Mexico has been recognized as the country that has negotiated best with Donald Trump. This is due not only to the pause achieved in the imposition of tariffs but also to the possibility of their permanent suspension. Trump ultimately decided not to include the VAT as part of the "tariff" that American companies pay, which is a tax applicable to all economic agents regardless of their origin.
The key to this negotiation lies in the fact that Trump has needed to obtain achievements in the relationship with Mexico, thus showing his country that he has won in these negotiations. President Sheinbaum, along with the private sector and allies in the United States, are collaborating effectively in this process. The pressure from American companies and advances in migration control and combating illegal cartels by the Mexican government have been decisive in Trump’s decision-making.
In the coming weeks, it is crucial to continue working along these lines and to delve deeper into the issue of security. The capture of political figures linked to organized crime has become essential for Trump’s government, which has detected deficits in this aspect. President Sheinbaum has a unique opportunity to consolidate her leadership by capturing these individuals and demonstrating concrete progress in this area.
It is essential to remember that Trump’s main strategic dispute is not with Mexico, but with China. If he perceives that maintaining a stable relationship with Mexico strengthens his position against China, he may direct his attention to other more pressing issues. Convincing Trump of the importance of strengthening all of North America could be key to the future stability of the region.
The massive sales in the US stock markets last week, particularly in the Nasdaq index, generated concerns among investors. Technology stocks led the losses, and fears of recession and inflation are looming. Mexico's Secretary of Economy, Marcelo Ebrard, and his team are in Washington seeking favorable negotiations in this uncertain economic context.
