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…
More Info about The USMCA, and Beyond the Negotiating TableTough 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…
More Info about Tough straits: Americans and the world respond.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…
More Info about Geopolitical shift, a North American shield.Before I get to the newsletter, I want to extend my congratulations to my colleagues on the LatAm team at White & Case who, for the third consecutive year, have once again been recognized by Chambers Latin America as the international law firm with the most Band 1 ranked lawyers. Also, I’d like to invite you…
Read More about Geopolitical chess, and Mexico.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…
Read More about USMCA: Encouraging, but miles (and some politics) to go.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…
Read More about Summer’s near, but no vacation in sight.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…
Read More about Spring in the air, and temperatures rising.In The News
CNN, Feb. 24, 2026: The Brief With Jim Sciutto – Antonio Garza joins The Brief
The Bush School’s Mosbacher Institute, Feb. 17, 2026: Discussion on the evolving dynamics of U.S.–Mexico relations.
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- The USMCA, and Beyond the Negotiating Table June 2, 2026
- Tough straits: Americans and the world respond. May 7, 2026
- The Bush School’s Mosbacher Institute April 21, 2026
- Geopolitical shift, a North American shield. February 20, 2026
- Holiday Cheer, Geopolitical Chill December 19, 2025
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