The new US Commerce Secretary, Howard Lutnick signalled today that US may weaken its tariffs' policy against Canada and Mexico, while tariffs on Chinese goods should be more aggressive.
- Chinese tariffs should be the highest, but the US may need to impose tariffs on allies.
- I will pursue restrictions to keep the US in the lead over China on AI.
- Export controls must be backed by a tariff model.
- DeepSeek leveraging from the US must be addressed.
- If Canada addresses the flow of fentanyl into the US, there will be no tariffs.
- If Canada and Mexico execute, they will avoid some tariff.
- Tariffs don't cause inflation. The US economy will be much, much better.
- China needs to stop using US tools to compete. Tariffs can create reciprocity.
- I favor across-the-board tariffs. Tariffs can be used to create fairness.

Source: xStation5