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…

Holiday Cheer, Geopolitical Chill

I want to open this note by expressing my gratitude for your friendship, and appreciation for the confidence you have shown in me over the years. For many, the holiday season invites a moment of pause and reflection. As it stands, I find myself looking out at a rapidly reordering world. From tenuous truces in…

USMCA: Encouraging, but miles (and some politics) to go.

After twenty plus years in country, and over a decade at White & Case here in Mexico City, I can honestly say that if you’re looking to escape the heat where you are, you should consider a long weekend in one of the world’s most amazing cities. And no reason to take my word for it, here’s a…

Summer’s near, but no vacation in sight.

Memorial Day is now behind us and summer just around the corner. The long holiday weekend left Congress with just a few days to take action on the debt limit in order to avoid a catastrophic US government default. This week, President Biden and Republican leadership reached a deal to suspend the debt ceiling, which contains compromises for both political…

Spring in the air, and temperatures rising.

In the wake of Tesla’s decision last month to open a plant in northern Mexico, we’ve seen a modest uptick in the Mexican economy. Mexico’s inflation decreased more than expected last month. Remittances from abroad also rose 11 percent in February over the previous year, and Mexico’s year-on-year automobile production in March increased 13 percent with auto exports rising by…

Three Amigos Summit, check; The road ahead.

Following the feel-good Three Amigos Summit in January, it’s back to the tough work of managing crises and trying to create opportunity in North America.  This past Sunday, well over one hundred thousand Mexicans took to the streets in Mexico City and cities across the country to protest President Andrés Manuel López Obrador’s latest move to undermine the…

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