Irving W. Levinson
The Mexican-American War ranks among the most consequential events in the history of both nations. Although the casus belli for the United States’s May 12, 1846, declaration of war was the Mexican ambush of a U.S. Army patrol in the disputed Nueces Strip on April 25 of that year, two underlying causes rendered conflict inevitable. The dispute over Texas was the first, and the desire of both nations to control the Mexican provinces of Nuevo Mexico and California was the second. President James Knox Polk identified the acquisition of that territory as the principal objective of his administration.
The conflict also remains noteworthy for the extent to which the political milieu in both countries proved as important as events on the battlefields. In México, a devastating war of independence (1810–1821), multiple violent overthrows of the federal government, the failure of two constitutions to produce a structure acceptable to both conservatives and liberals, and enmities generated by the socioeconomic structure severely limited México’s growth, tranquility, and potential for armed resistance to an invader. In the United States, the national unity evident at the outbreak of the war faded in the face of sectional rivalries, unexpectedly high casualties, and declining relations between the executive and legislative branches.
The military phases of the war fall into two segments. In the first, forces considerably smaller than those deployed in later phases of the war fought in Texas and in the Mexican provinces of Nuevo Mexico, California, Tamaulipas, and Nuevo Leon. When United States victories in northern Mexico failed to produce the anticipated Mexican surrender, the second phase of the conflict began on March 9, 1847, with General Winfield Scott’s invasion of central Mexico and ended with his entrance in Mexico City on September 14, 1847.
In the following seven months, both governments sought to obtain the best terms. A rising tide of violent rural rebellion in Mexico and a rising tide of Whig opposition to the Polk administration in Washington served as catalysts during the negotiations. Two agreements, the February 2, 1848, Treaty of Guadalupe-Hidalgo and the March 6, 1848, Truce Agreement brought hostilities a close.
Consequences of the conflict included the Mexico’s loss of 525,000 square miles of territory, the emergence of the United States as the dominant continental power, the dispossession of many Mexican citizens living in what had become U.S. territory, and the reestablishment of Mexican sovereignty over territories in rebellion.
Christon I. Archer and Stephen B. Neufeld
By 1821, a decade of bloody warfare had fragmented the viceroyalty of New Spain, divided the population into hostile factions of patriots and royalists, and intensified old hatreds among peninsular, or European-born, Spaniards (gachupines), American-born criollos, the complex racially mixed groups, and the indigenous population. In many regions, the native villagers were angry, resentful, and politically mobilized. The war had taught different segments of the population that mobilization and the effective use of political action—even violence—could address their political demands, their interminable grievances concerning landholding, and their chronic disputes over taxation.
These campesino insurgent and guerrilla fighters, many of whom knew little Spanish, fought tenaciously and often successfully for different factions and regions. Although some sought to escape combat and brutal suppression by fleeing into rugged mountains or posing as neutral noncombatants, guerrilla warfare, endemic banditry, and pervasive violence changed the lives of ordinary people.
In the cities, large floating populations of vagabonds, gamblers, and petty criminals frequented cockfights, bullfights, and other popular entertainments; loitering in parks and public markets, they made the night extremely dangerous for respectable urban residents. Nevertheless, even as indigenous and mestizo people suffered from the dislocations of war, arbitrary conscription, heavy taxation, and narrow paternalism, some also developed feelings of pride and empowerment that would find new expression in the post-independence decades.
By the outbreak of the war with the United States twenty-five years later, Mexico was ill-equipped and unprepared to defend its territory. Its economy was in ruins, its army lacked modern weapons and training, and many of its citizens were unwilling to engage in the defense of a nation that they did not fully comprehend. Others rose to lead the republic in its heroic, but impossible, defense.
Alejandro Tortolero Villaseñor
For several years, some of Mexico’s most influential literary figures associated mountains with the presence of certain characteristics: wildlife, botanic variety, and most importantly, backwards and/or mysterious indigenous communities. Order and civilization, it seemed, for writers like Ignacio Altamirano and Manuel Payno, ceased to exist in mountainscapes. For these writes, mountains constituted social afterthoughts—places lacking history and dynamism, places that did not matter. They were, in Braudelian terms, the margins of civilization and factories that supplied human resources to cities.
Such portrayals were not derived from reality, however. Far from solely being dull or dangerous sites where banditry and romantic indigeneity prevailed, Mexico’s mountains were, between the colonial era and the Porfiriato, the places where dramatic transformations took place. Impresarios’ mastery of Mexico’s natural resources fueled the country’s economic growth during the 19th and 20th centuries. Concomitant with this growth came dramatic alterations of the country’s landscape that left much of Mexico’s environment in disrepair.
Mountains, thus, have histories. They are not landscapes where civilization parts ways with society. Such an argument has relevance in parts of the world like Latin America, where nearly half of the people who reside there live at elevations above sea level, and where only 7 percent reside under an elevation of 1,000 meters above sea level.
Manoel de Oliveira Lima (b. Recife, December 25, 1867–d. Washington DC, March 24, 1928) was one of the most prestigious men of letters of his generation. As a historian, diplomat, literary critic, journalist, writer, and professor, he maintained an intense intellectual activity. His strong and often controversial views galvanized public opinion and gathered as many admirers as detractors. The “Fat Don Quixote” and the “Intellectual Ambassador of Brazil” were at the same time deemed a “Diplomatic Torpedo” with an “incontinent pen.” Lima became a renowned scholar and public speaker thanks to his expertise on Latin American history, especially on the history of Brazil. He was the author of numerous books and articles published in Europe and the Americas, and a lecturer at Harvard, Stanford, and the Sorbonne. He was a founding member of the Brazilian Academy of Letters. His career as a diplomat began in 1891, the same year he married Flora de Oliveira Lima (neé Cavalcanti de Albuquerque, b. Cachoeirinha, October 26, 1863, d. August 12, 1940, Washington, DC), his lifelong companion and collaborator. Together they lived in Portugal, Germany, the United States, Great Britain, Japan, Venezuela, and Belgium until his retirement. A devoted bibliophile, Oliveira Lima donated his rich collection of rare books, artwork, manuscripts, prints, photographs, and documents from his personal archive to the Catholic University of America in 1916. In 1920, he established residence in Washington, DC to oversee the organization of the university’s library, which was inaugurated in 1924. He taught international law and acted as librarian at CUA until his death in 1928. The Oliveira Lima Library (OLL) is currently considered one of the finest collections of Luso-Brazilian materials and one of the most important Brasilianas in the world.
Wilma Peres Costa
The effort of searching the effects of the War of the Triple Alliance against Paraguay on the building up of Brazilian national identity challenges the historian with a paradox: why the military victory promotes the fall of the political regime instead of strengthening it. The article tries to deal with some dimensions of this paradox underlining the distinctive characteristics of this war in the ongoing warmongering in the Platine region—the huge numbers of conscripted soldiers (“the Total War”), the hybrid political character of the alliance (Brazilian monarchy and Argentinian Republic), the opposition of most of the conservative classes, and the unveiling of slavery as a strategic weakness for the country—are some of the themes treated in order to explain how the empire lost both the battle of worldwide moral support and the battle of legitimacy inside the country. The massive recruitment coming from all parts of the country could bring the empowerment of ordinary people in the postwar decades, but the monarchical elites took careful steps to ensure that these sectors were quickly demobilized and also not to receive medals and other military honors. The postwar era was one of unfolding of an endemic crisis leading to contest of monarchical institutions. They came from military sectors, but also from regional elites, besides bitter criticism from middle-class intellectuals. Racial arguments filled an outstanding part in this period, leading to the giving prestige of “scientific” racism and the negative diagnosis for the future of a modern nation founded in a racially mixed society.
Romana Gloria Falcón Vega
During the formation of the Mexican nation, jefaturas políticas, or prefectures, as they will be called generically in this article, were basic institutions (1812–1917) for centralizing and organizing power and assuring governance. This was a vital task given the civil and international wars the country would endure. These powerful institutions were the mediators between the upper and lower political echelons and social classes. In the prefectures were vested an impressive range of diverse responsibilities—agrarian, fiscal, preserving order, military conscriptions, educational, medical and sanitary services, promoting the economy, elaborating statistics, mapmaking—which made modernization and administrative functionality very difficult. At the turn of the 20th century, this was an obstacle to the modernization and efficacy of the regime.
Even though prefectures had responsibilities for all of Mexico, they also had an important degree of flexibility to attend to local needs. Therefore, laws and practices were adapted to the peculiarities of the different states, for example, regulating labor or conciliating rivalries that sprang from the application of liberal agrarian policies.
Prefects governed specific political districts in which the states were divided and were generally appointed and removed freely by the governors as their personal representatives to enforce laws and policies and to control any opposition. They were remembered in popular imaginary, literary, and revolutionary historiography as brutal and corrupt functionaries loyal only to the upper classes and their clientelist networks. Contemporary studies have proved that these modalities—brutality and corruption—have a place in the prefect’s box of tools, but new research has widened the historiographic perspective and showed how differently these functionaries could act. In fact, they used most of their energy trying to negotiate with the whole range of social classes and political factions. But their repressive character led to its elimination: they fought the revolution of 1910, and when they lost they were suppressed in 1917.
Monica Duarte Dantas
Scholars have long studied the rebellious movements that rattled Brazil after its independence and during the so-called Regency period. The scholarship has mainly focused on understanding the political and economic elites who led the revolts by joining or fighting the rebels, or whose interests were at stake. Comparatively little attention has been paid to those who actually fought in the battles: namely, the impoverished free and freed people who comprised the majority of the country’s population. These women and men took up arms and, occasionally, led the rebellions, notably during the First Reign and the Regency. Historical accounts of such revolts are limited, however, and those that speak to upheavals that occurred from the 1850s on are even scarcer.
In the past decades, new interpretations of popular revolts during the Empire have enabled scholars to reappraise how free and freed poor (of Portuguese, African, or Native American descent) experienced the innovations brought by the country’s independence, and the long process of state-building.
Even if the country’s Charta was given by the first emperor, and not duly written and approved by a legislative body, it followed quite strictly the liberal creed that inspired so many other contemporary constitutions. According to the 1824 Charta, all of the country’s natural born were henceforth made citizens, regardless of whether they were free or freed, with constitutionally guaranteed rights. Although one should never mistake the letter of the law for its actual enforcement, its existence should also not be dismissed.
This is especially important when trying to understand the history of a country whose elites kept on fighting not only over the Constitution’s true meaning, but also over governmental control. Battling for independence and state power meant publicizing mottos about freedom, emancipation, the people’s rights, and the overcoming of oppression across the country—words that were spoken out loud and printed in newspapers and gazettes, reaching as far as the Brazilian backlands.
One must always factor into any historical equation the specifics of a country’s population. By the time Brazil became independent, slaves amounted to roughly 31 percent of the population, where most of the remaining 69 percent were composed of free poor, freed people, and “domesticated” Indians; all of whom became citizens when the 1824 Charta was enforced (with constitutional Rights, according to the law, and even, depending on one’s gender, age, income, and status—as a free or a freed man—to vote and be voted).
Considering all those specifics, this article analyzes the involvement of free and freed peoples in 19th century rebellions, riots, and seditions; movements that broke out all over the country, rattling regions as far as Maranhão and Rio Grande do Sul, from the 1820s to the 1880s. Regarding the role played by popular revolts in 19th century Brazil, one must go beyond the boundaries set by a traditional historiography to understand how the experience of protesting was directly related to the process of state building, and how the lower strata of society learned to fight for their demands as citizens of a representative constitutional monarchy.
Rediscovering the Aztecs and Mayas: Field Exploration, Archaeological Exhibits, and National Museums
Kevin M. Gosner
In the last decades of the 18th century, with the visit in 1784 of José Antonio Calderón to the Maya ruins at Palenque and the discovery in 1790 of the statue of Coatlicue and the Stone of the Sun in the central plaza of Mexico City, the study of ancient Mexico entered a new era. In the century that followed, teams of field surveyors, mapmakers, graphic artists, and artifact collectors worked across central and southern Mexico as well as in Guatemala. Some were commissioned by the Spanish Crown or later by national governments; many arrived from England, France, Germany, and eventually the United States. Early on they worked side by side with geologists, geographers, and field biologists as part of natural history expeditions, accumulating collections of artifacts that would be displayed in curiosity cabinets and early museums alongside trays of colorful butterflies and stuffed tropical birds. And then, as foreign travel books won popular audiences in Europe and the United States, and as international investors arrived in Mexico and Central America, archaeology also was taken up by enthusiastic amateurs looking to sell books, build private collections, or organize international trade fairs.
For serious students of ancient history, field exploration and advances in archaeological record-keeping transformed a body of research and scientific speculation that since the 16th century had been dominated by theologians, historians, and philologists, who studied Spanish chronicles and native language annals but paid scant attention to the remnants of material culture. In the process, Aztecs and Maya were rediscovered as historical subjects, their histories disconnected from that of contemporary Indian peasants and recast as rivals to the great civilizations of the Old World. Ruins of monumental architecture, recovered artifacts in sculptured stone or finely crafted metals, and ancient texts inscribed on wooden lintels and bark cloth were reclaimed as part of national patrimonies to be protected by new state agencies and displayed in modern museums. On January 20, 1911, the International School for American Archaeology and Ethnology formally opened in Mexico City, and this formative period in the archaeological study of ancient peoples ended. Manuel Gamio introduced the study of stratigraphy to fieldwork practices in Mexico and the discipline was transformed once again.
Paul Vanderwood and Robert Weis
By revealing the weaknesses of its political system and the fragmentation of its social fabric, Mexico’s devastating loss to the United States in 1848 forced a reexamination of the nation’s very foundation. It also emboldened leaders to redouble efforts to either refashion Mexico into a modern, democratic republic or strengthen colonial-era institutions that had ensured unity and stability despite cultural and regional heterogeneity.
Those who hoped to modernize Mexico were the liberals. Their ideas regarding the depth and pace of change varied considerably. But they coalesced around broad principles—democracy, secularism, and capitalism—that, they insisted, would help Mexico overcome the vestiges of colonialism. In pursuit of equality under the law, liberals proposed to dismantle legal privileges for nobles, ecclesiastics, and the military. In order to stimulate the economy, they wanted to force corporate entities, especially the church, to sell their lands to individual owners. Finally, liberals sought to establish the primacy of the state by granting civil leaders authority over the church.
Conservatives countered that the liberal program and its exotic ideas constituted an attack on Mexico’s Hispanic Catholic legacy and would only further weaken the nation. It was a chimera, if not demagoguery, to declare the equality of citizens in a society where the masses were illiterate, isolated hamlets who barely spoke Spanish, and residents in the far-flung regions regarded national rule with deep suspicion. Conservatives feared that the liberal program would foster more of the peasant revolts, threats of regional succession, and racial antagonism that had roiled the nation since independence. They wanted to conserve the pillars of order—the military and the Catholic Church—reinstate monarchism, and curtail political participation. Liberals and conservatives vociferously debated these divergent visions in the public forum. But ultimately their differences plunged the country into civil war.
Communities of runaway slaves, more commonly known as “Maroon communities,” were created throughout the Americas. Enslaved people ran away from their owners all the time, often just for a few days, but some decided never to return to slavery and instead found permanent (or semi-permanent) refuge from the harsh life on the plantations in swamps, jungles, forests, and mountains. Sometimes in very small groups of less than ten people, but more usually in much larger numbers, maroon communities attempted to live independently, free from white interference. White responses to maroon communities varied over time and included military assaults and peace treaties.
“Technology” is the practical expression of accumulated knowledge and expertise focused on how to mediate and manipulate the world. Scholars and contemporary observers of Mexico have long characterized production methods there as unchanging and lagging well behind the standard in the Atlantic world, but there are few systematic studies of technology in Mexican history, and especially for the critical 19th-century era of early modernization.
Mexico’s first half century of independence (c. 1820–1870) saw relatively little technological change. In spite of a number of sustained efforts to introduce the technologies—such as railroads, steam power, and iron manufacturing—that were transforming economic life and production in Great Britain and the United States, production methods in Mexico remained small scale and artisanal. Textile manufactures were a partial exception, as there were several dozen large-scale factories, powered by water turbines and occasionally by steam, that spun and wove thread. But the substantial obstacles to innovation discouraged or undermined most attempts.
The next forty or so years, however, could not have been more different (c. 1870s–1920). As political stability slowly settled over most of the country, investment in economic activities picked up, slowly at first, then more rapidly into the 1880s and beyond. Initially focused on railroad transport and mining, new investments from both Mexican and foreign entrepreneurs diversified into a wide range of manufacturing enterprises, commercial agriculture, and urban infrastructure and commerce. Tightly linked to the concurrent dramatic expansion of the Atlantic economy—the so-called second industrial revolution—this expansion pushed demand for new technologies of production and swept across the country, transforming production, productivity, and the working and consuming lives of Mexicans at nearly all levels of society. The result was substantial modernization, manifest as economic growth as well as social dislocation.
Individuals and firms proved able to adopt and commercialize a wide range of new production technologies during this period. This success was not matched, however, by substantial local assimilation of new technological knowledge and expertise, that is, by a process of technological learning. Until the 1870s, Mexican engineers, mechanics, and workers had scant opportunities to work with and learn from production technologies appearing in the Atlantic world. When new machines, tools, and processes swept across Mexico thereafter, adopting firms typically hired technical experts and skilled workers from abroad, given the scarcity of expertise at home. This became a self-reinforcing cycle, perpetuating dependence on imported machines and imported know-how well into the 20th century.
Stephen W. Campbell
The Transatlantic Financial Crisis of 1837 produced a global depression that lasted until the mid-1840s. Falling cotton prices, a collapsing land bubble, and fiscal and monetary policies pursued by individual actors and financial institutions in the United States and Great Britain were all responsible. A comprehensive understanding of the panic must take into account the global movements of gold and silver that linked Mexico, China, the United States, and Great Britain in complex networks of credit and debt. In the United States, businesses, banks, and individuals declared bankruptcy; states defaulted on their debts; commodity prices dropped; credit instruments lost their value; and unemployment rose amid a general atmosphere of pessimism and an erosion of confidence. The severity of the panic prompted politicians and financial theorists to reevaluate their ideological assumptions regarding the proper role of governmental regulation in an economy. In a larger sense, the panic demonstrated how the expansion of slavery in the United States, British imperialism, financial speculation, and recurring cycles of boom and bust were emerging as defining features of modern capitalism.
Maria Ligia Coelho Prado
The imperial period in Brazil (1822–1889) is central to a better understanding of the particularities of Brazilian history in the broader context of Latin America. Independence in relation to the Iberian metropolis resulted not only in the institutional establishment of the various Latin American states, but also in the elaboration and construction of new identities aimed at legitimizing the nation. In this context, Brazil kept specificities in relation to the rest of the continent, especially by its imperial monarchist regime and by the maintenance of its slave system (until 1888), which was only paralleled in the southern United States and in the Caribbean regions. At the same time, the process of forming a Brazilian national identity in the 19th century was linked to multiple civic and religious, artistic, and cultural manifestations that outlined the great diversity of the country’s social and ethnic life. The writing of the homeland history, the celebrations, official or not, and the constitution of representative images of the new nation played a fundamental role in this process. In the same way, the arts, among which music, literature, and painting stood out, sought to reflect the multifaceted elements that formed Brazilian society. Among the many themes that emerged from this complex cultural framework, one can highlight the conception of a national identity based on the mixture of “three races” (indigenous, white, and black) whose stereotypes and preconceived images established the primary place of the “white” and the subordinate status of the other racial and ethnic groups. In addition to the canonical productions of the imperial literate elite, there is no way to discuss this period without showing the presence of popular groups, blacks, natives, and women, who, even occupying subaltern positions, acted in various ways through their cultural manifestations and festivities, producing their own narratives about the new nation that was forming.
Josefina Zoraida Vázquez
The Seven Years’ War (1756–1763) formed the background for independence movements in the Americas. Great Britain increased its colonial land and was forced to make reforms in order to govern its territory, as was Spain, in order to modernize. Their subjects felt the consequences. Because of their experience in politics, those from the Thirteen Colonies resisted and eventually declared independence in 1776. France had been weakened by its losses and recognized the Confederation in 1778, before drawing Spain into the short fight. Because they were less important than their territory in the West Indies, Great Britain recognized their independence in 1783, ceding them the territory up to the Mississippi. The French Revolution allowed them to strengthen their government, trade as a neutral country, and purchase Louisiana in 1803.
New Spain was unfortunate in that it was a valuable viceroyalty of Spain, and, as it did not have allies, its long and bloody fight broke apart the administration. Upon achieving independence in 1821, it found itself in a deplorable situation. Impoverished and without political experience, it aroused the ambition of new trade countries and of the United States, the uninhabited territory to its north. To populate it, Mexico offered facilities and attracted American settlers, who violated the conditions that had been set and declared independence in Texas, joining the United States in 1845.
Mexico’s political inexperience, coupled with the siege coming from Spain, France, and the United States, prevented the country from consolidating a system of government and reviving its economy. By 1840, it exhibited a substantial contrast with the United States, which had a stable government, a connected and productive territory, and a growing population. In 1845, after annexing Texas, population reached nearly 20 million, while Mexico scarcely had 7 million.
By the time the United States initiated the attack, the result was foreseeable. Various armies were invading, and their fleets seized the ports in February 1847. New Mexico and California had been invaded and annexed, and the occupation was a heavy burden, as President Polk forced Mexico to pay. The bitter peace treaty was signed in 1848, and the United States’ newly annexed territory stretched to the Pacific.