White House Trade and Manufacturing Advisor Peter Navarro talks about how the Fed monetary position is lagging with the intent of Trump’s MAGAnomic policy.  In the short review, Chairman Jerome Powell is approximately 0.50% in rate cuts behind the growth plan of President Trump.

Peter Navarro notes this disconnect is politically motivated when viewed through the window of hindsight.  Navarro is correct.   CTH has been outlining this economic policy and monetary policy disconnect, specifically as it pertains to President Trump’s Main Street focused agenda, for almost a decade {GO DEEP}.

Additionally, in many ways the Trump tariffs are the reverse of decades of ‘exfiltration’ of American wealth. Just as there was a shift when the value of the Wall Street economy surpassed the value of the U.S. Main Street economy, the politicians began responding to their new donors, so too is the Fed reluctant in reverse focus and advance the agenda of Main Street.  WATCH:

Here’s the key – The DC challenges are not overwhelming when you take a non-traditional approach toward finding solutions.

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The details within the trade agreement are unique.  President Donald Trump has announced a trade agreement between the USA and Vietnam.  Interestingly Vietnam will face a 20% tariff rate (baseline) and a 40% tariff rate on transnational shipping.

The 40% transnational shipping rate is an interesting approach toward the process of China shipping goods to ASEAN countries to avoid direct tariffs. A transnational shipping tariff is a practical, pragmatic and honest way for the USA and Vietnam to face each other economically without masks and pretenses.

PRESIDENT TRUMP – “It is my Great Honor to announce that I have just made a Trade Deal with the Socialist Republic of Vietnam after speaking with To Lam, the Highly Respected General Secretary of the Communist Party of Vietnam. It will be a Great Deal of Cooperation between our two Countries. The Terms are that Vietnam will pay the United States a 20% Tariff on any and all goods sent into our Territory, and a 40% Tariff on any Transshipping. In return, Vietnam will do something that they have never done before, give the United States of America TOTAL ACCESS to their Markets for Trade. In other words, they will “OPEN THEIR MARKET TO THE UNITED STATES,” meaning that, we will be able to sell our product into Vietnam at ZERO Tariff. It is my opinion that the SUV or, as it is sometimes referred to, Large Engine Vehicle, which does so well in the United States, will be a wonderful addition to the various product lines within Vietnam. Dealing with General Secretary To Lam, which I did personally, was an absolute pleasure. Thank you for your attention to this matter!”

CTH was in the manufacturing base of Vietnam in January; their factories are loaded with component parts from China used to produce finished goods sent to the USA (and globally).  President Trump previously told Vietnam they need to reduce their reliance on Chinese imported component goods, but China has spent billions in advanced positioning and contracts, influencing Vietnam.

Vietnam is a very poor country, and their population cannot afford to purchase the products they manufacture.  They do not have a domestic consumption base. They are reliant on exports to more wealthy nations to keep their manufacturing base afloat.  Practically, it is easy to have sympathy for Vietnam due to their economic dependence on both China (for imported raw materials) and the USA (for exported finished goods).

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GE Appliances is a subsidiary of the Haier company, which is based in China.  Most people do not know that.  GE Appliances are Chinese appliances.

The recent headline about GE Appliances moving their production from China to the USA (Kentucky), is simply an outcome of the need for GE to avoid steel, aluminum and reciprocal trade tariffs.  This is not complicated.

FOX NEWS – GE Appliances on Thursday said it would spend $490 million to move the production of most of its washing machines from China to Kentucky.

The operation will move to the company’s massive industrial Appliance Park headquarters in Louisville, Kentucky, where it already manufactures washers and dryers. At least 800 new full-time jobs are expected to be created, the company said in a news release.

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Things are getting very interesting as the clock ticks toward the end of the USMCA trade agreement.

Almost no one is watching the USMCA element because it quietly exists only in the background of events. However, pay close attention to the ancillary stories because they will eventually merge with the end of the USMCA and two bilateral trade agreements between the U.S-Canada and the U.S. and Mexico later this year.

NATO funding and Canadian economic independence, and by extension the EU and China, comes into the northern agreement.  Border security and Mexican economic independence, and by extension immigration and China, comes into the southern agreement.  The strength of MAGAnomic policy flows directly through both.

In the quiet sphere, a few days ago Treasury Secretary Scott Bessent, a key player in the trade program, announced sanctions against three Mexican financial organizations that underline the influence of the Mexican cartels and the Mexican government. [Treasury Announcement Here]

“The U.S. Department of the Treasury’s Financial Crimes Enforcement Network (FinCEN) issued orders identifying three Mexico-based financial institutions—CIBanco S.A., Institution de Banca Multiple (CIBanco) [ORDER HERE], Intercam Banco S.A., Institución de Banca Multiple (Intercam) [ORDER HERE], and Vector Casa de Bolsa, S.A. de C.V. (Vector) [ORDER HERE]—as being of primary money laundering concern in connection with illicit opioid trafficking, and prohibit, respectively, certain transmittals of funds involving CIBanco, Intercam, and Vector.  These orders are the first actions by FinCEN pursuant to the Fentanyl Sanctions Act and the FEND Off Fentanyl Act, which provide Treasury with additional authorities to target money laundering associated with the trafficking of fentanyl and other synthetic opioids, including by cartels”. (more)

Mexican President Claudia Sheinbaum is furious. “The Treasury Department hasn’t provided a single piece of evidence to show that any money laundering was taking place,” she said. “We aren’t going to cover for anyone, there isn’t impunity here. They have to be able to demonstrate that there was actually money laundering, not with words, but with strong evidence.”

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The former Diversity, Equity and Inclusion Director for New York Governor Andrew Cuomo, who became Deputy Chief of Staff to New York Governor Kathy Hochul, Linda Sun, has been indicted on a host of federal charges for acting as an agent for China, bribery, kickbacks and fraud.

NEW YORK (AP) — Already charged with acting as an illicit agent of the Chinese government, a former aide to two New York governors is being accused of illegally profiteering off the state’s pandemic-era scramble for face masks.

Linda Sun — who worked for Govs. Andrew Cuomo and Kathy Hochul, both Democrats — and husband Chris Hu were indicted Wednesday on bribery and other charges in the alleged mask graft.

“When masks, gloves and other protective supplies were hard to find, Sun abused her position of trust to steer contracts to her associates so that she and her husband could share in the profits,” Brooklyn-based U.S. Attorney Joseph Nocella Jr. said in a statement Thursday.

[…] The new indictment accuses Sun and Hu of reaping millions in kickbacks by exploiting her role on a Cuomo administration team that procured much-needed personal protective equipment in the spring of 2020, as the COVID-19 pandemic was taking hold.

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**Bumped By Request**

I am not promoting the group, I am promoting the message within this video.  As you watch Susan Kokinda discuss the events from the recent G7, and put the remarks by President Trump into context, you might find what she’s saying sounds incredibly familiar.

This recap may sound familiar because it is almost identical to what CTH has outlined {SEE HERE} and {SEE HERE}.  So familiar in fact, it might sound as though myself and Susan Kokinda have discussed these issues; we have not.  This video is the first time I have heard of her and her group, Promethean Action.

That said, what Mrs Kokinda outlines is precisely what is visible in the details of President Trump’s activity.  While I might take exception to some of the lingo used, the substance of her explanation is spot on; particularly accurate is her overlay of how President Trump is approaching Russian President Vladimir Putin when contrast with Trump’s economic vision.  This is well worth watching.

What Susan Kokinda says about the Senate opposition to President Trump, vis-a-vis the Big Beautiful Bill, is also accurate. It is within the BBB policy legislation that we see the springboard for the American economic revival. However, the larger program for cooperative nationalism is also why the same opponents to the BBB agenda are aligned to keep President Trump and President Putin apart.

If the USA (Technology, innovation, consumer market) forms a strategic alliance with Russia (resources, capacity, consumer market), and then negotiates a reciprocal trade and manufacturing arrangement with China (transformation to a USA manufacturing return), the geopolitical world order is economically changed.  Here at home, the USA is no longer a service driven economy; a natural balance is restored.   The multinationals will fight this hard. There are trillions at stake.

Russian markets open to USA goods, technology and innovation services.  USA markets open to Russian raw materials and strategic partnerships. With expanded alternatives, China then has to compete for manufacturing etc. Controlled markets become free markets.  The focus is on expanded economics, not war and friction.

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Consider the final day of the G7 Summit in Canada that President Trump smartly avoided.

The G7 is supposed to be the assembly of seven leaders from Japan, Canada, Italy, Germany, France, the UK and USA. Essentially, an economic forum with some of the world’s most influential nations. However, instead of this focus, here’s the picture of who was invited to the G7 in Canada – the group President Trump avoided by leaving early.

Canada’s Prime Minister Mark Carney poses for a family photo with German Chancellor Friedrich Merz, Australian Prime Minister Anthony Albanese, Mexican President Claudia Sheinbaum, France’s President Emmanuel Macron, Ukrainian President Volodymyr Zelenskiy, Brazil’s President Luiz Inacio Lula da Silva, Italy’s Prime Minister Giorgia Meloni, European Council President Antonio Costa, U.S. Treasury Secretary Scott Bessent, World Bank President Ajay Banga, European Commission President Ursula von der Leyen, British Prime Minister Keir Starmer, South Korean President Lee Jae-myung, President of South Africa Cyril Ramaphosa, India’s Prime Minister Narendra Modi, Japan’s Prime Minister Shigeru Ishiba and United Nations Secretary-General Antonio Guterres during the G7 Leaders’ Summit in Kananaskis, in Alberta, Canada, June 17, 2025

Does it make sense?  A G7 assembly with a final day invitation list that brought Australia, Mexico, Ukraine, South Korea, South Africa, India, the United Nations and the World Bank into it.  Why?  Because President Trump, that’s why.

U.S. President Donald Trump smartly exited the G7 assembly a day early, he departed just before the crowd of interests arrived.  If we drop the pretending we all know why Canada invited them and these nations came running – Tariff$!

Without retaining the status quo trade system of unlimited access to the USA consumer base, the exfiltration of American wealth is halted.  A process to keep USA wealth inside the USA is against their interests.  That’s why they came.  That’s the only reason they came.

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In the beginning of this discussion we might discover the deeper motive for President Trump to support Israeli strikes against Iran.

Remember, President Trump proactively defused any reactionary Russian response by talking directly with Russian President Vladimir Putin prior to the eruption of conflict inside Iran. That discussion puts the Chinese interests into a somewhat isolated position.  From recent Trump comments we can also see the carrot of sanction removal at play.

China has significant economic exposure within Beijing’s financial ties to Iran. With 90% of Iranian oil production fueling the Chinese economy any disruption would have considerable impact. As Gordon Chang notes in the interview with Maria Bartiromo, no one knows what China is currently sending into Iran via air cargo flights over the past several days. WATCH:

The surface benefit to Israeli attacks against Iran is the elimination of the nuclear threat.  The underlying benefit from a USA perspective is the weakening of Chinese economic power that comes as an outcome of the current Iranian regime.

Chang is correct to put emphasis on these mysterious cargo flights.

The USA drone war capability has been tested in Ukraine and Russia.  That capability, an enhanced capability thanks to the work of Palantir, could very well be deployed deep inside Iran as the IDF retains total air dominance.  Palantir (Peter Thiel and Alex Karp) are ideologically aligned with the goals and objectives of Israel.

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Commerce Secretary Howard Lutnick appears on CNBC to outline some of the topline details behind the latest U.S-China trade agreement.

As Lutnick notes, with all the terms agreed over two long days of negotiation, the details now move to “the paper” where President Trump and Chairman Xi will review and approve.  The agreement is ¹only between the USA and China and does not involve trade details with other nations who will not be pulled along by our U.S. position.

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This facet is very interesting because it means ¹Canada, a nation entirely dependent on China for industrial raw materials, does not gain benefit from the outcome of the U.S-China trade agreement.   Canada is openly, publicly, trying to develop their economic model with a relationship toward the U.K and EU, to the detriment of the USA.  If China grants benefit to the USA that are not existent for Canada, the U.K and E.U, that puts their coalition of economic adversaries at a disadvantage.

Lutnicks’ throw-away line, “we tried to help them, but it didn’t work out”… moving on.  lol

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President Trump announces that Treasury Secretary Scott Bessent, Commerce Secretary Howard Lutnick and U.S. Trade Representative Jamieson Greer have successfully concluded three-days of topline trade negotiations with their Chinese counterparts.

President Trump and Chairman Xi will now evaluate the successfully negotiated details and institute the topline strategy as part of the overall future trade agreement. According to the Truth Social post, there will be a 55% tariff on Chinese imports and a 10% tariff on U.S. goods to China.

[SOURCE]

At a 55% tariff rate against Chinese finished-goods imports, there will be ZERO inflationary pressure to the U.S. consumer.

None. Zero. Zippo. Zilch.

I will explain why below.

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