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If he wants trade concessions, which I agree is plausible, delaying the tariffs on only USMCA-covered goods is a significant hint that there's real backchanneling going on. I was very surprised to learn there's so many non-USMCA-covered goods, and one way or another it's fair to presume Trump is intentionally drawing attention to that fact.

But the idea that Trump has deep strategic goals he's lying to the American people about is hardly a defense. And all the information that's leaked about negotiations thus far is that Mexico and Canada are just as confused as the general public about what Trump is asking for.



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