It’s been a turbulent year in global markets — one of policy shocks, political theater and unexpected turns. Yet amid the noise, one story has quietly gathered strength: the dollar’s retreat. U.S. trade tariffs and the uncertainty surrounding them have helped set the stage for a weaker greenback, opening a new chapter for emerging markets.
Category: Magazine
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Market Talk: M&A – 2025 Q4
Dealmaking has surged this year, led by rising foreign interest in Latin America as a relative safe haven and renewed activity in sectors like banking and energy.
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Market Talk: Equity – 2025 Q4
Mexico’s first IPO in five years lifts hopes for a rebound in Latin American equity markets, as Brazil eyes a comeback once high interest rates ease.
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Market Talk: Bonds – 2025 Q4
Issuance has surged across Latin America and the Caribbean this year, and analysts say volumes could reach record highs amid tighter spreads, wider deal windows and strong investor demand.
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Market Talk: Loans – 2025 Q4
After a sluggish first half, lending is picking up as borrowers seek cheaper alternatives to bonds and move to secure funding before a wave of elections adds to uncertainty.
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Mexico Nearshoring: After the Boom
Mexico’s nearshoring bonanza supercharged investment in recent years. Now, rising US tariffs are testing whether that momentum can outlast politics and turn into something more durable.
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Stablecoins: LatAm’s phantom menace
As Washington embraces dollar-backed stablecoins, Kenneth Rogoff warns that the real shock for Latin America may come not from tariffs but from a new wave of digital dollars—threatening to upend economic sovereignty across the region.
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Excellence in Public Finance: Carlos Fernández
After achieving investment grade and selling its first guarani-denominated bonds, Paraguay is building on these successes to boost investment, productivity and trade — and, as importantly, to translate these advances into better livelihoods at home, says the country’s economy minister.
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Green Finance: Cutting a New Deal
Despite a growing anti-ESG backlash, clean-energy projects in Latin America continue to attract capital — but only when they can promise strong, hard-currency returns.
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Adaptation Finance: The Amazon Gambit
Sustainable debt markets have lost momentum just as Latin America needs them most.
As climate disasters multiply and adaptation costs surge, the region is testing new ideas—from national taxonomies to “Amazon bonds”— to get finance flowing again.