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Residential and office buildings are seen in Beijing, China, January 10, 2017.
Hard Numbers: Chinese house prices drop, Maryland governor pardons cannabis convicts, Nuclear spending soars, Putin visits Kim, Record migration through Mexico
3.9: China reported Monday that home prices across the country fell at a faster rate in May than at any time since last summer. They’ve dropped3.9% since last May, and they’ve now reached their lowest level since 2014. Housing prices are especially sensitive in China because property was once a primary engine of high growth, but the sector is now deeply in debt.
175,000: Maryland Gov. Wes Moore signed an executive order on Monday to pardonmore than 175,000 cannabis-related convictions. The use of marijuana remains a crime at the federal level, but 24 states have legalized it and another 14 allow marijuana use for medical purposes.
3,000: A nuclear watchdog reports that the world’s nine nuclear-armed states together spent $91.4 billion in 2023. That’s nearly$3,000 per second. The report says the United States spent $51.5 billion, which is “more than all the other nuclear-armed countries put together.” China spent $11.8 billion. Russia spent $8.3 billion.
24: Russia’s Vladimir Putin arrived in Pyongyang today for a two-day visit with North Korean leader Kim Jong Un. It’s Putin’sfirst trip to the DPRK in 24 years, and he and Kim are expected to reaffirm the friendship between their countries. Putin is likely to want ammunition (and maybe some soldiers) for his war in Ukraine. Kim would like to have Russian technologies that can boost his country’s missile program.
177: The Mexican government reported Sunday that some1.39 million people from 177 countries traveled through Mexico so far this year trying to reach the United States without entry papers. For reference, the United Nations has 193 member states.
Ian Bremmer addresses the audience at the 2024 US-Canada Summit in Toronto.
American and Canadian voters yearn for something they might never get
Is there a deep, secret yearning from American and Canadian voters for a radically open border? Do people really want Canada and the US to be more like the EU? OR, is border politics all about isolationism, security fears, and building walls? The results of an exclusive new poll from GZERO and Data Science will surprise you – and ought to be shaping the election campaigns in both countries.
We revealed part of the poll at the US-Canada Summit that I had the pleasure of co-hosting in Toronto, put on by the teams at Eurasia Group and BMO. Led off by our own Ian Bremmer and BMO’s CEO Darryl White, it included a remarkable collection of over 500 people, including political leaders from across the spectrum in both countries who debated, speechified, conversed, and argued.
Why are so many people so keen to discuss the US-Canada relationship? As Bremmer said, this is a hinge moment in history, with three wars raging — one in Ukraine, one in the Middle East, and one in the United States — a remark that caused gasps and nods. On top of that, 60+ elections are reshaping the world this year (Modi humbled in India, Macron in a showdown with the far right in France, Sunak shambolically slinking off in the UK). Meanwhile, China is threatening Taiwan, and AI is grinding its way through our economies and imaginations.
Gary Cohn, former director of the National Economic Council under Trump and the vice chairman of IBM, admitted that what worries him most is the collision between geopolitics and the economy. They are inextricably linked and making things worse. With the political bombs falling so close, people are desperately looking for a safe shelter, and that shelter is the US-Canada relationship. As Delaware Sen. Chris Coons said, squabbles between the two countries over tariffs or softwood lumber don’t add up to a pile of shell casing next to say China and Taiwan, which may be why the relationship is so often taken for granted or outright ignored. It is and remains one of the biggest bilateral trading relationships in the world.
Globalization is giving way to new forms of regionalism, or “friend-shoring with a vengeance.” But should the region have internal walls or not?
The mandate of the conference is to bring together people tired of partisan bickering, slogan swamping, and dizzying disinformationalizing – in other words, the bubble-blowing BS of everyday politics. They are urged to be authentic, honest, and, despite their political differences, get on with figuring out how to build something better and more secure than we have now. And they did.
Who joined in?
This is a partial list (pause for a long breath): Delaware Sen. Chris Coons, Illinois Gov. JB Pritzker, Canadian Foreign Affairs Minister Mélanie Joly, Industry Minister Francois Phillippe Champagne, Treasury Board President Anita Anand, who settled a major border strike during the conference, Ontario and Saskatchewan Premiers Doug Ford and Scott Moe, Alaska Gov. MikeDunleavy, political wizards like David Axelrod from the Obama campaign and Christopher Liddell, the former White House Deputy Chief of Staff to Donald Trump.
Speaking of the Trump folks, there was Gary Cohn, mentioned above, giving Canada a shot and saying it can “tag along” on US economic progress. Former Bank of Canada and England Governor Mark Carney spoke about building together based on common values, and there was Mitch Landrieu, the Biden/Harris 2024 National Campaign Co-Chair, who was in full fight mode over Trump. They were joined by more than 150 CEOs, dozens of policy wonks, and experts on everything from AI, security, economic policy, and more.
There were tray loads of interesting insights and ideas:
- On Trade: The 2026 review of the USMCA is widely seen as the most important framework for the economic future of North America, and there are genuine fears that if Trump wins (Turns out, Ivermectin may actually be a political vaccine against felony convictions) and senses that trade imbalances with the US have not changed, he will rip it up and send the economies reeling with nasty and counterproductive tariffs.
- On the Inflation Reduction Act: Candid admissions from US politicians that protectionism and US industrial policy can sideswipe Canada, simply because Canada gets forgotten.
- On Biden vs. Trump: A quote attributed to Bill Clinton was repeated as to why Biden’s good economic record is not reflected in his polling: “Strong and wrong beats weak and right.”
- On why Democrats are losing working-class voters: I asked David Axelrod why Democrats and progressives spend so much time convincing themselves that people like Trump are not fit for office but so little time reflecting on why their own policies are failing to connect with so many people. He told me — and later told the audience — that Democrats treat working-class Americans with such condescension it’s like anthropologist Margaret Mead studying what were then called “primitive societies” and telling them, “You need to be more like us, and we can teach you.” A devastating critique.
- Here is another Axe moment: Why are some independent and conservative voters tuning out Trump?” “Having Trump as president is like living next to someone who runs a leaf blower 24/7.”
- Personnel is policy: Gary Cohn spoke about why you need to know the people in power. “Any president gets to make 2,800 appointments — they make them all — but ‘personnel is policy,’ so if you want to know what Trump will do, see who he is appointing.” By the way, expect the USMCA trade negotiator Robert Leitheiser, the very guy who insisted on the six-year trade review, to be a senior member of the Trump team,
- Christopher Liddell of Trump White House 1.0, admitted that Trump didn’t know what he was doing in the first six months of his first term, but that it’s different this time, and that the planning and policies are already well underway. We should expect the first six months of a Trump 2.o to be rapid, decisive, and consequential, as he only has one term. His first target will be China and … his political enemies.
- On defense spending: Mark Carney said Canada has no more excuses and must reach 2% spending on NATO – just weeks before the NATO summit in Washington.
But there was one issue that lurked beneath the surface of cross-border politics and wasn’t raised: Should the demand by many US politicians to close down their southern border be counterbalanced by a much quieter, almost secret demand from people to … open the Canadian border, EU style?
It is not as crazy as it sounds.
GZERO commissioned an exclusive poll from our partners at Data Sciences and asked: Would you support an EU-like arrangement between the US and Canada?
The results are fascinating.
Overall, 53% said they would support such an arrangement – 50% in Canada and 55% in the US, while 33% are neutral. And, get this, only 14% are against the idea. Not surprisingly, it breaks down on party lines: 71% of Biden supporters are far more supportive the idea, while 45% of Trump supporters want it. In Canada, it’s almost an even split: 50% LPC/NDP lime it while on the right, 54% of CPC/PPC support the idea.
The point? The longest undefended border in the world is still very defended, and millions of people would like to cross more easily, work more freely, and trade more efficiently. In 2022, US trade with Mexico was $855 billion, and with China it was $758 billion. With Canada? $908 billion.
So making US-Canada trade more efficient with an EU-style arrangement seems like a no-brainer. Last week, we all celebrated D-Day and the beginning of the fight for peace. So many people died in that bloody sacrifice, yet today, the French and the Germans, who fought two world wars that left millions on both sides slaughtered, can move, trade, and work freely across each other's borders in a way Americans and Canada can only dream about. It is baffling.
If anything is a warning about why closing borders and setting up tariffs is disastrous, look at the UK and Brexit, which has essentially tanked the UK economy. The Brexit-loving Conservatives under Rishi Sunak are now facing a potential political extinction event on par with the Canadian Conservative party of 1993, when Brian Mulroney went from winning the biggest majority in Canadian history to stepping down months before an election his party lost so badly they were left with two lonely seats.
We are heading into a US election and a possible Canadian election where low growth, high inflation, and fear of an unstable world might kill prosperity. Why aren’t the two best friends in the world campaigning on an idea that has proven to be one of Europe’s great drivers of growth? An open border.
We all get it. The politics of the southern border is driving politics at the northern border, but if voters can distinguish between the two, why can’t politicians?
They likely never will. And this may be the most 2024 political moment of all: Ignore the quiet ideas people want, and focus on the noisy fights no one can stand.
Displaced Palestinian woman Mai Anseir stands with children at a school where they shelter as they prepare to flee Rafah after Israeli forces launched a ground and air operation in the eastern part of the southern Gaza City, amid the ongoing conflict between Israel and Hamas, in Rafah, in the southern Gaza Strip May 13, 2024.
Hard Numbers: Waves of Palestinians displaced, Deadly cartel violence in Mexico, Fatal riots in New Caledonia, Biden sanctions Nicaragua, Israeli soldiers killed by friendly fire
500,000: Over half a million people have been displaced in Gaza by recent Israeli military operations in Rafah and the northern part of the enclave, according to the UN. As the Israel-Hamas war rages on, over a million people in Gaza are on the verge of starvation, and a “full-blown famine” is occurring in the north.
11: Recent clashes between rival cartels in the southern Mexican state of Chiapas have killed at least 11 people, with two nuns and a teenager reportedly among the dead. The Sinaloa cartel and the Jalisco New Generation Cartel are fighting for control of the area.
4: At least four people are dead due to riots over electoral reform in New Caledonia, a Pacific island and French overseas territory. France declared a state of emergency over the situation, which grants authorities more power to ban gatherings and restrict movement.
250: The Biden administration on Wednesday imposed sanctions on Nicaraguan companies and visa restrictions on 250 people, accusing President Daniel Ortega’s government of “profiting off of irregular migration” to the US. Officials say the Nicaraguan government is exploiting migrants trying to reach the US by selling visas that require them to leave the country within 96 hours. Biden’s move aims to reduce the flow of migrants to the US — an issue that he continues to face pressure over with an election looming.
5: Five Israeli soldiers were killed in a friendly fire incident in northern Gaza on Wednesday, Israel’s military said today. The Israel Defense Forces have opened an investigation into the incident, which involved tank cross-fire in the town of Jabalia. Seven others were injured.
EU adopts new migration pact ahead of June vote
The European Union has recently endorsed significant reforms to its asylum system amid campaigning for June’s European Parliament elections in which immigration is expected to be a hot-button issue. The New Pact on Migration and Asylum includes a centralized database for tracking migrants, procedures for screening individuals to determine their asylum eligibility, deporting those who do not qualify, and, controversially, letting nations detain migrants at borders and fingerprint children.
Despite opposition from Hungary and Poland — who falsely claimed the measure would force them to accept migrants against their will — the majority of EU members supported the reforms, most of which will take effect in 2026. Mainstream political parties on the left and right hope these changes will help them win some votes back from far-right parties, which are expected to pick up seats in June’s elections.
Critics, however, argue that the pact focuses too heavily on deterrence, potentially compromising migrants’ rights to seek asylum.
This overhaul marks the first major update to Europe's asylum laws in approximately two decades, aiming to replace a system that collapsed in 2015 when over a million migrants, mostly fleeing conflicts in Syria and Iraq, entered Europe.
A US-Canada border crossing and monument.
The United States has another border crisis – with Canada
Former Republican nominee hopeful Vivek Ramaswamy was mocked for his proposal during one GOP debate to build border walls with Mexico and Canada.
The problems at the southern border are well-documented. In January, US Border Patrol reported 124,200 encounters with migrants trying to enter the country illegally – and that is a 50% drop from previous months. It is an issue that may cost Joe Biden the election: A Pew Research poll suggested 80% of those surveyed think he is doing a bad job at handling the migrant influx.
Less well-known is that northern border states like Vermont, New York, and New Hampshire are reporting their highest rates of illegal migration in years. Canada is seen as a stepping stone to the US by human smuggling organizations – and it has the added benefit of no border walls or razor wire.
In 2023, roughly 7,000 migrants were arrested for illegally entering the US from Ontario, Quebec, and New Brunswick – a number higher than the last 12 years combined.
Chief Patrol Agent Robert Garcia, who patrols the Swanton sector, the 295-mile section of rough border terrain that separates New York, Vermont, and New Hampshire from Canada, tweeted that between April 28 and May 4 there were 492 apprehensions – the same as the whole of 2021.
Erik Lavallee, a US Border Patrol Agent, told CBS News that multiple organizations are using Canada to smuggle individuals to the U.S. Those arrested come from 66 different countries, including India, Haiti, Venezuela, and Mexico.
While less dangerous than the southern crossing – Biden is expected to tighten access to asylum there with new regulations as soon as today – the northern border is not without its perils. Ten migrants died from drowning and hypothermia coming through the Swanton sector.
Lawmakers seem to have been caught flat-footed by the explosion in numbers.
When Biden visited Ottawa in spring 2023, he signed a deal with Justin Trudeau to update the Safe Third Country Agreement that allowed either country to turn back asylum-seekers at unofficial border crossings, on the basis that Canada and the US are “safe” countries for refugees and they should apply where they land. However, this was designed to close a loophole that saw 40,000 migrants a year cross from the States into Canada at the infamous and unofficial Roxham Road crossing in Quebec and hand themselves over to the first border agent.
Policymakers do not yet appear to have woken up to this latest surge of illegal migrants heading in the other direction.
Former President Donald Trump gestures to supporters as he hosts a campaign rally at the Forum River Center in Rome, Georgia, March 9, 2024.
Hard Numbers: Truth Social’s big day, Missing migrants, Chinese workers killed in Pakistan, Palestinians drown reaching for aid
50%: Shares in former President Donald Trump’s social media business, Trump Media & Technology Group, jumped by more than 50% on Tuesday after going public under the ticker DJT. The stock rose as high as $79.38. The company’s stock market debut was made possible by a merger between Trump Media (which owns Twitter-clone Truth Social) and Digital World Acquisition. Trump owns 58% of the company’s shares, but it’s unlikely to help with his recent money issues because he can’t sell his shares for six months.
63,000: Over 63,000 people have died or gone missing while migrating over the past decade, according to a report published Tuesday by the International Organization for Migration, the UN migration agency. Most of the recorded deaths were caused by drowning, and the majority — over 28,000 — occurred in the Mediterranean. The report cautioned that its tally was “likely only a fraction of the actual number of lives lost worldwide.”
5: At least five Chinese workers and a Pakistani driver were killed in Pakistan on Tuesday when a suicide bomber slammed into the van they were traveling in. No group has claimed responsibility. China has invested billions in infrastructure projects in Pakistan, but Chinese workers and interests have repeatedly come under attack by Baluch separatists and the Pakistani Taliban.
12: At least 12 Palestinians drowned on Monday while attempting to retrieve aid packages that fell into the Mediterranean during airdrops, authorities in Gaza said Tuesday. Strict Israeli restrictions on aid truck deliveries have seen a number of governments, including the US, to turn to airdrops to deliver assistance as famine looms in the war-torn enclave. It’s not clear which country dropped the aid that was tied to the reported fatalities, but the Pentagon on Tuesday said several bundles of aid dropped by the US on Monday landed in the sea due to parachute malfunctions.
“Everything is political” is personal: the NYC migrant crisis
“Do you know,”
Jhon asked me, shivering slightly in the lengthening afternoon shadows of New York’s Penn Station, “do you know if we can stay here – in America?”
Jhon is a wiry 42-year-old construction worker who fled Ecuador a month ago with his wife and four children. The recent surge of narco-violence there had gotten so bad, he said, that the local school switched to virtual classes for the safety of the students and their parents.
Now, after a trying journey by foot, boat, bus, and train, he was standing in the middle of New York City, bewildered but hopeful.
“I just want to work,” he told me. “I don’t want anyone to take care of me or to rely on anyone else. I just want to be able to work.”
But in those early moments, Jhon and his family did need help – to find their way to New York’s intake center for migrants seeking shelter, to learn to navigate the city’s byzantine health and legal systems, to stay on track with their asylum applications.
In that way, he is like many of the more than 170,000 undocumented migrants who have arrived in New York City over the past two years, most of them on buses from Texas.
The city government says it’s struggling to deal with the influx. Mayor Eric Adams has warned that providing services to the migrants will “destroy this city” and cost more than $12 billion. But a small group of grassroots non-profits has stepped up to welcome, orient, and support the new arrivals.
I met Jhon while shadowing Power Malu, an Afro-Puerto Rican activist from New York’s Lower East Side, whose Artists Athletes Activists organization is one of the subjects of a new report I’ve been working on for our TV show “GZERO World with Ian Bremmer.”
Nearly every day and night for almost two years, Power’s been at Gotham’s various bus and train stations, welcoming migrants like Jhon, giving a guiding hand to people who arrive in a city of millions after a journey of months and simply don’t know whom to trust or where to go.
Over the past few weeks, we’ve spent many hours with Power and other activists in New York – like Adama Bah, a formerly undocumented migrant from Guinea who has built the largest Black-oriented migrant services network in the city (a big deal given that migrants from Haiti or West Africa are chronically underserved by systems geared mainly towards Latinos), and Ilze Thielmann, who started a free “store” that gives clothing, strollers, and toiletries to recent migrants.
Along the way, we met people like Igor, a refugee from violence in Burundi who left behind a cushy job as an IT manager and traveled through Mexico on foot with his pregnant wife to get to the US. He finally got asylum several weeks ago.
Or Brandon, from Venezuela, who braved the treacherous Darién Gap and the constant gauntlets of extortion, kidnapping, and violence in Mexico on his journey to New York, and who now works with Power to welcome others who followed the same route.
Why did my producer Molly Rubin and I pick this subject? Migration is now the top political issue in America. A recent poll showed close to three in 10 voters say border policy is their primary concern, topping the list for the first time since 2019, and outstripping other perennial contenders like “the economy,” “inflation,” or the always exciting “crime.”
But when it comes to the crisis at the southern border and its impact on Northern cities, the gigantic numbers can dull your sense of what is actually happening here: A story about “millions” of migrants crossing the border, or the “billions” of dollars it will cost, is still a story about individual human beings, with names, who have lived stories of tremendous suffering, perseverance, and dedication.
“Everything is political,” we often say at GZERO. And that’s true. But everything political is ultimately personal too. If it’s not, why would it matter at all?
This is one story that Molly and I hope will drive that home. You can check it out here, and let us know what you think.
Learn more about the organizations mentioned in this report:
FILE PHOTO: Andres Manuel Lopez Obrador (left), President of Mexico, and Justin Trudeau (right), Prime Minister of Canada, are delivering a message to the media at the National Palace in Mexico City,on January 10, 2023, on the occasion of their meeting with Joe Biden, President of the United States, at the 10th North American Leaders' Summit, where they are discussing migration, economic and drug trafficking issues.
Will Trudeau bring back visas for Mexican visitors?
Justin Trudeausaid last week that Canada is in talks with Mexico to try to find ways to cut down on the number of asylum-seekers flying into Canada with the help of organized criminal groups.
Trudeau is under pressure from the Conservatives, and the Americans to reinstate a visa requirement on Mexican travelers, which his government lifted in 2016. The government said last month it is considering doing so.
The Biden administration would also like the visas to return because the number of migrants crossing the northern border has spiked in the past year — 2,200 interceptions in 2023, up 240% from 2022. Most of the crossings are made in the lightly patrolled areas of upstate New York, New Hampshire, and Vermont.
The route via Canada to the US is appealing to Mexicans and other Latin Americans who face detention and deportation at the more heavily patrolled southern border. A network of human smugglers has sprung up to facilitate the crossings, but would-be migrants face danger in the cold northern woods.
The Liberal government seems to be signaling that it’s working with Mexico rather than moving immediately to require Mexican visitors to apply for visas, which would be a setback for the trade and diplomatic relationship.