HeyJaredNorth America Compass
The USMCA Expert l Inaugural Bersin-Foster North America Scholar at the Wilson Center.
- Indexed issues, last 90 days
- 5
- Latest publication
- Sep 24, 2026
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- Earliest in this view
- Jul 30, 2026
Latest issues
U.S.-Mexico Trade Talks Postponed: What Mexico Needs to Secure Before Signing Anything (opens the original)
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Mexico is about to make the most consequential trade decision of this presidency. A preliminary agreement with the United States is within reach. This despite the fact that Mexico had narrowed the U.S. list of trade irritants from more than 50 to just 14, only for that list to reportedly balloon back to nearly 90 after last Wednesday's Sheinbaum-Trump call. The fourth round of talks, scheduled for September 28, was postponed. Both sides say they are close but need more time to pull the deal. Wha
Read This Before Mexico Signs a Trade Deal with Trump (opens the original)
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Some concessions are harmless. Others would bind Mexico for years. Here's how to tell.On July 1, 2026, the White House let the clock start on the United States-Mexico-Canada Agreement (USMCA) by declining to renew the deal for another 16 years. The agreement did not expire. Instead, it entered a phase of annual reviews that could run until 2036, when the agreement would lapse for good if the three governments never agree to extend it. What Mexico concedes for tariff relief in a st
The U.S.–Canada Deal That Almost Was (opens the original)
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U.S.–Canada talks collapsed on August 21. Tariffs went live the next day, and Ottawa answered with dollar-for-dollar retaliatory tariffs on roughly $20 billion of U.S. goods starting September 8. On this post I explore the deal that almost was, and what Canada’s refusal tells us about the future of USM
The Visibility Gap (opens the original)
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ShareEvery good that crosses a border today clears customs on the strength of a claim that rarely gets checked: that we know with certainty where it came from. What gets verified is the country stamped on the shipping label. What seldom does is what lies behind it—the steel in the car frame, the lithium in the battery cell, the semiconductor in the circuit board, the raw inputs that passed through t
USMCA Round Three: The Good, The Bad, and The Ugly (opens the original)
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The third round ended with a joint statement, a fourth round scheduled for September, and the most consequential development yet on China. But the process is still harder than the progress.Secretary Ebrard and Ambassador Greer met at the Economy Ministry’s executive offices on Pachuca 189 and Palacio Nacional for another round of USMCA extension talks, July 21 to 23. Here is the good, the bad, and the ugly in what was a good round
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