This is such a tought-provoking and good thread.

Trumps policy may be built on the idea that the USA cannot compete with China and so it’s better to withdraw, and coerce remaining allies (Canada) into complete submission in a smaller yard.

Very different from Biden.
1. If there’s any geopolitical logic in the Trump tariffs, this is it:

To sustain the fleeting unipolar order and keep “America first,” the US doesn’t need to confront adversaries. It needs to coerce allies.

Trump is testing how economic coercion can make *allies* obey.

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