Bloomberg Surveillance Single Best Idea with Tom Keene: Peter Navarro
Feb 12, 2026
Peter Navarro, economist and former White House trade advisor known for his work on U.S.-China trade and manufacturing advocacy. He discusses the origins of his China trade views and critiques of USMCA. He argues the president drives trade decisions and takes aim at high consumer credit rates.
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Longstanding Focus On U.S.-China Trade
- Peter Navarro stresses his long engagement with U.S.-China trade and the evolution of his views since a 1994 book.
- He frames trade policy as central to administration priorities and ongoing White House direction.
USMCA Under Re-Evaluation
- Navarro highlights that USMCA has significant flaws and will be re-evaluated in July under the U.S. Trade Representative.
- He emphasizes that major trade actions in the White House occur with the president's direct involvement.
Visits To Manufacturing Districts
- Tom Keene recounts local visits to Iowa and Lansing, Michigan, to illustrate political and manufacturing stakes in trade policy.
- He uses these district examples to show how trade affects factories and voters directly.