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…

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…

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…

“Three Amigos” Summit: Photo op, or North American Leadership?

On Monday and Tuesday of this week, President Joe Biden, President Andrés Manuel López  Obrador, and Prime Minister Justin Trudeau met in Mexico City for the North American Leaders Summit (NALS). While NALS launched in 2005, this week marked only the 10th so-called “Three Amigos” summit.  With so many pressing issues on immigration, security and trade facing the…

“Polycrisis,” the new normal.

With the holidays just around the corner, 2022 will soon come to a close.Throughout the past year, I’ve been fortunate to work alongside not only great friends, but also extraordinarily talented attorneys here at White & Case Mexico City. And, across the region, White & Case lawyers have been recognized amongst the very best in Latin America.…

Green(ish) sprouts, Mexico and some dark clouds.

Last week, we started to see some encouraging economic news as a transition back to a disinflationary cycle seems to have initiated. Following more than two years of pandemic-related disruptions, supply chains appear to be moving towards normalcy, and some larger trends suggest that “deglobalization” will benefit many emerging countries, including one of the US’ largest trading partners,…

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