A Three-Ring Circus: Plates on the Floor, or One Rascally Rabbit

President pinned below 40 percent approval, deep bond market anxiety, sovereigntist surges, and a (possible) rabbit in the hat. Less than 30 days out from pivotal U.S. midterm elections, a potentially devastating mix of domestic pocketbook pressures and geopolitical alarm is forcing an administration and a President pinned below 40 percent approval into an aggressive,…

Summer in the rearview, no clear path ahead

Summer is nearly in the rearview, but global conflict is front and center. The flashpoints I last wrote about – from war in Iran and Ukraine to mounting trade battles – continue to test the limits of President Trump’s go to economic and military strategy of coercion.  Tehran and Beijing exemplify these limits. Despite the…

The View from North America: Elbows up, clear eyes.

If you needed proof that the late-August heat gets to everyone, look no further than the U.S.–Canada border. Just one week ago today, negotiators appeared to have a solid trade path forward—yet by Monday, the northern alliance had hit a fever pitch. Between the abrupt U.S. 50% tariff threats on steel and autos, Canadian leaders…

July 20th and beyond: The Background Music has Changed. 

Welcome to The View from North America. As U.S. and Mexican negotiators prepare to meet in Mexico City on Monday, July 20th, we are seeing some progress. According to Mexico’s Ministry of the Economy the active number of trade issues has been whittled down from over 54 to a more manageable 14, and both teams have…

USMCA, July 1 Verdict: And the beat goes on.

Welcome to The View from North America—and happy July 4th weekend to those of you in the U.S. If you are Canadian, a belated happy Canada Day; and finally, congratulations to USA, Mexico and Canada for booking their places in the FIFA World Cup 2026™ – Canada, Mexico and the United States World Cup Round…

The Disconnect: Geopolitical uncertainty, Cross-Border reality

Welcome to The View from North America — my quick-take on the regional dynamics shaping the cross-border corridor. If you are looking for clarity in global headlines right now, good luck. Between the continued lack of transparency surrounding Iran’s recent diplomatic memorandum and the tactical shifts from Ukraine’s latest advances, the big geopolitical picture remains highly…

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…

In The News

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

CNBC, Feb 25, 2026: Former U.S. Ambassador to Mexico on the business impact of the killing of a major cartel boss

The Bush School’s Mosbacher Institute, Feb. 17, 2026: Discussion on the evolving dynamics of U.S.–Mexico relations.

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