now it's so core, and it's so critical, and it's so impactful so many times because everything is so fragile since we've sought the lowest cost and lowest price and not necessarily taken into account true resiliency. “[27:43] Jan: “Get your arms around the data, get visibility all the way through the supply chain. And make sure that you know those dates, the entry date and the liquidation date, and that you've got the right team of people around you with the right set of expertise.”[26:34] Ambrose: “ The only thing that it is clear to me if you if you want to sell a product in the United States, make it in the United States, source it in the United States.”If this episode resonated, share it with a fellow automotive leader and subscribe to The Automotive Leaders Podcast, where we're shaping the future of authentic leadership in the automotive industry.This podcast episode is also available on YouTube. Check out our YouTube channel at JangriffithsautomotiveleadersSend us your feedback or questions — email Jan at Jan@Gravitasdetroit.com.

President Trump is moving ahead with his trade agenda despite a Supreme Court ruling limiting his emergency tariff powers. U.S. Trade Representative Jamieson Greer joins the Rundown from Capitol Hill's rotunda to explain how the administration plans to use alternative legal tools to keep tariffs in place. He also discusses the over $160 billion worth of refunds possibly owed to importers, a high-stakes meeting with China's President Xi, and the possibility of renegotiating the USMCA separately with Canada and Mexico.A budget showdown over mass deportations and ICE funding has reached a breaking point as Republicans accuse Democrats of "kneecapping" federal enforcement. While billions in front-loaded funding have secured resources for the wall and detention facilities, sanctuary city policies are fueling dangerous confrontations in places like Minnesota. Senator Eric Schmitt (R-MO) joins to discuss these domestic security battles and the high-stakes nuclear negotiations with an increasingly isolated Iranian regime. Plus, commentary by Jillian Michaels, health advocate, entrepreneur and bestselling author. Learn more about your ad choices. Visit podcastchoices.com/adchoices

President Trump is moving ahead with his trade agenda despite a Supreme Court ruling limiting his emergency tariff powers. U.S. Trade Representative Jamieson Greer joins the Rundown from Capitol Hill's rotunda to explain how the administration plans to use alternative legal tools to keep tariffs in place. He also discusses the over $160 billion worth of refunds possibly owed to importers, a high-stakes meeting with China's President Xi, and the possibility of renegotiating the USMCA separately with Canada and Mexico.A budget showdown over mass deportations and ICE funding has reached a breaking point as Republicans accuse Democrats of "kneecapping" federal enforcement. While billions in front-loaded funding have secured resources for the wall and detention facilities, sanctuary city policies are fueling dangerous confrontations in places like Minnesota. Senator Eric Schmitt (R-MO) joins to discuss these domestic security battles and the high-stakes nuclear negotiations with an increasingly isolated Iranian regime. Plus, commentary by Jillian Michaels, health advocate, entrepreneur and bestselling author. Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this podcast, Hiba Mouallem, Investment Strategist, and Stephan Kemper, Chief Investment Strategist in Germany, explore Latin America's economic and political shifts, growth drivers and investment opportunities.Latin America benefits from strong US growth, high commodity prices and a weaker dollar.Political shifts towards market-friendly policies in Argentina, Chile, and upcoming elections in Peru and Colombia.Mexico has a competitive edge with low USMCA tariffs, economic ties with the US, and undervalued stocks.The LatAm region offers diversification with cyclical sectors like banks and commodities.Hosted on Ausha. See ausha.co/privacy-policy for more information.

US Trade Representative Jamieson Greer says President Donald Trump will sign a supplemental proclamation to increase the tariff level to 15% “where appropriate,” as the US seeks “continuity” on tariffs. Greer also discusses expectations for the UK and European Union to honor their existing trade deals and the Trump administration wanting to fix gaps in the trade deal with Canada and Mexico.See omnystudio.com/listener for privacy information.

Michelle Rook is in San Antonio for Commodity Classic and hosts this morning's AgriTalk while Chip travels to Texas as well. She discusses tariffs with Dr. Joe Glauber, Research Fellow Emeritus at the International Food Policy Research Institute, Brian Kuehl, Executive Director of Farmers For Free Trade, talks about USMCA and tariffs, and USMEF President and CEO Dan Halstrom shares details on trade opportunities with Indonesia.See omnystudio.com/listener for privacy information.

The following article of the Professional Services industry is: “Mexican Peso Risk in Plain Sight: Positioning for USMCA 2026” by Jorge Bauer, CEO, Finanz Butik (AA2401)

Today's Post - https://bahnsen.co/40qp47X Snowed in New York recording opens with a sharp selloff (Dow -822; S&P -1%+; Nasdaq -1.1%). Weakness tied more to AI valuation and pressure in tech and financials than tariffs. The 10-year yield fell to ~4.03%; defensives led. AI capex for 2026 is pegged at $650B across five firms. Nvidia's $30B OpenAI investment is expected to cycle back via chip orders. The Supreme Court ruled 6–3 that IEEPA cannot be used to impose tariffs; Congress retains tariff authority. Refund mechanics remain unclear. Possible alternatives include Section 122 (150-day limit) and the more complex 301 and 232 routes. Strategas estimates a net $70B tariff reduction even if some measures return. Refunds could total $120–130B, potentially stimulative, though implementation may be uneven. July's USMCA review approaches amid improving U.S.–Mexico ties and rising U.S.–Canada tensions. Q4 GDP was 1.4%; 2025 growth seen at 2.2% vs. 2.8% in 2024. Housing is softening, with markets pricing in 2–3 Fed cuts toward ~3%. 00:00 Snowed In Intro 01:15 Market Selloff Snapshot 03:24 AI Capex Reality Check 04:52 Supreme Court Tariff Ruling 06:33 Section 122 Workaround 08:06 Other Tariff Pathways 09:40 Economic Impact Estimates 10:44 Refunds and USMCA Fallout 12:56 GDP Housing and Fed Cuts 15:25 Geopolitics and Wrap Up Links mentioned in this episode: DividendCafe.com TheBahnsenGroup.com

The Senate Finance Committee hosted a hearing on the importance of the U.S.-Mexico-Canada Agreement. Chad Smith has more.

This week's Open Mic guest is Ted McKinney, CEO of the National Association of State Departments of Agriculture. Following the group's Winter Policy Conference, McKinney says state ag leaders are hoping Congress can make progress on a new farm bill. The group's policy priorities include pesticide regulations, labor policy reform, regional food procurement as well as livestock disease preparedness and traceability. He also explains why state ag leaders support renewing the USMCA trade accord. 

Renaud delivers this emergency bonus podcast to provide a timely update on the news of February 21, 2026, after a landmark 6–3 U.S. Supreme Court decision that struck down many of the tariffs imposed during President Trump's second term. The episode explains which measures were affected, the immediate legal and financial fallout, and provides expert analysis of the political and strategic responses. For manufacturers, importers, and supply-chain managers, Renaud also outlines the operational implications.   P.S. Later on 21/2/26, Trump wrote on Truth Social: "I, as President of the United States of America, will be, effective immediately, raising the 10% Worldwide Tariff on Countries, many of which have been ‘ripping' the U.S. off for decades, without retribution (until I came along!), to the fully allowed, and legally tested, 15% level.” - so this confirms the 15% temporary tariff level from 24/2/26 for an initial 150 days, except on some goods such as critical metals, minerals, and pharmaceutical products. USMCA-compliant goods from Canada and Mexico are also exempted.   Episode Sections: 00:23 – Introduction to Recent Tariff Changes 02:48 – Reimbursement for Importers 03:46 – New Tariff Plans and Manufacturing Uncertainty 07:54 – Concerns Over the US Dollar 08:57 – Upcoming Webinar Announcement 09:44 – Wrap-up   Related content… Supreme Court rules Trump's tariffs illegal - CNN Supreme Court Trump tariff decision impact: What to expect as fight for billions in refunds begins - CNBC Trump raises tariffs to 15% on imports from all countries - The Guardian   Confused about how the latest tariff news will affect your business? On February 25 at 11 AM Eastern Time, there will be a free online panel that YOU can join for free, "Refining Your Global Supply Chain Strategy," with Renaud's business partner, Agilian CEO Fabien Gaussorgues. The panel will provide insights on global supply chain and manufacturing strategies for companies that sell products in the USA market. In it, they'll explain the current situation, the very recent changes and what that may mean for importers. The signup page is here:  https://docs.google.com/forms/d/e/1FAIpQLSeeDT_BUwqxJPxCy7pKXd8kyFgDh0QiUSiXXbmb0mTkIzejPg/viewform Get in touch with us Connect with us on LinkedIn Contact us via Sofeast's contact page Subscribe to our YouTube channel Prefer Facebook? Check us out on FB

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2-19-261970 IRAN The European Left and the Ukraine Conflict. John Batchelor and Anatol Lieven discuss the European left's evolving stance on the Ukraine war. Facing economic strain, radical leftist parties are prioritizing peace and domestic issues over punishing Russia, driven by historical anti-NATO sentiments and deep skepticism toward European military expansion and the United States. #1 Negotiated Settlements and Expanding Security States. Anatol Lieven explains the European left's growing concerns about the Ukraine war fueling authoritarian security and surveillance measures. While a negotiated settlement requiring Ukraine to surrender the Donbas seems impossible in Kyiv, the conflict risks becoming a prolonged war of attrition dictated by modern drone warfare. #2 Truman, the Fed, and the 1951 Accord. Professor John Cochrane explores the 1951 Treasury-Fed Accordduring the Korean War. Fearing another World War II-style crisis, President Harry Truman pressured FedChairman Thomas McCabe to keep interest rates low. Instead, the Fed fought for its independence to combat inflation, establishing modern monetary policy precedents. #3 Modern Lessons from the Fed-Treasury Accord. Drawing parallels between 1951 and today, John Cochraneexamines the tension between presidential administrations and the Federal Reserve during crises. He emphasizes that the Fed must maintain its independence, warning against perpetually funding government spending and urging a strict focus on inflation control over politically motivated easy money. #4 Peru's Political Crisis and Chinese Influence. Professor Evan Ellis details Peru's chronic political instability following the appointment of its eighth president in eight years. Amidst endemic corruption and a fragmented Congress, the nation is deeply intertwined with Chinese investments, particularly in telecommunications, mining, and the strategically vital, Chinese-controlled deep-water port of Chancay. #5 Cuba's Severe Energy and Economic Collapse. Evan Ellis describes the catastrophic collapse of Cuba'seconomy. Cut off from Venezuelan and Mexican oil, the island faces severe rationing, blackouts, halted public services, and completely collapsed tourism. With millions fleeing the dire conditions, the communist regime's survival is heavily strained as basic resources fail. #6 Border Drone Threats, USMCA, and Venezuela. Evan Ellis discusses the closure of El Paso's airspace due to sophisticated cartel drones. He also highlights the critical necessity of renegotiating the USMCA to preserve Mexico's economy and cooperative security posture. Finally, he notes a surprising US military delegation visit to negotiate with Venezuela's Maduro regime. #7 Guyana's Massive Oil Boom. Evan Ellis highlights the profound economic transformation of Guyana following the discovery of billions of barrels of light, sweet crude oil. Driven by massive investments from ExxonMobil and Chevron, the South American nation serves as a prime example of effective management and foreign partnerships generating transformative national wealth. #8 Israel's Initial Response to the October 7 Atrocities. Following the horrific October 7 attacks by Hamas, Israelileaders reacted with understandable outrage and mobilized forcefully to neutralize the threat. While Hamas is currently severely degraded militarily and controls less territory, the group remains armed and continues to pose an ongoing security challenge fueled by Iranian backing. #9Defining Israel's Deep Political and Demographic Divides. Peter Berkowitz clarifies crucial definitions in Israelipolitics, explaining why a one-state solution would destroy Israel's democratic and Jewish character. He outlines how traditional left-right divisions have morphed into pro- or anti-Netanyahu factions, heavily influenced by religious demographics and the ultra-Orthodox community's contentious role in military service. #10Trump's Middle East Legacy and Israel's Judicial Crisis. Examining the Trump administration's lasting diplomatic legacy, Peter Berkowitz praises the embassy move to Jerusalem, the withdrawal from the flawed Iran deal, and the strategic Abraham Accords. He also analyzes Israel's internal turmoil over its overly activist Supreme Court, which sparked mass protests prior to the ongoing war. #11Confronting the Ignorance Fueling Anti-Israel Protests. Dismantling the arguments of global anti-Israel protesters, Peter Berkowitz highlights their culpable ignorance regarding Israel's defensive sovereignty. He refutes false accusations of colonialism, exposing how Hamas deliberately uses Palestinian civilians as human shields and actively seeks to destroy both the Jewish state and broader Western democratic civilization. #12Viktor Orban's Dangerous Alliances with Russia and China. Facing domestic electoral pressures, Hungarian Prime Minister Viktor Orban manipulatively courts the Trump administration while deepening dangerous alliances with Russia and China. Ivana Stradner explains that Orban leverages these relationships to project global relevance and maintain power, falsely claiming that Hungary is a victim of unavoidable Russian energy dependence. #13Bangladesh's Political Turmoil and Rising Islamist Influence. Following the violent ouster of Prime Minister Sheikh Hasina, Bangladesh faces severe political and economic instability under Tariq Rahman. Sadanand Dhume warns of a concerning Islamic revival, highlighting the growing parliamentary power of the radical Jamaat-e-Islami movement and the critical need to pragmatically repair fractured diplomatic relations with India. #14Justice Scalia and the Unitary Executive Theory. Reflecting on Justice Antonin Scalia's legacy, Professor John Yoodetails the concept of the unitary executive. Scalia powerfully argued that the Constitution vests all executive power directly in the president, warning that independent agencies fragment federal authority, diminish democratic accountability, and disrupt the essential separation of powers. #15The Supreme Court's Threat to Independent Agencies. Analyzing upcoming Supreme Court cases, John Yoopredicts the potential overturning of the historic Humphrey's Executor precedent. Such a ruling would fundamentally dismantle the protections shielding independent agencies like the Federal Trade Commission from direct presidential control, sparking a massive structural revolution within the federal government's executive branch. #16

This week, Minister for Canada-U.S. Trade Dominic LeBlanc, led a trade delegation to Mexico. He was joined by government and industry officials, as well as leaders of around 250 Canadian businesses. It's the largest Canadian trade delegation to Mexico in recent memory, and it's set against the backdrop of Prime Minister Mark Carney's goal of diversifying Canadian trading partners. Mark Rendell, the Globe's economics reporter, joins the show to talk about the opportunities for growth in Mexico, and how the two countries are preparing for discussions around the renegotiation of USMCA later this year. Questions? Comments? Ideas? Email us at thedecibel@globeandmail.com Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Border Drone Threats, USMCA, and Venezuela. Evan Ellis discusses the closure of El Paso's airspace due to sophisticated cartel drones. He also highlights the critical necessity of renegotiating the USMCA to preserve Mexico'seconomy and cooperative security posture. Finally, he notes a surprising US military delegation visit to negotiate with Venezuela's Maduro regime. #71918 BELLEAU WOOD

In this action-packed episode of the America's Work Force Union Podcast, we tackle the legislative and local battles shaping the lives of industrial workers in the Midwest and beyond. Segment 1: Policy and Pathways with U.S. Rep. Nikki Budzinski U.S. Rep. Nikki Budzinski (IL-13) joins the show to discuss her "worker-centered" agenda in Washington. As the lead sponsor of the LEAP Act, Budzinski explains how bipartisan tax incentives can expand registered union apprenticeships, providing a debt-free route to the middle class. The Battle for Granite City: An update on the ongoing fight to secure long-term investment for U.S. Steel's Granite City Works. Fair Trade: Why the upcoming USMCA review is a critical moment for domestic manufacturing and trade enforcement. The $15 Minimum Wage: Lessons learned from her time leading wage negotiations in Illinois. Segment 2: Contract Victories with Pat Gallagher Pat Gallagher, President of the North Coast Labor Federation, breaks down major developments for the United Steelworkers (USW). Libbey Glass Ratification: More than 1,000 workers in Toledo have officially ratified a new agreement, ending a five-month strike marked by hedge fund pressure and demands for concessions. Oil Sector Bargaining: The latest on the tentative agreement with Marathon, designed to set the "pattern" for safety and wage standards across the industry. Global Steel Overcapacity: A look at how the Congressional Steel Caucus is addressing the 700-million-ton global surplus that threatens U.S. jobs. Key Topics Covered: Registered Apprenticeships (LEAP Act) United Steelworkers (USW) Contracts Toledo Libbey Glass Strike Resolution Pattern Bargaining in the Oil Industry USMCA Trade Review and Steel Dumping

US President Trump and his advisors have reportedly indicated that the USMCA could be scrapped, NY Times reports. Instead, the US could have bilateral deals with Canada and Mexico.European equities lower as Airbus misses on 2026 aircraft deliveries; US equity futures slip.Antipodeans gain following recent losses; DXY flat after Wednesday's advances.Bonds hold a bearish bias, continuing the pressure seen in the prior session due to various factors.Crude benchmarks and precious metals benefit from growing US-Iran tension, whilst copper lags on weak European sentiment and Chinese holiday.US President Trump is scheduled to deliver remarks on the economy at 16:00EST/21:00GMT on Thursday.Looking ahead, highlights include US Trade Balance (Dec), Weekly/Continuing Claims, Philadelphia Fed (Feb), Pending Home Sales (Jan), EZ Flash Consumer Confidence (Feb), New Zealand Trade Balance (Jan), Australian Flash PMIs (Feb), Japanese CPI (Jan). Speakers include ECB's de Guindos, Fed's Bostic, Kashkari, Goolsbee & Bowman. Supply from the US. Earnings from Walmart, Deere, Wayfair, Klarna, Opendoor, Newmont Mining, Southern & Constellation Energy.Read the full report covering Equities, Forex, Fixed Income, Commodites and more on Newsquawk

In this episode, Founder and Chief Trade Strategist of TradeMoves LLC, Shawn Jarosz, pulls back the curtain on the new IEEPA tariffs—why they've become the “new normal,” and what a looming Supreme Court ruling could mean for importers, including the possibility of major refunds. You'll also hear what's coming next in 2026, from surprise tariff “backup plans” to robotics and USMCA shakeups that could reshape the packaging and processing industry fast.PACK EXPO East returns to Philly in February 2026. It's your east coast connection for packaging and processing solutions. Be there to catch up on the latest industry advances, connect with suppliers and land on the right solutions for your entire production line—from automation and sustainability to e-commerce and much more. Register today at packexpoeast.com.Register for PACK EXPO East today!

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This week on the podcast, we're sharing highlights from a conversation at the 8th Annual Haskayne School of Business PETRONAS International Energy Speaker Series held on February 11, 2026. Jackie Forrest moderated a sold-out session featuring award-winning author Edward Fishman, whose recent book Chokepoints: American Power in the Age of Economic Warfare, explores the rise of U.S. geoeconomic strategy. Mr. Fishman is a Senior Research Scholar at the Center on Global Energy Policy and an Adjunct Professor of International and Public Affairs at Columbia University. Joining the discussion was Robert (RJ) Johnston, Director of Energy and Natural Resources Policy at the University of Calgary's School of Public Policy. The conversation explores a wide range of issues, including the United States' use of tariffs as a tool of economic warfare, the potential for expanded investment and trade between Canada and China, how such a shift might be viewed by the U.S., and key lessons from American intervention in Venezuela. The panel also discusses the prospects for a peace agreement between Russia and Ukraine, whether a weakening U.S. dollar could diminish America's ability to deploy economic statecraft, and, finally, whether China's growing self-sufficiency could ultimately reduce the effectiveness of U.S. sanctions and leverage. The episode concludes with Peter and Jackie sharing their reflections on the discussion, offering their own perspectives, and examining the issues through a Canadian lens. Content referenced in this podcast:Peter Tertzakian's article on why Canada must act with urgency to diversify its export markets, “Oil, Mercantilism, and the Return of Gunboat Economics” (January 12, 2025) Edward Fishman's article on how Europe should handle Donald Trump's threats, “Want to stop Trump bullying your country? Retaliate” (February 8, 2026) Peter Tertzakian's article, “The Cost of Being a Market Hostage,” (September 8, 2025)Please review our disclaimer at: https://www.arcenergyinstitute.com/disclaimer/ Check us out on social media: X (Twitter): @arcenergyinstLinkedIn: @ARC Energy Research Institute Subscribe to ARC Energy Ideas PodcastApple PodcastsAmazon MusicSpotify 

Free travel to china? Why?Carney appoints someone with no experience to negotiate usmca,Nate erskin's campaign hit with violations of the elections act including falsifying records,Rath is meeting with the US representatives again,People are starting to threaten people who are collecting signatures,#Cpd #lpc, #ppc, #ndp, #canadianpolitics, #humor, #funny, #republican, #maga, #mcga,Sign Up for the Full ShowLocals (daily video)Sample Showshttps://canadapoli2.locals.com/ Spotify https://podcasters.spotify.com/pod/show/canadapoli/subscribePrivate Full podcast audio https://canadapoli.com/feed/canadapoliblue/Buy subscriptions here (daily video and audio podcast):https://canadapoli.cm/canadapoli-subscriptions/Youtubehttps://www.youtube.com/c/CanadaPoli/videosMe on Telegramhttps://t.me/realCanadaPoliMe on Rumblehttps://rumble.com/user/CanadaPoli Me on Odysseyhttps://odysee.com/@CanadaPoli:f Me on Bitchutehttps://www.bitchute.com/channel/l55JBxrgT3Hf/ Podcast RSShttps://anchor.fm/s/e57706d8/podcast/rsshttps://LinkRoll.co Submit a link. Discuss the link. No censorship. (reddit clone without the censorship)

Send a textEpisode 362: In this episode, Jamie and Jennifer Irvine break down everything learned at Heavy Duty Aftermarket Dialogue (HDAD), exploring major industry shifts such as Daimler's move from “e‑commerce” to a broader “digital platform,” heavy investments in facilities and consolidation, and the persistent challenges around cross‑reference data, fitment data, and images. They discuss OEM strategies around tariffs, nearshoring, and diversification, and they highlight candid market sentiment about the freight recession, supplier relationships, and the impact of the FleetPride–TruckPro merger. The conversation also covers insights from industry surveys, the importance of improving supplier communication and training, and the critical upcoming decisions on tariffs and the USMCA that will shape strategic planning for 2026 and beyond. As Jamie notes, “we can't wait anymore,” emphasizing that companies are pushing forward with delayed projects despite uncertainty.Links·         Episode 354 – Tariffs, Taxes and the Trucking IndustrySponsors of this EpisodeThe Hub Corp: Introducing the new standard in wheel-end protection: The Hub Corp's revolutionary XTRACTOR™. The only line of heavy-duty hub caps with a built-in 3-Stage Magnetic Oil Filter that safeguards critical axle components under extreme loads for longer. And with the patent-pending HexThread™ cartridge, the XTRACTOR makes hub oil servicing and inspections faster, easier, and cleaner. The Hub Corp: Challenge The Standard. Visit TheHubCorp.com to learn more and join the waitlist.  Fullbay: Fullbay is built for the heavy-duty world, giving your operation the tools to keep your fleet or independent repair shop running. Features like streamlined scheduling, real-time inventory tracking, technician efficiency insights, and detailed reports are how Fullbay helps shops reduce downtime and keep your vehicles on the road where they belong. Check out Fullbay.com/power to maximize your shop's productivity.GenAlpha: Equip360 by GenAlpha helps manufacturers and distributors grow their parts sales and make life easier for their customers. With real-time insights into inventory, pricing, and order tracking, it keeps customers coming back. Plus, it saves time by automating routine tasks and making repeat purchases simple. Explore Equip360 at GenAlpha.com.Disclaimer: This content and description may contain affiliate links, which means that if you click on one of the product links, The Heavy Duty Parts Report may receive a commission. Follow the podcast to never miss an episode. If you'd like to work with Jamie Irvine directly, you can schedule a meeting with him today.

In this episode of the Econ Dev Show, Dane Carlson sits down with Heath Vescovi-Chiordi, Director of Economic Development for Pima County, Arizona, to explore how one of the largest counties in the country balances rural biodiversity, cross-border trade with Mexico, aerospace and optics clusters, semiconductor workforce development, and even controversial data center projects. Heath shares how a four-and-a-half-person team coordinates across municipalities, tribal nations, academia, and public health to execute a regional strategy that blends quantitative results with qualitative community engagement. From a $1.2 billion battery manufacturing project to evolving policies on nondisclosure agreements and enhanced due diligence, this conversation offers a behind-the-scenes look at modern county-level economic development in action Like this show? Please leave us a review here — even one sentence helps! Special Guest: Heath Vescovi-Chiordi.

SHOW SCHEDULE 2-13-20261900 SWITZERLAND Guest: Anatol Lieven. Lieven discusses the EU's identity crisis, internal disagreements regarding leadership, expansion challenges, and the rising influence of right-wing nationalist parties across the continent. Guest: Anatol Lieven. Lieven explains EU hesitation and anti-Russian sentiment regarding Ukraine aid, highlighting the reliance on U.S. support and the perception that Germany must lead Europe. Guests: Chris Riegel and Jim McTague. Riegel and McTague discuss economic warning signs as high costs and consumer debt cause significant slowdowns and reduced foot traffic in the fast-food industry. Guest: Michael Bernstam. Bernstam details Russia's faltering war economy, citing declining oil production, a shrinking civilian sector, and reliance on gold sales to offset budget deficits. Guest: Mary Anastasia O'Grady. O'Grady criticizes Brazilian Justice de Moraes for arbitrary rulings on free speech and transgender laws, alongside corruption allegations involving his wife and a bank. Guest: Jack Burnham. Burnham reports on a secret 2020 Chinese nuclear test, their expanding nuclear triad, and Beijing's refusal to engage in arms control negotiations with Washington. Guests: Alan Tonelson and Jim McTague. The guests analyze a Morgan Stanley report on AI, debating whether increased productivity will cause job losses or create new industries for creative workers. Guests: Alan Tonelson and Jim McTague. They discuss how AI like Anthropic's Claude threatens traditional software investments by automating coding, potentially hurting private equity while enabling a new class of programmers. Guest: Professor Evan Ellis. Ellis describes Guatemala's security crisis involving gang control of prisons, President Arévalo's governance struggles, and continued cooperation with the U.S. on migration enforcement. Guest: Professor Evan Ellis. Ellis analyzes the growing threat of Mexican cartel drones at the border and Mexico's economic reliance on USMCA trade negotiations amidst security concerns. Guest: Professor Evan Ellis. Ellis reports on Venezuela's regime arresting opposition figures while simultaneously navigating oil deals and appearing to cooperate with the U.S. to maintain power. Guest: Professor Evan Ellis. Ellis discusses Chinese control of Peru's Chancay port, Mia Mottley's victory in Barbados, and Cuba's desperate energy crisis forcing potential concessions to the U.S. Guest: Rick Fisher. Fisher discusses China's recent Long March 10A test, a reusable rocket for lunar missions, and outlines their evolving moon architecture compared to U.S. efforts. Guest: Rick Fisher. Fisher details China's ambitious "Tiangong Kaiu" 100-year plan to establish solar system hegemony, exploiting Moon and Mars resources to secure economic and military dominance. Guest: Cleo Paskal. Paskal analyzes the U.S. State Department's designation of corrupt officials in Palau and the Marshall Islands, a significant move countering Chinese influence in Oceania. Guest: Cleo Paskal. Paskal contrasts U.S. actions in Palau with worsening corruption in the Northern Marianasand new Chinese infrastructure in Yap, highlighting vulnerabilities in Pacific defense.

Jim Wiesemeyer of Wiesemeyer's Perspectives and Shaun Haney of RealAgriculture join Chip Flory for the Friday Free-for-all. Topics include trade with India, China and Taiwan, reviewing USMCA, deregulation by EPA, and various deadlines for things like bridge payments.See omnystudio.com/listener for privacy information.

Agriculture news this week shares ag groups E15 and USMCA priorities for farmers, USDA updates and an interview discussing what growers should consider as they plan for the upcoming season. Top agriculture headlines from across the country include the E15 Rural Domestic Energy Council expected to submit proposals by February 15, with lawmakers aiming for an agreement by the end of the month. A new report outlines the agricultural impact of the U.S.-Mexico-Canada Agreement, while Donald Trump's tariffs face renewed scrutiny in the U.S. House. Additional agricultural policy news covers updates to farmer payments, increased scrutiny of USDA data and the U.S. expanding beef imports from Argentina following an executive order signed last week. Looking ahead to the start of the growing season, Eric Scherder, Ph.D., U.S. crop protection technical lead at Corteva Agriscience, joins the podcast for this week's interview discussing how growers can approach weed control and herbicide programs in an economically challenging year. He emphasizes using an integrated strategy that combines herbicides with cultural practices, such as cover crops, to create an effective and flexible plan regardless of crop or geography. The conversation also highlights his background and appreciation for science and agriculture in this first interview of the Why Enlist series, featuring agronomy and crop leaders. Stay connected with us for more agriculture content on Instagram, TikTok, Facebook, and YouTube, along with our weekly videos!

The rules of the game are changing—both at the border and in the regional field office. On today's episode of the America's Work Force Union Podcast, we are joined by two leading experts to discuss the policy shifts threatening union leverage in 2026. Part 1: The USMCA 2026 Review with Adam Hersh Senior Economist Adam Hersh joins us to break down the high-stakes "NAFTA 2.0" review coming this July. While USMCA was sold as a fix for manufacturing, Hersh explains why loopholes in auto rules of origin and the threat of offshoring continue to chill collective bargaining. We discuss: What happens if the U.S., Mexico, and Canada don't agree by July. How "China-linked" supply chains are shifting the footprint in Mexico. The essential pillars of a truly worker-centered trade agenda. Part 2: The NLRB Staffing Crisis with Andrew Strom Brooklyn Law School professor and labor lawyer Andrew Strom returns to discuss a compounding crisis at the National Labor Relations Board. With staffing at a decade-long low and a post-shutdown backlog mounting, "justice delayed" is becoming a tactical weapon for employers. We dive into: How new ULP intake procedures are slowing down investigations. The "chilling effect" on witness statements when cases sit for months. Why funding the NLRB is the most cost-effective way to protect the NLRA. Listen in to hear how unions can navigate these legal and economic headwinds to keep building power.

Host: Cindy Allen Show: Simply Trade – Cindy's Version Published: February 13, 2026 Length: ~15 minutes Presented by: Global Training Center State of Grace: Tariffs, First Sale Under Fire, and a Glimmer of Stability In this episode of Cindy's Version, Cindy Allen, CEO of TradeForce Multiplier, walks through another busy week in global trade and ties it to Taylor Swift's “State of Grace”—focusing on the idea that, despite the shock of recent policy shifts, this is still a “worthwhile fight” for trade professionals. From new trade deals to challenges against tariff policy and first sale threats, Cindy explains what's changing and where there are signs of hope.​ What You'll Learn in This Episode New trade deals and tariff shifts A U.S.–Taiwan deal capping total tariffs at 15% (either limiting MFN above 15% or applying 15% where MFN is lower). Details emerging on agreements with Guatemala, El Salvador, Argentina, and an India deal rolling back some reciprocal tariffs tied to India's Russian oil purchases.​ Where to find official text and specifics: USTR's website.​ Border infrastructure and electronic bonds The administration's threat to block the opening of the long‑planned Gordie Howe Bridge between Detroit and Ontario over funding/ownership disputes, and why Canada and Michigan intend to proceed regardless. How this new public crossing will compete with the privately owned Ambassador Bridge for billions in daily cross‑border trade.​ CBP's move to mandate electronic surety bond filing for all bonds, formalizing what many brokers, importers, and sureties already do—and why Cindy strongly supports it.​ Section 232 guidance softens (slightly) New CBP guidance on 232 tariffs for steel, aluminum, and copper, dialing back earlier aggressive interpretations. Trade groups have received written clarification allowing certain labor/overhead costs to be prorated into steel/aluminum values instead of fully loaded, even as petitioners continue to argue that none of those costs should be included. Why importers should review the latest guidance carefully, track affected entries, and monitor the ongoing Court of International Trade challenge.​ USMCA and IEPA signals from Capitol Hill Senate Finance Committee signaling support for extending USMCA, seeking stability before any renegotiation, while the administration is rumored to prefer separate bilateral deals with Canada and Mexico.​ The House vote to end IEPA duties on Canada for certain non‑USMCA goods—a positive step toward predictability, though the bill still must clear the Senate and avoid a presidential veto.​ First sale under threat Introduction of a bill to eliminate first sale, driven by some of the same groups that pushed to curtail de minimis and oppose duty‑reducing mechanisms generally. Why this is significant: many large importers rely on first sale, provide extensive upstream data to CBP, and enable deeper supply‑chain visibility and risk management. Trade associations have already begun weighing in to defend first sale; Cindy flags this as a fight to watch closely.​ EU deal conditions and a big auto bill The EU moving its U.S. tariff deal through lawmakers but adding elements like sunset deadlines and “security triggers” that go beyond earlier negotiating language.​ Ford announcing an expected 900 million dollar 232‑related tariff hit after previously anticipated automotive offsets were disallowed for several months—raising questions about how other automakers will fare and whether Ford might push back through protests or litigation.​ Global trade up, U.S. trade down Conference insights from Manifest: global trade volumes are rising overall, but trade into the U.S. is declining, as exporters pivot to other markets they perceive as less costly and less complex. This trend aligns with a surge in trade deals worldwide that do not include the U.S.​ Why “State of Grace”? Cindy connects the week's developments to Taylor Swift's “State of Grace,” highlighting the line: “I never saw you coming and I'll never be the same. This is a state of grace, this is a worthwhile fight.” She uses this to frame: How studies now confirm what many suspected—U.S. consumers have already paid roughly 1,000 dollars more due to tariffs, with an additional 1,300 dollars expected in the coming year. How tariffs are hitting companies and rural communities: constrained exports for U.S. agriculture, rising small‑farm bankruptcies, and knock‑on impacts to local economies. Research showing that about 90% of tariff costs are passed from suppliers to U.S. importers, then to consumers, and even to manufacturers who never import directly but rely on tariff‑burdened inputs.​ Despite this, she sees reasons for cautious optimism: Companies challenging IEPA and 232 in court. Large players like Ford publicly quantifying tariff impacts. Congress beginning to reassert its constitutional role over tariffs and question security‑based justifications used as broad economic tools. Early, coordinated pushback against eliminating first sale—stronger than what was seen around de minimis.​ For Cindy, these developments suggest the industry may be entering a state of grace—a moment where data, legal challenges, and coordinated advocacy start to rebalance the conversation and make the fight for smarter trade policy worth it.​ Credits Host: Cindy Allen Producer: Annik Sobing Presented by: Global Training Center Sponsor: PAX AI ​ Listen & Subscribe Simply Trade main page: https://simplytrade.podbean.com​ Apple Podcasts: https://podcasts.apple.com/us/podcast/simply-trade/id1640329690​ Spotify: https://open.spotify.com/show/09m199JO6fuNumbcrHTkGq​ Amazon Music: https://music.amazon.com/podcasts/8de7d7fa-38e0-41b2-bad3-b8a3c5dc4cda/simply-trade​ Connect with Simply Trade Podcast page: https://www.globaltrainingcenter.com/simply-trade-podcast​ LinkedIn: https://www.linkedin.com/showcase/simply-trade-podcast​ YouTube: https://www.youtube.com/@SimplyTradePod​ Join the Trade Geeks Community Trade Geeks (by Global Training Center): https://globaltrainingcenter.com/trade-geeks/

Welcome to the RealAg Issues Panel on RealAg Radio! On today’s issues panel, host Shaun Haney is joined by Kelvin Heppner and Lyndsey Smith, both of RealAgriculture, to talk about trade, a bridge, combine sales, and so much more. Plus, hear a product spotlight with Ambrely Ralph of ADAMA Canada for a spotlight interview and... Read More

Welcome to the RealAg Issues Panel on RealAg Radio! On today’s issues panel, host Shaun Haney is joined by Kelvin Heppner and Lyndsey Smith, both of RealAgriculture, to talk about trade, a bridge, combine sales, and so much more. Plus, hear a product spotlight with Ambrely Ralph of ADAMA Canada for a spotlight interview and... Read More

Guest: Professor Evan Ellis. Ellis analyzes the growing threat of Mexican cartel drones at the border and Mexico'seconomic reliance on USMCA trade negotiations amidst security concerns.1647

Economist Gretchen Kuck with the National Corn Growers Association joins us to discuss their recent research and report detailing the economic impacts of USMCA. While down in Nashville for Top Producer Summit Chip Flory had an opportunity to have a conversation with Raphael Bostic, president and CEO of the Federal Reserve Bank of Atlanta. Plus Margy Eckelkamp interviews Will Bramblett, CEO of Weskan Grain about a lawsuit against two railroad companies.See omnystudio.com/listener for privacy information.

Hosts: Andy Shiles & Lalo Solorzano Guests: Jill Roseman & Darie Achstein Conway Episode: ST440 Length: ~42 minutes Episode Summary What happens when some of the sharpest minds in trade compliance gather in one room? In this special recap episode, Andy and Lalo sit down with trade compliance leaders Jill Roseman and Darie Achstein Conway to unpack the biggest takeaways from the 2026 Advanced Topics in Customs Compliance (ATCC) Conference. From “Trump 2.0” trade policies to stacked Section 232/301 tariffs, AI in customs enforcement, USMCA uncertainty, cartel-related compliance risk, and the explosive rise in executive-level attention to trade — this episode highlights why compliance is no longer sitting in the corner. If you've ever wondered whether conferences are worth the investment… this conversation may change your mind. Meet the Guests Jill Roseman A seasoned global trade compliance leader with 20+ years of experience across chemicals, pharmaceuticals (pet and human health), policy work, M&A, and global program development. Jill brings a strategic perspective on mitigation strategies, first sale for export, and executive communication in today's trade environment. Darie Achstein Conway A longtime trade compliance expert with more than 30 years in manufacturing and technology, with deep expertise in exports and encryption licensing. Darie is also an instructor with Global Training Center and brings both industry wisdom and fresh insights on AI, automation, and the next generation of trade professionals. Key Discussion Highlights Trade War Reality: What's Actually Happening? Section 232 and 301 stacking Mitigation strategies (including First Sale for Export) How to translate trade policy into executive-level language Why compliance teams are suddenly front and center in corporate strategy AI Is Here — And Customs Is Already Using It AI-driven HTS classification Automation expectations from brokers, 3PLs, and carriers Why companies not leveraging automation risk falling behind The importance of verification and documentation when using AI Executive Awareness Is Rising Directors and VPs taking compliance training Trade compliance now touching every business function: procurement, finance, HR, legal, IT, logistics The importance of bringing compliance into sourcing and strategic planning conversations early USMCA & Mexico Policy Developments Keynote insights from former Mexican Ambassador Bárbara González 70% changes to Mexico's constitution Potential implications of cartel designation as terrorist organizations What this could mean for forced labor-style scrutiny and due diligence The Power of Conferences Why sending multiple compliance team members matters Splitting tracks and comparing notes The value of networking in complex, fast-changing regulatory environments Why one conference per year may no longer be enough Top Takeaways Trade compliance is now a board-level conversation. AI is reshaping both enforcement and compliance workflows. Mitigation strategies require constant monitoring. Conferences aren't optional anymore — they're strategic investments. Even seasoned professionals walk away humbled — and sharper. Resources Learn more about the Advanced Topics in Customs Compliance (ATCC) conference via Deleon Trade Explore compliance education programs at Global Training Center Credits Hosts: Andy Shiles Lalo Solorzano Produced by: Global Training Center Podcast: Simply Trade Subscribe & Follow Simply Trade

Senate GOP leaders abdicated for the USMCA trade agreement this week in contrast to the Trump administrations indifference to the upcoming review of the North American deal. A Chinese news agency suggests a thawing of relations with the U.S. and an extension of the trade truce. The USDA has issued new guidance to child nutrition program directors. 

Trade with Mexico and Canada delivers significant economic benefits to rural communities across the U.S. That’s according to new economic analysis released today by the Agricultural Coalition for the U.S.-Mexico-Canada Agreement. NAFB News ServiceSee omnystudio.com/listener for privacy information.

WAC President, Michael Schadler says a major focus for them this year will be the U.S.-Mexico-Canada Agreement that is scheduled for an update in the coming months.

With the U.S.-Canada-Mexico Agreement coming up for review, our Head of Public Policy Research Ariana Salvatore unpacks whether our 2025 call for deeper trade integration still holds.Read more insights from Morgan Stanley.----- Transcript -----Ariana Salvatore: Welcome to Thoughts on the Market. I'm Ariana Salvatore, Head of Public Policy Research for Morgan Stanley. Today I'll be talking about our expectations for the upcoming USMCA review, and how the landscape has shifted from last year. It's Wednesday, February 11th at 4pm in London. As we highlighted last fall, the US-Mexico-Canada Agreement is approaching its first mandatory review in 2026. At the time, we argued that the risks were skewed modestly to the upside. Structural contingencies built into the agreement we think cap downside risk and tilt most outcomes toward preserving and over time deepening North American trade integration. That framing, we think, remains broadly intact. But some developments over the past few months suggest that the timing and the structure of that deeper integration could end up looking a little bit different than we initially expected. We still see a scenario where negotiators resolve targeted frictions and make limited updates, but we're increasingly mindful that some of the more ambitious policy maker goals – for example, new chapters on AI, critical minerals or more explicit guardrails on Chinese investment in Mexico – may be harder to formalize ahead of the mid-2026 deadline. So, what does the base case as we framed it last year still look like? We continue to expect an outcome that preserves the agreement and resolves several outstanding disputes – auto rules of origin, labor enforcement procedures, and select digital trade provisions. On the China question, our view from last year also still holds. We expect incremental steps by Mexico to reduce trans-shipment risk and better align with U.S. trade priorities, though likely without a fully institutionalized enforcement mechanism by mid-2026. And remember, the USMCA's 10-year escape clause keeps the agreement enforced at least through 2036, meaning the probability of a disruptive trade shock is structurally quite low. What may be shifting is not the direction of travel, but the pace and the form. A more comprehensive agreement may ultimately come, but possibly with a longer runway or through site agreements rather than updates to the USMCA text itself. Of course, those come with an enforcement risk just given the lack of congressional backing. We still expect the formal review to conclude around mid-2026, albeit with a growing possibility that deeper institutional alignment happens further out or via parallel frameworks. It also is possible that into that deadline all three sides decide to extend negotiations out further into the future, extending the uncertainty for even longer. So what does it all mean for macro and markets? For Mexico, maintaining tariff free access to the U.S. continues to be essential. The base case supports ongoing manufacturing integration, especially in autos and electronics. But without the newer, more strategic chapters that policymakers have discussed, the agreement would leave Mexico in a position that it's accustomed to – stable but short of a full nearshoring acceleration. This aligns with our view from last year, but we now see clearer near-term risks to the thesis of rapid institutional, deeper trade integration. For FX, the pace of benefit is from reduced uncertainty, but the effect is likely gradual. The absence of tangible progress on adding to the original deal suggests a more muted near-term impulse. For Canada, the implications are similarly two-sided. Near-term volatility around the review is likely underpriced, but a limited agreement should eventually lead to medium term USD-CAD downside. On the economics front, last year, we argued that the review would reinforce North America as a manufacturing block, even if it didn't fully resolve supply chain diversification from China. We think that remains true today, but with the added nuance that some of the more ambitious integration pathways may be pushed further out or structured outside of the formal USMCA chapters. So bottom line, our base case remains a measured, pragmatic outcome that reduces uncertainty, but preserves the core benefits of North American trade and supports growth across key asset classes. But it also increasingly looks like an outcome that may leave some strategic opportunities on the table for now, setting the stage for deeper alignment later – on a slightly longer horizon, or through a more flexible framework. Thanks for listening. As a reminder, if you enjoy Thoughts on the Market, please take a moment to rate and review us wherever you listen. And share Thoughts on the Market with a friend or colleague today.

Farmers know: reliable trade partners matter. Canada and Mexico are two of our best grain buyers, and that didn't happen by accident. It's because of a trade agreement signed during President Donald Trump's first term, commonly known as USMCA. But that agreement isn't guaranteed to last. In this edition of Kernels, Tadd Nicholson speaks with Lesly McNitt, Vice President of Public Policy to get answers about what's at stake for farmers and why the future of USMCA matters.

Recorded at SWIPE in Tucson, this episode of The Fresh CrEd features Ron Lemaire, President of the Canadian Produce Marketing Association (CPMA), in a wide-ranging conversation on trade predictability, USMCA renewal, and the future of the produce industry. Ron breaks down why the USMCA framework must remain trinational, how trade flows through critical hubs like Nogales and Mexico to serve Canadian consumers year-round, and why uncertainty disproportionately harms small and mid-sized companies across the supply chain. The conversation also explores: Why predictability is essential for business planning How trade uncertainty accelerates consolidation The role of industry advocacy in shaping policy outcomes Why regional shows like SWIPE create space for meaningful, high-signal dialogue A timely discussion on trade, leadership, and what's at stake if predictability breaks down.

Host: Annik Sobing Guest: Joshua Beker Published: February 6, 2026 Length: ~20 minutes Presented by: Global Training Center ATCC 2026: Cookies, Customs Law, and Why Trade is Suddenly Sexy Live from Day 3 of the Advanced Topics in Customs Compliance (ATCC) Conference in Houston, Annik sits down with trade lawyer Joshua Beker from Roberts & Kehagiaras LLP Law Firm (met thanks to their irresistible local cookies). Joshua shares how he accidentally fell into trade law before it was "cool," why kids are now chasing trade careers, and what brokers/importers need to fix right nowamid tariff chaos.​ What You'll Learn in This Episode: How Joshua stumbled into trade law during school and now gets constant "how do I become a trade lawyer?" messages from students Why 2018's first 301 tariffs (2.5% → 25%) made everyone suddenly care about duties—and 2026's even wilder environment is drawing new talent Common mistakes still killing companies: Chinese-labeled boxes from "Vietnam," missing factory photos, zero origin verification The compliance "magnifying glass": origin, valuation, classification now mean 50% duty swings under USMCA if you get it wrong Trust crisis aftermath: 2025's Truth Social posts that went nowhere (Canada 100%, Korea hikes, India rollback)—how to rebuild process confidence Cross-functional training is non-negotiable: engineers, finance, procurement mustunderstand why compliance asks for BOMs/pictures/policies ATCC value for brokers: quick expert guidance on 232 valuations (CBP guidance often thin), E&O help, license audits, client advising (auto/steel/furniture/medical) Joshua's 2026 Predictions: Retraction/scale-back of aggressive trade actions (already starting) IEEPA case decision post-State of the Union USMCA renegotiation: all 3 countries want updates—lobby now via public comments (it works—tariff shift rules already changed from past efforts) Policies aren't static: build living procedures that adapt monthly, assign owners, train cross-functionally ATCC Highlights (Houston, Feb 2026): Joshua emphasizes ATCC's blend of C-suite policy + operational "how-to-file-today" sessions with lawyers/brokers/importers. Global networking (Canada/Brazil/Mexico/Adidas reps) creates crisis-call contacts. For Southern border brokers, it's essential intel to serve auto/steel/furniture/medical clients amid monthly rule shifts. Key Takeaways: Trade law went from invisible to hot overnight—leverage conferences like ATCC to upskill fast Start fixing compliance with education: get lawyers in front of decision-makers, scare with penalties, build policies Cross-train everyone—they don't need expertise, just enough to escalate red flags and support compliance asks Lobbying works: USMCA tariff shift changes prove public comments shape outcomes—submit yours now ATCC isn't optional for brokers/importers—it's where you translate big-picture chaos into industry-specific procedures Resources & Mentions: Roberts & Kehagiaras LLP: customs practice, broker E&O, audits, rulings ATCC Conference: advanced customs compliance, Houston 2026 PaxAI & Global Training Center: Simply Trade Podcast Sponsors Presented by: Global Training Center​ Listen & Subscribe Simply Trade main page: https://simplytrade.podbean.com​ Apple Podcasts: https://podcasts.apple.com/us/podcast/simply-trade/id1640329690​ Spotify: https://open.spotify.com/show/09m199JO6fuNumbcrHTkGq​ Amazon Music: https://music.amazon.com/podcasts/8de7d7fa-38e0-41b2-bad3-b8a3c5dc4cda/simply-trade​ Connect with Simply Trade Podcast page: https://www.globaltrainingcenter.com/simply-trade-podcast​ LinkedIn: https://www.linkedin.com/showcase/simply-trade-podcast​ YouTube: https://www.youtube.com/@SimplyTradePod​ Join the Trade Geeks Community Trade Geeks (by Global Training Center): https://globaltrainingcenter.com/trade-geeks/  

Expert insight on the ag economy. Feelings about the review of USMCA. Agweek Livestock Tour visits a ranch raising an unusual breed of cattle. A popular counselor keeps helping farmers in retirement.

Enjoy this special feed drop of our sister show 'In This Economy?!'The Bank of Canada has described what happened to the economy in 2025 as a shift away from normal trade relations with the United States and elevated uncertainty for households and businesses.While Bank of Canada Governor Tiff Macklem has said what happens with the economy this year—and for interest rates—will be determined by the upcoming USMCA trade talks, today's guest argues there are much larger structural issues where you could argue the economy is already in a recession and needs dramatic policy changes by the federal government.Host Mike Eppel speaks to David Rosenberg, President and Founder, Rosenberg Research to discuss their predictions on the Canadian dollar and interest rates. We love feedback at The Big Story, as well as suggestions for future episodes. You can find us:Through email at hello@thebigstorypodcast.ca Or @thebigstory.bsky.social on Bluesky

Host: Cindy AllenGuests: Heather Litman & Sandra Langford-Coty Show: Simply Trade – Cindy's Version Published: February 6, 2026 Length: ~13 minutes Presented by: Global Training Center Long Live: Celebrating Trade Wins with Your Industry Crew Cindy Allen, CEO of TradeForce Multiplier, delivers this week's rapid-fire trade update through the lens of Taylor Swift's “Long Live”—a song about shared victories and the bonds that make them possible. From congressional pushback on exclusions to critical minerals zones and a surprising U.S.-China thaw, Cindy breaks down what happened and what's next.​ What You'll Learn in This Episode: Express Carrier Bill faces pushback Peter Navarro publicly opposes the bill for simplified clearance parity with USPS, calling de minimis a zombie issue that “won't die.”​ Congress demands exclusion transparency Senator Wyden's letter calls the Section 232 exclusion process secretive and confusing—good news that Congress may step in for importers/exporters.​ USMCA hearing next week Senate Finance Committee will hear from pro-trade voices and domestic industry reps—watch for outcomes that could impact the agreement.​ EU moves fast on U.S. trade deal EU Parliament takes up negotiations internally to beat deadlines and avoid tariff retaliation seen with other countries.​ HTS updates published International Trade Commission released food/pharma changes effective February 1—check if you're impacted via the International Trade Administration.​ Critical minerals preferential zone Administration (led by VP JD Vance) exploring enforceable price floors at every production stage—no details yet.​ India IEPA tariff reductions pending Rumored drop from 50% total to 18%, but no Federal Register notice or CSMS message yet—stay tuned for implementation guidance.​ U.S.-China relations thaw? Administration calls recent talks “extremely good,” signaling stability for China importers after a year of mixed signals.​ Why “Long Live”? Cindy ties the week's developments to “Long Live,” focusing on celebrating successes with friends—especially critical now when industry networks help navigate chaos. Conferences and associations aren't just for learning; they're where you build the relationships that get you through volatile times.​ Key Takeaways: Momentum is building for more congressional oversight on exclusion processes—positive for transparency.​ Check HTS food/pharma updates immediately if affected; they're already live.​ Critical minerals zone and India tariff details will drop soon—track Federal Register and CSMS closely.​ U.S.-China tone shift could mean stability, but verify with primary sources before adjusting strategy.​ Build your trade network now—when rules change monthly, friends in the industry are your real compliance superpower.​   Presented by: Global Training Center​ Listen & Subscribe Simply Trade main page: https://simplytrade.podbean.com​ Apple Podcasts: https://podcasts.apple.com/us/podcast/simply-trade/id1640329690​ Spotify: https://open.spotify.com/show/09m199JO6fuNumbcrHTkGq​ Amazon Music: https://music.amazon.com/podcasts/8de7d7fa-38e0-41b2-bad3-b8a3c5dc4cda/simply-trade​ Connect with Simply Trade Podcast page: https://www.globaltrainingcenter.com/simply-trade-podcast​ LinkedIn: https://www.linkedin.com/showcase/simply-trade-podcast​ YouTube: https://www.youtube.com/@SimplyTradePod​ Join the Trade Geeks Community Trade Geeks (by Global Training Center): https://globaltrainingcenter.com/trade-geeks/

Last week the U.S. Treasury Secretary Scott Bessent issued a very public warning to Prime Minister Mark Carney. At the centre of that warning is the USMCA trade deal, which kept Trump's tariffs from unleashing even deeper damage to the Canadian economy. A mandatory review of the US-Mexico-Canada pact is kicking-off now. It has turned into a high stakes negotiation, with the U.S. poised to squeeze Canada and Mexico and to use the negotiation itself as leverage to advance the administration's interests. Today, trade expert Eric Miller is back to talk about where the trade talks are headed, what the Americans are hoping for, and what would happen if the deal got ripped up altogether. Miller is the president of Rideau Potomac Strategy Group and a fellow at the Canadian Global Affairs Institute. For transcripts of Front Burner, please visit: https://www.cbc.ca/radio/frontburner/transcripts

Watch The X22 Report On Video No videos found (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:17532056201798502,size:[0, 0],id:"ld-9437-3289"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");pt> Click On Picture To See Larger PictureTrump started to put all the pieces together starting back in 2017. He was setting the stage to remove NAFTA but he was not able to because congress put roadblocks into the legislation, so he transitioned it into the USMCA and now he has trapped Canada in it. Trade deals are power of the US, the US has the leverage and the [CB] knows it.  The [DS] along with Biden, Obama and Clinton are pushing the insurgency in this country. Walz believes he has the upper hand making a deal with Trump but this is going to backfire on him and Frey. The people in MN are already upset. The D’s believe they can shutdown the government and use the DHS funding to do it. But the OBBB is funding ICE so this is going to fail. Trump has the leverage and he weakening the [DS] every step of the way. The root cause is being exposed to the country.   Economy Big Picture: President Trump and Trade Using the Art of the Self-Fulfilling Prophecy Canada and the EU take trade and economic positions seemingly against U.S. interests. Simultaneously Mexico modifies all their trade positions to come into alignment with the USA. Yesterday, Mexican President Claudia Sheinbaum announced Mexico will no longer ship oil to Cuba.   When President Trump was asked about Prime Minister Mark Carney creating a new trade agreement with China, President Trump responded that he didn't care – it was irrelevant to him.  Yet, simultaneously inside the USMCA President Trump has the power to veto any trade agreement between Mexico or Canada and a non-member nation. So, why didn't President Trump care?  Easy, because in President Trump's mind there's not going to be a USMCA; so, he really doesn't care if Canada runs to violate it.  In real terms, Canada doing bilateral deals with other countries, especially deals potentially detrimental to the USA, only strengthens his position on dissolving the USMCA. If Canada violates the terms and spirit of the USMCA, it makes dispatch of the unliked trade agreement even easier.  Canada is helping President Trump remove the congressional justification they could use to block him.  If Canada is violating the USMCA (CUSMA), Congress is kneecapped from interference. Source: theconservativetreehouse.com (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:18510697282300316,size:[0, 0],id:"ld-8599-9832"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="https://cdn2.decide.dev/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs"); https://twitter.com/Geiger_Capital/status/2015924180160594345?s=20 https://twitter.com/KobeissiLetter/status/2015949123648909631?s=20  more than officially reported. Furthermore, China officially bought an additional 0.9 tonnes in December, pushing the total gold reserves to a record 2,306 tonnes. This also marked the 14th consecutive monthly purchase. In 2025, China's total reported gold purchases reached +27 tonnes. Assuming official purchases were 10% of what China is actually buying, this suggests China acquired +270 tonnes of physical gold in 2025. China is stockpiling gold like we are in a major crisis.    2025. Why hasn’t the Korean Legislature approved it?   Because the Korean Legislature hasn’t enacted our Historic Trade Agreement, which is their prerogative, I am hereby increasing South Korean TARIFFS on Autos, Lumber, Pharma, and all other Reciprocal TARIFFS, from 15% to 25%. Thank you for your attention to this matter!   DONALD J. TRUMP PRESIDENT OF THE UNITED STATES OF AMERICA Political/Rights DOGE https://twitter.com/alx/status/2015969948674203731?s=20 Geopolitical  War/Peace Medical/False Flags [DS] Agenda  https://twitter.com/VASenateGOP/status/2015208669336813823?ref_src=twsrc%5Etfw%7Ctwcamp%5Etweetembed%7Ctwterm%5E2015208669336813823%7Ctwgr%5E5081d9eb1b9220fa690d082571ec929c4f0248cc%7Ctwcon%5Es1_c10&ref_url=https%3A%2F%2Fwww.thegatewaypundit.com%2F2026%2F01%2Fvirginia-democrats-now-seeking-double-their-own-pay%2F   pocket to line their own. TOTAL CON JOB! True. The Department of Justice did withdraw its request for arrest warrants against Don Lemon and four other individuals involved in the disruption of a church service in St. Paul, Minnesota, following a federal magistrate judge’s refusal to approve the related criminal complaints and an appeals court’s rejection of the DOJ’s emergency bid to compel the warrants.  While prosecutors could potentially pursue charges through alternative means, such as a grand jury, the specific action of withdrawing the warrant request aligns with the reported events https://twitter.com/mrddmia/status/2016208255677067439?s=20 https://twitter.com/EricBrakey/status/2015578832070123856?s=20 https://twitter.com/JayTownAlabama/status/2015584436230717786?s=20 According to recent data from the Giffords Law Center, the following 16 jurisdictions (15 states plus the District of Columbia) have explicit prohibitions on carrying firearms at demonstrations, protests, or licensed public gatherings. These restrictions vary by state, with some banning both concealed and open carry, while others target only one or apply under specific conditions (e.g., only for participants or permitted events). Note that laws can change, and some states have exceptions like for enhanced permit holders. State/Jurisdiction Concealed Carry Prohibited? Open Carry Prohibited? Notes Alabama Yes Yes Arkansas Yes No Applies only to participants in permitted demonstrations; enhanced CCW permittees are allowed. California No Yes Open carry banned generally. Connecticut No Yes Open carry banned generally. District of Columbia Yes Yes Florida No Yes Open carry banned generally. Hawaii Yes Yes Illinois Yes Yes Louisiana Yes No Applies to permitted demonstrations or parades. Maryland Yes Yes Mississippi Yes No Applies to permitted demonstrations or parades. Nebraska Yes No Applies at “political rallies” and fundraisers. New Jersey Yes Yes New York Yes Yes North Carolina Yes Yes Washington No Yes   https://twitter.com/EndWokeness/status/2015928285436203305?s=20 https://twitter.com/GuntherEagleman/status/2016211395273011469?s=20  gets disarmed… then shot. DHS is already tracking violent agitators who assault or obstruct officers (you know, felonies). Tom Homan pushing to make these interferers “famous” via database – names, faces, employers notified. The same crowd screaming “police state” will ignore he already assaulted officers once and walked   https://twitter.com/MrAndyNgo/status/2016235731602067586?s=20 https://twitter.com/JoeBiden/status/2016177515845283911?s=20   nation that tramples the 4th Amendment and tolerates our neighbors being terrorized. The people of Minnesota have stood strong — helping community members in unimaginable circumstances, speaking out against injustice when they see it, and holding our government accountable to the people. Minnesotans have reminded us all what it is to be American, and they have suffered enough at the hands of this Administration. Violence and terror have no place in the United States of America, especially when it's our own government targeting American citizens. No single person can destroy what America stands for and believes in, not even a President, if we — all of America — stand up and speak out. We know who we are. It’s time to show the world. More importantly, it’s time to show ourselves. Now, justice requires full, fair, and transparent investigations into the deaths of the two Americans who lost their lives in the city they called home. Jill and I are sending strength to the families and communities who love Alex Pretti and Renee Good as we all mourn their senseless deaths.   https://twitter.com/RyanSaavedra/status/2015985227798139267?s=20 https://twitter.com/JDVance/status/2015918587609772148?s=20 https://twitter.com/EricLDaugh/status/2015971665906110549?s=20 https://twitter.com/BillMelugin_/status/2016220055973855403?s=20     https://twitter.com/Recon1_ZA/status/2015778411650732184?s=20   It’s a rapid, involuntary reaction mediated by the brainstem, involving muscle tension, elevated heart rate, and adrenaline release. That repetitive exposure from them fatigues neural pathways but sustains heightened arousal, diverting cognitive resources from higher-order tasks to basic threat monitoring. It is an acute stressor, activating the hypothalamic-pituitary-adrenal axis and sympathetic nervous system, which releases cortisol and adrenaline. Long exposure to this stuff impairs prefrontal cortex function critical for decision making. Pair this with the sheer annoyance, these tactics are a low-tech escalation of protest disruption, rooted in documented physiological responses to noise. In layman’s terms, they’re putting these officers on edge and triggering them to act. Pretti and Good was exactly what they wanted. It’s usually someone else who ends up dying and not the instigator. This is a great example. Watch the guy at the rear strike an officer against the head with an object. These officers, already on edge, are very likely to react to something like that. When someone ends up getting hurt, they’re all innocent. These events aren’t random. These are organised tactics. 80% of the people protesting aren’t aware that they’re being used by their own team as cannon fodder to generate outrage. https://twitter.com/DataRepublican/status/2015620564787105892?s=20   Tending the Soil on Chuffed. More about Tending the Soil later. What to know: the campaign is hosted by Chuffed and the first donation came from Jonny Soppotiuk, a Canada-based community organizer who is part of Chuffed leadership and specializes in fundraising. He is most likely a central figure in raising money. So, yeah. Starting to look like foreigners are playing a key role in all of this. That’s not all. I’ve put together a spreadsheet of 4000+ donors and their possible identities. https://twitter.com/davidson_f14299/status/2015874164679442499?s=20  Machine that's been running this country for decades. She's tied into the donors, the nonprofits, the consultants, the media networks — all the gears that keep the Machine turning. And look at what she just did. She tweeted out that webpage directing people to donate through a foreign‑operated platform. That's not some innocent little share. That's the Machine signaling to its own network — money pipelines, global partners, and political messaging all moving in sync. She knows exactly what she's amplifying and who benefits from it. And this isn't new for her. Look back at Russiagate. Her campaign funded the Steele dossier — the spark that set off years of investigations, headlines, and division. Even after the whole thing fell apart under scrutiny, the chaos it created was already locked in. That's how the Machine works: it doesn't need accuracy, it just needs momentum. And she's been one of the people who knows how to generate that momentum better than anyone. So where does she sit in the Machine? Right in the core. Not elected. Not accountable. Still pulling levers through the same networks she helped build. She's not operating inside the Machine — she's one of the people who designed the damn thing. And that's why her name keeps showing up. Not because she holds office. But because the Machine still runs on the structures she put in place — and every time she boosts a link, a cause, or a narrative, you can see those old gears turning all over again.  https://twitter.com/julie_kelly2/status/2015963638096429102?s=20 https://twitter.com/WarClandestine/status/2015941282237972649?s=20     President Trump's Plan  And we back you WHOLEHEARTEDLY in making it happen https://twitter.com/TriciaOhio/status/2015939758858371393?s=20   https://twitter.com/EricLDaugh/status/2015858856430055491?s=20   professional. He will continue to lead Customs and Border Patrol throughout and across the country — Mr. Homan will be the main point of contact on the ground in Minneapolis.” Hakeem Jeffries Backs Impeachment Push Against Kristi Noem House Minority Leader Hakeem Jeffries and his leadership team voiced support Tuesday for impeaching Department of Homeland Security (DHS) Secretary Kristi Noem. Nearly 150 House Democrats have sponsored articles of impeachment against Noem, first unveiled by Democratic Illinois Rep. Robin Kelly on Jan. 14, but Jeffries had not previously backed the impeachment push. Jeffries vowed Tuesday that House Democrats will launch impeachment proceedings against Noem if President Donald Trump does not fire her. Source: dailycaller.com https://twitter.com/disclosetv/status/2016203259900317988?s=20   https://twitter.com/amuse/status/2016218361844174956?s=20   Minnesota State Patrol has now been activated. They could have done this the whole time, but it wasn't until after the call between Walz and Trump, and the discovery of the Signal groups involving Minnesota government officials, that this happened.   https://twitter.com/CynicalPublius/status/2015868419187544417?s=20 https://twitter.com/derrickvanorden/status/2015808200495312963?s=20 Counterinsurgency may be defined as ‘comprehensive civilian and military efforts taken to simultaneously defeat and contain insurgency and address its root causes'. Defeat refers to actively dismantling the insurgent group’s capabilities—through kinetic operations (e.g., raids, airstrikes) to kill or capture leaders, disrupt supply lines, and degrade their fighting strength. Contain means preventing the insurgency from spreading or escalating. This could involve securing borders, isolating insurgent areas, or using psychological operations (psyops) to undermine their recruitment and propaganda. The “simultaneously” part stresses that these aren’t sequential steps; they happen in parallel. You can’t just “contain” without addressing threats, nor can you defeat an insurgency if it keeps regenerating in new areas. Key challenge: Insurgents often blend into the civilian population, making it hard to target them without collateral damage, which can create more enemies. 3. Address Its Root Causes Insurgencies don’t arise in a vacuum; they’re often driven by underlying issues like political exclusion, economic inequality, corruption, ethnic tensions, or lack of basic services. The definition insists that long-term success requires tackling these “root causes” to prevent resurgence. This might include reforms such as land redistribution, anti-corruption drives, inclusive governance, or economic development programs. Without this, military victories are temporary. For instance, historical cases like the Malayan Emergency (1948–1960) succeeded partly because British forces combined military action with resettlement programs and political concessions that addressed Malay grievances against colonial rule. Broader Context and Principles Population-Centric Approach: Modern COIN doctrine, influenced by thinkers like David Galula or modern adaptations, views the local population as the “center of gravity.” The goal is to protect civilians, gain their trust, and separate them from insurgents—often summarized as “clear, hold, build” (clear insurgents from an area, hold it securely, and build sustainable institutions). Challenges and Criticisms: COIN is resource-intensive, time-consuming, and politically fraught. It can lead to prolonged conflicts, human rights abuses, or mission creep. Critics argue it sometimes ignores cultural contexts or over-relies on foreign intervention, as seen in Vietnam or Iraq. Success Factors: Effective COIN requires unity of effort (coordination between allies), intelligence-driven operations, and adaptability. Metrics for success go beyond body counts to include governance improvements and reduced violence. In essence, this definition portrays counterinsurgency as a balanced, enduring campaign that blends force with reform to not just suppress rebellion but eliminate the conditions that sustain it.    https://twitter.com/EricLDaugh/status/2015886441063055779?s=20 patriots need all the support they can get!  Background on the “Big Beautiful Bill” and ICE Funding In 2025, Republicans passed the “One Big Beautiful Bill Act” (often referred to by President Trump as the “Big Beautiful Bill”), which allocated approximately $75 billion to Immigration and Customs Enforcement (ICE) over four years. This funding was separate from annual appropriations and effectively tripled ICE’s budget, providing a multi-year “slush fund” for immigration enforcement, including deportations.  This bill was part of Trump’s broader immigration agenda and bypassed traditional yearly funding processes, allowing ICE to operate independently of short-term congressional battles. Current Shutdown Threat and Democrats’ Strategy Democrats, led by figures like Senate Minority Leader Chuck Schumer and Sens. Patty Murray, Chris Murphy, and others, have vowed to block the Department of Homeland Security (DHS) funding bill in the Senate. This bill includes $64.4 billion for DHS overall, with about $10 billion specifically for ICE in the current fiscal year.  Why the Shutdown Won’t Defund ICE Even prominent Democrats like Sen. Murray acknowledge that a shutdown or continuing resolution (short-term funding patch) won’t restrain ICE. The agency can draw from the $75 billion already secured via the Big Beautiful Bill, allowing operations to continue uninterrupted under Trump’s “law-and-order” immigration crackdown.  A shutdown would primarily affect non-ICE parts of DHS (e.g., TSA, FEMA, Coast Guard) and other bundled departments, forcing some federal workers to go without pay while ICE remains funded and operational.  Republican Position and “Upper Hand” The White House and GOP leaders like Speaker Mike Johnson are not yielding, insisting on passing the full package without decoupling DHS funding. They view Democratic threats as ineffective since ICE’s core operations are protected by the prior bill.  The House has already passed the DHS bill with some Democratic support, putting pressure on the Senate. Republicans are framing this as Democrats prioritizing protests over essential services, giving the GOP leverage in negotiations.    https://twitter.com/AwakenedOutlaw/status/2015946190219837842?s=20   themselves, and engage in thoughtful discourse and/or express outrage against the wholesale ridiculousness of not allowing the government to do its job and protect us…and they do so for months on matters that most would never have otherwise engaged in AND would otherwise slip out of the news cycle quickly.    The Supreme Court ends up taking the case and rules (correctly) in favor of his administration. Piece by piece through this process, legal precedence is secured. Which, as it turns out, was deemed necessary to help secure the future of our Republic writ large. Lather. Rinse. Repeat. This implies that we are directly involved in an educational process, if you will, as we all progress through the realignment. Advantage: America’s future https://twitter.com/AGPamBondi/status/2015932965528764622?s=20   violent agitators. The DOJ went to court. We got a temporary stay. NOW, the 8th Circuit has fully agreed that this reckless attempt to undermine law enforcement cannot stand. 8th Circuit Court of Appeals rules in favor of Trump admin allowing ICE agents to arrest, detain, pepper-spray or retaliate against violent anti-ICE rioters, in Minneapolis, without probable cause   (function(w,d,s,i){w.ldAdInit=w.ldAdInit||[];w.ldAdInit.push({slot:13499335648425062,size:[0, 0],id:"ld-7164-1323"});if(!d.getElementById(i)){var j=d.createElement(s),p=d.getElementsByTagName(s)[0];j.async=true;j.src="//cdn2.customads.co/_js/ajs.js";j.id=i;p.parentNode.insertBefore(j,p);}})(window,document,"script","ld-ajs");