U.S. & Mexico Elections: It’s race time!

I know that many of you are well into your spring break, getting ready for the Easter holiday, or simply enjoying March Madness. And others simply relieved to see that the U.S. government may have averted a shutdown. That said, I thought it was a good time to get a quick note out to you,…

More turbulence ahead, keep seatbelts buckled.

The first month of the new year is nearly behind us, and everything suggests there is plenty of turbulence ahead, so keep those seatbelts buckled.  The Eurasia Group has made clear that 2024 will be the year of (at least) three simultaneous conflicts: Ukraine vs. Russia; Israel vs. Palestine; and the United States vs. itself. Against that…

SMU 2023 Commencement

On Saturday December 16, I was honored to offer the 2023 commencement address at Southern Methodist University. The date also marked 40 years since my own graduation from the SMU School of Law.  You can watch my speech shortly after the 42:30 mark, here.

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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