Some LatAm governments have cushioned the impact of subsidies on their finances by sacrificing badly needed investments
Author Archives: Polo Rocha
Posted inDaily BriefIMF/World Bank Bangkok 2026
LatAm bond market still open for issuers despite ‘challenging’ yields
Investor demand remains mostly unabated after the yield spike, but some issuers are balking at the increased cost of cross-border deals
Posted inDaily BriefIMF/World Bank Bangkok 2026
Backed by US, Venezuela seeks return to global financial fold
As the US helps reshape Venezuelan government policy, major question marks hang over the restructuring of the country’s estimated $200 bln-plus debt and economic stabilization
Posted inDaily BriefIMF/World Bank Bangkok 2026
Soaring yields pose new test of LatAm resilience
Investor demand for the region’s debt has held firm despite the energy shock, but rising global rates are a new source of risk
Posted inMagazine
Private Credit: Credit Where It’s Due
While private credit wobbles in the US, Latin America’s version is still small, lends to borrowers with little debt, and works alongside the banks. The test is whether it stays that way as money pours in.
Posted inMagazine
Local Currency: Home Truths
Latin American sovereigns are borrowing more in their own currencies, at home and abroad, and investors turning away from a weaker dollar are eager to buy. But local debt brings costs and risks of its own.
Posted inDaily Brief
Banks lead, bonds lag as LatAm green rulebooks take hold
Sustainable taxonomies have ended the guesswork for lenders, but bond issuers are slower to adopt the voluntary systems
Posted inDaily Brief
Latin America’s rates may diverge as Fed hikes begin
The region’s central bankers may make minor rate hike or delay cuts as inflation risks reemerge
Posted inDaily Brief
Argentina puts focus on accelerating growth
A preliminary financing deal with US trade agency will help expand exports, Milei says
Posted inDaily Brief
Appeal of Latin American debt endures amid rising global yields
Despite the jump in yields in developed markets, investor demand remains robust and continues to compress credit spreads