Jonathan Fortun

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July 22, 2026

Bloomberg Línea Brasil Quoted expert Original title: Mapa da riqueza mudou na América Latina, mas Brasil ficou para trás, diz Banco Mundial

The map of wealth has changed in Latin America, but Brazil fell behind, says World Bank

Bloomberg Línea Brasil reports that Latin America and the Caribbean went from 3 high income countries in 1987 to 19 in 2025 under the World Bank's updated classification, while large economies stay stuck in the middle income trap. Jonathan Fortun of the IIF said the region remains stubbornly middle income by population and that the World Bank threshold is a moving target. He also described Guyana as more an accounting leap than development and linked Bolivia's troubles to an exhausted fixed exchange rate regime.

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July 10, 2026

Zonebourse (Reuters, French translation) Quoted expert Original title: La Corée du Sud et Taïwan en tête d'un exode de 46 milliards de dollars sur les actions des marchés émergents en juin

South Korea and Taiwan lead a $46 billion exodus from emerging market equities in June

Fortun explains the divergence between continued lending to emerging markets and reduced equity exposure, as selling in South Korea and Taiwan drives June's outflows.

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July 7, 2026

Bloomberg Línea Quoted expert Original title: Gasolina sobe 15% na América Latina com guerra no Irã; Uruguai tem preço mais alto

Gasoline rises 15% in Latin America with the war in Iran; Uruguay has the highest price

Bloomberg Línea reports that gasoline prices rose in Latin America amid the Middle East war, with Uruguay the most expensive at US$8.7 per gallon. Jonathan Fortun of the IIF said fuel prices no longer track oil mechanically, noting Brent fell from near US$118 to about US$72 by July while relief reached pumps unevenly because of taxes, subsidies and fiscal capacity. He said Brazil's gasoline rose 6.3% year on year, and that if oil holds, the second half should bring gradual relief.

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June 10, 2026

Zonebourse Mention Original title: Les actions pèsent sur les marchés émergents : 27 milliards de dollars de sorties de capitaux en mai

Stocks weigh on emerging markets as $27 billion in capital flows out in May

Zonebourse published this French article on 2026-06-10. It mentions Jonathan Fortun in an IIF economics context. Read the original source for the complete reporting.

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May 21, 2026

Bloomberg Línea Brasil Mention Original title: Treasuries de 30 anos acima de 5% ampliam pressão sobre América Latina e emergentes

30 year Treasuries above 5% add pressure on Latin America and emerging markets

Bloomberg Línea Brasil published this Portuguese article on 2026-05-21. It mentions Jonathan Fortun in an IIF economics context. Read the original source for the complete reporting.

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May 7, 2026

Bloomberg Línea Quoted expert Original title: Conflito no Oriente Médio eleva risco de inflação energética na América Latina

Conflito no Oriente Médio eleva risco de inflação energética na América Latina

Fortun identifies energy-importing economies and oil-dependent power or logistics sectors as vulnerable to higher energy costs.

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April 21, 2026

Boursorama (Reuters, French translation) Quoted expert Original title: ROI-Le yuan chinois est sous-évalué, mais peut-être pas autant que vous le pensez : McGeever

ROI-Le yuan chinois est sous-évalué, mais peut-être pas autant que vous le pensez : McGeever

Fortun argues that China's financial-account dynamics make a very large, persistent yuan undervaluation harder to reconcile with the evidence, while allowing for a more moderate misalignment.

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April 12, 2026

Bloomberg (via Bloomberg Línea) Quoted expert Original title: Mercados da América Latina ganham status de ‘porto seguro’ com cenário global volátil

Mercados da América Latina ganham status de ‘porto seguro’ com cenário global volátil

Fortun assesses how commodity support and carry returns cushioned Latin American investment flows during global risk aversion.

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