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…

US-Mexico: Temperatures rising.

This summer has been marked by the ongoing war in Ukraine, and continued concerns over high inflation at home and abroad. Last week, the US Federal Reserve hiked interest rates by 0.75 percent for the second consecutive time, and Congress initiated debate on the Inflation Reduction Act. This legislation,  if passed, would impact a wide range of issues, including the Affordable Care Act, climate…

Summit of the Americas; Mexico (and others) absent, some progress.

Over the past several weeks, the news cycle has been dominated by the tragic school shooting in Uvalde, Texas, and the January 6th House of Representatives Committee hearings. Economic uncertainty continues at home and abroad, and the ongoing Russian-Ukraine war is exacerbating concerns about inflation and a possible food crisis. As a result, the International Monetary Fund is revising its 2022 global growth…

Geopolitical tensions, North American opportunity

This month, I’m sending along the following piece I wrote on a clear path forward for North America amid rising geopolitical tensions. The item was picked up by several publications including the America Society/Council of the Americas. You can find it below and here.  As always, I look forward to hearing from you here at White &…

Mexico: Some Quick Takes.

This year marks a little over three decades since White & Case first opened its Mexico City office. As we reflect on this significant milestone, our team is grateful for all the colleagues, clients, and friends who have supported us along the way.  At White & Case, we not only track local and regional developments but global…

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