“Democracy” 2024: Stakes high, conflict abounds. 

Only a few days into September and somehow Labor Day already feels like a distant memory. Globally, major geopolitical tensions persist. In the Middle East, we are now 10-months into the Israel-Palestine conflict. On September 1, tens of thousands of Israelis took to the streets protesting the Israeli government’s failure to secure the release of…

Mexico: Historic.

There is a lot going on in U.S. politics and the world right now, but today, I want to focus on Mexico’s historic election. On Sunday, June 2 Mexicans headed to the polls to elect their next president. In the end, and as expected, Claudia Sheinbaum came out on top – garnering approximately 58 percent…

Conflict, elections: The clock is ticking.

Geopolitical tensions continue to rage. We are now six months into the Israel-Palestine conflict, and though the ceasefire talks between Israel and Hamas are welcome news, Iran’s drone attack against Israel is yet another sign of the increasing regionalization of the Middle Eastern hostilities. This is no doubt a delicate moment both for the conflict…

A Three-Ring Circus: Plates on the Floor, or One Rascally Rabbit

President pinned below 40 percent approval, deep bond market anxiety, sovereigntist surges, and a (possible) rabbit in the hat. Less than 30 days out from pivotal U.S. midterm elections, a potentially devastating mix of domestic pocketbook pressures and geopolitical alarm is forcing an administration and a President pinned below 40 percent approval into an aggressive,…

Summer in the rearview, no clear path ahead

Summer is nearly in the rearview, but global conflict is front and center. The flashpoints I last wrote about – from war in Iran and Ukraine to mounting trade battles – continue to test the limits of President Trump’s go to economic and military strategy of coercion.  Tehran and Beijing exemplify these limits. Despite the…

The View from North America: Elbows up, clear eyes.

If you needed proof that the late-August heat gets to everyone, look no further than the U.S.–Canada border. Just one week ago today, negotiators appeared to have a solid trade path forward—yet by Monday, the northern alliance had hit a fever pitch. Between the abrupt U.S. 50% tariff threats on steel and autos, Canadian leaders…

Preparing the Fall Runway

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…

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