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Latin America Risk Report
boz. substack. com > p > six-questions-to-watch-in-perus-election

Six questions to watch in Peru's election this weekend

3+ hour, 47+ min ago  (120+ words) Latin America Risk Report Six questions to watch in Peru's election this weekend I don't know who is going to win. But these are the results I'll be monitoring. I don't know who is going to win Peru's elections. I…...

Latin America Risk Report
boz. substack. com > p > on-the-bukele-trump-alliance-april

On the Bukele-Trump alliance - April 2026

1+ day, 2+ hour ago  (66+ words) Latin America Risk Report Several sources have told me that President Nayib Bukele was not pleased with the outcome of the CECOT deal with the Trump administration. His government expected gang members, but instead received many innocent Venezuelan migrants who…...

Latin America Risk Report
boz. substack. com > p > the-orange-drift-how-latin-american

The Orange Drift - How Latin American leaders are responding to Trump

2+ day, 4+ hour ago  (586+ words) Latin America Risk Report The Orange Drift - How Latin American leaders are responding to Trump Updating my framework shows more leaders aligning with Trump and no populist opponents remaining. Last February, I published a chart of how Latin American leaders…...

Latin America Risk Report
boz. substack. com > p > why-the-strait-of-hormuz-closure

Why the Strait of Hormuz closure hurts Argentina's political situation

1+ week, 2+ hour ago  (68+ words) Latin America Risk Report My Tuesday map received plenty of criticisms from people who disagreed specifically about Colombia and Argentina. In both cases, people suggested that the country's commodity exports mean it would thrive economically during the current crisis of…...

Latin America Risk Report
boz. substack. com > p > what-happens-to-latin-america-if

What happens to Latin America if the Strait of Hormuz remains closed?

1+ week, 2+ day ago  (386+ words) In this week's WPR column, I list out some of the economic challenges and the drop in approval ratings that have occurred across Latin America since the new Iran conflict began, adding: Most importantly, this is just the damage the…...

Latin America Risk Report
boz. substack. com > p > mexico-economic-comments-march-2026

Mexico Economic Comments - March 2026

1+ week, 3+ day ago  (62+ words) Latin America Risk Report Last week's Economist heavily criticizes Sheinbaum's failures on the economy, accusing her of "tinkering" instead of making the major changes that she promised. While Trump's trade war, the USMCA renegotiations, and the economic threats from the…...

Latin America Risk Report
boz. substack. com > p > friday-reading-list-27-march-2026

Friday Reading List - 27 March 2026

1+ week, 6+ day ago  (692+ words) Good morning from Vienna, VA. WPR - The Holes in Trump's "Shield of the Americas' Monday - Who is up and down after the Venezuelan cabinet shuffle? Tuesday - A Delcyfied US Foreign Policy Wednesday - Dropping bombs on cows in Ecuador Thursday - Mexico…...

Latin America Risk Report
boz. substack. com > p > mexico-is-safer-than-venezuela

Mexico is safer than Venezuela

2+ week, 2+ hour ago  (105+ words) Latin America Risk Report Mexico is safer than Venezuela Investors are excited for Venezuela; World Cup fans are nervous about Mexico. The vibes are backwards. The WSJ reports on just how safe Caracas feels right now. Statistically, it's true that…...

Latin America Risk Report
boz. substack. com > p > dropping-bombs-on-cows-in-ecuador

Dropping bombs on cows in Ecuador

2+ week, 1+ day ago  (70+ words) Latin America Risk Report The New York Times visited the site of the US-Ecuador joint military operation near the Colombian border and reports that the militaries destroyed a dairy farm. Worse, the people interviewed at the site allege they were…...

Latin America Risk Report
boz. substack. com > p > who-is-up-and-down-after-the-venezuelan

Who is up and down after the Venezuelan cabinet shuffle?

2+ week, 3+ day ago  (89+ words) Delcy Rodriguez is consolidating power and containing her rivals. Yet, Diosdado survives. Who is up and down after the Venezuelan cabinet shuffle? Delcy Rodriguez is consolidating power and containing her rivals. Yet, Diosdado survives. Delcy Rodriguez replaced half the cabinet…...

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