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Estimated Drop in Canadian Visits to U.S. Cities
Comparison of estimated versus actual decline in Canadian travel based on new cell phone data.
Primary Sources
Trump tariff impact: Measuring Canada-to-U.S. travel dip
Updated: May 11, 2026 at 8:04PM EDTPublished: May 11, 2026 at 8:13AM EDTNew data from Statistics Canada shows that travel to the U.S. in March was down for 14 straight months, with domestic travel increasing. Kamil Karamali reports.
Tracking Goods Exports under the Trump Administration's Trade Policies
My sense is that one of the reasons some traditionally pro-trade members of Congress have continued to support Trump's trade policies, despite misgivings they may have about tariffs, is because they are hoping these aggressive policies will pry open foreign markets, leading to increased U.S. exports of agricultural and other products. I thought it might be worth checking on how this is working out so far, so I took a look at some Bureau of Economic Analysis (BEA) data on goods exports. (I'm probably not the best person to do this sort of data analysis, as I'm way out of practice, but I'm going to give it a shot anyway!)The data provided in monthly BEA trade data releases only goes back two years, so to get a fuller picture through a three year comparison, I took the March 2026 and March 2024 releases and then integrated the data from Exhibit 7: U.S. Exports of Goods by End-Use Category and Commodity in each release to create the table at the bottom of this post – scroll down to see it. (Producing a readable table on this blog platform was a challenge. I'll try to do better next time! An Excel spreadsheet I created with the data is here, if that makes things easier for people). The table shows exports for the period from January-March, broken down by product category, for the years 2024 through 2026, and then indicates the change (positive or negative) from 2024 to 2026. From this data, you can see that it is true, as U.S. Trade Rep. Greer noted recently, that overall exports are up. However, the breakdown for specific goods categories shows some interesting things:Foods, feeds, and beverages are slightly down, with soybeans dropping the most and corn rising the mostIndustrial supplies and materials are up, with most of the increase being in non-monetary gold and precious metalsCapital goods, except automotive are up, with most of the increase being in computers, computer accessories, and semiconductorsAutomotive vehicles, parts, and engines are downConsumer goods are slightly downWhen going through those bullet points, and especially after looking at the figures in the table below, you may ask what I did: What is "non-monetary gold" and why are its exports up so much (representing more than a third of the total increase in exports from 2024 to 2026)? On this issue, a website called Investopedia had this to say back in January:Exports of non-monetary gold and other precious metals surged by more than $10 billion in October, offsetting declines elsewhere and...
What the Trump administration's latest tariff blow means for businesses
The blow to Mr. Trump's trade policies follows a February Supreme Court ruling that struck down U.S. tariffs imposed last year under the International Emergency Economic Powers Act, or IEEPA.
Trade Groups Voice Concern as Tariffs Policy Adjusts
As the Trump administration's tariffs against key trading partners are sure to remain fluid, prominent industry associations and trade groups shared statements emphasizing concern over business impacts.
