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Bloomberg Línea · Quoted expert PTOriginal title: Estoques em alta criam desafios para o petróleo em 2026, mesmo com tensão geopolítica

Estoques em alta criam desafios para o petróleo em 2026, mesmo com tensão geopolítica

Fortun assesses oil supply, demand and year-end prices amid uncertainty over restrictions on Venezuelan crude.

Bloomberg Línea · Quoted expert ESOriginal title: ¿Cuánto gastó Bolivia en subsidios a combustibles? Los riesgos que se abren con la eliminación

¿Cuánto gastó Bolivia en subsidios a combustibles? Los riesgos que se abren con la eliminación

Fortun discusses why removing fuel subsidies requires wider fiscal, exchange-rate and institutional reforms.

Bloomberg Línea · Quoted expert ESOriginal title: Así cerraría el precio del petróleo en 2025 en medio del impacto por los bloqueos en Venezuela

Así cerraría el precio del petróleo en 2025 en medio del impacto por los bloqueos en Venezuela

Fortun assesses oil supply, demand and year-end prices amid uncertainty over restrictions on Venezuelan crude.

Funds Society · Quoted expert ESOriginal title: Los mercados emergentes cortan racha de entrada de flujos en noviembre

Los mercados emergentes cortan racha de entrada de flujos en noviembre

Fortun's IIF report describes renewed equity outflows in November alongside continued demand for emerging-market debt and income-oriented investments.

Bloomberg Línea · Mention ESOriginal title: Fondos emergentes siguen invirtiendo en América Latina: estas son las acciones preferidas

Fondos emergentes siguen invirtiendo en América Latina: estas son las acciones preferidas

Fortun contrasts Latin America's relatively stable November portfolio flows with broader emerging-market equity outflows.

Global Macro Views: What Held, What Shifted, and What Surprised us in 2025

Marcello Estevão · Jonathan Fortun / Institute of International Finance

Looking back at 2025 reveals where familiar indicators obscured deeper change. Tariffs endured but reached prices unevenly, and strong emerging market debt returns complicated currency signals. Domestic reforms supported resilience, artificial intelligence gained wider macroeconomic importance, and divergent state labor markets challenged the picture of US stability suggested by national totals.

IIF Capital Flows Tracker: December 2025

Jonathan Fortun / Institute of International Finance

Equity withdrawals tipped emerging market portfolio flows into negative territory in November. The December release estimates net outflows of $3.9 billion, as $15 billion of debt inflows could not offset $18.9 billion leaving equities. Gulf credit remained a relative bright spot, combining tight spreads with firm demand despite the broader reversal.

Capital Flows Report: Global Stability Through Internal Rotation

Marcello Estevão · Jonathan Fortun / Institute of International Finance

The December 2025 outlook projects global growth near 3.1 percent in 2026, sustained by shifts in activity across advanced and emerging economies. Nonresident capital flows ease from their peak but remain near $1.13 trillion. China’s savings, rising resident outflows and changing commodity balances reshape where capital moves. This edition also expands country coverage from 26 to 37.