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Fortun describes Bolivia's increased use of cryptoassets as a defensive response to declining purchasing power and difficult access to foreign currency.
View detailsThe article cites Fortun's assessment of election expectations and other short-term drivers behind lower Bolivian risk premiums.
View detailsFortun compares Latin American public-debt pressures and how policy choices and market access shape national positions.
View detailsFortun compares Latin American public-debt pressures and how policy choices and market access shape national positions.
View detailsDebt attracted most of June’s $42.8 billion in emerging market portfolio inflows, receiving $32.9 billion compared with $9.9 billion for equities. The July tracker connects the recovery to favorable global conditions while warning that market pricing may not fully reflect the remaining risks.
Read the workFortun discusses how lower global rates, a weaker dollar and resilient emerging-market fundamentals supported June portfolio inflows.
View detailsFamiliar relationships between US yields, the dollar and global assets are becoming less dependable. Emerging market currencies and sovereign spreads show signs of moving independently of long US rates, while gold reflects demand for protection against institutional and geopolitical uncertainty. Stronger local bond performance points toward investors placing greater value on resilience.
Read the workFortun links Bolivia's sharp June inflation reading to economic disorder and weakening governance.
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