Americans believe the country and economy are back on track: Fmr. Trump senior advisor Jason Miller

Summary

Jason Miller, former Trump senior advisor, discusses President Trump's Davos appearance, U.S.-Europe relations, NATO defense spending, Canada-China trade comments, and tariff litigation. He argues the U.S. economy and investor sentiment are strong, while Europe is overregulated and heading in the wrong direction. The main market implication is a preference for U.S. investment over Europe, though much of the segment is geopolitical rather than trade-specific.

• Jason Miller describes a strong reception for Trump at Davos and an unusually large U.S. administration contingent.
• He says Americans are optimistic and believe the U.S. economy is back.
• He argues investment is flowing into the U.S. and the stock market is taking off.
• He criticizes Europe's overregulation and says the continent is on the wrong path.
• He praises Trump's pressure on NATO allies to increase defense spending.
• He dismisses Mark Carney's talk of Canada partnering with China and says Canada should work with the U.S.
• He comments on Supreme Court tariff risk but says other mechanisms exist.