A line of Mexican National Guard and Army trucks rumbled along the border separating Ciudad Juárez and El Paso, Texas.

President Claudia Sheinbaum’s government said the National Guard members had redeployed to 18 cities and towns along the U.S.-Mexico border as part of a deal to delay U.S. tariffs.

As soon as the sun glints over miles of border fence dividing the United States and Mexico, the engines of cargo trucks packed with auto and computer parts roar to life along border bridges and bleary-eyed workers file into factories to assemble a multitude of products geared toward the U.

Uncertainty surrounds the trade war touched off by President Trump’s tariffs. But some of the basics are taking shape.

Canada and Mexico are the top buyers of U.S. exports in more than 72% of all export categories, according to my analysis of the latest U.S. Census Bureau data.

David Rosenberg, founder and president of Rosenberg Research, explains why he doesn't think President Donald Trump is in position to impose new tariffs on Canada and Mexico despite his recent rhetoric.