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…

“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,…

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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