EU-LatAm
Weekend Sentinel - Europe Energy, Argentina Pays Up, Mexico Inflation
Europe’s energy insecurity is driving the region to emerge as a supplier of clean power, transition minerals, and industrial inputs.
Argentina
Argentina
Argentina’s Recovery Is Real, but Incomplete
The sharper signal is not whether Milei’s adjustment produced a rebound, but whether stabilization can become durable growth before inflation fatigue, weak consumption, and investor caution slow the political runway.
Colombia Election
Special Tuesday Report: Colombia, Argentina, and Mexico
The risk for investors is that Colombia now has a president with a narrow mandate, a powerful opposition, and a financial dilemma that will require negotiation almost immediately. De la Espriella has a narrow timetable to deliver on his campaign promises.
Audio Brief
Argentina’s Scandal Risk, Bolivia’s Crisis, and the “Don-roe Doctrine”
Argentina’s improving economic data is being overshadowed by scandal. Bolivia’s crisis is reaching a tipping point. And Washington’s “Don-roe Doctrine” is putting US interventionism back at the center of Latin America’s political and commercial map.
Peru
Weekend Sentinel: Peru Elections, Data Center Scramble, Argentina
Peru faces increased political risk after a polarized election result without a president still, Latin America’s data center boom reshapes AI infrastructure competition, and a financial scandal clouds the Milei camp in La Casa Rosada.
Argentina
Can Argentina's Vaca Muerta Reach Its Potential?
Vaca Muerta could give Argentina a hard-currency export engine large enough to affect GDP, jobs, and financial stability. The constraint is not resource size. It is whether capital, pipelines, LNG infrastructure, and regulatory confidence scale together.