George is betting the dollar is a powerful weapon of stabilization for the rest of the world economies. @GeopoliticalFuturesGPF |

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The tariff situation is evolving fast. On Tuesday, imports from Canada and Mexico faced 25% tariffs. On Wednesday, President Trump granted US automakers a 30-day tariff exemption. On Thursday, he paused most of the new tariffs until April 2. Where will things stand when this interview goes lives on Friday, March 7?
Americans buy a lot of stuff from Canada and Mexico—a combined $918.6 billion in 2024. This includes oil, electronics, cables, machinery of all types, medical instruments, furniture, commodities… A hefty 22.8% of vehicles sold in the US come from Mexico.
The assumption is tariffs will lead to higher prices. Will they? I don’t think anyone knows, but it is worth considering a less

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