The Impact of Geopolitical Events on Credit Markets
The Weekly Globe: in this article, we explore how geopolitical events are shaping credit markets and why Latin America may emerge as a beneficiary in this volatile context
By Marcelo Menusso, Chief Credit Strategist
Global financial markets are driven by a variety of factors. Until a few weeks ago, trade tariffs were the main source of volatility; more recently, attention has shifted to geopolitical developments. Last week, we analysed how these dynamics affected equity markets.
In this article, we extend the discussion to credit markets and explain why Latin America may be well positioned to benefit from the current environment.
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