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InvestTalk

How US Tariffs on China Boosted Mexican Exports and Employment

InvestTalk

Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors

Business, Business News, News Commentary, Investing, Entrepreneurship, News

4.31.5K Ratings

🗓️ 27 June 2025

⏱️ 47 minutes

🧾️ Download transcript

Summary

Tariffs on Chinese goods in 2018 and 2019 led to a surge in Mexican exports to the U.S. and created new job opportunities, particularly benefiting traditionally disadvantaged groups in Mexico’s workforce through "trade diversion effects". 

Today's Stocks & Topics: CNQ - Canadian Natural Resources Ltd., Market Wrap, EFX - Equifax Inc., PLTR - Palantir Technologies Inc., How US Tariffs on China Boosted Mexican Exports and Employment, DOC - Healthpeak Properties Inc., ALAB - Astera Labs Inc., Banks, UDMY - Udemy Inc., MRVL - Marvell Technology Inc., DKS - Dick's Sporting Goods Inc., Nuclear Power.



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Transcript

Click on a timestamp to play from that location

0:00.0

On radio, on YouTube, streaming live on invest talk.com, and for our podcast subscribers, this is InvestTalk.

0:12.6

Independent thinking, shared success.

0:17.7

Invest talk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States.

0:27.2

Here is KPP Financial Chief Executive Officer, Financial Advisor, Justin Klein.

0:38.3

Good afternoon, fellow investors investors and welcome back to Invest Talk.

0:42.6

This is our Thursday, June 26, 2025 edition.

0:47.4

And I'm excited for this hour with you unpacking the market that just keeps on chugging and we're going to look at some

0:56.9

economic data as well as discuss kind of the the rumors that are driving a bit more

1:03.2

bullish sentiment and then we're going to bring you data and perspective that you

1:09.5

can take back to your own personal situation and make better

1:13.0

decisions. And we'll also be answering your finance and investment questions. So we have plenty of

1:18.0

those already submitted, but we always welcome more. So don't hesitate to reach out with your

1:23.4

question. As always, the same number is 889-N-Ch chart. Now, in just a bit, I'm going to

1:28.3

talk about today's market performance and run down the show topics for the hour. But as usual,

1:34.4

we'll tackle this caller question first. Hi, and Best Talk. I was hoping you guys could take a look

1:39.2

at Canadian National Resources. It's ticker CNQ. I've taken some time off in the podcast. So if you guys

1:45.4

recently answer this, I apologize. But I'm looking at it and I'm curious what you guys think.

1:49.9

Thanks. Bye. All right. Looking at Canadian Natural Resources and this is actually a name we own

1:56.6

for clients and it's certainly doing much better than the broader energy space.

2:01.9

In fact, it's above its 200 day moving average as of today.

2:08.1

Whereas if you look at like the XLE, you know, broad energy ETF, that's below its 100

2:14.1

day moving average despite the, you know despite the nice update today as well.

...

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