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North America Compass

North America Compass

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

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Substack
PricingFreemiumPublishesWeekly
Issues23SubscribersRead northamericacompass.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Emergency Tariffs End. Uncertainty Does Not

#### End of chapter 1 – The Trade Wars

8 days ago
4
0

How Real Is the Exit Threat?

With President Trump once again raising the possibility of exiting the USMCA, it is worth stepping back from the headlines and focusing on what actually matters.

20 days ago
6
0

What the U.S., Mexico, and Canada Must Fix as the 2026 Review Gets Underway

On July 1, 2026, the United States, Mexico, and Canada will face a consequential decision: whether to renew the U.S.-Mexico-Canada Agreement (USMCA) or allow it to expire. That choice will shape jobs and investment decisions across North Am...

2 months ago
5
0

Mexico’s and Canada’s (*New) Tariffs on China and What They Mean for North America

Mexico and Canada are tightening trade barriers against China at the exact moment the United States may be shifting toward accommodation, creating a risk of misalignment that could weaken North American competitiveness ahead of the 2026 USM...

2 months ago
5
0

Authors

The writers behind this newsletter.

  • North America Compass

    Navigate Trade, Policy and Power Across Borders l Sharp Insights on North American Policy

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