Jonathan Fortun

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Interviews, analysis and commentary in their original language.

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September 28, 2026

Bloomberg Línea Brasil Mention Original title: Possível restrição dos EUA a exportação de diesel deixaria a América Latina sob pressão

Possible US restriction on diesel exports would put Latin America under pressure

Bloomberg Línea Brasil reports that a possible US ban on diesel exports would leave Latin America competing with Europe for scarce cargoes. Jonathan Fortun of the IIF said supply side alternatives are scarce, and that Europe would absorb the price impact while Latin America absorbs the volume. He outlined fiscal, rationing and diplomatic paths, urging countries with US free trade agreements to join the negotiation now.

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August 24, 2026

Bloomberg Línea Brasil Quoted expert Original title: Alta dos Treasuries pressiona América Latina e acende alerta para Brasil e México

Rise in Treasury yields pressures Latin America and raises alarm for Brazil and Mexico

Fortun explains how rising US Treasury yields reach Latin American local bond markets and why investor bases, duration and carry matter for the transmission.

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August 15, 2026

Valor Econômico Quoted expert Original title: Análise: Estrangeiro troca ações por dívida nos mercados emergentes

Analysis: Foreign investors swap stocks for debt in emerging markets

Fortun assesses how equity outflows from emerging Asia eased while emerging-market debt continued attracting capital in 2026.

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August 11, 2026

Bloomberg Línea Quoted expert Original title: Brasil e Bolívia entram em lista global de economias com maior dívida pública

Brazil and Bolivia make global list of economies with highest public debt

Bloomberg Línea reports that Bolivia, Brazil and Suriname rank among the 30 economies with the highest public debt relative to GDP, based on IMF data analyzed by the IIF. Jonathan Fortun said the region no longer acts as a bloc, since what worsened is the dispersion between countries rather than average debt. He said the IMF projects Brazil's debt rising to 106.5% of GDP in 2031, a slow deterioration rather than a crisis, and described Mexico's tension as cost and contingent liabilities.

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August 11, 2026

Newsweek Japan (Reuters) Quoted expert Original title: 新興国資産、7月は買い越しに転じる　株式売りが鈍化

Emerging market assets see net buying in July as equity selling slows

Fortun interprets renewed July inflows as evidence that pressure on Asian equities was easing rather than spreading into emerging-market bonds.

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August 11, 2026

Zonebourse Mention Original title: Les flux d'investissement vers les marchés émergents redeviennent positifs grâce au ralentissement de l'exode des actions, selon l'IIF

Investment flows to emerging markets turn positive again as equity outflows slow, says IIF

Emerging markets returned to net portfolio inflows in July as debt demand stayed strong and equity withdrawals slowed sharply. In this Reuters report translated by Zonebourse, Jonathan Fortun interprets the improvement as evidence that stress in Asian equities was easing rather than spreading to bonds. The coverage also examines regional differences and the risks facing demand for emerging market debt.

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August 4, 2026

TBS CROSS DIG with Bloomberg Quoted expert Original title: 日米協調介入、ベッセント氏の支援で利上げ圧力強まる－対米投資加速

Japan and US coordinated intervention, backed by Bessent, raises pressure for rate hike as investment in the US speeds up

Fortun comments on the policy trade-offs surrounding coordinated yen intervention and the role of Japanese interest rates in supporting exchange-rate stability.

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August 1, 2026

Bloomberg Línea Quoted expert Original title: Lucro dos bancos da América Latina cresce 31% em 2025, diz Felaban; Brasil lidera

Latin American bank profits grow 31% in 2025, Felaban says; Brazil leads

Bloomberg Línea reports that Latin American banks earned US$ 88.9 billion in 2025, up 31%, according to a Felaban report. Jonathan Fortun of the IIF said net interest margins at large regional banks reached 5.5% versus 3% for emerging market peers excluding China, a gap he called too large to be cyclical. He also said it seems unlikely a 31% profit rise will repeat, with the IIF expecting profits to normalize.

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