Holiday Cheer, Geopolitical Chill

I want to open this note by expressing my gratitude for your friendship, and appreciation for the confidence you have shown in me over the years. For many, the holiday season invites a moment of pause and reflection. As it stands, I find myself looking out at a rapidly reordering world. From tenuous truces in…

Fragile peace, a challenging chess board.

In my last newsletter, I raised the question as to whether we were living through a transformational moment or more of the same. Now, weeks later, the answer seems stark: we are witnessing profound and accelerating movement across the globe including emerging and complex dynamics in the Middle East, ever-increasing stakes in Ukraine, and heightened…

A transformative moment, or more of the same.

On June 24-25, NATO members hosted a summit at The Hague. Among the summit attendees’ pledges, leaders committed to investing 5% of their GDP on defense by 2035 and another US$ 46.5 billion in defense aid to Ukraine. On July 14, president Trump endorsed a plan for European allies to purchase U.S. military equipment for…

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…

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