now he's saying $200 billion in additional exports from china. he's trying to create leverage with the european union on this whole auto issue that could be coming in the weeks to come. so the problem for the president is that everyone's calling his bluff. even harley-davidson. they refused to back down from their plan to move some jobs overseas in order to escape some of these european tariffs. when you have all these countries simultaneously calling the president's bluff, it makes his position look weaker. we know he takes that very personally when someone makes him look weak, and educational background -- he could escalate things even more. >> china saying they're behaving like a gang of hoodlums. what's the off-ramp, if you will? is it canada and mexico? do you start with china because that's the biggest one? >> the chinese have a very clear strategy. it's true of all these countries involved. they tried to have retaliatory tariffs that are maximizing the political pain for the president, minimizing the cost to their own consumers. that means soybean farmers, other american agricultural producers are facing big new