Green(ish) sprouts, Mexico and some dark clouds.

Last week, we started to see some encouraging economic news as a transition back to a disinflationary cycle seems to have initiated. Following more than two years of pandemic-related disruptions, supply chains appear to be moving towards normalcy, and some larger trends suggest that “deglobalization” will benefit many emerging countries, including one of the US’ largest trading partners,…

More Info

U.S.-Mexico: High stakes, calmer tones.

This morning, all eyes are on Queen Elizabeth II’s funeral in Westminster Abbey, with more than 70 heads of state in attendance to pay their respects. For live coverage from London, you can click here. As we head into the Fall, higher-than-expected inflation continues here at home despite declining gas prices, and, last Friday, Wall Street closed out one of its worst…

More Info

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…

More Info

AMLO, now it’s El Presidente

Over the past few weeks, I’ve met with investors, corporate directors, and foreign-policy focused groups who are all acutely interested in Mexico’s ongoing political transition. Regardless of the sector, everyone has questions on what to expect from the next Mexican administration. President-elect Andrés Manuel López Obrador will assume office on December 1st with overwhelming majorities in both houses of…

Read More

USMCA, just don’t call it NAFTA.

It’s been thirteen months, nine official rounds of negotiations, countless side meetings, and a brief period where Canada’s participation appeared precarious, but this past Sunday night, the U.S., Mexican, and Canadian negotiators finally announced a new regional trade agreement. The United States-Mexico-Canada Agreement (USMCA) builds on the old NAFTA and pulls in much of the modernization that had been…

Read More

Oh, Canada!

On Monday—just over one year since Mexico, Canada, and the United States officially began the NAFTA renegotiations—President Donald Trump announced the “The United States – Mexico Trade Agreement.” During an impromptu press conference in the Oval Office, Mexican and U.S. officials declared that they had finally moved beyond the thorniest issues including auto content and…

Read More

Mexico: Ready to launch, AMLO minus…

It’s been over a month since President-elect Andrés Manuel López Obrador swept the election to become Mexico’s next leader. With 53 percent of the votes, López Obrador won every Mexican state except Guanajuato, and received a higher percentage of the overall vote than any of the past four presidents. The electoral mandate wasn’t only at the federal…

Read More

In The News

Subscribe!