#USMCA
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Wednesday Environment Scan: Your 2027 Footprint Plan May Be Using Yesterday’s Cost of Capital—and Yesterday’s Trade Assumptions
A 2027 manufacturing footprint decision now has to account for cost of capital, working capital, supplier origin, rules of origin, trade eligibility and labor compliance—not labor cost alone.
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Thursday Strategy: Four Signals That Should Change the Way Leaders Allocate Capital, Build Supply Chains, Create Value and Execute Strategy
Four strategic signals are converging: a higher cost of capital, a more security-driven USMCA agenda, greater pressure for operational value creation in private equity, and the growing strategic importance of suppliers. Leaders should revisit the assumptions behind their plans now.
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Mexico at 216: Independence, Sovereignty and the Human Cost of Organized Crime
Mexico celebrates 216 years since the start of its independence movement amid a transformed security relationship with the United States. What do cartel designations, fentanyl, political-crime allegations and insecurity mean for Mexico’s economy and the well-being of its people?
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