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Bloomberg Línea · Quoted expert ESOriginal title: El oro brilla a US$3.000 y también ilumina a sus productores en América Latina

El oro brilla a US$3.000 y también ilumina a sus productores en América Latina

Fortun explains how informality, smuggling and regulatory uncertainty limit Bolivia's gains from higher gold prices.

Newsweek Japan (Reuters) · Quoted expert JAOriginal title: 新興国証券、2月は外国人が159億ドル買い越し　中国株に大幅資金流入

新興国証券、2月は外国人が159億ドル買い越し　中国株に大幅資金流入

Fortun highlights divergence between Chinese equities and other emerging-market stocks in February, alongside continuing regulatory and geopolitical concerns.

Global Macro Views: Blue, White, and in the Red: America’s Fiscal Crossroads

Marcello Estevão · Jonathan Fortun / Institute of International Finance

America’s fiscal challenge extends beyond annual budget negotiations. Rising entitlement costs and interest payments put debt on an increasingly difficult path. The March 2025 analysis estimates that stabilizing the debt ratio requires tax increases or spending reductions exceeding 2.5 percent of GDP. Balancing the budget would demand a substantially larger adjustment.

IIF Capital Flows Tracker: March 2025

Jonathan Fortun / Institute of International Finance

February’s $15.9 billion in emerging market portfolio inflows were supported by debt investment, while equities recorded net withdrawals overall. The March tracker nevertheless reports $11.2 billion entering Chinese equities. That contrast shows how positive demand for one market can coexist with a weaker aggregate picture for the asset class.

Reuters / Investing.com · Quoted expert

Chinese stocks, emerging market debt see large inflows in February, says IIF

Fortun highlights the divergence between Chinese equities and other emerging-market stocks, while noting regulatory and geopolitical risks.

Bloomberg Línea · Interview ESOriginal title: Presión sobre dólar en Bolivia podría llevar a una devaluación abrupta, advierte economista de IIF

Presión sobre dólar en Bolivia podría llevar a una devaluación abrupta, advierte economista de IIF

A question-and-answer interview on Bolivia's inflation, exchange-rate pressure, and resource-sector challenges.

Bloomberg Línea · Quoted expert ESOriginal title: ¿Cómo están las reservas de litio y qué peso tiene Latam? Argentina y Brasil ganan terreno

¿Cómo están las reservas de litio y qué peso tiene Latam? Argentina y Brasil ganan terreno

Fortun discusses the regulatory, infrastructure and investment barriers limiting Bolivia's lithium development.

Global Macro Views: From Trade War to Tariff Trap: The U.S.-China Economic Clash

Marcello Estevão · Jonathan Fortun / Institute of International Finance

Renewed US tariffs and Chinese retaliation threaten to turn a trade dispute into a broader economic constraint. This February 2025 assessment examines the additional 10 percent tariff on Chinese imports, Beijing’s response and the implications for inflation and Federal Reserve policy. The earlier trade conflict suggests that consumers and businesses absorb much of the cost.