by a private arbitrator. that ruling came last month. but daniels attorneys say the president has won nothing and ultimately the arbitration ruling could prove to be, well, frankly, unenforceable because the president didn t sign the nondisclosure agreement. it s an interesting story and one the white house would love to steer clear of. dana: they have another topic on their hands, and that s the tariff. do you think they ll go forward and that canada and mexico might be exempt? reporter: they re going to go forward, no doubt about that. we expect to hear about that raoeu around 3:30. i think the cutouts is what you re talking about, the carveout force canada and mexico are likely to happen. there s a caveat here. i think the president is talking about we can do that if we reserve the right to do that. some of that may have to do with the on going nafta discussion. we ve been talking about that for months now.