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.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…
Read More about Spring is in the air, and so are the tariffs.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…
Read More about Tariffs, Tyrants and Trump.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…
Read More about Turmoil and tariffs spell tension in 2025From the devastation in the wake of Hurricane Helene in the U.S. southeast to an expansion of the conflict in the Middle East, there is a lot going on in the world right now. Today, though, I want to focus on Mexico’s political transition. On Tuesday, Claudia Sheinbaum – a climate scientist and career public…
Read More about Mexico’s transfer of power: La Presidenta.In 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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