September 19, 2025
Así afecta a los países dolarizados de América Latina el recorte de tasas de la Fed
Fortun explains how Federal Reserve cycles transmit to dollarized economies through local financial conditions.
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Interviews, analysis and commentary in their original language.
303 results
September 18, 2025
¿Latinoamérica bajará las tasas? Fed cambia el tono, pero abre dilema para bancos centrales
Fortun explains how a Federal Reserve shift eases external constraints without automatically justifying faster Latin American rate cuts.
View detailsSeptember 10, 2025
EM portfolios funnel near $45 billion in August but cracks are showing, IIF says
Fortun highlights a reversal in sentiment toward emerging-market equities outside China despite strong aggregate portfolio inflows.
View detailsSeptember 10, 2025
Les portefeuilles des marchés émergents attirent près de 45 milliards de dollars en août, mais des signes de fragilité apparaissent, selon l'IIF
Fortun highlights deteriorating sentiment toward emerging-market equities outside China despite strong total portfolio inflows.
View detailsAugust 30, 2025
Las razones detrás de la tregua del dólar paralelo en Bolivia: ¿será un espejismo?
Fortun attributes a temporary easing of Bolivia's parallel dollar rate to a calmer political climate, while distinguishing that respite from a structural recovery.
View detailsAugust 22, 2025
¿Riesgo de dolarización? Presiones sobre el boliviano desafiarán al nuevo presidente
Fortun discusses de facto dollarization pressures as payment constraints and foreign-currency shortages weaken Bolivia's economy, stressing the need for a credible stabilization framework.
View detailsAugust 22, 2025
Risco de dolarização? Pressão sobre moeda boliviana é desafio para próximo presidente
Fortun assesses Bolivia's exchange-rate pressure and the constraints facing the next president.
View detailsAugust 13, 2025
Mercados emergentes registram segundo maior fluxo mensal de entrada em quatro anos
InfoMoney, citing Reuters, reports that international investors put US$55.5 billion into emerging market stocks and bonds in July, per IIF data. Jonathan Fortun, senior economist at the IIF, said flows into high yielding currencies have been persistent, especially in Brazil, Mexico and South Africa, where high real rates and steadier exchange rates delivered strong total returns. He added that a weaker dollar also boosted the carry trade.
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