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Friday Reading List - 7 February 2025
Dictators are cheering the USAID shutdown.
Feb 7
•
Boz
3
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Friday Reading List - 7 February 2025
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Six stories - 6 February 2025
Pemex, Ecuador, and Argentina could really anger the IMF by agreeing to rent a house together in Belem, Brazil, during COP30.
Feb 6
•
Boz
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Six stories - 6 February 2025
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Polling notes: Lula leads Brazil 2026 campaign; Arce at 1% approval in Bolivia
Arce's polling is so bad that I'm tempted to make a Peru joke here. But that could lead to a diplomatic incident.
Feb 5
•
Boz
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Latin America Risk Report
Polling notes: Lula leads Brazil 2026 campaign; Arce at 1% approval in Bolivia
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A framework for how Latin American leaders respond
Though it's the wrong strategy for most leaders today, I can think of one former Latin American leader who would have embraced arguing with Trump on…
Feb 4
•
Boz
10
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A framework for how Latin American leaders respond
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How long will the 2025 North American Trade War last?
Plus comments on Rubio's trip to Panama and Grenell's trip to Venezuela
Feb 3
•
Boz
6
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How long will the 2025 North American Trade War last?
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January 2025
Friday Reading List - 31 January 2025
If the groundhog sees his shadow, there will be early tariffs on Mexico. If he doesn’t, it means six more weeks of trade war threats.
Jan 31
•
Boz
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Friday Reading List - 31 January 2025
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Six stories - 30 January 2025
Including two Ecuador pre-mortems describing how analysts will explain the day after why it was so obvious in hindsight that Noboa won or lost the…
Jan 30
•
Boz
1
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Six stories - 30 January 2025
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Ecuador - Polls and prediction markets show a Noboa lead
Markets expect a Noboa win.
Jan 29
•
Boz
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Ecuador - Polls and prediction markets show a Noboa lead
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20 themes to map Trump's LatAm policies
When overwhelmed by the news, try to map it all out
Jan 28
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Boz
14
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20 themes to map Trump's LatAm policies
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The Petro feud puts Trump's coercion-first strategy into practice
This weekend’s Colombia crisis is next week’s Honduras crisis.
Jan 27
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Boz
12
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The Petro feud puts Trump's coercion-first strategy into practice
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Friday Reading List - 24 January 2025
Will we ever have another slow news week again?
Jan 24
•
Boz
6
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Friday Reading List - 24 January 2025
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Six stories - 23 January 2025
Comments on conflict on the Colombia-Venezuela border, poll numbers in Ecuador... and cattle gallstone smuggling in Brazil? Sure, why not?
Jan 23
•
Boz
4
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Six stories - 23 January 2025
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