(https://www.cnbc.com/2026/07/01/trump-usmca-canada-mexico-trade-treaty.html) — and the market's treating it like a one-time trade friction event. It's not. This is structural bifurcation. Auto suppliers now face permanent tariff uncertainty with no deal timeline, crushing the Mexico arbitrage that's been propping up EV margin math. Meanwhile, defense contractors are getting retroactive reshoring subsidies with zero friction — the geopolitical priority is crystal clear.

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