🆕 Global Macro Views 👓 from Marcello M. Estevão & @EconChart: U.S.-China relations have escalated in response to newly imposed tariffs. The Trump administration has announced a 10% tariff on all Chinese imports, covering nearly $500 billion in goods Read: ow.ly/FMkp50V7Uug

🇧🇴En Bloomberg Línea nos dimos el gusto de charlar con Jonathan Fortun (Jonathan Fortun), del IIF, quien nos explicó por qué se viene acelerando fuerte la inflación en Bolivia y qué puede pasar si no se hacen los ajustes necesarios. bloomberglinea.com/latinoamerica/…

Check out my latest article: Bolivia’s Macroeconomic Freefall, Part III: Fiscal Space and the Fury Ahead linkedin.com/pulse/bolivias… via LinkedIn

Economists Marcello M. Estevão & @EconChart examine #Europe's #fiscaloutlook as rising defense spending reshapes priorities. Germany, France, Italy & Spain face serious pressure, balancing constraints and increased military spending 💰💰 Read More: ow.ly/ehwP50VsnmL

IIF SPECIAL REPORT ON #TARIFFS 💸 Economists Marcello M. Estevão & @EconChart assess the structure and market impact of the Trump administration's reciprocal tariff announcement, which blends a 10% universal tax with country-specific additions Read More: ow.ly/tB8F50Vub2i

.@EconChart projects growth rates of 1.2% in 2025 and 0.7% in 2026 for Japan 🇯🇵 with a mild contraction in Q3 2025 due to trade tensions and domestic consumption fatigue 📊 See More: ow.ly/3wPH50VM50I

🆕 IIF Capital Flows Tracker for May 2025: Portfolio flows to #EMs came to a standstill in April - total non-resident flows registered an outflow of $0.2 billion, a dramatic shift from March's $37.5 billion Jonathan Fortun Read More: ow.ly/xThS50VQ6n5

.Marcello M. Estevão & Jonathan Fortun report: Despite recent turbulence, the U.S. #dollar's global dominance remains intact, still accounting for over 58% of disclosed global reserves, but gradual diversification continues 📊 Read Now: ow.ly/fZiC50VTV7U

📢 IIF: Global growth is losing momentum Our forecast anticipates global growth of 2.7% in 2025, well below the average of 3.7% seen from 2011-2019 - a slowdown that is broad based, but uneven 📉 Read More: ow.ly/qo4F50W8juJ Marcello M. Estevão Jonathan Fortun

🇧🇴Trade electoral en Bolivia: a un mes de los comicios, el riesgo país perfora los 1.500 puntos. Dejo esta nota que publicamos, con comentarios de Jonathan Fortun bloomberglinea.com/latinoamerica/…

Bond spreads tell a fairy tale. Bolivia faces one of the largest fiscal adjustments in EM history — 16% of GDP — with no political armor, no reserves, and a shrinking export base. History says this ends in reversal, not reform. Full breakdown: linkedin.com/feed/update/ur…