Tough straits: Americans and the world respond.

The spring of 2026 arrived and brought with it a sobering reality: the US administration’s “doctrine of coercion” is bumping up against both the law and public sentiment. President Trump’s use of blunt-force tariffs and a superior military have reshaped certain theaters. However, the US Supreme Court has limited the executive’s use of IEEPA for…

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…

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…

Mexico and the world: “Uncertainty, the new norm.”

It’s hard to believe that there are less than two weeks to go before the end of the year and the holiday season is now upon us. Over the past 12 months, I’ve been privileged to work with talented colleagues at White & Case, who have earned a host of recognitions and awards. I hope each…

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…

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…

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