August 24, 2026
Latin America facing the jump in Treasury yields: the impact on bonds, currencies and rates
Fortun's data examines how higher US Treasury yields transmit differently across Latin American markets.
View detailsMedia
Interviews, analysis and commentary in their original language.
303 results
August 24, 2026
Rise in Treasury yields pressures Latin America and raises alarm for Brazil and Mexico
Fortun explains how rising US Treasury yields reach Latin American local bond markets and why investor bases, duration and carry matter for the transmission.
View detailsAugust 19, 2026
Country risk improves in Bolivia, but remains among the highest in Latin America: the regional ranking
The article cites Fortun's warning that Bolivia must sustain fiscal discipline and reforms after IMF disbursements begin.
View detailsAugust 15, 2026
Analysis: Foreign investors swap stocks for debt in emerging markets
Fortun assesses how equity outflows from emerging Asia eased while emerging-market debt continued attracting capital in 2026.
View detailsAugust 11, 2026
Public debt gap widens: these Latin American countries are among the most indebted in the world
Bloomberg Línea reports that Bolivia, Brazil and Suriname rank among the 30 most indebted economies in the world, based on IMF data compiled by the IIF. Jonathan Fortun said the region stopped behaving as a bloc, since what worsened is the dispersion between countries, not average debt. He argued Bolivia faces a payments problem rather than a debt problem, and flagged Ecuador as looking comfortable at 52.8% of GDP when it is not.
View detailsAugust 11, 2026
Analysis-Bolivia's Paz tests fragile coalition with reform push, IMF deal
Reuters analysis examines how Bolivia's President Rodrigo Paz is pushing market oriented reforms and a $1.9 billion IMF program while his coalition fractures. Jonathan Fortun of the IIF said the $1.9 billion does not fundamentally change Bolivia's solvency arithmetic. He argued the program would ease immediate financing pressures but not restore debt sustainability alone, and that the government must cut fuel subsidy costs, curb support for state firms and narrow the deficit.
View detailsAugust 11, 2026
Brazil and Bolivia make global list of economies with highest public debt
Bloomberg Línea reports that Bolivia, Brazil and Suriname rank among the 30 economies with the highest public debt relative to GDP, based on IMF data analyzed by the IIF. Jonathan Fortun said the region no longer acts as a bloc, since what worsened is the dispersion between countries rather than average debt. He said the IMF projects Brazil's debt rising to 106.5% of GDP in 2031, a slow deterioration rather than a crisis, and described Mexico's tension as cost and contingent liabilities.
View detailsAugust 11, 2026
Emerging market assets see net buying in July as equity selling slows
Fortun interprets renewed July inflows as evidence that pressure on Asian equities was easing rather than spreading into emerging-market bonds.
View details