It could be a platform for shared prosperity—or a geo-economic cage.
In my latest for @letraslibres.com, I unpack what this means for 🇲🇽🇨🇦🇺🇸 and how Mexico can lead with strategy and autonomy.
It could be a platform for shared prosperity—or a geo-economic cage.
In my latest for @letraslibres.com, I unpack what this means for 🇲🇽🇨🇦🇺🇸 and how Mexico can lead with strategy and autonomy.
Join us Thursday (CDMX + online). I will discuss how economic security is redefining North American trade and what 🇺🇸🇲🇽🇨🇦 must do to compete as we approach the 2026 #USMCA review.
Register 👇🏾 docs.google.com/forms/d/e/1F...
Join us Thursday (CDMX + online). I will discuss how economic security is redefining North American trade and what 🇺🇸🇲🇽🇨🇦 must do to compete as we approach the 2026 #USMCA review.
Register 👇🏾 docs.google.com/forms/d/e/1F...
It will test whether the region can sustain predictability & investor confidence amid protectionism and China’s rise. Each day of uncertainty is a silent tax on competitiveness
Our take www.csis.org/analysis/ins... @csis.org
It will test whether the region can sustain predictability & investor confidence amid protectionism and China’s rise. Each day of uncertainty is a silent tax on competitiveness
Our take www.csis.org/analysis/ins... @csis.org
The #USMCA review will test if the region can sustain predictability & confidence amid global competition.
Our latest for @csis.org Americas 👇
🔗 www.csis.org/analysis/ins...
The #USMCA review will test if the region can sustain predictability & confidence amid global competition.
Our latest for @csis.org Americas 👇
🔗 www.csis.org/analysis/ins...
This recognition is a tribute to the community of thinkers, doers, and bridge-builders proving that North America’s integration is not just an economic project, it’s a shared purpose.
This recognition is a tribute to the community of thinkers, doers, and bridge-builders proving that North America’s integration is not just an economic project, it’s a shared purpose.
The review will decide whether North America remains united or fractures under pressure.
Here’s what to watch in the coming months 🧭👇
northamericacompass.substack.com/p/usmca-revi...
The review will decide whether North America remains united or fractures under pressure.
Here’s what to watch in the coming months 🧭👇
northamericacompass.substack.com/p/usmca-revi...
FDI inflows = 📈 +21% since 2019
But cracks are showing.
“Up to a third of all USMCA trade is now hit by tariffs.”
Yes, even Mexican beer pays U.S. aluminum duties🍺
🔗My thoughts for The Economist www.economist.com/the-americas...
#USMCA #Tariffs
FDI inflows = 📈 +21% since 2019
But cracks are showing.
“Up to a third of all USMCA trade is now hit by tariffs.”
Yes, even Mexican beer pays U.S. aluminum duties🍺
🔗My thoughts for The Economist www.economist.com/the-americas...
#USMCA #Tariffs
Carney’s Mexico visit produced the Canada–Mexico Action Plan 2025–2028:
✅ Investment screening cooperation
✅ Resilient supply chains & ports
✅ Joint action on security & migration
northamericacompass.substack.com/p/canada-and...
Carney’s Mexico visit produced the Canada–Mexico Action Plan 2025–2028:
✅ Investment screening cooperation
✅ Resilient supply chains & ports
✅ Joint action on security & migration
northamericacompass.substack.com/p/canada-and...
U.S. tariffs highlight how vulnerable both are when divided. As I told the @washingtonpost : sidelining 🇲🇽was a strategic mistake.
The 2026 USMCA review is coming fast. Together > apart.
www.washingtonpost.com/world/2025/0...
#NorthAmerica
U.S. tariffs highlight how vulnerable both are when divided. As I told the @washingtonpost : sidelining 🇲🇽was a strategic mistake.
The 2026 USMCA review is coming fast. Together > apart.
www.washingtonpost.com/world/2025/0...
#NorthAmerica
In my latest North America Compass post, I unpack what this means for the 2026 #USMCA review and Mexico’s trade future.
Read here 👉 substack.com/home/post/p-...
#Tariffs #NorthAmerica #TradePolicy
In my latest North America Compass post, I unpack what this means for the 2026 #USMCA review and Mexico’s trade future.
Read here 👉 substack.com/home/post/p-...
#Tariffs #NorthAmerica #TradePolicy
From Monterrey to Michigan to Mississauga: The Engine Driving US Competitiveness 🚗
Strengthening our supply chains is a strategic imperative
www.csis.org/analysis/mon...
From Monterrey to Michigan to Mississauga: The Engine Driving US Competitiveness 🚗
Strengthening our supply chains is a strategic imperative
www.csis.org/analysis/mon...
Far from routine, this will be a high-stakes moment for North America, determining whether USMCA endures, unravels, or evolves.
I explain it in my latest post:
✅ Six scenarios
✅ What’s at stake for 🇺🇸🇲🇽🇨🇦 northamericacompass.substack.com/p/understand...
Far from routine, this will be a high-stakes moment for North America, determining whether USMCA endures, unravels, or evolves.
I explain it in my latest post:
✅ Six scenarios
✅ What’s at stake for 🇺🇸🇲🇽🇨🇦 northamericacompass.substack.com/p/understand...
With Trump raising tariff pressure, Canada’s FM Anita Anand & FM François-Philippe Champagne visited Mexico City to boost trade & rebuild trust before 2026 talks.
www.bloomberg.com/news/article...
With Trump raising tariff pressure, Canada’s FM Anita Anand & FM François-Philippe Champagne visited Mexico City to boost trade & rebuild trust before 2026 talks.
www.bloomberg.com/news/article...
Trump’s new tariff strategy targets allies too
In my latest North America Compass, I look at how:
🇲🇽 Mexico is relying on quiet diplomacy
🇨🇦 Canada is offering concessions for relief
Neither has a guarantee.
👉 northamericacompass.substack.com/p/tariffs-fi...
Trump’s new tariff strategy targets allies too
In my latest North America Compass, I look at how:
🇲🇽 Mexico is relying on quiet diplomacy
🇨🇦 Canada is offering concessions for relief
Neither has a guarantee.
👉 northamericacompass.substack.com/p/tariffs-fi...
#CUSMA #Tariffs #TradePolicy #Canada #NorthAmerica
#CUSMA #Tariffs #TradePolicy #Canada #NorthAmerica
In our new Americas Quarterly & we explore how LATAM can attract new investment as supply chains shift... or risk being left behind.
🔗: americasquarterly.org/article/how-...
#Trade
In our new Americas Quarterly & we explore how LATAM can attract new investment as supply chains shift... or risk being left behind.
🔗: americasquarterly.org/article/how-...
#Trade
A U.S. court just dealt a blow to Trump’s tariff strategy. But don’t celebrate yet; he still has tools left in his arsenal. My latest Substack with Antonio Ortiz Mena
northamericacompass.substack.com/p/trade-war-...
A U.S. court just dealt a blow to Trump’s tariff strategy. But don’t celebrate yet; he still has tools left in his arsenal. My latest Substack with Antonio Ortiz Mena
northamericacompass.substack.com/p/trade-war-...
📅 Deadline: June 15, 2025
🔗https://www.policycenter.ma/page/call-applications-atlantic-dialogues-emerging-leaders-program-2025
📅 Deadline: June 15, 2025
🔗https://www.policycenter.ma/page/call-applications-atlantic-dialogues-emerging-leaders-program-2025
I spoke with Joanna Smith for The Logic on the future of #CUSMA and why 🇨🇦 & 🇲🇽 must step up together.
thelogic.co/news/canada-...
#USMCA #TradePolicy #NorthAmerica
I spoke with Joanna Smith for The Logic on the future of #CUSMA and why 🇨🇦 & 🇲🇽 must step up together.
thelogic.co/news/canada-...
#USMCA #TradePolicy #NorthAmerica
This week, I had the opportunity to lead two sessions on U.S.-Mexico relations and trade—first at Instituto Tecnológico Autónomo de México exITAMOficial, then at the Foreign Service Institute.
This week, I had the opportunity to lead two sessions on U.S.-Mexico relations and trade—first at Instituto Tecnológico Autónomo de México exITAMOficial, then at the Foreign Service Institute.
@theglobeandmail.com! 🇨🇦
Is Canada’s EV boom over?
Despite bold investments and political will, Canada’s electric vehicle push is losing momentum — facing softening demand, rising costs, and major uncertainty around US trade policy.
www.theglobeandmail.com/drive/cultur...
@theglobeandmail.com! 🇨🇦
Is Canada’s EV boom over?
Despite bold investments and political will, Canada’s electric vehicle push is losing momentum — facing softening demand, rising costs, and major uncertainty around US trade policy.
www.theglobeandmail.com/drive/cultur...
I told The Economist: “It isn’t about Trump recognising Mexico as a partner — it’s because of the interdependence we’ve built.” Ironically, it’s this very interdependence that Trump is trying to unravel.
I told The Economist: “It isn’t about Trump recognising Mexico as a partner — it’s because of the interdependence we’ve built.” Ironically, it’s this very interdependence that Trump is trying to unravel.
As I put it, "It’s not about Trump recognizing us as partners — it’s because of the interdependence we’ve built."
www.economist.com/the-americas...
As I put it, "It’s not about Trump recognizing us as partners — it’s because of the interdependence we’ve built."
www.economist.com/the-americas...
www.theglobeandmail.com/world/articl...
www.theglobeandmail.com/world/articl...