Geopolitical shift, a North American shield.

2026 blew in at a dizzying pace, headlined by the “tale of two speeches” at Davos which underscored a profound reordering of global alliances and confirmation that we can no longer rely on the predictability of the past.  This February marks 4 full years since Vladimir Putin first invaded Ukraine. While Russia held its ground in 2025, Moscow did not make any…

Holiday Cheer, Geopolitical Chill

I want to open this note by expressing my gratitude for your friendship, and appreciation for the confidence you have shown in me over the years. For many, the holiday season invites a moment of pause and reflection. As it stands, I find myself looking out at a rapidly reordering world. From tenuous truces in…

Fragile peace, a challenging chess board.

In my last newsletter, I raised the question as to whether we were living through a transformational moment or more of the same. Now, weeks later, the answer seems stark: we are witnessing profound and accelerating movement across the globe including emerging and complex dynamics in the Middle East, ever-increasing stakes in Ukraine, and heightened…

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…

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…

Shutdown averted, USMCA and Energy Reform still big question marks.

Yesterday, President Trump appeared to back away from his threat to close the U.S.-Mexico border. The change of tone was a relief, especially for the North American business and border communities that would be paralyzed from the halted cross-border trade and movement.

USMCA, The path to passage

The following piece first appeared in BRINK, a publication focused on presenting perspectives from experts on risk and resilience around the world. You can find it here, or continue reading. USMCA, The path to passage. North America’s countries can expect continued uncertainty. On November 30, President Trump joined then-Mexican President Enrique Peña Nieto and Canadian Prime…

In The News

CNN, Feb. 24, 2026: The Brief With Jim Sciutto – Antonio Garza joins The Brief

CNBC, Feb 24, 2026: Former U.S. Ambassador to Mexico on the business impact of the killing of a major cartel boss

Amb. Garza gives the Fall 2023 SMU Commencement Address

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