Jonathan Fortun

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303 results

September 16, 2026

Bloomberg Línea Quoted expert Original title: Venezuela reduce a la mitad su riesgo país en 2026: qué hay detrás de la caída

Venezuela halves its country risk in 2026: what is behind the drop

Venezuela’s falling bond spread reflects expectations of debt recovery rather than a normal borrowing cost. Jonathan Fortun explains that political developments and oil agreements have raised the value investors assign to unpaid obligations, without establishing an equivalent improvement in the government’s current payment capacity. Restructuring terms, competing creditor claims and a return to voluntary borrowing remain decisive.

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September 12, 2026

Investing.com Quoted expert

Foreign investors put $11.3 billion into emerging markets in August

Emerging markets received $11.3 billion in portfolio inflows in August, almost entirely through debt, while equity investment remained weak. Investing.com cites Jonathan Fortun’s assessment that continued inflows despite rising US long term yields point to investors selecting emerging market assets on their own merits. The article examines the contrast between resilient debt demand and a slower overall pace of inflows.

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September 11, 2026

Bloomberg Línea Quoted expert Original title: Bolivia prevé eliminar los subsidios a los combustibles para 2027 tras acuerdo con el FMI

Bolivia plans to eliminate fuel subsidies by 2027 after agreement with the IMF

Bloomberg reports Bolivia’s plan to remove fuel subsidies by 2027 under a proposed IMF program. Jonathan Fortun warns that the fiscal adjustment comes before other reforms can deliver results. He highlights limits on central bank financing as a credible commitment and identifies the removal of lending rate caps and credit quotas as a major political test.

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September 10, 2026

Central Banking Quoted expert

Bolivia sells $35m to stabilise local currency

Bolivia’s central bank sold $35 million as it sought to reduce exchange rate volatility. Jonathan Fortun tells Central Banking that the parallel market was already pricing a stronger boliviano than the official fixing, interpreting the sale as an adjustment toward market pricing. His comments connect currency intervention with the competing need to accumulate foreign exchange reserves under the proposed IMF program.

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September 10, 2026

Bloomberg Quoted expert

Bolivia Aims to Cut Fuel Subsidies by 2027 Under IMF Deal

Bolivia plans to eliminate fuel subsidies by 2027 as part of its fiscal adjustment under a $1.9 billion IMF program. Jonathan Fortun warns that the subsidy cuts arrive before other reforms can deliver results. He highlights limits on central bank financing as a credible commitment and identifies the removal of lending rate caps and credit quotas as a major political test.

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September 7, 2026

El Economista Mention Original title: IIF: Deuda mexicana en manos locales amortigua riesgo de salida de capitales externos

IIF: Mexican debt held by local investors cushions risk of external capital outflows

Mexico’s shift toward domestic bondholders has reduced the peso’s exposure to foreign capital flight. Jonathan Fortun explains why this can cushion global risk shocks while leaving a different vulnerability: fiscal deterioration or stress in the local financial system could force domestic investors to sell, weakening that protection.

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September 1, 2026

Bloomberg Línea Quoted expert Original title: ¿Por qué Venezuela, Argentina, Ecuador y Bolivia tienen el peor riesgo país de Latinoamérica? Las razones

Why do Venezuela, Argentina, Ecuador and Bolivia have the worst country risk in Latin America? The reasons

Fortun explains how weak mechanisms for correcting policy deviations contribute to elevated sovereign risk premiums.

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August 31, 2026

Bloomberg Línea Quoted expert Original title: Riesgo país: ¿por qué Uruguay, Chile, Paraguay y Perú tienen las mejores calificaciones?

Country risk: why do Uruguay, Chile, Paraguay and Peru have the best ratings?

Fortun relates low sovereign risk premiums to policy frameworks and credit ratings beyond headline debt ratios.

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