Spring is in the air, and so are the tariffs.

Spring is definitely in the air. Rory’s got his green jacket, and the jacarandas have been in bloom here in Mexico City for weeks now. Rather than try and provide a tic-toc on the shifting dynamics in the overall US-Mexico relationship, I wanted to get a note out to you with some thoughts on the…

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Tariffs, Tyrants and Trump.

Last Sunday, very different scenes played out in two of North America’s capital cities. In Mexico City, thousands of Mexicans rallied together to celebrate president Sheinbaum’s success in delaying most of the tariffs threatened by the U.S.. Meanwhile, in Ottawa, Mark Carney overwhelming won the race to be Canada’s next prime minister. Both of these…

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Turmoil and tariffs spell tension in 2025

As we close out 2024, I want to begin this last note of the year by first thanking my friends, clients, associates, and readers for their support over these past 12 months.   With less than a month until year’s end, yet another seemingly once in a generation geopolitical event occurred with the ouster of…

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Shifting sands, and so little time.

Over the past few weeks, the U.S. Congress has been focused on impeachment proceedings. With so much activity and the situation very much in flux I recommend Axios for up to date coverage and Five Thirty Eight for polling on the ongoing constitutional process.  This week, Congress narrowly avoided a government shutdown, as congressional leaders have yet to reach a…

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The U.S., Mexico and migration: Time for cooperation, not coercion.

The following opinion editorial was published recently in the San Antonio Express-New and the Austin American-Statesman: In the piece I discuss the limits of economic ‘sticks’  to forge immigration policy and the now critical need for bilateral and regional cooperation, not coercion in our relationship with Mexico. It’s time to address U.S. immigration and asylum systems,…

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A sweltering summer, and market fall.

This past Monday, the Trump administration delayed the full onset of another round of tariffs against consumer goods from China through December. It was welcome news, but not enough to reverse current market trends or to keep China from promising countermeasures. By all indicators, the global economy is steadily cooling down and the United States and other major economies…

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A Tariff, Gone Too Far…

Later today, Mexican Foreign Minister Marcelo Ebrard, United States Vice President Mike Pence and U.S. Secretary of State Mike Pompeo will meet regarding the Trump administration’s announcement that they will apply 5 percent tariffs on all goods coming from Mexico (set to start on June 10), if Mexico does not stop migrants from reaching the United States. It’s…

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