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…

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…

 “Democracy” 2024: Stakes high, conflict abounds. 

Only a few days into September and somehow Labor Day already feels like a distant memory. Globally, major geopolitical tensions persist. In the Middle East, we are now 10-months into the Israel-Palestine conflict. On September 1, tens of thousands of Israelis took to the streets protesting the Israeli government’s failure to secure the release of…

Mexico: Historic.

There is a lot going on in U.S. politics and the world right now, but today, I want to focus on Mexico’s historic election. On Sunday, June 2 Mexicans headed to the polls to elect their next president. In the end, and as expected, Claudia Sheinbaum came out on top – garnering approximately 58 percent…

Conflict, elections: The clock is ticking.

Geopolitical tensions continue to rage. We are now six months into the Israel-Palestine conflict, and though the ceasefire talks between Israel and Hamas are welcome news, Iran’s drone attack against Israel is yet another sign of the increasing regionalization of the Middle Eastern hostilities. This is no doubt a delicate moment both for the conflict…

U.S. & Mexico Elections: It’s race time!

I know that many of you are well into your spring break, getting ready for the Easter holiday, or simply enjoying March Madness. And others simply relieved to see that the U.S. government may have averted a shutdown. That said, I thought it was a good time to get a quick note out to you,…

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