Mexico: About Sunday Night…
Amid persistent chants of “presidente” from his supporters, Andrés Manuel López Obrador took the stage Sunday night to give his acceptance speech and make history as the country’s first president who was not part of the country’s two major political parties. Amid persistent chants of “presidente” from his supporters, Andrés Manuel López Obrador took the…
More Info about Mexico: About Sunday Night…Mexico: Ready to launch, AMLO minus…
It’s been over a month since President-elect Andrés Manuel López Obrador swept the election to become Mexico’s next leader. With 53 percent of the votes, López Obrador won every Mexican state except Guanajuato, and received a higher percentage of the overall vote than any of the past four presidents. The electoral mandate wasn’t only at the federal…
More Info about Mexico: Ready to launch, AMLO minus…Oh, Canada!
On Monday—just over one year since Mexico, Canada, and the United States officially began the NAFTA renegotiations—President Donald Trump announced the “The United States – Mexico Trade Agreement.” During an impromptu press conference in the Oval Office, Mexican and U.S. officials declared that they had finally moved beyond the thorniest issues including auto content and…
More Info about Oh, Canada!USMCA, just don’t call it NAFTA.
It’s been thirteen months, nine official rounds of negotiations, countless side meetings, and a brief period where Canada’s participation appeared precarious, but this past Sunday night, the U.S., Mexican, and Canadian negotiators finally announced a new regional trade agreement. The United States-Mexico-Canada Agreement (USMCA) builds on the old NAFTA and pulls in much of the modernization that had been…
More Info about USMCA, just don’t call it NAFTA.AMLO, now it’s El Presidente
Over the past few weeks, I’ve met with investors, corporate directors, and foreign-policy focused groups who are all acutely interested in Mexico’s ongoing political transition. Regardless of the sector, everyone has questions on what to expect from the next Mexican administration. President-elect Andrés Manuel López Obrador will assume office on December 1st with overwhelming majorities in both houses of…
More Info about AMLO, now it’s El PresidenteMexico and the world: “Uncertainty, the new norm.”
It’s hard to believe that there are less than two weeks to go before the end of the year and the holiday season is now upon us. Over the past 12 months, I’ve been privileged to work with talented colleagues at White & Case, who have earned a host of recognitions and awards. I hope each…
More Info about Mexico and the world: “Uncertainty, the new norm.”USMCA, The path to passage
The following piece first appeared in BRINK, a publication focused on presenting perspectives from experts on risk and resilience around the world. You can find it here, or continue reading. USMCA, The path to passage. North America’s countries can expect continued uncertainty. On November 30, President Trump joined then-Mexican President Enrique Peña Nieto and Canadian Prime…
More Info about USMCA, The path to passageShutdown averted, USMCA and Energy Reform still big question marks.
Yesterday, President Trump appeared to back away from his threat to close the U.S.-Mexico border. The change of tone was a relief, especially for the North American business and border communities that would be paralyzed from the halted cross-border trade and movement.
More Info about Shutdown averted, USMCA and Energy Reform still big question marks.A Tariff, Gone Too Far…
Later today, Mexican Foreign Minister Marcelo Ebrard, United States Vice President Mike Pence and U.S. Secretary of State Mike Pompeo will meet regarding the Trump administration’s announcement that they will apply 5 percent tariffs on all goods coming from Mexico (set to start on June 10), if Mexico does not stop migrants from reaching the United States. It’s…
More Info about A Tariff, Gone Too Far…A sweltering summer, and market fall.
This past Monday, the Trump administration delayed the full onset of another round of tariffs against consumer goods from China through December. It was welcome news, but not enough to reverse current market trends or to keep China from promising countermeasures. By all indicators, the global economy is steadily cooling down and the United States and other major economies…
More Info about A sweltering summer, and market fall.Mi Opinión
Heading into late summer, the picture across North America presents a study in contrasts. Domestically, political noise remains high, while overall economic growth is modest—hovering around 1.3% to 1.8% in Mexico and roughly 1.5% to 2.0% in the U.S.. Yet, underneath those sluggish headline numbers, consumer resilience and cross-border commercial ties are holding up surprisingly…
Read More about Preparing the Fall RunwayWelcome to The View from North America. As U.S. and Mexican negotiators prepare to meet in Mexico City on Monday, July 20th, we are seeing some progress. According to Mexico’s Ministry of the Economy the active number of trade issues has been whittled down from over 54 to a more manageable 14, and both teams have…
Read More about July 20th and beyond: The Background Music has Changed.Welcome to The View from North America—and happy July 4th weekend to those of you in the U.S. If you are Canadian, a belated happy Canada Day; and finally, congratulations to USA, Mexico and Canada for booking their places in the FIFA World Cup 2026™ – Canada, Mexico and the United States World Cup Round…
Read More about USMCA, July 1 Verdict: And the beat goes on.Welcome to The View from North America — my quick-take on the regional dynamics shaping the cross-border corridor. If you are looking for clarity in global headlines right now, good luck. Between the continued lack of transparency surrounding Iran’s recent diplomatic memorandum and the tactical shifts from Ukraine’s latest advances, the big geopolitical picture remains highly…
Read More about The Disconnect: Geopolitical uncertainty, Cross-Border reality