June 4, 2024
¿Qué porcentaje de la deuda pública global tienen México, Colombia y otros países de LatAm?
Fortun analyzes rising financing needs and the roles of stimulus, infrastructure and geopolitical spending in public debt.
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Interviews, analysis and commentary in their original language.
116 results
May 23, 2024
¿Bolivia en modo Argentina?: los tipos de cambio paralelos que surgen ante la escasez de dólares
Fortun describes multiple parallel exchange markets emerging in Bolivia as dollar scarcity affects transactions and cross-border payments.
View detailsJune 12, 2023
Cede la presión financiera en Bolivia y el riesgo país cae 800 puntos: los motivos
Fortun cautions that lower Bolivian risk premiums do not resolve fiscal pressure or the shortage of foreign currency.
View detailsApril 12, 2023
Por qué hay caos financiero en Bolivia, según este economista del IIF
The article discusses Fortun's public analysis of Bolivia's financial stress and underlying macroeconomic pressures.
View detailsJanuary 19, 2023
El año pasado se rompió racha de desinversión del mercado de deuda mexicana: IIF
Foreign investment returned to Mexican bonds in 2022 after two years of net withdrawals. Jonathan Fortun links the late rebound primarily to global interest rates and the dollar, rather than a uniquely Mexican improvement. He also discusses the appeal of local yields and market depth, while expecting only a gradual recovery in emerging market flows.
View detailsJanuary 12, 2023
De los mercados emergentes, solo América Latina atrajo inversiones en diciembre
Fortun assesses Latin America's relative appeal within emerging markets and the risks surrounding a possible Federal Reserve pivot.
View detailsDecember 8, 2022
IIF: déficit fiscal de México, presionado por pago de intereses y más gasto social
Fortun discusses how interest costs and social spending affect Mexico's fiscal outlook in a regional IIF assessment.
View detailsDecember 6, 2022
Plan de gastos de Lula es una señal política ‘verdaderamente problemática’: IIF
The article cites Fortun and Sergi Lanau's IIF research on the deficit implications of Lula's proposed spending package.
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