How US Tariffs on China Boosted Mexican Exports and Employment
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K 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
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| 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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