January 29, 2026
El yen desafía al ‘carry trade’ que ha beneficiado a las monedas de América Latina
Fortun discusses the yen's changing equilibrium as Japan's monetary regime shifts, with consequences for regional carry trades.
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January 20, 2026
Los 10 cambios de Trump en la relación de EE.UU. y Latinoamérica en su primer año de Gobierno
Fortun assesses how trade, finance, migration and natural resources interacted during Trump's first year back in office.
View detailsDecember 16, 2025
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.
View detailsDecember 3, 2025
China pasó de prestar a cobrar: estos son los países en Latinoamérica que acumularon más deuda
Fortun describes the shift from large Chinese public lending to repayment, renegotiation and limited new financing in Latin America.
View detailsNovember 5, 2025
La caída de precios no siempre es un buen síntoma; la deflación presiona a Panamá y Costa Rica
Fortun explains why falling prices in Panama and Costa Rica can indicate weak demand rather than improved welfare.
View detailsOctober 8, 2025
Emerging market portfolio inflows drop to $26 billion, lowest level since May, IIF says
Fortun describes emerging-market inflows as increasingly concentrated and dependent on conditions, with Latin America holding up better than Asia and Eastern Europe.
View detailsOctober 6, 2025
De Ambev à Vale: 10 ações de empresas latinas para investir em Wall Street
Fortun explains why Latin American companies listed on Wall Street must be assessed within their macroeconomic context.
View detailsOctober 1, 2025
De Equador à Venezuela: Os países mais pressionados pelos subsídios aos combustíveis
Fortun warns that retaining fuel subsidies during low oil prices leaves countries exposed to renewed fiscal pressure.
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