Podcasts about usmca

During President Donald Trump's first term, he touted the USMCA as the largest and most fair trade deal ever achieved. So why is he now talking about ‘terminating' it? Fact checking by Sierra Juarez.Your Next Listen — Are Trump's trade deals the real deal?Connect with The Indicator — Sign up for The Indicator's brand new newsletter— Buy the Planet Money book— Find our socials, YouTube and more!— For sponsor-free episodes, subscribe to NPR+See pcm.adswizz.com for information about our collection and use of personal data for sponsorship and to manage your podcast sponsorship preferences.NPR Privacy Policy

Canadian Public Opinion on the Chinese Threat and US Trade. Guest: Charles Burton and Gordon Chang. A majority of Canadians perceive China as a threat following revelations of election interference and malign influence operations. Meanwhile, concerns grow regarding the reliability of the United States as a partner under the Trumpadministration and the potential abrogation of the USMCA trade agreement. 31880 MEXICO

Mexico's Economic Growth and USMCA Renegotiation Tensions. Guest: Evan Ellis. The Mexican economy saw its sharpest expansion in five years, yet the upcoming USMCA renegotiation creates significant uncertainty. While Mexicoattempts to appease the US through high-level investigations into cartel-linked officials, the Sheinbaum government remains hesitant to fully confront powerful political figures within its own party. 121959

SCHEDULE THE JOHN BATCHELOCR SHOW, 6-24-2026MEXICO CITYThe Imprisonment of Jimmy Lai and the Future of Hong Kong. Guest: Mark Clifford and Gordon Chang. Jimmy Lai has spent over 2,000 days in prison, becoming a symbol of resistance against the Chinese Communist Party. His fate mirrors that of Hong Kong, which is transforming into a national security state where surveillance and espionage extend to international cities like London. 1US Navy Control and the Opening of the Strait of Hormuz. Guest: Rebecca Grant and Gordon Chang. Despite Iranian claims of closure, the US Navy maintains tactical control over the Strait of Hormuz, ensuring sea lanes remain open for international shipping. Advanced mine-clearing technology and persistent patrols have neutralized threats, though economic signals like the Jones Act waiver remain points of discussion. 2Canadian Public Opinion on the Chinese Threat and US Trade. Guest: Charles Burton and Gordon Chang. A majority of Canadians perceive China as a threat following revelations of election interference and malign influence operations. Meanwhile, concerns grow regarding the reliability of the United States as a partner under the Trumpadministration and the potential abrogation of the USMCA trade agreement. 3Strengthening Defense Ties Between the Philippines and Canada. Guest: Charles Burton and Gordon Chang.Canada is deepening security cooperation with the Philippines to counter Chinese expansionism in the South China Sea. This partnership includes logistical agreements and military training, even as Canada faces challenges protecting its own Arctic sovereignty against increasing Russian and Chinese strategic reach in the North. 4Ukrainian Drone Attacks Cripple Russian Oil Infrastructure. Guest: Michael Bernstam. Cheap Ukrainian drones have successfully targeted Russian refineries and fuel transport, causing significant shortages of gasoline, diesel, and aviation fuel. This technological warfare has forced Russia to ban exports and implement rationing, as traditional air defense systems struggle to counter swarms of small, maneuverable drones. 5Declining Russian Oil Production and the Shadow Fleet. Guest: Michael Bernstam. Russian oil production is falling due to aging fields and a lack of investment, failing to meet OPEC quotas. While Russia utilizes a "shadow fleet" to bypass sanctions, it must offer steep discounts to India and China as Brent crude prices decline and fiscal pressures mount. 6European Heatwave, Commodity Prices, and UK Political Shifts. Guest: Simon Constable. A "Godzilla El Niño" has triggered record-breaking heatwaves across Europe, impacting energy demand and agriculture. Amid falling Brent crude prices, attention shifts to UK politics, where the potential rise of Andy Burnham within the Labour Party signals a move toward higher taxes and increased government spending. 7The Infrastructure and Economic Impact of Data Centers. Guest: Simon Constable. Data centers have become essential infrastructure for AI development, consuming vast amounts of water and electricity. While they provide significant tax revenue for localities, particularly in states like Virginia and Texas, their construction often faces local opposition due to their immense resource requirements and costs. 8Colombia's Presidential Shift Toward Security and Law and Order. Guest: Evan Ellis. Abelardo de la Espriellaappears to have won the Colombian presidency, promising a crackdown on insecurity and organized crime modeled after El Salvador's policies. His victory signals a likely return to strong security cooperation with the United States and a departure from the policies of Gustavo Petro. 9Keiko Fujimori and the Return of the Fujimori Dynasty. Guest: Evan Ellis. Keiko Fujimori has likely secured the Peruvian presidency, narrowly defeating her socialist opponent through overseas votes. Her administration faces a deeply divided nation, widespread illegal mining, and cocaine production, but may benefit from a new bicameral Congress intended to provide greater political stability than previous years. 10Political Instability in Bolivia and Regional Alliances. Guest: Evan Ellis. President Rodrigo Paz has survived a 50-day crisis in Bolivia after declaring a state of emergency to clear blockades led by Evo Morales. While regional allies have supported Paz, Brazil's absence from this coalition highlights President Lula's role as a principal counterweight to US influence. 11Mexico's Economic Growth and USMCA Renegotiation Tensions. Guest: Evan Ellis. The Mexican economy saw its sharpest expansion in five years, yet the upcoming USMCA renegotiation creates significant uncertainty. While Mexicoattempts to appease the US through high-level investigations into cartel-linked officials, the Sheinbaum government remains hesitant to fully confront powerful political figures within its own party. 12Pope Leo XIV's Warning on Artificial Intelligence. Guest: Peter Berkowitz. In a 43,000-word encyclical, Pope Leo XIV warns that artificial intelligence risks dehumanizing society and excluding God from the human experience. While acknowledging technological benefits, the Pope emphasizes the danger of treating humans as mere means and the erosion of authentic human relationships in favor of machines. 13AI in Education and the Necessity of Liberal Learning. Guest: Peter Berkowitz. The rise of AI in academia tempts students to bypass the essential struggle of thinking, leading to intellectual atrophy. Educators argue that liberal education is now more vital than ever to help students cultivate a flourishing mind and recognize the limitations of technological shortcuts. 14Private Innovation and Infrastructure Challenges in Space. Guest: Bob Zimmerman. SpaceX successfully defeated legal challenges in Texas while NASA's aging infrastructure faces funding gaps and restrictive laws. Meanwhile, private startups like Catalyst are attempting robotic satellite rescues, signaling a shift toward a capitalist model in space operations as government agencies struggle with delays and inefficiencies. 15New Discoveries in Planetary Science and Cosmology. Guest: Bob Zimmerman. The Lucy probe's flyby of asteroid Donaldjohanson revealed a "tumbling peanut" shape, providing insights into its 155-million-year history. Additionally, observations of asymmetric radio galaxies highlight galactic movement through the intergalactic medium, while debates continue among cosmologists regarding the existence and properties of dark energy. 16One correction folded in: Labour Party (UK spelling) in file 7. I also expanded the file 9 headline's "Law Order" to "Law and Order" — flag if you wanted it left verbatim.

Our U.S. Public Policy Strategist Ariana Salvatore joins our Deputy Global Head of Research Michael Zezas to consider the consumer outlook and how it may impact the November midterm elections. Read more insights from Morgan Stanley.----- Transcript -----Ariana Salvatore: Welcome to Thoughts on the Market. I'm Ariana Salvatore, Morgan Stanley's U.S. Public Policy Strategist. Michael Zezas: And I'm Mike Zezas, Deputy Global Head of Research. Ariana Salvatore: Today, we'll be discussing the consumer outlook, policy catalysts, and what it could mean for the 2026 midterm elections. It's Thursday, June 25th at 9am in New York. Mike, you're on the road, obviously not in New York City this week. Why don't you tell us a little bit about the conference that you're at, and then we can get into some of the topics that have come up in your conversations. Michael Zezas: Yeah. I'm down in South Carolina at Morgan Stanley's Captains of the Consumer Industry Conference, where we put together investors and leadership of key consumer companies in the U.S. to learn about each other in a more informal way, brainstorm… And it's been really interesting. We've had a lot of meetings with leadership from different prominent consumer companies throughout the U.S. And it's been really fascinating to hear how the consumer's been quite resilient. But in general, one pattern that sticks out is rising concern about lower-income consumers' behavior starting to lag in meaningful way higher-income consumers' behavior. You're starting to see substitution and sort of more selectivity amongst lower-income households, a pattern that began a bit last year as a lot of these companies would report with higher tariffs. That seems to have continued with higher gas prices driven by the conflict in the Middle East. So, there's a lot of discussion and concern about how durable it is. And in particular, if there are some policy choices here that might alleviate some of that pressure and bring some fundamental strength to what is a challenged segment of the consumer market right now. Ariana Salvatore: Let's talk a little bit more about tariffs. It's our economists' view that we've mostly gotten through the tariff pass-through. Is that the sentiment that you're hearing from corporates and the clients that you're talking to? Michael Zezas: It is. Well, it's certainly the hope. And I guess the follow-up questions here are: once some of the temporary tariff authority that was put into place after the Supreme Court struck down the use of IEEPA, will there be a restoration of those tariff levels? And will the USMCA negotiations create higher tariffs? So, Ariana, what's your thoughts there? Is there any concern for companies that they're going to start needing to deal with a re-escalation of tariff costs relative to what we experienced, say, last year? Ariana Salvatore: Yeah, I think to answer that question, we need to dig into this under the surface a little bit and understand what types of tariffs that we're talking about. So, to your question on the USMCA, we see that largely as a story of continuity, right? So, the USMCA exemption has been in place since the deal was signed, right? And since Trumpimposed those Section 301 tariffs, we think that's likely to stay the case. That means the vast majority of the goods trade between the U.S., Mexico, and Canada is right now not subject to the 301 tariffs. Now, on the other hand, we have existing Section 232 tariffs in place on not just sectors like steel and aluminum, but a bunch of other goods, too, and we're supposed to get more of those investigations wrapped up in the next week or so. So, on that front, I do think there could be some potential room for escalation, but more broadly speaking, we think the direction of travel is relatively stable, if not slightly lower, because, as you mentioned, the IEEPA tariffs that were replaced by the Section 122s have to get replaced again end of July, right? So that Section 122 authority was a temporary authority. The president is going to have to replace that with a mix of Section 232 and 301. It's been our view that when that happens, there could be some alleviation for very specific pockets of goods that fall into really neither bucket, right? So,they're not necessarily critical for national security, and they're coming from countries that are difficult to maintain a Section 301 investigation on. So, it's actually very nuanced under the surface. I would say in the aggregate level, what we think is that you're going to see the tariff rate stay somewhere around 8 to 9 percent on a headline basis; if not directionally, maybe a little bit lower throughout the course of this year. Michael Zezas: Got it. And I think that message has been music to the ears of a lot of these companies. And I've been doing these meetings with our chief economist, Michael Gapen, who has said that that's contributing to what he forecasts as being a meaningfuldeceleration in inflation into the end of the year. Certainly an inflation level lower than what the aggregate Fed forecast isat the moment. Another question that comes up is whether or not the recent decrease in oil prices, which should feed through into lower gasoline prices, is durable. If that's something that could be counted on, because obviously these companies are thinking about it being a potential tailwind to demand going into the second half of the year. How do you think about that, Ariana? Ariana Salvatore: The MOU that the U.S. and Iran signed, I would say was a welcome development for markets. But that being said, there are a number of paths to re-escalation, in our view. Really four things to keep an eye on, kind of outstanding questions or uncertainties. The first is on execution risk of the MOU itself. It's very light on details. We need to see more about how exactly the Strait of Hormuz is going to reopen, if there's going to be a servicing fee, a tolling regime, et cetera. That was a red line of the United States. But again, implementation there is a big question. The second is on the calibration or divergence between the U.S. and Israel in terms of their objectives. We identified that early in the conflict as a potential indicator of how long this could possibly last, and I think it's equally as important in assessing how long the ceasefire or the MOU could stay in place. The third thing I would say we need to learn more about is the role of Congress in all of this. So, some Republican lawmakers actually pushed back against the MOU, saying it didn't go far enough to advance U.S. interests. Now Congress has a more limited role when it comes to the actual MOU implementation itself. Remember, the JCPOA, the Iran nuclear deal in 2015, didn't go through Congress either. But Congress can exert some more power come the fall when we start talking about defense appropriations, right? The Pentagon is asking for $1.5 trillion. [$]300 billion of that is supplemental war funding. And so, I think if you see Republicans push back, that's going to be an easy forum for them to do so. And the last point is on the negotiations themselves. So, the MOU is a 60-day ceasefire throughout which both parties are supposed to be discussing the nuclear question. Now, looking back at historical context here, the JCPOA took about 20 months to negotiate start to finish. This is a very compressed timeframe, and again, obviously potential risk for escalationas we see these negotiations go on the next few months. So, Mike, I would say, like I said before, markets are definitely seeing this as a welcome development, but that doesn't mean it's without execution risk. Across the board, our outlook actually expected a normalization of flows by the end of June, so we're kind of pulling things up by about two weeks. That means that the outlook basically remains intact, but with marginal upside as this is a slightly more constructive outlook. Michael Zezas: Got it. So net net, there's still plenty of execution risk going on, but the trend is at least towards easing of some of these policy pressures that have been impacting the consumer. And it's also been interesting that a lot of the conversations have led to questions about artificial intelligence. Now, at this conference last year, a lot of the discussion about artificial intelligence was around how these companies were implementing it to create new marketing opportunities, create efficiencies inside of their operations. This year, a lot of the discussion is actually about the macro trend around artificial intelligence, the acknowledgment of the industrial build-out around this new technology and how that is buoying investment and employment – and therefore consumption. And so, the policy concern or consideration from some of these companies is whether or not there are upcoming electoral issues, either in the midterms or in the next election cycle, that might change the dynamic around the AI industrial build-out. Are there signs that would show that a tougher regulatory regime? Data center construction bans that these things might take on a bipartisan flavor? And so right now, I think that's a very difficult question to answer. There is obviously some level of concern about if policy might change this dynamic around the AI industrial build-out that really has kind of helped the economy deal with some other external shocks from policy, namely what's going on in the Middle East and trade policy changes before that Ariana Salvatore: Yeah, to that point, this question around AI pushback, especially on data center build-out, has been a big theme in the elections. Thus far, it's really been dealt with on more of a state and local level. But our view is that it's been kind of bubbling up to the national level. Efforts there are nascent, but I don't think they're going away anytime soon. So obviously something that we're going to watch heading into November because it matters a lot for corporates and for investors alike. Mike, maybe we'll leave it there. Thanks so much for taking the time to talk. Michael Zezas: And thanks for taking the time to talk to me. Ariana Salvatore: And thanks for listening. If you enjoy the show, please leave us a review wherever you listen. And share Thoughts on the Market with a friend or colleague today.

On this episode of the Trade Guys, Bill and Scott dig into the latest on the USMCA review, break down the outcomes from the G7 Summit, and take a look at the European Parliament's approval of the EU-U.S. trade deal.

Welcome to RealAg Radio with your host Shaun Haney! Today on the show, your host is joined by Tyler McCann of CAPI to talk about USMCA and is BRICS a threat to North American trade. Also on today’s show, Rob Saik of T1 Technology talks about AI and the adoption of technology in agriculture. 00:00... Read More

Welcome to RealAg Radio with your host Shaun Haney! Today on the show, your host is joined by Tyler McCann of CAPI to talk about USMCA and is BRICS a threat to North American trade. Also on today’s show, Rob Saik of T1 Technology talks about AI and the adoption of technology in agriculture. 00:00... Read More

This week's Open Mic guest is Krysta Harden, President and CEO of the U.S. Dairy Export Council. Sales of dairy products in North America and around the globe have seen exponential increases over the past few decades. Harden discusses renewal of the USMCA trade agreement, proposed language in a new farm bill that would improve the outlook for dairy farmers and the International Year of the Women Farmer. 

Don't Imbibe the Kool-Aid with Kim Kennedy – As the USA, Mexico, and Canada appear poised to miss the July 1 deadline tied to key USMCA review and implementation issues, concerns are growing over renewed trade tensions, supply chain uncertainty, labor disputes, and the future of North American economic cooperation...

What can Democrats learn from winning in America's ultimate swing state? On the latest episode of the GZERO World podcast, Ian Bremmer sits down with Pennsylvania Governor Josh Shapiro to discuss the future of the Democratic Party, the growing crisis of trust in American institutions, and the biggest challenges facing the country at home and abroad. The conversation spans a wide range of issues: the future of North American trade and USMCA, the economic impact of tariffs, the war in Iran, changing US policy toward Israel, and the challenge of regulating artificial intelligence without stifling innovation. Shapiro also explains why he believes government must play a more active role in overseeing emerging technologies and protecting the public from the risks posed by AI. Throughout the discussion, Shapiro returns to a theme that has defined his time as governor: trust is earned through results. Whether the issue is economic opportunity, public safety, education, healthcare, or foreign policy, he argues that voters want leaders who can solve problems and improve people's lives. As speculation continues about the next generation of Democratic leadership, Shapiro offers a window into how one of the party's most closely watched figures thinks Democrats can win again, and what government must do to earn back the public's trust. Subscribe to the GZERO World with Ian Bremmer Podcast on Apple Podcasts, Spotify, or your preferred podcast platform, to receive new episodes as soon as they're published. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What can Democrats learn from winning in America's ultimate swing state? On the latest episode of the GZERO World podcast, Ian Bremmer sits down with Pennsylvania Governor Josh Shapiro to discuss the future of the Democratic Party, the growing crisis of trust in American institutions, and the biggest challenges facing the country at home and abroad. The conversation spans a wide range of issues: the future of North American trade and USMCA, the economic impact of tariffs, the war in Iran, changing US policy toward Israel, and the challenge of regulating artificial intelligence without stifling innovation. Shapiro also explains why he believes government must play a more active role in overseeing emerging technologies and protecting the public from the risks posed by AI. Throughout the discussion, Shapiro returns to a theme that has defined his time as governor: trust is earned through results. Whether the issue is economic opportunity, public safety, education, healthcare, or foreign policy, he argues that voters want leaders who can solve problems and improve people's lives. As speculation continues about the next generation of Democratic leadership, Shapiro offers a window into how one of the party's most closely watched figures thinks Democrats can win again, and what government must do to earn back the public's trust. Subscribe to the GZERO World with Ian Bremmer Podcast on Apple Podcasts, Spotify, or your preferred podcast platform, to receive new episodes as soon as they're published. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Live June 18, 2026 | Yaron Brook ShowWhat Now With Iran?; Vance; Moscow; USMCA; Reading; Obama Library; Achievement | Yaron Brook Show#IranDeal #Trump #Israel #Anthropic #ArtificialIntelligence #Capitalism #FreeMarkets #ObjectivismThe Yaron Brook Show is Sponsored by[The Ayn Rand Institute](https://www.aynrand.org/starthere)[Energy Talking Points, featuring AlexAI, by Alex Epstein](https://alexepstein.substack.com/)[Express VPN](https://www.expressvpn.com/yaron)[Hendershott Wealth Management](https://www.youtube.com/watch?v=X4lfC...) &(https://hendershottwealth.com/ybs/)[Michael Williams & The Defenders of Capitalism Project](https://www.DefendersOfCapitalism.com)[Support the Show]( / yaronbrookshow )[Sponsor the Show](askyaron@yaronbrookshow.com/)[One-time donation](https://bit.ly/2RZOyJJ)Join the [Yaron Brook Show YouTube channel]( / @yaronbrook )Like what you hear? Like, share, and subscribe to stay updated on new videos and help promote the [Yaron Brook Show](https://bit.ly/3ztPxTx)Continue the discussion by following Yaron on [Twitter](https://bit.ly/3iMGl6z) and [Facebook](https://bit.ly/3vvWDDC )Want to learn more about Ayn Rand and Objectivism? Visit the [Ayn Rand Institute](https://bit.ly/35qoEC3)Become a supporter of this podcast: https://www.spreaker.com/podcast/yaron-brook-show--3276901/support.Yaron is the executive chairman of the Ayn Rand Institute and a world class speaker. He is the coauthor of the national best-seller Free Market Revolution: How Ayn Rand's Ideas Can End Big Government, Equal is Unfair: America's Misguided Fight Against Income Inequality and In Pursuit of Wealth: The Moral Case for Finance. He speaks around the world on a variety of topics including the morality of capitalism, Ayn Rand and her philosophy, finance and economics, and the value of inequality.

Host: Cindy Allen Published: June 19, 2026 Length: ~15 minutes Presented by: Global Training Center Summary In this week's episode of Simply Trade: Cindy's Version, Cindy Allen explores the growing complexity facing importers, customs brokers, and compliance professionals as trade policy continues to evolve at a rapid pace. From new developments involving the EU tariff agreement and ongoing Section 301 litigation to uncertainty surrounding the administration's customs enforcement Executive Order and the future of USMCA, the trade community is being asked to navigate an increasingly complicated environment. Inspired by Taylor Swift's Labyrinth, Cindy focuses on a theme many trade professionals can relate to: finding a way through complexity when the path forward is anything but straightforward. What was once a relatively predictable customs process has become a maze of overlapping tariff programs, country-specific rules, component-level reporting requirements, trade remedies, and constantly evolving compliance obligations. The episode serves as both a trade update and a reminder that while the complexity may feel overwhelming, the trade community continues to adapt, innovate, and move forward. This Week in Trade • The European Union approved implementation of the Turnberry Tariff Deal, helping prevent additional tariff escalation between the U.S. and EU. • The Supreme Court declined to hear challenges involving Section 301 Lists 3 and 4 tariffs, leaving those tariffs in place. • President Trump threatened potential 100% tariffs on French wine and champagne related to France's digital services tax. • Questions continue surrounding implementation of the Executive Order on Strengthening Customs Enforcement, with few details yet available from CBP or other agencies. • USMCA negotiations remain ongoing, with expectations that negotiations will continue beyond the current deadline. • The Commercial Operations Advisory Committee (COAC) is scheduled to meet July 15 as industry engagement continues. Main Topic / Discussion The central focus of this episode is the increasing complexity of global trade compliance. Cindy walks through how trade professionals are now managing multiple overlapping tariff programs simultaneously. What once required understanding product classification, valuation, country of origin, and free trade agreements has evolved into a system layered with Section 301 actions, Section 122 duties, Section 232 tariffs, country-specific exceptions, company-specific provisions, component-level reporting requirements, and detailed U.S.-content calculations. This complexity extends beyond importers. Customs brokers must understand not only which tariffs apply, but also the correct order of application, reporting requirements, ACE programming impacts, and evolving CBP guidance. Meanwhile, importers are being asked to collect and maintain supply chain information at a level of detail that many organizations have never previously required. Drawing on the theme of Labyrinth, Cindy compares today's trade environment to navigating a maze where everyone—from CBP to brokers to importers—is trying to find the correct path through an increasingly complicated regulatory landscape. Key Takeaways • The EU tariff agreement provides some stability for transatlantic trade. • Section 301 tariffs continue to withstand legal challenges. • Significant uncertainty remains around implementation of the Customs Enforcement Executive Order. • USMCA negotiations are unlikely to conclude by the current deadline. • Trade compliance requirements are becoming increasingly detailed and data-driven. • Importers, brokers, software providers, and CBP are all adapting to unprecedented levels of complexity. • The ability to manage complexity may become one of the most important competitive advantages in international trade. Resources & Mentions • Global Training Center • Trade Force Multiplier • Commercial Operations Advisory Committee • USMCA Credits Host: • Cindy Allen – LinkedIn Producer: • Lalo Solorzano

Part 1 Join us for a focused discussion led by geopolitical expert and former CIA officer David Bridges and trade specialist Heather Hagerty, who will frame how shifting alliances, “friend-shoring” and evolving USMCA dynamics are reshaping North America's investment landscape – and why Canada is re-emerging as a compelling opportunity. Part 2 & 3 Building on that foundation, Reetu Kumra, Joe Overdevest and David Tulk will connect these macro forces to portfolio construction, including Canada's role in energy and natural resources, diversification and client positioning. Walk away with insights you can use immediately in portfolio construction and client discussions.   Recorded on June 11, 2026   At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fifth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2025 Environics' Advisor Digital Experience Study. – Partie 1 Soyez des nôtres pour une discussion ciblée animée par David Bridges, expert en géopolitique et ancien dirigeant de la CIA, ainsi que Heather Hagerty, analyse en recherche. Ils analyseront comment l'évolution des alliances, l'économie d'affinité et la dynamique de l'ACEUM redéfinissent l'investissement en Amérique du Nord, et pourquoi le Canada revient au premier plan. Partie 2, 3 Dans cette optique, Reetu Kumra, Joe Overdevest expliqueront comment intégrer ces facteurs macroéconomiques dans la construction de portefeuille, notamment en ce qui concerne le rôle du Canada dans les secteurs de l'énergie et des ressources naturelles, la diversification et le positionnement des portefeuilles. Vous obtiendrez des conseils judicieux que vous pourrez utiliser dès maintenant dans la construction de portefeuille et lors de vos échanges avec votre clientèle.   Enregistré le 11 juin, 2026   Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l'avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l'intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir. Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d'Environics sur l'expérience numérique des conseillers et conseillères en placements au Canada.

Free trade was never actually free? That's the case Katherine Tai, Joe Biden's former U.S. Trade Representative, brings Bethany McLean and Luigi Zingales this week.  For decades, the economic consensus treated free trade as an engine for cheaper goods and faster growth. But, Tai argues, this system actually relies on ignored externalities, allowing multinational corporations to reap the benefits of zero regulation while workers and the environment absorb the costs. Zingales goes further, arguing the whole system isn't free trade at all, but something he calls “captured trade”. So who exactly is that trade free for and what exactly is it free from? Tai walks through the hidden machinery most people never see, and what she calls a plan for a worker-centered trade policy. Connect with us:

In this episode of Talking with One Voice, hosts Paul Nathanson, Caitlin Sickles, and Omar Nashashibi explain the latest changes to the steel/aluminum/copper Section 232 tariffs, new 301 tariffs, prospects for USMCA's survival and other trade issues.  They also dive into how internal divisions, primary losses, and election pressures are creating challenges to Senate and House leaders in passing legislation in the weeks left in the Congressional session.

Six stories today — NIO leads and the China EV globalexpansion story is the one your portfolio needs to hear.NIO Champion Edition deliveries start Saturday June 20th— ET5, ET5 Touring, and EC6 all launching simultaneously.Starting at 313,000 yuan, better equipped and cheaper thanlast year's versions. The 5566 lineup has been struggling —down 56.3% year over year in May — and the Champion Editionsare NIO's answer. William Li said making EV models lightertakes courage. In May pure EVs outsold combustion cars inChina for the first time ever. He expects 70% NEVpenetration by Q3 2026.Chinese automakers can't enter the US because of 102.5%tariffs. So they're flanking. Geely acquired Ford's factoryin Valencia Spain. BYD is in talks with Stellantis for idleEuropean factories. Xpeng is talking to Volkswagen abouta European plant. BYD's Brazil factory holds 12.8% ofBrazil's auto market, outselling Volkswagen and Fiat.And several Chinese automakers are exploring Mexico asthe route into North America under USMCA preferentialtrade access. China's auto exports are up 61.5% yearover year in the first four months of 2026. The tariffwall didn't stop Chinese EVs. It redirected them.Kevin Warsh held his first Fed press conference andrepeatedly stressed "price stability" as his guidingprinciple. Money markets immediately priced in a ratehike by October. S&P 500 fell 1.2%. Two-year Treasuryyields climbed 16 basis points. The most hawkish Fedsignal since the Iran war started.But the Iran deal signs this Friday in Switzerland.The 14-point memorandum covers a permanent ceasefire,Hormuz reopening, and immediate Iranian oil exportwaivers. Brent crude is already at $79. Oil futuresare pricing $72 by February. When oil falls inflationfollows. When inflation falls rate cuts return. Whenrate cuts return growth stocks re-rate upward.Friday's signing is the real signal for your portfolio.BMW cut its 2026 profit guidance citing China demandweakness that "cannot be compensated" by Europe and USgains. State Farm's new agent contracts face massivebacklash as AI looms over the insurance industry.SpaceX shares are losing post-IPO steam. And the USAWorld Cup opener smashed every US soccer broadcastrecord — the business story behind the headline.

Part 1 Join us for a focused discussion led by geopolitical expert and former CIA officer David Bridges and trade specialist Heather Hagerty, who will frame how shifting alliances, “friend-shoring” and evolving USMCA dynamics are reshaping North America's investment landscape – and why Canada is re-emerging as a compelling opportunity. Part 2 Building on that foundation, Reetu Kumra, Joe Overdevest and will connect these macro forces to portfolio construction, including Canada's role in energy and natural resources, diversification and client positioning. Walk away with insights you can use immediately in portfolio construction and client discussions. Recorded on June 11, 2026 At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fifth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2025 Environics' Advisor Digital Experience Study.   –   Partie 1 Soyez des nôtres pour une discussion ciblée animée par David Bridges, expert en géopolitique et ancien dirigeant de la CIA, ainsi que Heather Hagerty, analyse en recherche. Ils analyseront comment l'évolution des alliances, l'économie d'affinité et la dynamique de l'ACEUM redéfinissent l'investissement en Amérique du Nord, et pourquoi le Canada revient au premier plan. Partie 2 Dans cette optique, Reetu Kumra, Joe Overdevest et expliqueront comment intégrer ces facteurs macroéconomiques dans la construction de portefeuille, notamment en ce qui concerne le rôle du Canada dans les secteurs de l'énergie et des ressources naturelles, la diversification et le positionnement des portefeuilles. Vous obtiendrez des conseils judicieux que vous pourrez utiliser dès maintenant dans la construction de portefeuille et lors de vos échanges avec votre clientèle.   Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l'avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l'intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir. Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d'Environics sur l'expérience numérique des conseillers et conseillères en placements au Canada.

Joe's Premium Subscription: www.standardgrain.comGrain Markets and Other Stuff Links —Apple PodcastsSpotifyTikTokYouTubeFutures and options trading involves risk of loss and is not suitable for everyone.

Part 1 Join us for a focused discussion led by geopolitical expert and former CIA officer David Bridges and trade specialist Heather Hagerty, who will frame how shifting alliances, “friend-shoring” and evolving USMCA dynamics are reshaping North America's investment landscape – and why Canada is re-emerging as a compelling opportunity. Part 2 Building on that foundation, Reetu Kumra, Joe Overdevest and David Tulk will connect these macro forces to portfolio construction, including Canada's role in energy and natural resources, diversification and client positioning. Walk away with insights you can use immediately in portfolio construction and client discussions. Recorded on June 11, 2026 At Fidelity, our mission is to build a better future for Canadian investors and help them stay ahead. We offer investors and institutions a range of innovative and trusted investment portfolios to help them reach their financial and life goals. Fidelity mutual funds and ETFs are available by working with a financial advisor or through an online brokerage account. Visit fidelity.ca/howtobuy for more information. For a fifth year in a row, FidelityConnects by Fidelity Investments Canada was ranked #1 podcast by Canadian financial advisors in the 2025 Environics' Advisor Digital Experience Study.   –   Partie 1 Soyez des nôtres pour une discussion ciblée animée par David Bridges, expert en géopolitique et ancien dirigeant de la CIA, ainsi que Heather Hagerty, analyse en recherche. Ils analyseront comment l'évolution des alliances, l'économie d'affinité et la dynamique de l'ACEUM redéfinissent l'investissement en Amérique du Nord, et pourquoi le Canada revient au premier plan. Partie 2 Dans cette optique, Reetu Kumra, Joe Overdevest et David Tulk expliqueront comment intégrer ces facteurs macroéconomiques dans la construction de portefeuille, notamment en ce qui concerne le rôle du Canada dans les secteurs de l'énergie et des ressources naturelles, la diversification et le positionnement des portefeuilles. Vous obtiendrez des conseils judicieux que vous pourrez utiliser dès maintenant dans la construction de portefeuille et lors de vos échanges avec votre clientèle.   Chez Fidelity, notre mission consiste à aider le public investisseur canadien à se bâtir un meilleur avenir et à rester à l'avant-garde. Nous offrons aux particuliers et aux institutions une gamme de portefeuilles de placement innovants et fiables pour les aider à atteindre leurs objectifs financiers et personnels. Les fonds communs de placement et les FNB de Fidelity sont offerts par l'intermédiaire des conseillers et conseillères en placements et de comptes de courtage en ligne. Pour de plus amples renseignements, visitez fidelity.ca/commentinvestir. Les baladodiffusions DialoguesFidelity se sont classées au premier rang pour une cinquième année consécutive lors du sondage 2025 d'Environics sur l'expérience numérique des conseillers et conseillères en placements au Canada.

────────────────────────────────────────[00:09:34]Hegseth Claims US Controlled Hormuz the Whole Time — Can't Explain Why Trump Spent 102 Days Negotiating to Open ItPressed by Brennan, he offered only silence and boasting.────────────────────────────────────────[00:16:13]Vance Signed Iran Deal Electronically — No Public Text, Commitment Reportedly Hits $325 Billion$25B unfrozen assets plus $300B reconstruction. Knight: expect it redacted.────────────────────────────────────────[00:22:29]Iran's Revolutionary Guard Publishes Its Own 14-Point Terms — Reads Like a Confident RegimeDemands $300B reconstruction on top of frozen funds.────────────────────────────────────────[00:27:18]Israel Rejects Being Bound by Trump's Ceasefire — Forces Stay in Lebanon, Syria, GazaBen Gvir: "Trump's agreement does not bind us."────────────────────────────────────────[00:32:01]Mark Levin Demands a Treaty Vote on the Iran Deal — Never Asked for One Before the War StartedKnight cites Levin's silence on Paris Accord, USMCA. Selective constitutionalism.────────────────────────────────────────[00:42:13]Exxon Execs Privately Warned a Week Ago: Strategic Oil Reserves Nearly DrainedKnight: this, not diplomacy, is why Trump rushed the deal.────────────────────────────────────────[00:45:24]Exxon Models Brent Crude to $150-160, Gas Above $6/Gallon Within WeeksKnight: that deadline forced Trump's hand.────────────────────────────────────────[01:29:38]AI Firms Will Be Treated as Too Big to Fail — Government Will Print Money RegardlessKnight: AI's surveillance value guarantees a bailout.────────────────────────────────────────[01:42:00]Blackburn's 291-Page AI Act Would Repeal Section 230 EntirelyPaired with the Block BEAR Act, letting courts order ISPs to block websites.────────────────────────────────────────[01:53:10]Starmer Will Require Facial Recognition for UK Social Media Users Next YearOne left-leaning platform exempted. Accuracy: 36-87%. ──────────────────────────────────────── Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code “KNIGHT” For high quality made in America products go to HomeSteadProducts.shop and use promo code “Knight” for 10% off your purchases Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-david-knight-show--2653468/support.

────────────────────────────────────────[00:09:34]Hegseth Claims US Controlled Hormuz the Whole Time — Can't Explain Why Trump Spent 102 Days Negotiating to Open ItPressed by Brennan, he offered only silence and boasting.────────────────────────────────────────[00:16:13]Vance Signed Iran Deal Electronically — No Public Text, Commitment Reportedly Hits $325 Billion$25B unfrozen assets plus $300B reconstruction. Knight: expect it redacted.────────────────────────────────────────[00:22:29]Iran's Revolutionary Guard Publishes Its Own 14-Point Terms — Reads Like a Confident RegimeDemands $300B reconstruction on top of frozen funds.────────────────────────────────────────[00:27:18]Israel Rejects Being Bound by Trump's Ceasefire — Forces Stay in Lebanon, Syria, GazaBen Gvir: "Trump's agreement does not bind us."────────────────────────────────────────[00:32:01]Mark Levin Demands a Treaty Vote on the Iran Deal — Never Asked for One Before the War StartedKnight cites Levin's silence on Paris Accord, USMCA. Selective constitutionalism.────────────────────────────────────────[00:42:13]Exxon Execs Privately Warned a Week Ago: Strategic Oil Reserves Nearly DrainedKnight: this, not diplomacy, is why Trump rushed the deal.────────────────────────────────────────[00:45:24]Exxon Models Brent Crude to $150-160, Gas Above $6/Gallon Within WeeksKnight: that deadline forced Trump's hand.────────────────────────────────────────[01:29:38]AI Firms Will Be Treated as Too Big to Fail — Government Will Print Money RegardlessKnight: AI's surveillance value guarantees a bailout.────────────────────────────────────────[01:42:00]Blackburn's 291-Page AI Act Would Repeal Section 230 EntirelyPaired with the Block BEAR Act, letting courts order ISPs to block websites.────────────────────────────────────────[01:53:10]Starmer Will Require Facial Recognition for UK Social Media Users Next YearOne left-leaning platform exempted. Accuracy: 36-87%. ──────────────────────────────────────── Money should have intrinsic value AND transactional privacy: Go to https://davidknight.gold/ for great deals on physical gold/silver For 10% off Gerald Celente's prescient Trends Journal, go to https://trendsjournal.com/ and enter the code “KNIGHT” For high quality made in America products go to HomeSteadProducts.shop and use promo code “Knight” for 10% off your purchases Find out more about the show and where you can watch it at TheDavidKnightShow.com If you would like to support the show and our family please consider subscribing monthly here: SubscribeStar https://www.subscribestar.com/the-david-knight-show Or you can send a donation throughMail: David Knight POB 994 Kodak, TN 37764Zelle: @DavidKnightShow@protonmail.comCash App at: $davidknightshowBTC to: bc1qkuec29hkuye4xse9unh7nptvu3y9qmv24vanh7Become a supporter of this podcast: https://www.spreaker.com/podcast/the-real-david-knight-show--5282736/support.

Clean Fuels Alliance America applauds the Trump administration's decision on higher Renewable Volume Obligations. Add the Corn Refiners Association to the list of agriculture groups supporting a continuation of the USMCA the trade agreement.

The June 15, 2026, edition of the Closing Market Report covers recent agricultural commodity market trends, global supply estimates, and international weather forecasts. Curt Kimmel of AgMarket.net notes that agricultural markets are currently stabilizing, with the recent Iran war settlement expected to reduce transportation and energy costs, thereby boosting investor confidence and global grain demand. Agricultural economist Ben Brown discusses the bearish impact of the latest World Agricultural Supply and Demand Estimates (WASDE) report, which revealed a 14 million metric ton increase in global corn production, largely driven by India. Brown also highlights strong domestic soybean crush demand and notes that global wheat production increases are currently overshadowing tightening U.S. supplies. Furthermore, Brown emphasizes the strong correlation between energy and grain prices while warning of potential agricultural trade disruptions if the USMCA agreement is not extended. Finally, Mark Russo of EverStream Analytics forecasts another round of severe storms and heavy rainfall for the U.S. Corn Belt before shifting to a drier pattern, while simultaneously warning of a prolonged heat wave and declining soil moisture threatening crops in Western Europe, particularly in France.- Ag Markets with Curt Kimmel, AgMarket.net- Commodity Markets Discussion with Ben Brown- Ag Weather with Mark Russo, EverStream.ai ★ Support this podcast ★

Mexico, the United States, and Canada are hosting the 2026 World Cup, and it isn't clear whether that or the ongoing negotiations over the USMCA free trade agreement is higher stakes for North America. The July 1 deadline for the three North American countries will shape the future of nearly 2 trillion in trade and determine whether the countries renew the agreement for another 16 years or let the clock run down towards expiration in 2036. The stakes are real and the story is more complex than it has ever been with a trade deal.   In this episode, Diego Marroquín Bitar sits down with William Alan Reinsch, senior adviser and Scholl Chair emeritus with the CSIS Economics Program and Scholl Chair in International Business. Together, they unpack the dynamics of the review, and the different negotiation strategies employed by the three countries. They also evaluate some of the most likely scenarios for the review, ranging from the potential risk of withdrawal to a surprise agreement that emerges in the fall of 2026. 

On this episode of #TheGlobalExchange, Colin Robertson sits down with Jeremy Kinsman and John Negroponte to talk about trade and international diplomacy in a rapidly changing world in the context of the renewal, revision or repudiation of the North American trade agreement – CUSMA, USMCA or T-MEC. // Participants' bios: - Jeremy Kinsman served as Canada's ambassador to Russia, high commissioner to the UK, ambassador to Italy and ambassador to the European Union. He is a Distinguished Fellow of the Canadian International Council - John D. Negroponte is a United States career diplomat and national security official, former Director of National Intelligence, and former United States Permanent Representative to the United Nations // Host bio: Colin Robertson is a former diplomat and Senior Advisor to the Canadian Global Affairs Institute. // Reading Recommendations: - "The Loneliness of Sonia and Sunny: A Novel", by Kiran Desai: https://www.amazon.ca/Loneliness-Sonia-Sunny-Novel/dp/0307401219 - "London Falling: A Mysterious Death in a Gilded City and a Family's Search for Truth", by Patrick Radden Keefe: https://www.amazon.ca/London-Falling-Mysterious-Gilded-Familys-ebook/dp/B0FGZW9SZN - "Iran's Grand Strategy: A Political History", by Vali Nasr: https://www.amazon.ca/Irans-Grand-Strategy-Political-History/dp/0691268924 // Music Credit: Drew Phillips | Producer: Judy Alomari // Release date: June 03, 2026

Rusty Halvorson and Sarah Heinrich share the week's top stories in agriculture.See omnystudio.com/listener for privacy information.

Look Forward breaks down the Big Lie 2.0 arriving right on schedule. Trump is claiming California's June 3rd primary was stolen — no evidence, same playbook — after Trump-endorsed reality TV star Spencer Pratt lost the LA mayoral race to progressive Nithya Raman once mail ballots finished counting. The House of Representatives majority sitting at a razor-thin 218-213, Trump is pre-seeding election fraud claims before November.Trump goes on video saying "I love inflation." Al Jazeera debunks his claim that the US secretly smuggled 100 million barrels of oil through the Strait of Hormuz. The Iran war is back on and Trump announces plans to seize Kharg Island, which handles 90% of Iran's oil exports. Gas prices will go nuclear if this happens. New York Times Magazine reveals Trump's top advisors held an emergency meeting on the Epstein Files last July in the Situation Room. Nancy Mace comes in fifth place in her primary. Trump is assessed by 22 doctors at his medical visit. Democrats block FISA reauthorization to protest Bill Pulte  being tapped for the Director of National Intelligence. Right-wing extremists turn Belfast "protests" into a riot. Donors received $50 billion in government contracts after giving to Trump, and Germany's courts rule Google is liable for false AI Overview answers.Look Forward is a weekly progressive political podcast covering U.S. politics, government policy, Democratic strategy, elections, voting rights, Supreme Court rulings, and political news. Featuring progressive commentary, political analysis, and unapologetic opinions on the fight for democracy. Hosted by Jay and Brad. A TNP Studios production. New episodes weekly on Spotify, Apple Podcasts, YouTube, and all major platforms. For more TNP Studios content, check out The Nerdpocalypse (movie & TV news), Black on Black Cinema (Black film reviews), and Dense Pixels (video game news).

(00:00) Sigla iniziale(00:44) Il giorno della marmotta arancione(10:24) AI di stato, socialismo di popolo e di oligarchi(31:28) USMCA, trappola per Carney(47:13) Al teatrino Italia si replica la commedia patrimoniale(01:07:30) Siena, per astra ad aspera(01:18:14) Ciliegie, carciofi ed exportDiventa un supporter di questo podcast: https://www.spreaker.com/podcast/phastidio-podcast--4672101/support.Fatti e notizie che hanno attirato l'attenzione del vostro TitolareOra disponibile: "Paziente Zero: come la sindrome italiana ha contagiato l'Europa (e l'Occidente)"Volete donare a questo podcast? Ora potete!

Lots of good talk on Good Talk this week, starting with Chantal and Bruce on Mark Carney's trip to Paris today and his talks with Emmanuel Macron.  France is hosting the G7 next week, but for many, it's really a G6 with Donald Trump's America, no friend of the group.  That and CUSMA and social media bans top the discussion agenda today. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

President Trump's comments raised questions about the USMCA's future, but the agreement's upcoming six-year review is distinct from termination and may be more about negotiating leverage than about an imminent withdrawal.  For more information, listen to today's Two Minutes in Trade.  

Hour 3 of the Marc Cox Morning Show fired on all cylinders. Dan Buck and Kim St. Onge refuse to let conservatives be silenced — whether it's a neighbor trying to intimidate you over a Trump flag or the radical Left trying to rewrite the Carmelo Anthony verdict. Heritage Foundation Senior Research Fellow Brent Sadler breaks down exactly why the IRGC is sabotaging the Iran peace deal and why verification of nuclear disarmament is the hardest part of any agreement with Tehran. Missouri's Rep. Eric Burlison drops truth bombs on the Capital Beat — FISA has been shredding your Fourth Amendment rights for years, a central bank digital currency would give government total control over your life, and Trump is walking away from USMCA because he always comes back with a better deal. And Kim on a Whim closes it out — Carmelo Anthony is going to prison where he belongs, and his family's racism narrative is built on lies. The Marc Cox Morning Show — three hours in and still pulling no punches. Hashtags: #MarcCoxMorningShow #DanBuck #KimStOnge #Hour3 #FISA #FourthAmendment #BrentSadler #HeritageFoundation #IranDeal #CapitalBeat #EricBurlison #CBDC #DigitalCurrency #USMCA #CarmeloAnthony #KimOnAWhim #FlagDay #America250 #ConservativeRadio #PatriotRadio #TGIF Hour 3 Guest List: Brent Sadler (Heritage Foundation Senior Research Fellow — IRGC sabotage of Iran peace deal, Hezbollah, nuclear verification challenges) | Rep. Eric Burlison, Missouri 7th District (Capital Beat — FISA surveillance violations, central bank digital currency threat, USMCA renewal)

The Marc Cox Morning Show brings Missouri's own Rep. Eric Burlison to the Capital Beat — and he does not hold back. FISA just went dark, and Burlison explains exactly what that means — the FBI has violated your Fourth Amendment rights hundreds of thousands of times, and the intelligence community has been lying to Congress in closed-door briefings to keep the surveillance state alive. Then it gets even more alarming: the Federal Reserve is actively researching a central bank digital currency that would give the government the power to turn off your ability to buy food, a firearm, or anything else. Think it can't happen in America? They shut down your business for months during COVID. And on trade — Burlison says Trump is right to walk away from the USMCA renewal, because the best negotiator in presidential history always comes back with a better deal. The Marc Cox Morning Show Capital Beat — where your congressman actually tells you the truth. Hashtags: #MarcCoxMorningShow #DanBuck #KimStOnge #CapitalBeat #EricBurlison #Missouri #FISA #FourthAmendment #Surveillance #DigitalCurrency #CBDC #USMCA #TradeDeals #Trump #IranDeal #ConservativeRadio #PatriotRadio #MorningShow #TGIF

Host: Cindy Allen Published: June 12, 2026 Length: ~15 minutes Presented by: Global Training Center Summary In this week's episode of Simply Trade: Cindy's Version, Cindy Allen examines a series of significant developments that continue reshaping the trade landscape—from ongoing IEEPA litigation and Section 122 court challenges to growing uncertainty surrounding USMCA negotiations. But the heart of the episode focuses on the administration's Executive Order on Strengthening Customs Enforcement and the concerns emerging as the trade community begins to digest its potential consequences. Cindy breaks down three areas drawing particular attention: escalating bond requirements, restrictions on foreign importers of record, and new ownership disclosure requirements. Using Taylor Swift's The Black Dog as a backdrop, Cindy reflects on the idea that some longstanding trade practices may be coming to an end. While CBP views many of these changes as necessary tools to combat transshipment, shell companies, and duty evasion, the trade community is grappling with the possibility that enforcement-focused reforms may also affect legitimate importers and trusted traders. As Cindy notes, some old habits may indeed be "dying screaming"—but the larger question is what replaces them. This Week in Trade • The Court of Appeals indicated that Section 122 tariffs are likely lawful while litigation continues • CBP confirmed IEEPA refunds continue to be processed and announced reconciliation entries will be eligible for CAPE beginning June 29 • CBP reiterated that it believes court direction is needed before refunding finally liquidated entries • House Agriculture Committee hearings highlighted strong support for continued USMCA trade integration • Debate over the future of the Jones Act continues as some groups push for its repeal • Trade associations continue analyzing the Executive Order on Strengthening Customs Enforcement Main Topic / Discussion This week's episode centers on three major concerns emerging from the Executive Order on Strengthening Customs Enforcement. First, Cindy discusses the growing pressure surrounding customs bonds. As duty exposure increases, bond amounts are reaching unprecedented levels, creating challenges for importers and sureties alike. Questions remain regarding how CBP intends to apply mitigation limitations and whether liquidated damages could be affected. Second, the Executive Order's language regarding foreign importers of record has generated uncertainty throughout the trade community, particularly among Canadian companies that have historically operated under long-established customs practices. Finally, ownership disclosure requirements raise new questions about how CBP intends to evaluate importer eligibility and whether foreign ownership percentages could influence future customs treatment. While many support stronger enforcement against bad actors, Cindy emphasizes that additional clarification is needed to ensure legitimate importers are not unintentionally caught in the process. Key Takeaways • Section 122 tariff collections will continue while litigation proceeds • Reconciliation entries become eligible for CAPE beginning June 29 • CBP maintains that liquidated entries require court direction before refunds can be issued • USMCA negotiations appear likely to continue beyond the upcoming review deadline • Bonding requirements are becoming increasingly burdensome for some importers • Foreign importer of record restrictions may have significant implications for Canadian trade • Ownership disclosure provisions remain one of the least understood portions of the Executive Order • The trade community continues seeking clarity on how enforcement reforms will be implemented Resources & Mentions • Global Training Center • Trade Force Multiplier • United States Court of Appeals for the Federal Circuit • Jones Act • USMCA Credits Host: • Cindy Allen – LinkedIn Producer: • Lalo Solorzano

A new study from Purdue University suggests the U.S.-Mexico-Canada Agreement has helped keep food costs lower for American consumers while creating additional market opportunities for U.S. agriculture. NAFB News ServiceSee omnystudio.com/listener for privacy information.

Welcome and thanks for tuning in to RealAg Radio! Today on the show, host Shaun Haney is joined by Lyndsey Smith and Kelvin Heppner of RealAgriculture and Tyler McCann of CAPI for the RealAg Issues Panel! Also on today's show, Lyndsey Smith is joined by Allison Wilkinson of Albaugh Canada for a spotlight interview. 00:00... Read More

Welcome and thanks for tuning in to RealAg Radio! Today on the show, host Shaun Haney is joined by Lyndsey Smith and Kelvin Heppner of RealAgriculture and Tyler McCann of CAPI for the RealAg Issues Panel! Also on today's show, Lyndsey Smith is joined by Allison Wilkinson of Albaugh Canada for a spotlight interview. 00:00... Read More

See omnystudio.com/listener for privacy information.

On this June 11, 2026 episode of Right On Radio, host Jeff delivers rapid-breaking coverage and big-picture analysis of the day's most consequential stories. He opens with major international developments in the Iran conflict — including U.S. strikes, reported destruction of Iranian defense capabilities, claims about taking Karg Island (a key oil distribution hub), and how control of oil flows mirrors the U.S.–Venezuela model. Jeff connects kinetic military action to a larger battle over the global financial system and the coming shift toward digital currency. The show features and analyzes clips from President Donald J. Trump — on oil interdiction, expected drops in energy prices, the possibility of normalizing Iran through the Abraham Accords, and comments about regime change. Jeff also touches on Q-related communications, Guantanamo imagery, and strategic messaging around Israeli politics and Gaza. Domestically, Jeff breaks down the Save America Act and election-security measures Trump discussed: mandatory photo ID, proof of citizenship, restrictions on mail-in ballots (with exemptions), and the Postal Service's reported plan for unique barcoded ballots. He reviews claims about compromised votes, gerrymandering, accountability efforts, pending arrests, and the political implications for Congress and the 2020 controversy resurfacing. The episode also explores emerging technology and economics: Trump's meeting with top AI executives, the potential of AI to reshape markets and generational wealth, and concerns about which players will dominate the next monetary order. Jeff speculates on equity shifts, data-center viability, and how AI-driven trading could be used to reallocate global assets. North American geopolitics and trade receive attention as well — from U.S.–Canada tensions and the USMCA renewal question to discussions of Canada's internal crises and the idea of tighter continental integration. Jeff plays a highlighted Canadian clip and explains how trade and security friction are influencing broader strategy. Additional items covered: military and diplomatic maneuvers in the Gulf and Cuba (Pete Hegseth and others), domestic policy moves (mortgage/capital gains proposals and Treasury actions), disclosure and the Mass Deception series promotions, sponsor mentions (mushroom supplements and pet treats), and a personal update from Jeff about serious eye-health news and an appeal for listener support. What to expect: hard-hitting commentary that links battlefield events to financial and geopolitical transformations, audio clips from high-profile figures, policy breakdowns affecting elections and trade, technology and AI implications for wealth distribution, and a blend of news, faith-based perspective, and calls-to-action for Jeff's ongoing series and community support. Thank you for Listening!. Prayerfully consider investing support to continue spreading the word. ZPlease like, subscribe and share. Click Here for all links, Right on Community ROC, Podcast web links, Freebies, Products (healing mushrooms, EMP Protection) Social media, courses and more...https://linktr.ee/RightonRadio Live Right in the Real World! We talk God and Politics, Faith Based Broadcast News, views, Opinions and Attitudes Keep the Faith

USDA Under Secretary of Trade and Foreign Agricultural Affairs Luke Lindberg joins us from Kentucky to discuss record U.S. exports and trade opportunities and New World screwworm response. Texas Department of Agriculture Commissioner Sid Miller provides an update on the situation with New World screwworm, including various ideas to eradicate it, and other potential challenges down the road. And Nancy Martinez, director of public policy, trade and biotechnology at NCGA, tells us about the Agricultural Coalition for USMCA.See omnystudio.com/listener for privacy information.

Fox News Radio's Eben Brown joins The Marc Cox Morning Show live with the kind of on-the-ground detail you won't get anywhere else. Iran called President Trump directly from the Situation Room last night begging him to stop the strikes — and Trump told them they had until today to sign or the bombs start falling again. Iran fired back at American assets in Jordan, Kuwait, and Bahrain, hitting a residential area and injuring a little girl — but notably did not touch Israel, and Eben explains exactly why. The U.S. has been secretly running oil through the Strait of Hormuz under the cover of darkness and Trump just revealed it to the world — and Marc explains why your gas prices have been quietly dropping. Then Trump drops a Truth Social post so explosive it had to have rattled Tehran to its core. The USMCA is hanging by a thread and Marc makes the case it's all part of the Art of the Deal. This is the story that will define the next few weeks — and The Marc Cox Morning Show has every angle covered. HASHTAGS: #MarcCoxMorningShow #EbenBrown #FoxNewsRadio #Iran #Trump #StraitOfHormuz #OilPrices #USMCA #ArtOfTheDeal #KargIsland #MiddleEast #AmericaFirst #MAGA #NationalSecurity #ConservativeTalk #MorningRadio #PatriotMedia

- Trump Kills USMCA Free Trade Agreement - China Has a Capacity Problem - Stellantis Starts Road Testing Solid-State Batteries - Novelis Restarts New York Plant - EV Sales Recovering Faster Than Expected? - Renault Wants to Develop at China Speed - Bentley Reveals All-New Paint Finish - Dana to Absorb Parts of Eaton

Members of the agriculture industry are sharing the advantages they see from the USMCA trade agreement. Many groups are encouraged to hear ag labor legislation my soon be introduced on Capitol Hill. 

- Trump Kills USMCA Free Trade Agreement - China Has a Capacity Problem - Stellantis Starts Road Testing Solid-State Batteries - Novelis Restarts New York Plant - EV Sales Recovering Faster Than Expected? - Renault Wants to Develop at China Speed - Bentley Reveals All-New Paint Finish - Dana to Absorb Parts of Eaton

President Trump signs the Secure America Act, fully funding DHS through the end of his term with $38 billion for ICE and $26 billion for Border Patrol after more than 100 days of Democrat obstruction. He confirms bombing of Iran has resumed following the shooting down of a US helicopter and announces for the first time that the US military has been covertly extracting millions of barrels of Iranian oil nightly, which is why oil sits at $85 a barrel instead of the predicted $250. Trump also drops the 74th all-time stock market high, touts the Lincoln Memorial Reflecting Pool opening, confirms Washington DC is at its lowest crime rate in 58 years, and signals he may not renew USMCA when it comes up July 2. The World Cup starts tomorrow, and someone should probably tell Iran.

The number of confirmed cases of New World screwworm continues to climb in Texas. Soybean condition declined while corn held steady last week. A new study illustrates the relationship between USMCA and consumer food prices. 

Trade policy is once again in the news with the announcement of new tariffs. Our Head of Public Policy Research Ariana Salvatore digs into why tariffs may not be a disruptive factor for markets this time.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 how investors should be digesting the latest tariff headlines and what they could mean for the broader economic and market outlook. It's Friday, June 5th at 10am in New York. Tariffs are back in focus as the U.S. administration has proposed new levies following Section 301 investigations into more than 60 of our trading partners. At the same time, USMCA negotiations appear to have begun in earnest, with recent headlines focused on autos, including the possibility of raising regional content requirements for vehicles and auto parts. Now, at first glance, these developments sound like a meaningful escalation in trade policy. But we think these headlines are best understood as a continuation of the existing tariff regime rather than a new and more disruptive phase. Let's start with Section 301. Listeners may recall that the administration replaced the IEEPA tariffs with Section 122 following the Supreme Court's decision back in February. However, that was done under a temporary authority that expires in the end of July. It's been our view that as we approach that deadline, the administration would seek to replace the existing regime under a new authority. The conclusion of the Section 301 investigations is really a step in that direction; or said differently, a continuation of existing policy. We see the administration preserving the current tariff regime come July, but without a larger inflation or growth shock. The second issue is the USMCA. Raising regional content rules may be part of the negotiation now, and those changes could create sector-level friction. Similarly, we think it's possible we see escalation ahead of the July deadline as all three countries work to improve the existing trade deal. Now that being said, we're still constructive on the longer-term trade alignment between the U.S., Mexico, and Canada, and we see structural and procedural constraints that are going to limit the downside risk to something like a potential withdrawal from the agreement. We still expect the USMCA carve-out to remain in place even for Section 301 goods on a range of trading partners. That's because we think the administration sees value in maintaining supply chain integration within North America across a number of sectors. In general, we actually think the recent pattern on tariffs has been toward less, not more, trade pressure at the margin. Recent months have come with several carve-outs, exemptions, and delays on broad-based and sectoral tariffs. That suggests that the administration is still sensitive to the downstream cost impact of tariffs, and of course, affordability matters politically heading into the midterm elections in November. That view also fits with our broader U.S. economics outlook. Our economists continue to see a relatively benign macro backdrop. Growth is expected to remain trend-like, with consumer spending slowing but not collapsing, and strong AI-led CapEx offsetting some of the drag from higher energy prices and policy uncertainty. On inflation, tariffs remain part of the story, but much of the pass-through appears to be already in the data. That pairs with a more constructive outlook for equity markets as well, as our strategists there see a strong earnings story supported by things like positive operating leverage, AI adoption, improving pricing power, and a broadening out in earnings growth. So, the key message for investors is this: tariff policy is still noisy, and it will remain a source of headline risk. But in our base case, the administration is moving toward a more durable version of the current tariff regime, not a materially more disruptive or restrictive one. Section 301 replaces Section 122, the USMCA carve-out stays in place, and selective exemptions continue where the affordability or supply chain costs are too high. 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 the podcast with a friend or colleague today.

TOPIC: U.S. Auto Industry PANEL: Warren Browne, RFQ Insights; Paul Eisenstein, Headlight.news; Gary Vasilash, shinymetalboxes.net; John McElroy, Autoline.tv

On this episode of the Trade Guys, Bill and Scott welcome Nasim Fussell, Vice President of Trade and International at Business Roundtable, to give an update on progress in USMCA renewal talks and what the business community is watching in North American trade.