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Regional Briefing

Latin American Economic Normal Growth: Structural Transformation from Resource Cycles to Digital Purchasing Power

In-depth analysis of the Latin American economic prospects for 2026. This article goes beyond simple GDP forecasts to focus on key trends such as inflation, purchasing power recovery, AI empowerment, and cross-border payments, revealing the region's economic structural transformation from reliance on commodity cycles to endogenous growth and digital-driven growth.

Carlos Mendoza7 min read
Regional Briefing

Latin America’s Economic “Cruising Speed”: What Will Shape the Landscape in 2026 Is Not GDP, but Income, Copper, and AI

Latin America's economic growth in 2026 will fall back to about 2%, but inflation remains under control, interest rates are near neutral, and real wages are outpacing prices. The real changes are occurring on the income side, within commodities, in cross-border flows of people, and in AI infrastructure—growth momentum is shifting from export volume to the quality of domestic demand, and divergence between countries and industries is intensifying.

Elena Vargas8 min read
Digital Latin America

The "middle layer" dilemma of Latin America's digital economy: regional leaders are rising, while foundational infrastructure remains in the hands of others.

From Mercado Libre and Magalu to Nubank, Latin American consumer technology companies have achieved regional-scale size, yet their computing power, storage, and connectivity remain controlled by American and Chinese technology oligopolies. This article reinterprets, from five dimensions—country, industry, trade, investment, and long-term development—the “middle layer” position of Latin America’s digital economy and its implications for the region’s growth logic.

Sofia Mendez8 min read
Digital Latin America

Digital Dependency and Technological Autonomy: How Latin American Tech Companies Seek New Positioning in the Global Oligopoly Landscape

Latin American tech companies (Technolatinas) are growing rapidly, yet they remain deeply dependent on the infrastructure of US and Chinese tech giants. The global technology oligopoly is reshaping Latin America's digital dependency relationships, presenting the regional economy with new challenges and opportunities.

Isabella Conti4 min read
Commodities & Trade

The Critical Minerals Era Begins: Latin American Mining Transitions from Resource Export to Global Supply Chain Hub.

The global energy transition is redefining the value of mining in Latin America. This article analyzes, from a regional perspective, how critical minerals such as lithium and copper are driving changes in the economic landscape of Latin America, as well as the impact of social conflicts, infrastructure, and regulatory challenges on the future of mining.

Isabella Conti5 min read
Business & Investment

The Middle East war reshapes the global IT spending landscape: opportunities and risks for Latin America.

IDC predicts that if the Middle East conflict ends within 3 months, global IT spending growth will slow from 10% to 9% in 2026. Energy price volatility, supply chain disruptions, and accelerated sovereign digital infrastructure will ripple into Latin America, where regional digital transformation faces cost pressures. However, oil-exporting countries may benefit, and cloud service resilience has become a new focus.

Sofia Mendez8 min read
Economic Outlook

The New Paradigm of Global Monetary Policy: Latin America's Rise Forged in Crisis

The BIS annual report summarizes five key lessons on 21st-century monetary policy, with Latin American emerging markets demonstrating remarkable resilience through independent action. This article interprets from a regional perspective how global interest rate cycles, capital flows, and inflation governance are reshaping Latin America's economic landscape, while also exploring long-term investment logic.

Carlos Mendoza5 min read
Commodities & Trade

Latin America 2026: Strategic Reassessment under Global Fragmentation

In the process of global economic fragmentation, Latin America is entering the capital spotlight with a new strategic role. By 2026, major-power competition, energy transition, food security, and supply chain restructuring will jointly shape the region's investment logic. Based on international institutions and authoritative analysis, this article examines Latin America's three driving forces, the opportunities and risks under major-power rivalry, and offers long-term structural observations.

Elena Vargas7 min read
Regional Briefing

Latin American Economy 2026: Growth Shift, Income Recovery, and a New Stage of Payment Digitalization

Visa's Economic Insights Report shows that in 2026, the Latin American economy will return to normal growth, with declining inflation and minimum wage increases restoring household purchasing power, the World Cup driving upgrades in cross-border payments, and AI becoming the key to a productivity leap. From a regional analysis perspective, this article interprets the structural opportunities in growth divergence, trade restructuring, and digital payments.

Carlos Mendoza7 min read
Regional Briefing

Latin America 2026: Between Hope and Pressure, Choice Becomes Key

In-depth analysis of the economic opportunities and pressures facing Latin America in 2026, exploring how, amid resource cycles, industrial upgrading, and global trade restructuring, Latin America can respond to uncertainty through 'selective' strategies.

Roberto Silva6 min read