President Trump Attends Formal Welcome Ceremony in Japan, Hosted by Prime Minister Sanae Takaichi


Posted originally on CTH on October 27, 2025 | Sundance

U.S. President Donald Trump received a grand welcome from Japan’s first female Prime Minister, Sanae Takaichi, in Tokyo before the two leaders held a bilateral meeting focused on trade, defense and regional stability.

Video segments below, as presented, starting with the formal welcome ceremony.

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At the grand Akasaka Palace, President Donald Trump met Japan’s Prime Minister Sanae Takaichi for a historic U.S.–Japan summit. The leaders celebrated shared achievements, discussed new trade and defense commitments, and promised a stronger alliance for peace and prosperity.

President Trump delivered very touching remarks about former Prime Minister Shinzo Abe, Mrs Takaichi’s friend and mentor in politics.

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The signing between the two leaders below.

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Canada Likely to Take Chinese EV Production as Offset to Lost U.S. Trade


Posted originally on CTH on October 27, 2025 | Sundance 

As previously outlined, Canada is so entrenched with their ‘orange man bad’ syndrome, they just cannot get out of their own way on stupid trade decisions.  {GO DEEP}

You might remember Mexico retreating from Chinese electric vehicle (EV) development following the November 2024 election of Donald Trump.

China was on the cusp of investing $5 to $7 billion in new EV manufacturing in Mexico, when President Trump announced he would impose massive tariffs to block any import of Chinese EVs made in Mexico. Trump won the election and together China and Mexico scrapped their plan.

Europe then stepped on the Chinese EV rake and began purchasing carbon credits from Chinese EV companies to avoid the “climate change” auto goals and subsequent fines to EU car companies for not hitting EV production targets. In essence, Europe is paying Chinese EV companies for carbon credits, thereby subsidizing lower priced Chinese EVs in Europe. The EU is paying China to destroy their own auto industry.

Now, it’s Canada’s turn.

As a result of President Trump asserting tariffs against imported autos, the large auto companies are abandoning plans to build or expand auto manufacturing in Canada. The Canadians are angry, and the professional political class in Canada is doing everything they can to continue ramping up opposition to Donald Trump.

With increased tariffs against Canada, and with the likely dissolution of the USMCA (CUSMA) coming in the near future, the Canadian govt of Mark Carney has been traveling the world to find alternative markets for their goods and services. The main targets for new Canadian economic and trade relations are the U.K, EU and China.

In a deal to expand the trade relationship with China, the Canadian government of Mark Carney is now proposing to drop tariffs against Chinese EVs in a deal to sell more pork and canola oil. That’s correct, in essence Canada will take the EV auto business abandoned by Mexico.

This was Canadian Prime Minister Mark Carney’s grand plan as he attended the ASEAN summit in Malaysia.

Keep in mind, as we have outlined all along during Trump’s trade reset, the USMCA is going to be abandoned in favor of two bilateral free trade agreements; one with Mexico and one with Canada.

As outlined in the Mexican decision to cancel EV investment, Mexico is aligning for a favorable trade relationship with President Trump and the USA.

The Mexican govt can see the benefits and accepts their regional dependency to the world’s largest consumer market. However, Canada is doing exactly the opposite and increasing the disconnect between Canada and the United States on key sectors of trade and commerce.

Canada may benefit in the short term from sales of pork and canola to Beijing, while simultaneously gaining Chinese investment in cobalt mining and auto development for EVs. But those EVs will never be permitted to cross the border into the USA and any effort to enhance Chinese EV sales in Canada will only disconnect them more from trade with Donald Trump and the USA.

[BACKGROUND HERE] – [Canada/Chinese EV Deal Here]

Canada Likely to Take Chinese EV Production as Offset to Lost U.S. Trade


Posted originally on CTH on October 27, 2025 | Sundance 

As previously outlined, Canada is so entrenched with their ‘orange man bad’ syndrome, they just cannot get out of their own way on stupid trade decisions.  {GO DEEP}

You might remember Mexico retreating from Chinese electric vehicle (EV) development following the November 2024 election of Donald Trump.

China was on the cusp of investing $5 to $7 billion in new EV manufacturing in Mexico, when President Trump announced he would impose massive tariffs to block any import of Chinese EVs made in Mexico. Trump won the election and together China and Mexico scrapped their plan.

Europe then stepped on the Chinese EV rake and began purchasing carbon credits from Chinese EV companies to avoid the “climate change” auto goals and subsequent fines to EU car companies for not hitting EV production targets. In essence, Europe is paying Chinese EV companies for carbon credits, thereby subsidizing lower priced Chinese EVs in Europe. The EU is paying China to destroy their own auto industry.

Now, it’s Canada’s turn.

As a result of President Trump asserting tariffs against imported autos, the large auto companies are abandoning plans to build or expand auto manufacturing in Canada. The Canadians are angry, and the professional political class in Canada is doing everything they can to continue ramping up opposition to Donald Trump.

With increased tariffs against Canada, and with the likely dissolution of the USMCA (CUSMA) coming in the near future, the Canadian govt of Mark Carney has been traveling the world to find alternative markets for their goods and services. The main targets for new Canadian economic and trade relations are the U.K, EU and China.

In a deal to expand the trade relationship with China, the Canadian government of Mark Carney is now proposing to drop tariffs against Chinese EVs in a deal to sell more pork and canola oil. That’s correct, in essence Canada will take the EV auto business abandoned by Mexico.

This was Canadian Prime Minister Mark Carney’s grand plan as he attended the ASEAN summit in Malaysia.

Keep in mind, as we have outlined all along during Trump’s trade reset, the USMCA is going to be abandoned in favor of two bilateral free trade agreements; one with Mexico and one with Canada.

As outlined in the Mexican decision to cancel EV investment, Mexico is aligning for a favorable trade relationship with President Trump and the USA.

The Mexican govt can see the benefits and accepts their regional dependency to the world’s largest consumer market. However, Canada is doing exactly the opposite and increasing the disconnect between Canada and the United States on key sectors of trade and commerce.

Canada may benefit in the short term from sales of pork and canola to Beijing, while simultaneously gaining Chinese investment in cobalt mining and auto development for EVs. But those EVs will never be permitted to cross the border into the USA and any effort to enhance Chinese EV sales in Canada will only disconnect them more from trade with Donald Trump and the USA.

[BACKGROUND HERE] – [Canada/Chinese EV Deal Here]

Mohamed El-Erian Outlines Stunning Success of President Trump’s Tariff, Trade and Economic Policy Agenda


Posted originally on CTH on October 27, 2025 | Sundance

Wharton Professor and noted economist Mohamed El-Erian appeared on Fox News to discuss the jaw-dropping success President Trump is having with his global trade reset.

As noted by El-Erian no one, including El-Erian himself, expected President Trump to be able to navigate a global trade and economic reset with such stunning success.  The entire economic policy is being driven by the personal influence of President Trump as he leverages tariffs and policy incentives to the benefit of the USA economy exclusively.

The scale of Trump’s agenda is difficult to overstate, and China is now positioned to feel incredible pressure to align Beijing policy with the requests of President Trump.  “We thought there would be a massive retaliation against the US, there hasn’t been” El-Erian noted.  “We’re collecting $800 Billion of tariff revenue” and “inflation has waned,” he said.  This is a remarkable situation that few economists could accurately predict.  WATCH:

This is not a surprise to readers here as we have discussed the Trump trade agenda with clear, non-pretending eyes.  The ASEAN trip by President Trump is a masterclass in leveraging trade relationships and creating isolation for China.  The downstream consequences for Canada continue to build as the Carney administration doubles down on their entrenched and futile opposition.

If President Trump can formulate a strong, actionable and enforceable free trade agreement with Chairman Xi, it will undercut the ability of Canada to assemble cheap component goods not available in the U.S. manufacturing equation for total cost of goods.  This puts Trump in an even stronger position heading into the 2026 USMCA (CUSMA) dissolution phase.

Additionally, despite the mainstream thoughts to the contrary, putting distance between Russia and China is not averse to the interests of Russian Federation Vladimir Putin, who would strategically prefer to do business with the ‘West’ over Beijing.  However, China does not want to see their Biden-created tentacle weakened in Russia.

China retains a vision of a global financial market option beyond the dollar, and Xi plays that long-term strategy game with Putin quite effectively.  It is only President Trump who holds the key to weakening that strategy, and Chairman Xi likely reminds everyone -through his emissaries- that they can wait out the Trump administration.

However, during the ASEAN conference, again we see President Trump drawing heavily on the personal factor as a part of his strategic influence operation to push distance between Southeast Asia and Beijing.  Cunning Panda can undoubtedly see that play, however, culturally they may underestimate the strength of the dynamic.  President Trump leverages the world’s biggest market with a smile.  The world’s biggest sellers want and need to keep that smile on the face of their #1 customer.

President Donald Trump is a friendly dealmaker, until he is not. Southeast Asia understands this dynamic very well.

Trade, Trade, Trade – President Trump Delivers Remarks to Press Pool Traveling to Japan


Posted originally on CTH on October 27, 2025 | Sundance

Aboard Airforce One on route to Tokyo, Japan, President Trump, Secretary Rubio, Secretary Bessent and USTR Greer held a press conference and debriefing with the traveling press pool.  The main focus of their comments were trade and economics.

If you are interested in trade discussions, this video and presser is for you.  Video Below:

The Pieces of the Resolution the Democrats DON’T Want You to See


Posted originally on Oct 7, 2025 by Martin Armstrong |  

Health care spending has been at the forefront of the Democrats’ tantrum that led to the government shutdown. Where else do they plan to send tax dollars? The continuing resolution to keep the government open for another six months has a few stipulations that should raise questions.

The Corporation for Public Broadcasting (CPB) is to receive nearly half a billion dollars. The initial budget proposal presented by the Democrats included over $1.1 BILLION in taxpayer aid to broadcasting platforms like PBS and NPR.

Congress is on a perpetual vacation funded by the people. The people are demanding that these public servants work, and the Democrats believe that they deserve a $157 million raise for underperforming. All members of Congress are to be appointed personal security and residential security system. They are also requesting $10 million in security to the state office. Yet, the average American is forced to live in or near crime-ridden cities that these people insist are safe. Crime is a byproduct of MAGA rage, apparently, and only the politicians deserve to feel safe in America.

Dead Congressmen deserve a death gratuity, since they’re working equally as hard as their living peers. The temporary resolution includes a $174,000 payout to the families of Raul Grijalva (AZ), Gerald Connolly (VA), and Sylvester Turner (TX).

Here’s a kicker—the neocons are inserting their agenda within this bill and demanding that the US government allot $437 million to the European Bank of Reconstruction and Development. Countless aid has been sent to Ukraine, but the US government cannot operate unless we send another half-billion-dollar package.

Why should Americans be forced to spend on these extremely biased stipulations that do not benefit the people in any way?

DANICA PATRICK: 127M Americans Tune Into The Super Bowl To Come Together. Halftime Should Unite Us, Not Divide Us. If The Show Isn’t Something We Can Sing Along To, It Misses The Moment


A National Divorce


Posted originally on Sep 17, 2025 by Martin Armstrong |  

NationalDivorce

Rep. Marjorie Taylor Greene voiced a harsh truth: America is a divided nation. These differences appear irreconcilable, and Greene is proposing “a peaceful national divorce.” Which state will file the papers first?

The computer system warned long ago that the United States would not remain as one country indefinitely. The cycle of political disintegration is in motion. The question is not if, but when. History repeats because human nature never changes. People assume the United States will last forever because it has existed for nearly 250 years. But no empire, no republic, no government in history has ever escaped the cycle of political disintegration. Rome divided, the British Empire collapsed, the Soviet Union disintegrated. The United States will be no different.

Divisive politics have created a crack in the union that cannot be united. Each side believes the other wants to dictate how they must live, and therefore, each side believes that the other is a danger to democracy. The unified culture that was once the United States has vanished as extreme beliefs on both sides cannot coexist. Civil unrest has turned into a looming civil war.

Each state has its unique culture and customs. One cannot compare Washington to Texas, or Florida to Colorado. California believes it is already its own country. The law varies drastically from state to state, and those policies are now coming to a head. The Supreme Court no longer reigns as it starts to interpret rulings independently.

The Founding Fathers never created a “democracy.” They created a Republic, where the states were sovereign and the federal government was a creation of the states. That balance has been destroyed. Washington has usurped the role of the states in nearly every matter – taxation, regulation, trade, healthcare, and even education. This erosion of states’ rights is precisely what lies the groundwork for separatism.

Decentralization has begun. Our Economic Confidence Model has targeted 2032 as the final political collapse of confidence in government. This is not limited to the United States; the European Union is destined to fail, as are other governments throughout the world that are propped up on perpetual debt and coercive politics. The total loss of confidence in government will be a global event that will not begin in America. But once it spreads like a contagion to America, we will see states demand succession as they fight against federal power. Greene believes this can be done in a peaceful manner, yet history says otherwise.

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I’ve discussed this matter in depth in the report “How Empires & Nations Divide,” which is perhaps one of the most fascinating pieces I have penned.

“Art Must Always Tell The Truth”


Posted originally on CTH on September 10, 2025 | Sundance

Popular artist Banksy created a graffiti mural in London depicting the current state of the UK censorship system using the courts to trample the rights of British citizens:

[SOURCE]

It did not take long for the authorities to cover the mural and eventually attempt to remove it.

However, what remained of the artwork was the essential core of the truth.

I particularly like the fact the govt turned the CCTV camera, so they can monitor who might visit the scene of the criminal dissent.

Apparently, the British government doesn’t quite see the irony.

Hollywood & Gold


Posted originally on Sep 9, 2025 by Martin Armstrong |  

Gold Int Rates

COMMENT: Mr. Armstrong, I just had to write to say thank you. Gold is going up with stocks, despite everyone else being indoctrinated with ineffective theories. They keep saying the same stupid shit and pay no attention to the fact that they have continually been wrong. These people are psychopaths and have cost people a fortune and ruined marriages, as I saw with a friend. The stock market and gold have risen with the highest interest rates, the dollar, and it all depends on what you call the outside wildcard. Anyone who doesn’t invite you to these interviews isn’t worth my time. They cannot be trusted in my book.

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This is why they make movies about you and no other analyst. Can people invest in the Hollywood movie being made about you? I know people invest in film. If this is about your career and promoting cycles, I think everyone should be chipping in. The world needs to be exposed to your work. You are the only one who makes common sense economically, and you know geopolitics like the back of your hand. They are running out of ideas for films. Their endless Superman movies clearly evidence that. Will there be such an offering to invest in your film?

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ANSWER: I am not sure if there will be any offerings to invest in the Hollywood version. I do not get involved in fundraising. I am supposed to have the script in a couple of weeks. The head of the studio is coming to visit in a few weeks. I know they are very serious about this, and they see it as an opportunity to showcase cyclical analysis to the world, which is why I agreed to participate. A top writer is now doing the final polish, from what I have been told.

They wanted something like The Big Short. I was told that the film brought in approximately $133.4 million worldwide against a production budget of $28 million. Obviously, this is why people invest in producing films.

I am not sure who will be playing me in the movie. I believe they then pitch it to A-class actors, so the whole cost thing, I am sure, depends on who they get. I do believe they have most of the funding in place. These people are big producers, not first-timers. When I learn more, I will let everyone know. I am uncertain whether there will be any opportunities for investors. I am not familiar with that market.

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I will do an update on the markets on the Private Blog this week.