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…

Tariffs, Tyrants and Trump.

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…

Turmoil and tariffs spell tension in 2025

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…

Mexico’s transfer of power: La Presidenta.

From 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…

 “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…

In The News

Subscribe!