The USMCA, and Beyond the Negotiating Table

Welcome to The View from North America — my quick-take on the macro policy, data, and regional dynamics shaping the cross-border corridor. If you watched the headlines out of Mexico City this past week, you know the gears of North American trade are spinning. Mexican Economy Minister Marcelo Ebrard and the U.S. Trade Representative’s team are actively…

Tough straits: Americans and the world respond.

The spring of 2026 arrived and brought with it a sobering reality: the US administration’s “doctrine of coercion” is bumping up against both the law and public sentiment. President Trump’s use of blunt-force tariffs and a superior military have reshaped certain theaters. However, the US Supreme Court has limited the executive’s use of IEEPA for…

Geopolitical shift, a North American shield.

2026 blew in at a dizzying pace, headlined by the “tale of two speeches” at Davos which underscored a profound reordering of global alliances and confirmation that we can no longer rely on the predictability of the past.  This February marks 4 full years since Vladimir Putin first invaded Ukraine. While Russia held its ground in 2025, Moscow did not make any…

July 20th and beyond: The Background Music has Changed. 

Welcome 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…

USMCA, July 1 Verdict: And the beat goes on.

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…

The Disconnect: Geopolitical uncertainty, Cross-Border reality

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…

The USMCA, and Beyond the Negotiating Table

Welcome to The View from North America — my quick-take on the macro policy, data, and regional dynamics shaping the cross-border corridor. If you watched the headlines out of Mexico City this past week, you know the gears of North American trade are spinning. Mexican Economy Minister Marcelo Ebrard and the U.S. Trade Representative’s team are actively…

In The News

CNN, Feb. 24, 2026: The Brief With Jim Sciutto – Antonio Garza joins The Brief

CNBC, Feb 25, 2026: Former U.S. Ambassador to Mexico on the business impact of the killing of a major cartel boss

The Bush School’s Mosbacher Institute, Feb. 17, 2026: Discussion on the evolving dynamics of U.S.–Mexico relations.

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