Tag Archives: Mexico

Mar 15 2026

Understandable Disappointment with Mexican President Sheinbaum – Trump: “The Cartels are Running Mexico”


Posted originally on CTH on March 14, 2026 | Sundance

While the original focus was on questions about the Iran war, at the tail end of an impromptu presser yesterday, President Trump was asked about Mexican President Claudia Sheinbaum and the status of U.S. national security.

President Trump said he was very disappointed that President Sheinbaum refused his offer of assistance in eliminating the cartels in Mexico.  Ultimately culminating in the statement, “the cartels are running Mexico.”

Considering everything President Trump is doing to secure the Western Hemisphere objective, it must be very frustrating to eliminate various narcotraffickers, human smugglers and transnational agents of chaos, and yet still have one of the closest geographic nations unwilling to address the biggest criminal elements near our borders.

The bilateral USMCA discussions between the U.S. and Mexico are ongoing, I think we can expect this element of friction and ultimately leverage to be present in the overall outcome.

Personally, I think if the government of Cuba flips, there will be exceptional pressure on Mexico to finally address the issue.

Mar 13 2026

Democrat Senator Ruben Gallego Urges President Trump to Renegotiate USMCA


Posted originally on CTH on March 12, 2026 | Sundance

It is transparently obvious now that Canada is going to rely on UniParty (Corporate) opposition to President Trump in the dissolution of the USMCA (CUSMA) in favor of two distinctly different bilateral trade agreements; one with Canada and one with Mexico.

A bilateral trade negotiation between the United States and Canada would be devastating to the interests of the Canadian government.  Particularly after the Venezuela operation and new strategic relationship with the United States, Canada has almost zero points of leverage to negotiate anything similar to their current exploitative trade position.

Canada is going to rely on congress to stop Trump from forcing reciprocity in the bilateral discussions. However, as a positive indicator that President Trump will factually have congressional support for the elimination of the USMCA, Democrat Senator Ruben Gallego has written a letter to President Trump requesting a comprehensive review. [LETTER HERE]

[SOURCE]

This is a key Senate democrat who notes the problem.  One of Gallego’s top points of concern is the loophole that Canada uses to assemble Chinese component parts into finished goods for tariff free distribution into the United States.

Ever since President Trump won the 2024 election, Mexico has been taking proactive independent action to block Chinese component goods. But Canada has done the opposite and begun to enhance their trade relationship with China to take even more Chinese component and finished goods.

Gallego writes to U.S. Trade Representative Jamieson Greer from the position of wanting to increase wages and enhance jobs in both Mexico and the USA, growing both economies. However, Gallego’s advocacy simultaneously bolsters why the USMCA should be dissolved and also puts Canada at a distinct disadvantage.

MEXICO – Mexico’s President Claudia Sheinbaum told reporters during her morning news briefing on Wednesday that her U.S. counterpart, Donald Trump, is open to doing away with the U.S.-Mexico-Canada trade agreement (USMCA) and replace it with individual trade deals with each country.

[…] “There might be revisions that create bilateral deals instead of involving the three countries because some things are more important between Mexico and the United Sates or between Canada and the United States,” said Sheinbaum. “Not everything has to be trilateral.”

Mexico’s president said the subject was brought up by Trump during a Tuesday phone conversation. […] According to Sheinbaum, her country is ready to consider possible changes. (read more)

Just like the original NAFTA dissolution, if Senate democrats agree the USMCA is structurally flawed then Canada will lose its only hope to retain the trilateral agreement.

It appears that some Senate democrats like Gallego recognize this issue and support the need for exceptional change.

There is a significant difference between Mexico and Canada as it pertains to trade.  Two distinctly different bilateral trade agreements would be the best outcome for the USA.

Team Mexico have already been holding bilateral discussions with USTR Jamieson Greer, and I suspect the broad outlines of a free trade agreement between the U.S and Mexico have already been agreed.

While Mexico has been working diligently for 16 months to get into alignment with the USA on a new free trade agreement, Canada has been doing everything possible to retain their “elbows up” position in opposition to the USA.  This will not work out well for Canada.

“The key thing that has struck me, and I think it has struck all Canadians, is so many of these guys in the Trump administration, frankly, they just hate Canada,” said Brian Clow, former Prime Minister Justin Trudeau’s deputy chief of staff who led Canada-U.S. affairs. {source}

“Canada joining at a later date”? 😂🤣😂

Mar 9 2026

Mexico and USA Begin Bilateral Preparations to Dissolve USMCA Without Canada


Posted originally on CTH on March 8, 2026 | Sundance

One of the most curious aspects to the predictable USMCA review, ie. dissolution, has been the incapacity of the Canadian government or trade delegation to accept the United States is going to create two distinctly different bilateral trade agreements and eliminate the trilateral USMCA.

For 16 months the Canadians have refused to fathom the reality of what is going to happen this year.

The Canadians just cannot believe it is possible they will be forced to negotiate a free trade agreement without the cover of a multilateral construct. It has been remarkable to watch their dissonance.

Last week President Donald Trump and Mexican President Claudia Sheinbaum held a phone call. At the conclusion of the call, Sheinbaum publicly asserted the reality the Canadians just refuse to accept.

MEXICO – Mexico’s President Claudia Sheinbaum told reporters during her morning news briefing on Wednesday that her U.S. counterpart, Donald Trump, is open to doing away with the U.S.-Mexico-Canada trade agreement (USMCA) and replace it with individual trade deals with each country.

[…] “There might be revisions that create bilateral deals instead of involving the three countries because some things are more important between Mexico and the United Sates or between Canada and the United States,” said Sheinbaum. “Not everything has to be trilateral.”

Mexico’s president said the subject was brought up by Trump during a Tuesday phone conversation. […] According to Sheinbaum, her country is ready to consider possible changes. (read more)

Canadian Prime Minister Mark Carney finally started to realize President Trump was likely to ignore Canada and begin direct discussions with Sheinbaum. So, Carney went to Mexico to try and get assurances from Sheinbaum that Mexico would not proceed without Canadian interests in mind.

Essentially, Carney wanted Sheinbaum to be on his team.  However, as diplomatically noted in the phone call with President Trump, President Sheinbaum politely rejected the Canadian partnership. [Insert Trump’s position toward Mexican cartels as an overriding thought]

The Canadians have been talking to U.S. media looking for sympathetic ‘Orange man bad’ coverage.  However, within the contacts between Canadian government officials and U.S. corporate allies, the sentiment from team Trump is very clear:

“The key thing that has struck me, and I think it has struck all Canadians, is so many of these guys in the Trump administration, frankly, they just hate Canada,” said Brian Clow, former Prime Minister Justin Trudeau’s deputy chief of staff who led Canada-U.S. affairs. {source}

It’s not hatred, it’s annoyance.

Years of compounding parasitic annoyances and sanctimonious, ‘holier-than-thou’ pontifications from the arrogant and uppity Canadian government.

The only time Canada has been honest with themselves and with President Trump was when Justin Trudeau was exiting office and admitted Canada cannot function without all of the one-way benefits it receives from the USA {GO DEEP}.

That’s it. That’s the only time Canada has ever been honest about the nature of the economic relationship.  A time when Trudeau had already quit and would not be around to deal with the consequences.  However, the level of Canadian arrogance is not only visible to President Trump, even the Japanese can see it.

Remember that very close relationship between Japanese Prime Minister Sanae Takaichi and President Trump.  That professional, personal and respectful relationship is going to become strategically important this year.

Japan’s economic and trade representatives have told the Canadians that if the USMCA is dissolved, and if Canada no longer has the same trade access current available in the trilateral format, then Japan would rethink its entire investment portfolio in Canada, specifically the auto sector.

In essence, specifically as it pertains to the auto industry, Japan is saying if the USMCA is gone, Japan may pull all their cross-border manufacturing out of Canada and transfer it to the United States.

Prime Minister Mark Carney was recently questioned about the statements from Japan and he waxed nonsensically [SEE HERE] about how Canada would use Chinese BYD electric autos to replace lost Toyota manufacturing.

It’s a hot mess for Canada and getting worse.

Last Friday, Canada’s worst nightmare began unfolding:

WASHINGTON – Today, U.S Trade Representative Jamieson Greer and Mexican Secretary of Economy Marcelo Ebrard announced the first round of bilateral discussions in preparation for the Joint Review of the United States–Mexico–Canada Agreement (USMCA).

The ministers instructed negotiators to begin a scoping discussion on the necessary measures to ensure the benefits of the Agreement accrue primarily to the parties, including by reducing dependence on imports from outside the region, strengthening rules of origin, and enhancing the security of North American supply chains.

Ministers expect negotiators to hold the first meeting the week of March 16 and meet regularly thereafter as part of the Joint Review. [LINK]

Right there, you can see the exact same thing that took place in early 2017, when President Trump began organizing a bilateral trade discussion with Mexico only, in advance of his preferred approach to dissolve NAFTA and use two distinctly different bilateral trade agreements to replace it.  USTR Robert Lighthizer was working with Mexico only.

USTR Jamieson Greer, the studious protege’ of Lighthizer, now has the task of organizing the USA and Mexico while delaying any substantive contact/discussions with Canada until President Trump is ready to drop the hammer.

I can assuredly say President Trump wants everything outlined and in place for a U.S-Mexico deal before he announces the dissolution (joint review withdrawal) to end the USMCA.

There is little to no chance President Trump wants to renew a trilateral trade agreement that allows Canada to keep exploiting their market access to the U.S. without accepting reciprocity.

Remember, Canada’s main export is energy, and Trump has diminished that leverage through the Venezuela operation. Perhaps another ‘ah-ha’ moment for deep weed walkers.  Yes, in addition to giving China a body blow, taking control of Venezuela oil and minerals also weakens the leverage position of Mark Carney.  Can you see it now?

Canada has one key card they can leverage, congress.

Prime Minister Mark Carney is counting on the UniParty in Washington DC to stand in his corner against President Donald Trump and block any attempt to end the USMCA.  However, this is not going to be a surprise to President Trump, because Justin Trudeau did the same thing in 2018 when he coordinated his approach toward NAFTA through then Speaker of the House, Nancy Pelosi.

As I have said with great eagerness, it is going to be a lot of fun to watch this unfold.

Feb 24 2026

Violence in Mexico Continues in Aftermath of Cartel Leader El Mencho Killed


Posted originally on CTH on February 23, 2026 | Sundance 

The surprise operation to kill Nemesio ‘El Mencho’ Oseguera Cervantes, leader of the Jalisco New Generation Cartel, caught everyone off-guard.  According to most media reports, El Mencho’ was killed in a Mexican military operation supported and backed by U.S. intelligence.

His death has now unleashed violent retaliation across several Mexican states, with roadblocks, arson, attacks on government infrastructure and transport systems.  Mexican President Claudia Sheinbaum, a woman who previously refused to confront the cartels directly, is now attempting to manage the aftermath.

CJNG is essentially a cartel armed with the same weapons systems as the military itself.  Shoulder missiles, armored vehicles, helicopters, mines, high caliber automatic weapons and more are reportedly part of the arsenal within the CJNG cartel. These assets are now being deployed by the cartel against police and the Mexican military.

Jan 31 2026

Trade Watch – President Trump Has Conversation with President Sheinbaum About Upcoming USMCA Review


Posted originally on CTH on January 30, 2026 | Sundance January 30, 2026 | Sundance 

President Trump speaks to President Sheinbaum about upcoming USMCA renegotiation, while Mexican Economy Minister Marcelo Ebrard meets simultaneously in Washington with US Commerce Secretary Howard Lutnick and U.S. Trade Representative Jamieson Greer to discuss the upcoming trade review.

(VIA BLOOMBERG) Mexican President Claudia Sheinbaum said she had a “cordial” conversation with Donald Trump on Thursday, discussing trade and security issues ahead of the review of the North American free trade deal.

Sheinbaum said the review of the United States-Mexico-Canada Agreement will continue as planned and that she and the president discussed tariffs and non-tariff barriers in their latest call.

Mexico’s leader added that Trump invited her to the US but that no date has been set for what would be their second in-person meeting.

On security, Sheinbaum offered that both leaders are pleased with the level of cooperation so far between their two countries. Trump agrees “that we are making progress in the general understanding we have,” she told reporters at her regular daily media briefing, without offering more details.

Sheinbaum first revealed the latest phone call with Trump in a social media post. (read more)

We all know what is likely to happen, these small articles are like aperitifs while we await the main performance.   Meanwhile, the overwhelming majority of Canadians -sans possibly Alberta residents- are clueless.

Jan 29 2026

Giddy Up – USTR Jamieson Greer and Mexican Secretary of Economy Marcelo Ebrard Begin Formal Trade Negotiations


Posted originally on CTH on January 28, 2026 | Sundance 

Here we go.  If you’ve been under the Treehouse branches for more than a few months, it is now officially time to pull up a rock take a front row seat and enjoy the show.  Don’t draw attention to yourself; however, please do bring your favorite beverage, relax and watch what no one else will admit is happening.  The 2026 operation to exit the USMCA is officially underway.

While the Snow Mexicans are gnashing their teeth talking about feelings and various shiny things, United States Trade Representative Jamieson Greer is meeting today with Mexican Secretary of Economy Marcelo Ebrard to strategize the best approach for a U.S-Mexican bilateral free trade agreement.

Please remember, in order to fully appreciate the moment, we must allow all negotiation pretenses to remain in place, giving the illusion of something that will no longer be present when the end goal is reached.

Jan 28 (Reuters) – U.S. Trade Representative Jamieson Greer and Mexican Secretary of Economy Marcelo Ebrard agreed during a meeting on Wednesday to begin formal discussions on possible reforms to the United States-Mexico-Canada trade agreement, Greer’s office said.

Possible reforms include stronger rules of origin for key industrial goods, more collaboration on critical minerals, increasing efforts to defend workers and producers, and efforts to combat dumping of manufactured goods, the USTR’s office said in a statement. (LINK)

As we noted at the end of last year, splitting the USMCA into two bilateral trade deals, one for Mexico and one for Canada, will be one of the most interesting and long-term economically significant moves in U.S. trade history.  It is going to be a lot of fun to watch these negotiations, and the pre-positioning gives us a preview of what is to come.

Mexico is doing everything almost perfectly in preparation for their bilateral deal.  Canada is doing exactly the opposite and positioning themselves for the worst possible outcome of a deal with the USA.  The disparity in approaches is so different, even now it is remarkable to watch.

President Trump is establishing an entirely new economic, trade and finance system. The era of the Marshal Plan is over; it has been factually deconstructed in the past 12 months.

Canadians and Europeans are desperately trying to offset the ramifications, hold on to their economic benefits and find a new mechanism to afford the domestic indulgences now eliminated by President Trump.

Needing alternatives for their economies, the EU and Canada are looking to India and China respectively as a financial offset.  Meanwhile, so far, Mexico is playing it smarter….

Jan 24 2026

Secretary Lutnick Gently Dispatches the Feelings of Canada and the EU, and Focuses on Pragmatic Economic Growth


Posted originally on CTH on January 23, 2026 | Sundance

Hilarious Bloomberg interview with Commerce Secretary Howard Lutnick.  The topics are European trade and politics combined with the overlay of Canadian trade and politics.  The Bloomberg panelists question Lutnick about the similar “feelings” of the Europeans and Canadians, as it pertains to the outcome of trade discussions.  It’s the feelings that make things difficult to negotiate.

Secretary Lutnick doesn’t dismiss the narrative but deconstructs the substance of the topic brilliantly.  Lutnick notes the ridiculous nature of the Canadian trade position and their decision to go running to China because their feelings are hurt.  Lutnick then affirms the USMCA is going to be dissolved mid-summer and fall of this year.

As we noted at the end of last year, splitting the USMCA into two bilateral trade deals, one for Mexico and one for Canada, will be one of the most interesting and long-term economically significant moves in U.S. trade history.  It is going to be a lot of fun to watch these negotiations, and the pre-positioning gives us a preview of what is to come.

Mexico is doing everything almost perfectly in preparation for their bilateral deal.  Canada is doing exactly the opposite and positioning themselves for the worst possible outcome of a deal with the USA.  The disparity in approaches is so different, even now it is remarkable to watch. PROMPTED:

(VIA BLOOMBERG) – […] Canada has “the second-best deal in the world” with its access to the US market, Lutnick said, behind only Mexico. The Commerce chief also indicated that Canada’s tilt toward China could become an issue in talks over revamping the US-Mexico-Canada trade agreement known as USMCA.

If Ottawa opts to import Chinese electric vehicles and other trade-strengthening steps with Beijing, “do you think the president of the United States is going to say you should keep having the second-best deal in the world” during USMCA talks, Lutnick questioned.

[…] Canada’s Finance Minister Francois-Philippe Champagne told reporters in Quebec City that every Group of Seven nation is charting its own strategic path forward with China, and Canada is no different. 

“We’ll continue to work hand in hand with our US partner,” he said. “At the same time, I think Canadians have understood by now that diversification is key. We need to be more resilient.” 

Mexico’s President Claudia Sheinbaum said separately Thursday that her nation will work to maintain the USMCA trade deal despite recent disputes between Carney and US President Donald Trump. Speaking at her daily press briefing, she also said she would try to talk with Carney.

Next week, Mexico’s Economy Minister Marcelo Ebrard will travel to Washington for trade talks, Sheinbaum also said, speaking in Puebla, Mexico. (read full article)

Having travelled to regions of the world in discussions with people who factually determine economic outcomes, it is clear that every single policy shift undertaken by the Canadian government of Mark Carney is exactly the opposite of what is needed.  In the next 24 months, the lifestyle of every Canadian will forever change.

President Trump is reestablishing an entirely new economic, trade and finance system. The era of the Marshal Plan is over; it has been factually deconstructed in the past 12 months.

Canadians and Europeans are desperately trying to offset the ramifications, hold on to their economic benefits and find a new mechanism to afford the domestic indulgences now eliminated by President Trump and the absence of money.

The EU and Canada have chased ‘climate change’ and ‘green energy’ schemes into a dead end of economic crisis. German Chancellor Merz has admitted the problem to the world.  The direct and collateral damage is generational, and only just now beginning to surface.

When combined with their intransigent resistance to adapt to President Trump’s global economic and trade reset, core issue “reciprocity”, this reality takes both economies down a path that becomes a self-fulfilling prophecy.

Choosing to embrace China in lieu of modifying bilateral trade agreements with the USA is a short-sighted fool’s errand. Unfortunately, with political calculations each entity, Canada and/or the EU collective, are pandering to their “feeling” base out of an unwillingness to change trade behavior as demanded by Trump.

From Ottawa to London, to Paris, Berlin and Brussels the geopolitical landscape is changing permanently as President Donald Trump resets their global trade relationship to the United States.

President Trump is leveraging the largest consumer market in the world to the benefit of the customer; that’s America.  Trump’s direct and specific intent is transactional, to rebuild an industrial and self-sufficient nation that is the envy of the world.

For several generations, Canada and the EU have exploited their biggest customer and taken the U.S. for granted. Both the EU and Canadian economies are stalled and soon to be shrinking.  The USA economy will easily grow above 5% GDP and Mexico is likely to be the biggest beneficiary of their proactive positioning.

It’s not about ‘feelings’ it is just the cold reality of the economics.

Jan 14 2026

President Trump Delivers Remarks from Ford Truck Plant – “The USMCA Means Nothing to Me”


Posted originally on CTH on January 13, 2026 | Sundance 

President Trump’s impromptu remarks from inside the Ford F150 plant will probably not make headline news because, well, quite frankly, what President Trump says below is something the financial media just don’t want to discuss.

This is really an important point.  In the era where information is skewed based on the interests of the organization sharing the information, government or private sector media, it is extremely valuable to just listen to what President Trump says directly.  In comments such as this brief segment below, you can see exactly where he is going with manufacturing and trade policy.

Specifically pay attention to how President Trump emphasizes, then reemphasizes the irrelevance of the USMCA from his perspective.  As we have noted all along, the Trump administration (USTR Greer) will abandon the trilateral USMCA this year and instead begin a formal process for two bilateral free trade agreements.

Now, the entire financial media system is pretending this is not going to happen, especially in the statements by every stakeholder north of the border.  However, listen to how President Trump himself describes the USMCA or CUSMA as the Snow Mexicans like to call it.  Trump is completely nonplussed about what is going to happen.  WATCH:

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Jan 13 2026

President Trump and Mexican President Sheinbaum Conduct Brief Phone Call


Posted originally on CTH on January 12, 2026 | Sundance

According to reporting from the Associated Press the telephone call lasted approximately 15 minutes; however, Mexican President Claudia Sheinbaum called it “a very good conversation.”

(AP) “Sheinbaum said the two leaders did not speak about Cuba, which Trump threatened Sunday. Mexico is an important ally of the island nation, including selling it oil that it will need even more desperately now that the Trump administration says it will not allow any more oil shipments from Venezuela to Cuba.”

According to the AP report, President Trump again told President Sheinbaum that he was ready to support Mexico with U.S. law enforcement should she decide to take on the cartels.  Sheinbaum again said that Mexico did not need the U.S. help and progress was being made.

“We told [President Trump], so far it’s going very well, it’s not necessary, and furthermore there is Mexico’s sovereignty and territorial integrity and he understood,” Sheinbaum is reported as saying, which, if you think about it, is really quite an alarming statement even within a brief phone call.

When asked about combatting cartel influence, “so far it’s going well” is not exactly confidence inspiring.  Within the answer itself is an admission the Mexican government has an issue with cartel control.  – AP REPORT HERE 

Saying they have it under control is an admission there is something that needs to be controlled.  Apparently, success on this issue in Mexico is defined as, “a significant drop in homicides, falling U.S. fentanyl seizures and fentanyl overdose deaths.”

According to Mexican Foreign Affairs Secretary Juan Ramón de la Fuente, these are the “tangible results” Secretary Rubio previously said were needed.  So, there’s that.

Jan 5 2026

President Trump: “The Cartels are Running Mexico”


Posted originally on CTH on January 5, 2026 | Sundance 

Once again giving context to the immediate reaction from Mexican President Claudia Sheinbaum following the operation to exfiltrate Venezuelan dictator Nicolas Maduro, during the return flight to Washington DC President Trump spoke about how President Sheinbaum is “a little afraid” of the cartels in Mexico.

When asked about his previous offer to have the U.S. military intervene in the drug and human trafficking operations within Mexico, President Trump said, “I would say every single time I’ve talked to her I’ve offered to send troops.” Following up with, “she’s concerned, she’s a little afraid, the cartels are running Mexico. Whether you like it or not, the cartels are running Mexico.”  WATCH:

This is not just an ordinary off-the-cuff statement when you consider the ramifications. There is no closer geographic nation to the mainland United States other than Mexico, and President Trump is being brutally honest in his statement that Mexican President Sheinbaum is afraid of the cartels.  The cartels run the Mexican government.

Mexican residents living in the United States and sending money back to Mexico are a major economic driver of Mexico’s GDP.  Currently the best estimate of GDP is that personal remittances make up around 4% of their domestic economy.  The United States sent $62.5 billion dollars in remittances to Mexico in 2024, 96.6% of the total received by the country. 47% of remittances from the United States to Mexico are sent from California and Texas [source].

The remittances essentially subsidize the average Mexican family, while the illegal cartel income is estimated around $12 billion annually [source].   The total Mexican GDP is around $1.7 trillion [source], Canada is roughly $2.4 trillion, the United States is around $30 trillion.

OFFICIAL STATEMENT: Mexico condemns military intervention in Venezuela – The Government of Mexico strongly condemns and rejects the military actions carried out unilaterally in recent hours by armed forces of the United States of America against targets in the territory of the Bolivarian Republic of Venezuela, in clear violation of Article 2 of the Charter of the United Nations (UN).

Based on its foreign policy principles and its pacifist vocation, Mexico makes an urgent call to respect international law, as well as the principles and purposes of the UN Charter, and to cease any act of aggression against the Venezuelan government and people.

Latin America and the Caribbean is a zone of peace, built on the basis of mutual respect, the peaceful settlement of disputes and the prohibition of the use and threat of force, so that any military action puts regional stability at serious risk.

Mexico emphatically reiterates that dialogue and negotiation are the only legitimate and effective ways to resolve existing differences and therefore reaffirms its readiness to support any effort to facilitate dialogue, mediation or accompaniment that would help to preserve regional peace and avoid confrontation.

It also urges the United Nations to act immediately to contribute to the de-escalation of tensions, facilitate dialogue and create conditions that allow for a peaceful, sustainable solution in accordance with international law. (link)

“I would say every single time I’ve talked to [President Sheinbaum] I’ve offered to send troops. She’s concerned, she’s a little afraid. The cartels are running Mexico. Whether you like it or not, the cartels are running Mexico.” ~Donald J Trump

PROMISE #10: “Stop the migrant crime epidemic, demolish the foreign drug cartels, crush gang violence, and lock up violent offenders.” ~ Donald J Trump