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Bloomberg Línea · Quoted expert ESOriginal title: Riesgo país: ¿por qué Uruguay, Chile, Paraguay y Perú tienen las mejores calificaciones?

Country risk: why do Uruguay, Chile, Paraguay and Peru have the best ratings?

Fortun relates low sovereign risk premiums to policy frameworks and credit ratings beyond headline debt ratios.

IIF Global Macro Views: Reading the Dollar Under Pressure

Marcello Estevão · Jonathan Fortun / Institute of International Finance

Short-term dollar weakness need not signal a lasting loss of the currency's international role. The analysis finds gradual reserve diversification alongside continued dominance in trade invoicing, funding and payments, while local-currency borrowing still leaves economies exposed to US yields and hedging costs. Treasury market liquidity and collateral functions remain central. Changes in payment infrastructure alone do not establish displacement; that would require broader evidence across reserves, currency trading and invoicing.

IIF Asia Economic Views: Japan’s Long Bonds Are Testing the Limits of the Policy Rate

Jonathan Fortun / Institute of International Finance

A changing investor base is adding pressure to Japan's longest bonds as the Bank of Japan reduces its purchases. Weaker demand from life insurers and greater foreign participation make yields more sensitive to global bond-market conditions, even after reductions in super-long issuance. Stabilizing long-term borrowing costs may therefore require domestic demand, changes in issuance maturities or direct bond-market measures alongside decisions about the policy rate.

Bloomberg Línea · Mention ESOriginal title: América Latina ante el salto de los Tesoros: el impacto en bonos, monedas y tasas

Latin America facing the jump in Treasury yields: the impact on bonds, currencies and rates

Fortun's data examines how higher US Treasury yields transmit differently across Latin American markets.

Bloomberg Línea Brasil · Quoted expert PTOriginal title: Alta dos Treasuries pressiona América Latina e acende alerta para Brasil e México

Rise in Treasury yields pressures Latin America and raises alarm for Brazil and Mexico

Fortun explains how rising US Treasury yields reach Latin American local bond markets and why investor bases, duration and carry matter for the transmission.

Bloomberg Línea · Quoted expert ESOriginal title: Riesgo país mejora en Bolivia, pero sigue entre los más altos de Latinoamérica: así está el podio regional

Country risk improves in Bolivia, but remains among the highest in Latin America: the regional ranking

The article cites Fortun's warning that Bolivia must sustain fiscal discipline and reforms after IMF disbursements begin.

Valor Econômico · Quoted expert PTOriginal title: Análise: Estrangeiro troca ações por dívida nos mercados emergentes

Analysis: Foreign investors swap stocks for debt in emerging markets

Fortun assesses how equity outflows from emerging Asia eased while emerging-market debt continued attracting capital in 2026.

Bloomberg Línea · Quoted expert ESOriginal title: Brecha de la deuda pública se amplía: estos países de América Latina están entre los más endeudados del mundo

Public debt gap widens: these Latin American countries are among the most indebted in the world

Bloomberg Línea reports that Bolivia, Brazil and Suriname rank among the 30 most indebted economies in the world, based on IMF data compiled by the IIF. Jonathan Fortun said the region stopped behaving as a bloc, since what worsened is the dispersion between countries, not average debt. He argued Bolivia faces a payments problem rather than a debt problem, and flagged Ecuador as looking comfortable at 52.8% of GDP when it is not.