Unveiling the counter-tariffs

The government announced the details of their dollar-for-dollar retaliatory tariffs yesterday, and it was a fairly broad list, but largely focused on protecting domestic markets than extracting a price from the Americans—there is a whole explanation of defensive versus offensive tariffs here. In many cases, these are things where there are domestic alternatives available, which means that it creates a price incentive to buy the Canadian alternative, which is laudable. And there does seem to be some distribution where the effect of those retaliatory tariffs does seem to disproportionately impact swing states, which is also not a bad thing. Of course, that’s not to say that there isn’t a discussion to be had about whether we shouldn’t be trying to maximize the political price for the Americans, particularly as the midterms approach, whether that is export taxes or otherwise on things like potash or energy, which is particularly fraught, because it could invite even harsher retaliation from the Americans. However, if this is indeed an economic war and we are fighting for our sovereignty, that could mean using bigger economic guns, and ensuring that the burden faced by Canadians is more evenly shared than it is right now (especially by Alberta and Saskatchewan).

Where do Canadian retaliatory tariffs land? Based on all affected products on Sept 8 (including pre-existing tariffs), here's the value of exports times tariff rates as a share of each state's GDP. #cdnecon #cdnpoli

— Trevor Tombe (@trevortombe.bsky.social) 2026-08-25T18:50:14.657082Z

Also announced were some of the tweaks to EI to support workers, but it’s not a lot of tweaks as they do nothing about the hours worked requirements. I will also note that this government promised EI reform years ago, and did a lot of work on it (and I can personally say that a friend of mine worked on the file and did a tonne of work that has apparently never seen the light of day), and nothing came of it, whether it was because it was too politically unsaleable, or some other reason we don’t know.

https://bsky.app/profile/jrobson.bsky.social/post/3mtwaluxa2k2g

https://bsky.app/profile/jrobson.bsky.social/post/3mtwalvxp4k2g

Meanwhile, Pierre Poilievre continues to demand that the “text” of the trade deal be released, when there may not have been a finalized text, and it’s a Cabinet confidence in any case, and shouldn’t be released because it can point to particular pain points in future negotiations. Poilievre is also calling for his economic “plan” to be adopted, with its tax cuts, environmental law repeal and his bizarre notion about zero tax on capital gains being reinvested in Canada, which I will remind you Jim Flaherty tried to implement in the Harper era and gave up because it was way too complex to manage. But Poilievre has one set of ideas (doubling-down on trickle-down), and he’s going to keep swinging that hammer for every problem under the sun, no matter how inappropriate it may be. And then there’s Danielle Smith who wants negotiations to resume right away, even though there is no trade deal to be had because the Americans are not interested in trade, only in subjugation. Unbelievable, but also unsurprising, that she is so keen to be a Vichy premier.

Pierre Poilievre demands that the PM adopt his economic plans, no matter how nonsensical they actually are. Because he has one set of solutions for all of Canada’s problems, and he will not be dissuaded.

— Dale Smith (@journodale.bsky.social) 2026-08-25T17:06:31.112Z

— Effin' Birds (@effinbirds.com) 2026-08-25T19:08:02.395Z

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More threats and childish name-calling

In the wake of the collapse of trade talks, the Trump was administration trying desperately to put the blame on Canadian negotiators rather than the fact that Howard Lutnick came stomping in at the end and undid the work that Jamieson Greer was doing (not that there was any deal to be had, let me be clear—this was only about extracting concessions from us so that they could demand more). Trump himself decided to start throwing more threats around, starting with threats of fifty percent tariffs on autos (including parts) and steel come January, possibly in the hopes that it would send Carney and his team back to the table so that they could offer fresh capitulations to head off said tariffs. Of course, it’s also pretty ridiculous at this point—the margin on auto assembly in this country runs around six percent, so whether tariffs are at twenty-five or fifty percent it hardly seems to matter, but it really seems incumbent upon the auto industry in the US to push back against this.

— Dale Smith (@journodale.bsky.social) 2026-08-24T14:54:38.444Z

And measured in US terms (because they measure unemployment different than we do), I believe ours is about 5.3% on an apples-to-apples basis, if memory serves.

— Dale Smith (@journodale.bsky.social) 2026-08-24T18:28:16.720Z

And then, because it can always get worse, it devolved into a bunch of name-calling between Doug Ford and Trump, with Ford at one point inviting Trump to kiss his ass, while Trump saying that Ford was a “flunky” and a pale imitation of his older brother, the late Rob Ford. And it’s so stupid. What gets me, however, is the fact that once again, Ford is uncritically being praised for his standing up to Trump, even though it’s just bluster, and we’re back to people saying “I don’t normally support Ford, but…” and guys, guess what? This is what he wants. This is how he hopes to turn his tanking poll numbers around, just like he did before the last provincial election. It’s incredible how much people keep falling for this.

Meanwhile, Pierre Poilievre is demanding that the government recall Parliament so that they can “get answers” about what happened, but there is nothing to be legislated here, and the government is not going to release everything in public because trade negotiations are Cabinet confidences for a reason, not the least of which is because it can expose pain points for others to exploit. This being said, yes, we do need them to give more about how the Americans scuppered their own deal, but there are ways of doing that that don’t give away everything. If the opposition wants to call Dominic LeBlanc and Janice Charette to the trade committee and ask questions, they can do that without recalling Parliament a month early, but this looks to me like a desperate bid by Poilievre to try and start harvesting clips for his social media channels.

What, exactly, needs to be legislated at this moment? If you want to haul LeBlanc and Charette before a committee, you don't need to recall Parliament to do that. Otherwise, this looks like a desperate need to start farming clips for social media.

— Dale Smith (@journodale.bsky.social) 2026-08-24T13:04:55.035Z

Also, I am bemused that yet again, Poilievre's solution to everything is to destroy environmental laws. Because apparently we'll save the economy through years of endless litigation?

— Dale Smith (@journodale.bsky.social) 2026-08-24T13:04:55.036Z

— Effin' Birds (@effinbirds.com) 2026-08-24T19:08:01.739Z

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Poilievre’s plan to fuel inflation

The July inflation data was released yesterday, which means that Pierre Poilievre had something to say about it, and it was…mind-numbingly wrong and stupid. The data were not terrible—yes, it ticked up to 3.0% because of gasoline prices thanks to Trump’s misadventures in Iran and the Strait of Hormuz (and there was also an effect from World Cup tourism prices in there as well), but core measures (which strip out the volatile categories) are all hovering at two percent, and that’s a pretty good thing. This is what we want. Poilievre, however, wants to say dumb things.

In which Poilievre selectively reads this morning's inflation data in order to support his pre-determined but purely bullshit narrative.

— Dale Smith (@journodale.bsky.social) 2026-08-17T14:43:12.309Z

For starters, grocery prices. They are actually at their lowest rate of inflation in months, but when you look at the things driving it (fresh fruit, coffee, beef), all of it has fuck all to do with federal deficits. But that’s what Poilievre keeps his focus on. Federal deficits, and taxes. But the thing is, taxes are disinflationary, because they take available spending money out of the system. So, advocating for a continued or larger “gas tax” cut (and to be clear, they’re not all taxes, and won’t equal 25 cents per litre, which is another lie he keeps telling) is actually an inflationary policy. He is literally advocating for what he doesn’t want. Because of course he is.

Poilievre keeps fancying himself an economic genius because he watches crypto bros on YouTube, but he absolutely does not understand anything he’s talking about, and the tax cut/deregulate ideology he espouses got us into the mess we’re in as a society, where the young people he claims to advocate for can’t get ahead. Doubling down on those measures won’t help young people, but he refuses to change his mind, and when your only plan is to betray the audience you claim to be fighting for, well, I’m not sure what to tell you.

My Latest:

My weekend column takes issue with the gross mismatch in funds the government is spending on pipelines rather than climate mitigation and adaptation measures.

New episodes released early for C$7+ subscribers. This week I discuss the various legal challenges to the different oaths to the King. #cdnpoli

— Dale Smith (@journodale.bsky.social) 2026-08-17T00:14:10.972Z

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The (garbage) Reform Act won’t stop an autocrat

Over the weekend, the Globe and Mail ran a lengthy opinion piece called “It Can Happen Here,” about how we are supposedly more vulnerable to an autocrat taking power in this country, under our rules, than the Americans were with theirs. I am dubious. While I very much respect the professor who wrote the piece, I worry that there were a few fundamental misunderstandings in some of the points he was trying to make. For example, there is a section about how we don’t have an impeachment mechanism in our constitution, and of course we don’t. Our system operates on confidence as opposed to a fixed clock, so we don’t need impeachment. If the government goes pear-shaped, Parliament can withdraw confidence and the government is out. If a caucus loses confidence in their leader, they can vote non-confidence in him or her at any point, and no, they don’t need the (garbage) Reform Act rules to do so.

Our rules can be pretty effective. For example, when Charles Tupper tried to hold onto power after losing an election, the Governor General refused to make any of the appointments that Tupper wanted him to, so he was forced to vacate the office. Oh, but what if the autocratic PM appoints a lapdog GG? People in serious positions tend to take up the seriousness of those positions even when everyone thinks they won’t. Not saying it’s an impossibility, but so far that’s been the case. And yes, some of our rules are “unwritten,” for which he suggests we need a Cabinet Manual to codify them, but I am dubious there too. Codifying those rules in such a manner invites people to look for legalistic loopholes rather than a principles-based system that makes it easier to point out when someone is trying to do through the backdoor what they cannot do through the front. I also find that the piece very much misread and oversimplified what happened with the whole SNC-Lavalin affair as one of the examples of how power can be abused, because in the end, it was Bill Morneau’s office that was lousy with SNC-Lavalin lobbyists and not PMO, and a more pliant Attorney General was not appointed and didn’t result in the deferred prosecution agreement. (In fact, when SNC-Lavalin eventually pleaded guilty, they got a lesser penalty than the DPA would have stipulated).

My biggest problem with the piece, however, is that it treats the (garbage) Reform Act as a kind of panacea that needs to be more widely adopted. It absolutely does not. What it actually does is put up a bunch of unnecessary rules and barriers to what is a simple vote of non-confidence, and more to the point, it tries to convince MPs that they have lost power over time, or that this will “empower” them when in fact it actually disempowers them because of its formalistic barriers. Yes, we do need to beware leaders who can become autocrats, but the Reform Act will not help avoid that in any way, shape or form.

— Effin' Birds (@effinbirds.com) 2026-08-10T19:08:01.763Z

My Latest:

  • For National Magazine, I delve into the Alberta case that the Supreme Court of Canada has recently granted leave to appeal about lawyers’ oaths to the Crown.
  • My column points to the things that the sanitized tales of Conservative “infighting” over generational change are ignoring or glossing over.

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Elder pundit nonsense about the Senate

I should have left well enough alone and not clicked, but I got curious. That was a mistake. John Ibbitson published some absolute tripe in the Globe and Mail yesterday morning that was ignorant to say the very least. In making reference to Carney’s Senate appointments, Ibbitson says the real problem is the west’s “under-representation” in the Chamber, which would require constitutional change. He then goes on to half-assedly explain why PEI got four seats when they joined Confederation, but missed the entire thinking behind the regional breakdown of the Chamber (24 seats for the Maritimes, 24 seats for Quebec, 24 seats for Ontario, and 24 seats for the west; the territories each get one, and Newfoundland and Labrador, as latecomers, got six). The whole point of the regional breakdown is because it’s not a rep-by-pop chamber, and the Maritimes as a region got the same number as Ontario and Quebec in order to provide a counterbalance to the rep-by-pop House of Commons. But apparently when you’re an elder pundit, you don’t need to care about facts.

How could someone who spent as many years in the Ottawa bureau as Ibbitson did and not a) learn the logic behind Senate regional seat distribution, and b) that telling the premiers to fight amongst themselves about constitutional change will only exacerbate "regional grievances"? For. Fuck. Sakes.

— Dale Smith (@journodale.bsky.social) 2026-07-16T14:04:58.949Z

From there, Ibbitson basically says to let the provinces hash out a new distribution in the Senate as a way of “tamping down” regional grievances, which is absolutely ridiculous. 1) That particular grievance is imaginary, and Alberta in particular has long flirted with other forms of Senate reform to Americanise the institution, when their real beef is that other parts of the country don’t vote conservative enough for their liking, and no change to the Senate will fix that; and 2) Getting the provinces to fight over constitutional amendments is not only opening up Pandora’s Box, it’s inviting nothing more than the wholesale destruction of the country as each tries to one-up the other, take even more power from the federal government that they will then not use, and demand federal transfers instead. Federalism is not working well in this country right now, but it’s not because of the Senate’s composition, or our de-centralised federation, but rather because provinces can operate with impunity and no responsibility. The fact that Ibbitson remains blind to these very basic facts of Canadian politics makes me despair for the state or our nation’s punditry, because great Cyllenian Hermes, that’s we are not served well by aging white guys who can’t be bothered to actually learn something.

— Effin' Birds (@effinbirds.com) 2026-07-16T19:08:01.544Z

Scott Gilmore

Someone asked the other day if I had any thoughts on Scott Gilmore becoming Mark Carney’s new principal secretary, and I don’t have too much to say except this one thing—back in 2017, Gilmore declared himself a “self-loathing Tory” and tried to go around hosting meetings to see about drumming up support for a new conservative party that wasn’t socially conservative, and believed in things like climate change and gay rights. Establishment Conservatives all got hot and bothered about it, and it never went anywhere (ditto Dominic Cardy’s attempt at creating a new centrist party), but the fact that this same Scott Gilmore is now at the heart of Carney’s PMO sounds to me like conclusive proof that thanks to Carney, the Liberals have become the second coming of the Progressive Conservatives.

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The most cynical Senate appointments

Yesterday, prime minister Mark Carney made his first four Senate appointments, and they were…a choice. After months of rumours, he appointed his principal secretary, Tom Pittfield, to the Senate—but not as a partisan Liberal to be in a revived Liberal Senate caucus, which is not happening, but as an “independent.” (Pittfield was also a childhood friend of Justin Trudeau as his father was once Clerk of the Privy Council to Pierre Trudeau, and was later appointed to the Senate; his wife is Liberal MP Anna Gainey). He also appointed Conservative MP Richard Martel, also to sit as an “independent” and not as a Conservative senator, plus cancer researcher Dr. Rodney Ouelette and CPA Geeta Tucker.

— Dale Smith (@journodale.bsky.social) 2026-07-07T13:50:42.850Z

Performatively distancing himself from Trudeau.

— Dale Smith (@journodale.bsky.social) 2026-07-07T14:01:38.222Z

I will have a lot more to write about this and the changes he’s making to the appointment process in the coming days, but for the moment, let me say how cynical this move was. There are those trying to spin Pittfield as somehow being needed to “quarterback” legislation in the Senate, but he’s not being made Government Leader, so that makes no sense. And legislation is not being delayed. Sometimes it takes a bit of time to actually study bills, but they’re not a rubber stamp. (There is also a weird little subplot about the pissing match that Pittfield and David Lametti had in PMO over being Carney’s principal secretary, Pittfield won and Lametti was sent packing to the UN, and months later, Pittfield is now getting a Senate seat). The appointment of Martel is to open up a winnable seat in the Commons, and it’s crassly obvious that was the reason. Poilievre got jammed by the move, and he’s instructed his caucus not to shit-talk the appointment (unlike what they did with Alain Reyes’ leaving caucus, for example, or any of the floor-crossers). Carney doesn’t seem to be coming from any place of principle here, and per his previous foreign policy moves, his “principled pragmatism” is that he can slough off his principles at the drop of a hat, and that seems to be exactly what is happening here.

He's totally not mad, guys.

— Dale Smith (@journodale.bsky.social) 2026-07-07T22:28:54.018Z

“Warrior not woke”

At his Stampede Conservative barbecue speech, Pierre Poilievre gave one of his tired lines about returning the Canadian military to “warrior culture, not woke culture” (which means what? That we should go back to the era of a toxic, sexualized culture marked by abuse of power?), but the fact that he was dressed in a white satin shirt with white embroidery and an ill-fitting white cowboy hat with a Conservative logo on the front drew many laughs. I find it amazing that Conservatives seem to have a hard time finding appropriate Stampede-wear (see: Stephen Harper’s two-sizes-too-small leatherette vest), while “woke, effete” Justin Trudeau never had a problem.

— Pablo Hidalgo (@infinata.bsky.social) 2026-07-07T13:49:58.898Z

Pierre Poilievre’s Personal Assistant Explains His Calgary Stampede Outfityoutu.be/r-1lhkq3c3w

— Clare Blackwood (@clareblackwood.bsky.social) 2026-07-07T19:53:01.400Z

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A grab-bag of Carney answers

Prime minister Mark Carney held a press conference yesterday to pat himself on the back for his government’s accomplishments over the spring sitting, but as with most of these exercises, the real interest was in his responses to questions, which he doesn’t do very often. So, what did we learn?

  • That big call with Trump this week with the extremely vague readout was mostly about Iran and NATO, and not about trade.
  • We’re still a long way away from any kind of trade deal with Trump.
  • The six upcoming by-elections will likely be spaced out.
  • We finally got more details on that condo purchase in Vancouver, which is 90 percent provincial funding/10 percent federal, and is intended as rent-to-own.
  • He will be going to Stampede, and plans to defend national unity, and is using Brexit as a cautionary tale (as well he should be).
  • We are sending aid to Venezuela after the earthquakes, and while it might be useful to have some kind of consular services there or in Iran, we’ll go through partners.

Shortly afterward, Pierre Poilievre gave his own press conference to decry the state of the Canadian economy and blame Carney for it, as though Trump wasn’t a factor, or that climate change isn’t affecting things like food prices. In fact, he pretty much admitted he’d accept a bad deal with Trump for the sake of getting a deal. So there’s that.

"It's all an illusion."

— Scott Robertson (@sarobertson.bsky.social) 2026-06-25T19:54:15.597Z

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For National Magazine, I delve into the Supreme Court of Canada’s increasing caseload, and why the Chief Justice’s explanation of cleared backlogs doesn’t hold.

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Ginning up an faux inflation narrative

The inflation data for May was released yesterday, and unsurprisingly, the headline number ran high because of gasoline prices, entirely because of the situation that Trump created with Iran and the Strait of Hormuz. Looking into the data, it’s quite clear that core measures—which strip out volatile food and fuel prices—is right on the Bank of Canada’s target at 2.1 and 2.0 percent (there are two different core measures the Bank of Canada tracks). And yes, food price inflation continues to run hot, and the data shows pretty clearly that it’s supply disruptions—things like tomatoes coming from Mexico, where they planted fewer crops because of US tariffs, and then that smaller crop was affected by weather conditions (read: climate change). Constrained supply means higher prices. This is basic supply-and-demand.

Before Poilievre lights his hair on fire about inflation hitting 3.2% last month, this is pretty much entirely on gasoline prices because of Iran. Core measures remain at 2.1% and 2.0%. And he's going to decry the price of food and blame "Liberal inflation" as opposed to the truth:

— Dale Smith (@journodale.bsky.social) 2026-06-22T13:30:56.569Z

Predictably, Pierre Poilievre came out and blamed “Liberal high taxes, waste, and deficits.” None of those have anything to do with inflation. Taxes (which the Liberals have cut consistently) are disinflationary. The size of the deficit has nothing to do with Trump’s foreign misadventures, or climate change affecting food-producing regions, and yet, Poilievre has a convenient target for everything. Who needs facts when you have a narrative, and a government who refuses to actually push back on any of this, and merely pats themselves on the back for OECD projections.

Just completely ignoring the relevant facts, because he has a narrative.

— Dale Smith (@journodale.bsky.social) 2026-06-22T18:21:00.215Z

https://twitter.com/andrew_leach/status/2069126743831830583

https://twitter.com/andrew_leach/status/2069136495693418894

— Effin' Birds (@effinbirds.com) 2026-06-22T13:08:01.946Z

My Latest:

  • My Loonie Politics Quick Take takes issue with the Conservative private member’s bill to take the GST off of used cars, which is both bad policy and bad economics.
  • For National Magazine, I delve into Friday’s Supreme Court of Canada decision that allows a failed candidate the opportunity to sue the province’s chief electoral officer.
  • My (belated) weekend column on the government unnecessarily jamming complex bills through the Senate for no good reason at all.
  • For National Magazine, I contributed to this look at the next Supreme Court of Canada justice, Glenn Joyal.

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Political blackmail under the guise of a unity speech

Pierre Poilievre kicked off his supposed “unity campaign” in Calgary yesterday (as he skipped the installation of the Governor General to do so), and gave a speech which was little more than a remix of the same campaign speech he’s been giving for three years now. And not even a good remix, but a shitty extended dub mix that is mostly just a lot of electronic noise. In it was the usual litany of invented grievances that Albertans have been touting for years—pretending that the federal government is somehow interfering in their jurisdiction, or that Justin Trudeau’s environmental policies were somehow strangling the province’s resource sector and that the global oil price crash of 2014 didn’t happen (just like the oil price crash of 1981 didn’t happen, and all of their woes were the fault of Pierre Trudeau). It’s a tired mythology that is not true, but is so intrinsic to the core of the invented grievances that have dominated Alberta politics for more than four decades.

But what is particularly dangerous about this kind of tactic is that it hijacks a potential national unity crisis for partisan ends. It makes unity conditional on the conservatives, federally or provincially, getting their own way as though there aren’t political considerations in the rest of the country either. As Andrew Coyne puts it, this message posits that the rest of the country needs to “prove” that it’s worth saving, and if that means dismantling what little federalism we have in this country, then so be it. The notion that the only Canada worth having is their narrow vision of the country, which is exclusionary and frankly mean, is not a unity message. It’s little more than the same kind of blackmail that Danielle Smith and Jason Kenney before her were trying to use in leveraging separatist sentiment to hold a knife to their own throats to force concessions from the federal government because they think it worked for Quebec. (It did not, and Quebec’s economy has never actually recovered). It’s fundamentally undemocratic, and shows them to be little more than crybabies who can’t handle the fact that sometimes democracy means you lose at politics.

— Effin' Birds (@effinbirds.com) 2026-06-08T19:08:01.492Z

My Latest:

  • My latest for National Magazine on Friday’s Supreme Court of Canada decision and the warning they gave to judges about how to do a credibility analysis.
  • My weekend column takes note of the way in which Poilievre’s rhetoric tends to catastrophize what is happening, along his tendency to rewrite history.
  • My Loonie Politics Quick Take on that Conservative MP trying to refuse his raise, and why that kind of populism is poisonous to democracy.

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Ceding the recession narrative

The is-it-or-isn’t-it recession talk continued apace over the weekend and on Monday, as Pierre Poilievre demanded an emergency debate on it (which the Speaker denied), while more economists continued to line up on the side of “it’s not a recession.” Even the senior deputy governor of the Bank of Canada appeared at committee and warned them not to take a single point of data when the economic indicators as a whole remain mixed.

Ignore all of those other economists, including the Senior Deputy Governor of the Bank of Canada. Andrew Scheer, who couldn't even complete his insurance certification, is going to school you on the recession.

— Dale Smith (@journodale.bsky.social) 2026-06-02T01:36:43.140Z

This being said, prime minister Mark Carney has been wholly silent on it since the data were released on Friday morning. He made two separate media appearances yesterday but took no questions at either one, and he has avoided Question Period yesterday and he’s avoiding it today, and it really starts to look like he’s ceding the ground to Poilievre, who keeps bellowing his ridiculous narratives while Carney, who is supposed to have the economic gravitas as a former central bank governor, remains absent. And there are important things we should probably be talking about with this data, such as the fact that in periods of slow growth, these indicators dipping below zero are less important than the overall picture, and that overreacting and panicking can lead to greater problems or damage in the longer term. But we’re not having this conversation because, again, Carney is ceding the field, and given that Poilievre seems to enjoy this unearned economic credibility, it’s frankly arrogant to think that his bogus narratives can’t gain traction because they absolutely can, and that will spell trouble overall.

My Latest:

  • For National Magazine, my dive into Friday’s pair of Supreme Court of Canada decisions on the exceptions for the Jordan timelines on trial lengths.
  • My weekend column points to things that Steven Guilbeault’s departure has highlighted as just how much this government is backsliding on its climate goals.

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