Methinks Maria Bartiromo is the only media person who has caught on to “the secret“.
Within her wording and presentation today, inside this interview Fox News Maria Bartiromo hints toward her understanding of the Trump trade strategy as it pertains to Mexico, Canada and ::cough:: NAFTA ::cough::

 Nudge/Nudge – Elbow/Elbow – Wink/Wink – Say no more/Say no more!

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After the end of Round #6 (January 2018), it was obvious to POTUS Trump a NAFTA renegotiated deal was impossible.  In March, 2018, Team Trump stealthily began moving in a different direction.  In June,2018, Canada accidentally made the admission there were no ongoing talks between the U.S. and Canada.  The reasoning is simple yet stunning.
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Earlier today U.S. Trade Representative Robert Lighthizer messaged a warm birthday greeting to Mexican Foreign Secretary Louis Videgaray during ongoing negotiations between the U.S. and Mexican trade teams (video below).

Canada is FUBAR. No-one quite knows how FUBAR Canada is, because no-one has  followed the brilliant Wolverine crew closely enough to spot the strategy.
At the strategic direction of President Trump; and it is a really brilliant workaround strategy; the U.S. and Mexican teams are approaching the current NAFTA negotiations from a position of bilateral trade.   Trade watchers, Wall Street experts, financial pundits and the entire media apparatus are missing what Team USA are doing right in front of their faces…. they’ve obviously never followed or studied Trump’s out of the box problem solving when it comes to complex deals.
I won’t rehash the NAFTA flaws; familiar CTH readers know them well.  However, the bottom line is NAFTA is NOT, repeat N.O.T being renegotiated. I was going to remain silent, but I think it’s safe, Lighthizer is close enough to a deal to explain what’s happening.
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Thankfully we don’t have to worry about those pesky diabetic septuagenarians running amok with bags of illegal Arkansas ginseng any longer.  Today a federal conviction hopes to stomp out the underground treatment of Alzheimers, heart disease, fatigue, erectile dysfunction, hepatitis C, high blood pressure and menopausal symptoms….

MISSOURI – […] The Springfield News-Leader reports 77-year-old Kermit Schofield and his wife, 73-year-old Sandy Schofield were sentenced Tuesday.
The couple farms and sells herbs in Theodosia, a town of about 250 people near the Missouri-Arkansas border.
Federal prosecutors say that between June 2013 and August 2015 the Schofields illegally bought more than 100 pounds of ginseng in Arkansas. Prosecutors say the couple bought the ginseng outside the permitted time frame for purchasing ginseng in Missouri, and they knew it was illegal transport ginseng out of Arkansas without a state certification. (more)

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As many have discussed, due to their volume requirements China cannot secure their supply chain for soybeans without purchasing U.S. soybean crops.   China can purchase soybeans from Brazil and Argentina; however, that only leads to Argentina increasing it’s soybean purchases from the U.S.  Amplifying this issue are current lower yields from South America in their soybean crops.

…“There is a risk that China will have to cut back its livestock production, implying higher prices on the domestic market.”…

(Reuters) – China may have to start buying U.S. soybeans again in coming weeks despite the trade war between the two countries as other regions cannot supply enough soybeans to meet China’s needs, Hamburg-based oilseeds analysts Oil World said on Tuesday.
In July, China imposed import tariffs on a list of U.S. goods, including soybeans, as part of the trade dispute with the United States. China is the world’s largest soybean importer and has been seeking alternative supplies, especially in South America, where supplies available for export are down.

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While European countries criticized the move by Trump to exit the Iran deal, the challenge for their domestic businesses is to weigh the potential loss of American business against deals with Iran that are minuscule by comparison.
U.S. Ambassador Richard Grenell has been meeting with numerous CEO’s within Germany to inform them:  “either do business with Iran or the U.S., but not both.”

(Bloomberg) — U.S. President Donald Trump’s desire to isolate the Iranian economy seems to be working.
Within hours of Washington unveiling its first round of sanctions, German carmaker Daimler AG froze a plan to make Mercedes Benz trucks in Iran. That’s even after the European Union tried to salvage the Iran nuclear deal by pledging to protect firms from Trump’s assault.

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The Chairman of the National Economic Council, Larry Kudlow, gives an extensive interview to C-SPAN discussing his life, his career and his role in the White House.
Those who have followed the granular details of the how President Trump put together his team -to carry out decades-long discussed policy- will find this interview interesting. Kudlow has evolved in the past year from a MAGAnomic supporter to a MAGAnomic advocate.

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The big-eared British guy wearing Linus’s T-Shirt does have a point; and asks the same question CTH has pondered before: Why do foreign governments need lobbyists?

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If there was a five-click dial available as a severity meter between the U.S. and China, something happened internally in Beijing, over the last 72 hours, because that dial just triggered movement from 3 to 4… Keep watching everything in the world of geopolitics with a mental 360° radar sweep looking for Chinese influence/interests.

Nuance and subtlety is everything in China. Culturally harsh tones are seen as a sign of weakness and considered intensely impolite in public displays between officials; especially within approved and released statements by officials representing the government.
Therefore, when we see China publicly use strong language – it indicates a level of internal disposition beyond the defined western angst. Big Panda becomes Red Dragon; there is no mid-status or evolutionary phase.

SHANGHAI (Reuters) – China’s state media on Monday lashed out at the policies of U.S. President Donald Trump in an usually direct attack, accusing him of “starring in his own carefully orchestrated street fighter-style deceitful drama”.
Trump’s wish for others to play along with his drama is “wishful thinking,” the ruling Communist Party’s People’s Daily newspaper said in an editorial.

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U.S. Trade Representative Robert Lighthizer and a delegation of out-going and in-coming Mexican trade officials have been conducting intensive NAFTA negotiation talks for the past several weeks.  The out-going Mexican officials, led by Ildefonso Guajardo, are optimistic terms of agreement can be reached with the U.S; the incoming Mexican officials led by AMLO’s Jesus Seade, not so much.
The key issue is still the NAFTA fatal flaw that allows both Canada and Mexico to exploit their access to the U.S. market as brokers for imported Asian parts, assembled in Mexico/Canada, and the finished goods shipped into the U.S.  That structural issue remains unresolved; hence the impasse.
Meanwhile, Canadian Foreign Minister Chrystia Freeland wants to reenter the trade discussion after being shut out since the beginning of May.

(Reuters) – Canada is “very keen” on concluding negotiations to renew the North American Free Trade Agreement as soon as possible, Foreign Minister Chrystia Freeland said on Saturday, amid signs of progress after months of delays.

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PHASE II – President Trump tweeted earlier today about the ongoing geopolitical contest that is priority #1 in defending U.S. interests and retaining our economic strength.
Do not be surprised if North Korea launches another provocative missile test soon. Watch China, not N.Korea. It’s Chairman Xi’s people in the DPRK who are taking action. Kim Jong-Un is an expendable proxy regime. The war is the U.S. -vs- China trade and economic confrontation. North Korea is the Potemkin backdrop for the Beijing puppeteer.

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As POTUS Trump and the U.S. trade team target ever increasing tariff pressure upon Beijing to change their behavior, keep a close eye on North Korea. Given the zero-sum approach of the Chinese; and their history of weaponizing the DPRK; we could expect to see Beijing roll out nuclear antagonism again in an overt effort to gain concessions.
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