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Bloomberg Línea · Quoted expert PTOriginal title: Conflito no Oriente Médio eleva risco de inflação energética na América Latina

Conflito no Oriente Médio eleva risco de inflação energética na América Latina

Fortun identifies energy-importing economies and oil-dependent power or logistics sectors as vulnerable to higher energy costs.

Bloomberg Línea · Quoted expert ESOriginal title: De Samsung a Nvidia: la lista de las compañías que superaron el US$1 billón en valor de mercado

De Samsung a Nvidia: la lista de las compañías que superaron el US$1 billón en valor de mercado

Fortun explains how strategic technology bottlenecks and capital-intensive AI demand support large corporate valuations.

Bloomberg Línea · Quoted expert ESOriginal title: Guerra en Irán impactaría precios de las facturas de luz en 2026 en estos países de Latinoamérica

Guerra en Irán impactaría precios de las facturas de luz en 2026 en estos países de Latinoamérica

Fortun identifies net fuel importers and economies whose electricity or logistics rely heavily on hydrocarbons as vulnerable to higher energy costs.

IIF Global Macro Views: Private Markets and the Pace of Adjustment

Marcello Estevão · Jonathan Fortun / Institute of International Finance

Private markets face tighter and less predictable financing conditions. Activity continues despite weak exits and slow changes in valuations, while venture capital and private credit become more concentrated and sensitive to costs and rates. Internal liquidity management delays market adjustment as additional financial claims accumulate on the same assets.

El Economista · Interview ESOriginal title: IIF: extranjeros toman deuda mexicana en primeros cuatro meses, pero con mayor cautela

IIF: extranjeros toman deuda mexicana en primeros cuatro meses, pero con mayor cautela

Fortun distinguishes Mexico's recent debt outflows from earlier stress episodes and explains how external shocks interact with weaker domestic growth.

Bloomberg Línea · Quoted expert ESOriginal title: Inflación amenaza de nuevo a América Latina: los países que estarían más expuestos a esta ola

Inflación amenaza de nuevo a América Latina: los países que estarían más expuestos a esta ola

Fortun warns that persistent energy shocks and their broader transmission leave Latin America's inflation relief fragile.

IIF Global Macro Views: The Shape of Things to Come

Marcello Estevão · Jonathan Fortun / Institute of International Finance

The duration of wartime disruption matters more than the initial oil-price jump, the authors argue. Their baseline is a fragile easing of pressure, with continued premiums on oil, liquefied natural gas and refined fuels. US resilience rests increasingly on consumption, asset prices and AI investment. Outcomes elsewhere depend on differing energy exposure, policy credibility and access to financing.

Bloomberg Línea · Quoted expert ESOriginal title: Bolivia confirmó ciclo de recesión y en 2025 acumuló una contracción de 1,58%

Bolivia confirmó ciclo de recesión y en 2025 acumuló una contracción de 1,58%

Fortun argues that Bolivia's recorded contraction reflects a longer deterioration with further adjustment ahead.