Aranceles de Trump se tambalean, pero siguen vivos: ¿qué implica para Latinoamérica el pulso judicial?
Fortun discusses the evolving US tariff litigation and uncertainty over market access for Latin American economies.
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Fortun discusses the evolving US tariff litigation and uncertainty over market access for Latin American economies.
View detailsFortun identifies energy-importing economies and oil-dependent power or logistics sectors as vulnerable to higher energy costs.
View detailsFortun explains how strategic technology bottlenecks and capital-intensive AI demand support large corporate valuations.
View detailsFortun identifies net fuel importers and economies whose electricity or logistics rely heavily on hydrocarbons as vulnerable to higher energy costs.
View detailsFortun distinguishes Mexico's recent debt outflows from earlier stress episodes and explains how external shocks interact with weaker domestic growth.
View detailsFortun warns that persistent energy shocks and their broader transmission leave Latin America's inflation relief fragile.
View detailsFortun argues that Bolivia's recorded contraction reflects a longer deterioration with further adjustment ahead.
View detailsFortun argues that China's financial-account dynamics make a very large, persistent yuan undervaluation harder to reconcile with the evidence, while allowing for a more moderate misalignment.
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