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North America Compass

The USMCA Expert l Inaugural Bersin-Foster North America Scholar at the Wilson Center.

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The Visibility Gap

How AI Can Stop Chinese Transshipment Under USMCA

USMCA Round Three: The Good, The Bad, and The Ugly

Three days of talks, 40 fewer irritants, and the closest thing yet to a shared North American posture on China. Yet, nothing has come off the table.

Don't Let the USMCA Drift Away

The threat to North America was never withdrawal. It's drift.

There Will be No Deal By July 1

Takeaways from the first USMCA negotiating round in Mexico City and the latest from Canada

The Rubicon Has Been Crossed

Washington indicted a sitting Mexican governor. What comes next for USMCA?

Same Treaty. Two Very Different Games.

Mexico is all in. Canada is holding the line. That divergence is becoming the story of the USMCA review

The USMCA Review Is Here. Here Is What Is Driving It.

Five forces reshaping North America's most consequential trade negotiation

Not All Trade Deficits Are Created Equal

Why Vietnam Should Worry Washington More Than Mexico and Canada

Emergency Tariffs End. Uncertainty Does Not

The U.S. Supreme Court narrowed emergency tariff powers, but Section 122 and other tools ensure that trade policy uncertainty continues under a new legal architecture.

How Real Is the Exit Threat?

What Trump’s renewed exit threat really means for the USMCA.