Spring is in the air, and so are the tariffs.

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…

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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…

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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…

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U.S.-Mexico: High stakes, calmer tones.

This morning, all eyes are on Queen Elizabeth II’s funeral in Westminster Abbey, with more than 70 heads of state in attendance to pay their respects. For live coverage from London, you can click here. As we head into the Fall, higher-than-expected inflation continues here at home despite declining gas prices, and, last Friday, Wall Street closed out one of its worst…

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US-Mexico: Temperatures rising.

This summer has been marked by the ongoing war in Ukraine, and continued concerns over high inflation at home and abroad. Last week, the US Federal Reserve hiked interest rates by 0.75 percent for the second consecutive time, and Congress initiated debate on the Inflation Reduction Act. This legislation,  if passed, would impact a wide range of issues, including the Affordable Care Act, climate…

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Summit of the Americas; Mexico (and others) absent, some progress.

Over the past several weeks, the news cycle has been dominated by the tragic school shooting in Uvalde, Texas, and the January 6th House of Representatives Committee hearings. Economic uncertainty continues at home and abroad, and the ongoing Russian-Ukraine war is exacerbating concerns about inflation and a possible food crisis. As a result, the International Monetary Fund is revising its 2022 global growth…

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Geopolitical tensions, North American opportunity

This month, I’m sending along the following piece I wrote on a clear path forward for North America amid rising geopolitical tensions. The item was picked up by several publications including the America Society/Council of the Americas. You can find it below and here.  As always, I look forward to hearing from you here at White &…

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