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ASinclair | 1 month ago

There are tariffs on every country, not just China. This isn’t like his first term in office. Can you speak to the impacts of those tariffs?

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tgtweak|1 month ago

Looking purely at import volumes, most of those other countries haven't experienced drop-offs like China. Canada exports about the same amount of goods to the US today as they did in early 2024. Mexico is in a similar trend. What I see is that when Chinese buying dipped due to exorbitant tariffs, Canada and Mexico spiked until they were also hit with tariffs, returning to their previous levels.