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…

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,…

More turbulence ahead, keep seatbelts buckled.

The first month of the new year is nearly behind us, and everything suggests there is plenty of turbulence ahead, so keep those seatbelts buckled.  The Eurasia Group has made clear that 2024 will be the year of (at least) three simultaneous conflicts: Ukraine vs. Russia; Israel vs. Palestine; and the United States vs. itself. Against that…

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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