Dear Reader, In times of tumult, investors have tended to flee to safety in US assets. But today, amid relentless global instability, that’s not happening. Why? For one thing, a […]
Category: 2025 Q3
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Q3 – LatAm Investment: A New Order
The global economic anxiety triggered by US President Donald Trump’s trade war and ongoing geopolitical tensions in Asia, Eastern Europe and the Middle East is adding fresh shine to the […]
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Global Trade: A Perfect Storm
If anything is certain, Trump’s tariffs are terrible for business. But for Latin America, the impact of trying to diversify away from the US is likely to be worse.
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China-LatAm: Moment of Truth
Seventy kilometers north of Lima, the gleaming new Port of Chancay is being put through its paces. This is South America’s first fully automated and intelligent port facility, and it […]
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Oil and Gas: The Green Pause
Oil and natural gas are back in style. US President Donald Trump’s “drill, baby, drill” mentality is rippling through the global financial system, and ever-rising energy demand is giving fossil […]
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Sovereign Wealth: Development Finance’s New Frontier
With copper and gold prices at near-record highs and oil surging on tensions in the Middle East, Latin America once again finds itself at the early stage of a bull […]
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Parting Shot: The Upside of Trump 2.0
Marcos Troyjo, a former deputy economy minister for Brazil, has coined the term “Trumpulencia” — a mix of turbulence, opulence and incoherence — to describe how US President Donald Trump’s policies […]
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Market Talk: Bonds- 2025 Q3
The primary bond market for Latin American and Caribbean issuers is expected to remain steady through the remainder of 2025, as corporates and sovereigns continue to seek opportune moments to […]
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Market Talk: Loans- 2025 Q3
Lending activity in Latin America is expected to pick up in the third quarter of 2025, led by demand from corporates for alternative sources financing in the face of a […]
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Market Talk: Equity- 2025 Q3
After meager activity over the past three years, the primary equity market in Latin America and the Caribbean could finally get going in the second half of this year, albeit […]