The USMCA, and Beyond the Negotiating Table
Welcome to The View from North America — my quick-take on the macro policy, data, and regional dynamics shaping the cross-border corridor. If you watched the headlines out of Mexico City this past week, you know the gears of North American trade are spinning. Mexican Economy Minister Marcelo Ebrard and the U.S. Trade Representative’s team are actively…
More Info about The USMCA, and Beyond the Negotiating TableTough 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…
More Info about Tough straits: Americans and the world respond.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…
More Info about Geopolitical shift, a North American shield.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.
Read More about Shutdown averted, USMCA and Energy Reform still big question marks.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…
Read More about USMCA, The path to passageIt’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…
Read More about Mexico and the world: “Uncertainty, the new norm.”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 about AMLO, now it’s El PresidenteIn The News
CNN, Feb. 24, 2026: The Brief With Jim Sciutto – Antonio Garza joins The Brief
The Bush School’s Mosbacher Institute, Feb. 17, 2026: Discussion on the evolving dynamics of U.S.–Mexico relations.
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- The USMCA, and Beyond the Negotiating Table June 2, 2026
- Tough straits: Americans and the world respond. May 7, 2026
- The Bush School’s Mosbacher Institute April 21, 2026
- Geopolitical shift, a North American shield. February 20, 2026
- Holiday Cheer, Geopolitical Chill December 19, 2025
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