Perspectives connected to the research.
920 results
Fortun discusses the institutions and policy consistency that could sustain investor confidence in Mexico, including fiscal management, the central bank and Pemex.
View detailsGrowth across the United States, Europe and Japan rests on increasingly narrow sources of strength. US investment in artificial intelligence masks softer labor and demand conditions, Europe struggles with weak investment, and Japan normalizes policy cautiously. Lower US yields may help emerging markets, but sustained inflows depend on credible fiscal and macroeconomic frameworks rather than favorable financing alone.
Read the workArtificial intelligence and digital payments are moving technological disruption into the center of macroeconomic analysis. Introducing a series on growth, trade and capital allocation, this overview examines early signals from US investment spending and international financial flows. AI investment is already contributing to activity, although its magnitude remains difficult to estimate, making consistent measurement essential.
Read the workFortun assesses the financing and credibility constraints on the incoming Bolivian government's gradual stabilization plans.
View detailsBloomberg reports on Rodrigo Paz’s proposed response to Bolivia’s fuel and dollar shortages after his election. Citing Jonathan Fortun’s written analysis, it highlights how a gradual adjustment depends on financing, credibility and the prospect of IMF support.
View detailsFortun examines the financing and credibility required for Rodrigo Paz's gradual adjustment plans, emphasizing depleted reserves, fuel subsidies and the sequencing of external support.
View detailsFortun contrasts the sovereign-bond rally after Bolivia's election with continued uncertainty in the parallel currency market and unresolved fiscal imbalances.
View detailsCoverage cites Fortun's assessment of Bolivia's depleted public finances and the difficult pace of adjustment facing the next government.
View details