In Latin America, financial sector experts highlighted the importance of being proactive in the face of potential disagreements between the United States and the European Union, as they believe this situation can offer great opportunities for the region. In this regard, they emphasized the need to understand President Trump's transactional nature and the possibility of negotiating effectively with him on specific agreements.
In the context of the IEFA Latam 2025 Forum, there was discussion about the relevance of the fiscal policy implemented by the government of Javier Milei, as well as the possibility of attracting investments to Latin America. Specialists like Todd MartÃnez, Manuel Reyes-Retana, and John Willding agreed that the region faces significant challenges due to the new administration of Donald Trump in the United States.
MartÃnez pointed out his forecast for a rate cut in the U.S. and highlighted business opportunities in Latin America, especially with countries like Argentina. He emphasized the importance of resolving internal issues and strengthening relationships with nations like Brazil and Mexico. For his part, Reyes-Retana mentioned the demand for local bonds in the region and the need to strengthen trade relations, in a context where migration and the U.S. economy play an important role.
As for Willding, he referred to the need for responsible actions and alliances to tackle the challenges of the new administration in the U.S. He also analyzed the economic and political situation in countries like Brazil, highlighting the importance of establishing a favorable regulatory framework for investments.
In summary, the specialists agreed on the importance of seizing opportunities in the current geopolitical and economic scenario, as well as the need to strengthen fiscal stability and trade relations in the Latin American region.
