The opportunity is there. Trump and Lula won’t seize it out of ideological affinity. But they might just do it because it makes perfect business and strategic sense

Brazil has everything to be the perfect partner of the US in critical minerals: already a mining powerhouse, geographically close to the US and home to the world’s largest rare-earth reserves after China

Why Colombian president Gustavo Petro is clashing head on with the White House?

my explanation for @opinion.bloomberg.com www.bloomberg.com/opinion/arti...

Keep those Truth Social posts coming, Mr. Trump!

There is a big winner of the 50% tariffs on Brazil and it's not Jair Bolsonaro, as I wrote for @opinion.bloomberg.com www.bloomberg.com/opinion/arti...

Inflation is still a problem in Latin America & central banks should tread lightly before cutting interest rates

new column for @opinion.bloomberg.com www.bloomberg.com/opinion/arti...

Carlos Slim has been Latin America's richest guy for three consecutive decades now, a remarkable feat that also shows how concentrated and rigid wealth is

We need more millionaires and billionaires in the region

new column for @opinion.bloomberg.com with🎁link www.bloomberg.com/opinion/arti...

Latin America faces a massive electoral agenda in the next 16 months. Big changes coming!

www.bloomberg.com/opinion/arti...

This is what happens when a business model prioritizes revenue at all costs at the expense of nurturing talent and creating quality products

Everything in the league seems designed to maximize short-term profit, without time for projects to mature

And despite all, Brazil and Argentina have much to gain from working together: In today’s fractured — and tariffed — world, being part of a like-minded commercial bloc to face big powers is even more essential than in 1991, when the Mercosur treaty was signed in Asunción

Argentina’s recurrent financial problems explain a good part of Mercosur’s increasing weakness. You could even argue that football is one of the few areas where Argentina has outdone Brazil in recent years

This chart says it all:

I try not to make forecasts in my @opinion.bloomberg.com columns because hey Latam but I am proud of this bearish call on the Mexican peso a year ago

www.bloomberg.com/opinion/arti...

Mi Compa Chava (Mexico City)

Here you’ll find aguachiles, ceviches and tostadas, but what you can’t miss is their star dish Señora Torres, a tower of raw and cooked shrimp, octopus, tuna, scallop, onions, cucumbers and avocado
instagram.com/micompachava

...while the government's finances get worse & worse

Brazil in a few charts: The real economy is doing very well..

Latin America wants to reduce legal working hours. But that could end up worsening the region’s problems of labor informality and low productivity

my latest for @opinion.bsky.social shorturl.at/gaCtS