LatAm Elections: As the Pendulum Swings

LatAm Elections: As the Pendulum Swings

LatAm team members Juan Pablo Fuentes and Jesse Rogers join Gaurav to take stock of the 2025-2026 electoral cycle. Gaurav and Juan Pablo discuss the economic landscape in Argentina following Javier Milei’s midterm victory. The conversation then turns to Lula, tariffs, and the economic outlook for Brazil. Jesse falls for Lula’s recent charm offensive. The discussion concludes with a discussion of Latin America’s medium-term prospects, and potential silver linings of upcoming elections in Brazil, Colombia, and Peru.

Click here for a link to the latest LatAm webinar

Questions or Comments, please email us at GEU@Moodys.com. We would love to hear from you.

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Jaksot(89)

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18 Kesä 59min

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In the second part of a Europe mini-series, the focus shifts to the region’s growth outlook as the Middle East conflict weighs on momentum. Higher oil prices have led to downward revisions in growth f...

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Inflation Insurance

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4 Kesä 48min

Bond Markets on Edge

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29 Touko 54min

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Gaurav is joined by Stefan, Andrew, Suren and Kamil to take stock of a global economy that is still holding up—just—three months into the Middle East conflict. Oil prices remain range‑bound for now, b...

22 Touko 55min

He Said, Xi Said

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Gaurav, Denise, Stefan and Andrew unpack the fallout from President Donald Trump’s closely watched meeting with President Xi Jinping in Beijing. With plenty of warm words but few concrete breakthrough...

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