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Mexico Now America’s Top Trading Partner as USMCA Review Looms
By Abel Hibert, Senior Fellow
Since taking office, U.S. President Donald Trump has made reducing the trade deficit with key partners—Mexico, Canada, and China—a central goal of his trade policy. In 2024, the combined deficit with these countries reached $545.7 billion USD.
Tech and Trade Strategic Insights: Beyond the Headlines
By Jake E. Jennings, Chair of Technology and Trade
Economic Security Replaces Free Trade in the Western Hemisphere: U.S. agreements and USMCA talks increasingly condition regional market access on supply chain alignment, critical minerals cooperation, and China-related constraints rather than tariff reciprocity.
Tech and Trade Strategic Insights: Beyond the Headlines
By Jake E. Jennings, Chair of Technology and Trade
Tariff relief is increasingly exchanged for onshoring committments. The U.S.–Taiwan chip deal underscores a template where reduced duties come with large, targeted investment obligations, tightening the link between market access and domestic buildout decisions.
As New Foreign Inflows Dry Up, China Turns to Reinvestment—and Shanghai Emerges as the Leading Local Test Case
By Ruihan Huang, Director, and Yelin Ma, Analyst
As foreign direct investment into China has fallen to its lowest level in decades, Beijing has sought not only to attract new inflows but also to encourage foreign firms already operating in the country to reinvest their onshore profits and expand their domestic footprint.
Tech and Trade Strategic Insights: Beyond the Headlines
By Jake E. Jennings, Chair of Technology and Trade
FCC Bars New Chinese Drones from U.S. Markets: Firms should expect national security reviews to be embedded earlier in authorization and certification processes, raising barriers for foreign-origin hardware, including routers and IoT devices, well before sanctions or enforcement actions occur.
Japan’s Rising Influence in U.S. Policy and Geoeconomics
Hosted by Jake E. Jennings, Chair of Technology and Trade
Jake sits down with Alan Turley, a retired U.S. Commerce foreign service officer with over 30 years of experience working to establish and expand U.S. businesses in Asia, with a particular focus on greater China and, most recently, Japan.
Tech and Trade Strategic Insights: Beyond the Headlines
By Jake E. Jennings, Chair of Technology and Trade
Federal AI Preemption Raises Litigation as a Compliance Risk: The administration’s turn to DOJ-led challenges and funding leverage signals that court outcomes.
Unmasking the Market
December 4, 2025 | Hosted by Deborah Lehr, Chair and CEO
Deborah speaks with Jason Felch, investigative journalist and co-author of Chasing Aphrodite, the landmark exposé that revealed how major museums knowingly acquired looted artifacts.
Tech and Trade Strategic Insights: Beyond the Headlines
By Jake E. Jennings, Chair of Technology and Trade
U.S. Government AI Consolidation Reshapes Compliance: A unified national AI framework will shift obligations toward federal standards, reducing state-level variability but increasing exposure
Saudi Arabia’s Washington Visit: A New Chapter in a Strategic Economic Partnership
By Deborah Lehr, Chair and CEO
Crown Prince Mohammed bin Salman’s recent visit to Washington represents a turning point in the U.S.–Saudi relationship. While the headlines focused on major geostrategic outcomes—advancing the sale of the F-35, deeper cooperation on emerging technologies, and renewed attention to regional stability including Sudan—the foundation of the visit was unmistakably economic.

