Interviews, analysis and commentary in their original language.
303 results
Fortun discusses how a possible exchange-rate adjustment could interrupt Bolivia's disinflation and why a lower monthly reading does not yet restore price stability.
View detailsFortun compares today's oil-price transmission with the 1970s, emphasizing lower global oil intensity.
View detailsFortun assesses how higher oil prices pass through to inflation and constrain Latin American interest-rate cuts.
View detailsFortun distinguishes sovereign borrowing costs from debt stocks and compares financing conditions across countries.
View detailsFortun distinguishes sovereign borrowing costs from debt stocks and compares financing conditions across countries.
View detailsThe US Supreme Court’s February 2026 tariff ruling could ease trade uncertainty without producing uniform gains across Latin America. Jonathan Fortun argues that countries with negotiated access arrangements may gain predictability, while Brazil’s benefits depend on the products affected and any replacement tariffs. He interprets the decision as a limit on one legal route for tariffs, rather than the end of US trade restrictions.
View detailsFortun explains how existing bilateral trade arrangements may reduce uncertainty after the US tariff ruling.
View detailsFortun interprets the exceptional breadth and scale of January emerging-market portfolio inflows.
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