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JP Spinetto

@jpspinetto.bsky.social
413 followers 284 following 171 posts

Latin America columnist for @opinion.bloomberg.com Get my views: bloom.bg/1NgjQPp 🇦🇷 ☆☆☆ Tweeting for myself

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JP Spinetto @jpspinetto.bsky.social · 02/10/2026
Mexican exports are booming, reaching $550 billion (!) so far this year But there is a not-so-great part of this trend that requires careful thinking my latest for @opinion.bloomberg.com on Mexico's AI caveats www.bloomberg.com/opinion/arti...
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JP Spinetto @jpspinetto.bsky.social · 29/09/2026
2016: China had 19% of Brazil's total trade vs. ~15% for the US 2026: China has 29% vs. <12% for the US The US has lost much of its strategic influence in Brazil to China and not even a Bolsonaro win would reverse that my column for @opinion.bloomberg.com www.bloomberg.com/opinion/arti...
bloomberg.com
The US Is Losing Brazil to China
Apart from being Brazil’s most popular football clubs, Flamengo, Corinthians and Palmeiras have one other thing in common: All three signed sponsorship deals with Chinese carmakers this year.
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JP Spinetto @jpspinetto.bsky.social · 14/09/2026
Brazil Inc. has everything to thrive again. But it needs a little love from the government, starting with a virtuous fiscal adjustment my conclusions for @opinion.bloomberg.com after spending a week in Rio, Brasilia and SP talking to business leaders & economists www.bloomberg.com/opinion/arti...
bloomberg.com
Brazil Inc. Can Boom — If the Government Cleans Up Its Act
A tight formation of panettone streams past me on a conveyor belt. There must be what, 300 pieces? 400? They move too fast to count, perfectly aligned, marching toward a giant resting area before head...
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JP Spinetto @jpspinetto.bsky.social · 09/09/2026
If Brazil's Supreme Court cannot rein in its own eccentricities and abuses, politicians will do it for them. And that could well end up in an explosive institutional crisis my column for @opinion.bloomberg.com on the latest House of Cards season in Brasilia www.bloomberg.com/opinion/arti...
bloomberg.com
Brazil’s Supreme Court Is Betraying Its Citizens
Brasilia is finally getting rain, ending a punishing dry season. Inside the government’s iconic modernist buildings, though, the temperature is only rising.
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JP Spinetto @jpspinetto.bsky.social · 27/08/2026
The Panama Canal's greatest challenge has little to do with White House’s obsessions, the US-China rivalry or the security of its strategic infrastructure It’s water my latest for @opinion.bloomberg.com on how the storied watershed is reinventing itself www.bloomberg.com/opinion/arti...
bloomberg.com
The Panama Canal’s Real Challenge Is Water, Not Geopolitics
Almost two years after Donald Trump first threatened to take over the Panama Canal, the storied watershed is thriving.
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JP Spinetto @jpspinetto.bsky.social · 20/08/2026
Mexico's urban chaos has a clear, but unpleasant, solution: build towers and more towers Expanding the metropolitan and suburban areas farther from city centers isn't sustainable anymore my latest for @opinion.bloomberg.com www.bloomberg.com/opinion/arti...
bloomberg.com
A High-Rise Revolution Can Tame Mexico’s Urban Chaos
It’s a familiar sight across Mexico’s urban landscape: cities every time more congested, with inadequate public transportation and tortuous journeys from one end to the other. Traffic is a problem acr...
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JP Spinetto @jpspinetto.bsky.social · 17/08/2026
Washington seems to finally acknowledge that Venezuela's economy will take off only after a political transition, not the other way round my latest for @opinion.bloomberg.com www.bloomberg.com/opinion/arti...
bloomberg.com
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JP Spinetto @jpspinetto.bsky.social · 13/08/2026
If Flávio Bolsonaro has any shot at winning Brazil's presidency in October, it won't be through external intervention or with help from Trump & Milei my latest for @opinion.bloomberg.com on the world's most consequential election this year www.bloomberg.com/opinion/arti...
bloomberg.com
What Can Stop a Bolsonaro Comeback in Brazil? Kitchen Tables
Brazilians will head to the polls in less than two months to elect their next president. What do the country’s 159 million voters care most about? Crime, narcotrafficking and corruption. They also wor...
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JP Spinetto @jpspinetto.bsky.social · 06/08/2026
Worried about USMCA? Mexico has a winning negotiating tactic now: keep the tensions low, the conversations going and the exports flowing until Washington remembers why it wanted a North American trade pact in the first place my latest for @opinion.bloomberg.com www.bloomberg.com/opinion/arti...
bloomberg.com
Mexico Is Winning the Trade War Through Hospitality
Smiles, cooperation and lots of patience.
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JP Spinetto @jpspinetto.bsky.social · 29/07/2026
Guyana is riding high on an oil boom. But can the world's fastest-growing economy outrun the resource curse that has afflicted other petrostates? After spending a week in Georgetown, I came away less optimistic. Check out my feature for @opinion.bloomberg.com www.bloomberg.com/opinion/feat...
bloomberg.com
Oil’s Curse Is Hanging Over the World’s Fastest-Growing Economy
Can Guyana outrun the mismanagement and corruption that have afflicted so many other petro-states?
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JP Spinetto @jpspinetto.bsky.social · 23/07/2026
Daniel Ortega's cynical candor about suspending elections in Nicaragua creates an opportunity to raise the cost of repression for a regime whose abuses too often fly under the radar. The options are plentiful Read about them in my latest for @opinion.bloomberg.com www.linkedin.com/posts/jp-spi...
linkedin.com
Nicaragua’s Dictatorship Should Be Marco Rubio’s Next Problem | JP Spinetto
Daniel Ortega's cynical candor about suspending elections in Nicaragua creates an opportunity to raise the cost of repression for a regime whose abuses too often fly under the radar. The options are p...
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JP Spinetto @jpspinetto.bsky.social · 10/07/2026
Once among the world's most vulnerable regions to external shocks, Latin America's economy has graduated Now it's time to focus on the harder part: boosting growth my latest for @opinion.bloomberg.com www.bloomberg.com/opinion/arti...
bloomberg.com
On the Iran War, Latin America's Economies Dodged a Bullet
So much for the panic attack.
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JP Spinetto @jpspinetto.bsky.social · 02/07/2026
Given Chavismo's ineptitude in the face of a tragedy, the Trump administration should ask itself why sustaining an inept regime that cannot even provide the most basic support for its people my column for @opinion.bloomberg.com on Venezuela's earthquake disaster www.bloomberg.com/opinion/arti...
bloomberg.com
Venezuela Quakes Expose Chavismo's Enduring Rot and US Hubris
A week after two earthquakes struck Venezuela, resulting in more than 2,000 deaths and counting, the courage and generosity of its people and the professionalism of international rescue teams have und...
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JP Spinetto @jpspinetto.bsky.social · 22/06/2026
After sweeping elections across much of the continent, the right now has to deliver where it matters most: security, affordability and the fight against corruption my column for @opinion.bloomberg.com after an historic vote in Colombia www.bloomberg.com/opinion/arti...
bloomberg.com
Latin America’s Right Needs to Deliver Now
Abelardo de la Espriella got the win. Now the hard part begins.
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JP Spinetto @jpspinetto.bsky.social · 18/06/2026
Much as I hate to admit it, FIFA was right about ticket pricing.. Before you get angry, hear me out in this column for @opinion.bloomberg.com www.bloomberg.com/opinion/arti...
bloomberg.com
FIFA Was Right About Ticket Pricing
If you had told me that more than 70,000 effervescent football fans would pack Los Angeles’ SoFi Stadium on a Monday night to watch, ahem, New Zealand take on Iran, I’d have replied: not in a hundred ...
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JP Spinetto @jpspinetto.bsky.social · 08/06/2026
Traffic & poor infrastructure, not cartel violence, will be the big threat to visitors coming for Mexico's World Cup Expect passion, fun and hospitality, not Nordic transportation my latest for @opinion.bloomberg.com as Mexico prepares to host its 3rd World Cup www.bloomberg.com/opinion/arti...
bloomberg.com
In Mexico for the World Cup? Cartels Are the Least of Your Worries
If you are planning to watch a football match with a cold beer on a breezy summer night in Mexico’s most iconic square, you’ll have to reconsider.
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JP Spinetto @jpspinetto.bsky.social · 01/06/2026
Colombia's model presidential election turned into a perilous moment for the country courtesy of President Gustavo Petro's irresponsible decision to question the preliminary results on flimsy pretexts my column for @opinion.bloomberg.com after another historic vote www.bloomberg.com/opinion/arti...
bloomberg.com
Colombia Is Facing a Dangerous Political Showdown
What looked like a model presidential election in Colombia on Sunday has flashed forward into a perilous moment for the country, with three long weeks until a decisive runoff.
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JP Spinetto @jpspinetto.bsky.social · 21/05/2026
This is the most important chart for Mexico's economy right now: Investment needs to recover for growth to accelerate & avoid debt problems my latest for @opinion.bloomberg.com www.bloomberg.com/opinion/arti...
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JP Spinetto @jpspinetto.bsky.social · 20/05/2026
After seven decades in power, Cuba's Communist regime is facing its final reckoning with Washington. This time, a more transactional approach is required my comments for @opinion.bloomberg.com as the US prepares to indict the regime's strongman, Raúl Castro www.bloomberg.com/opinion/arti...
bloomberg.com
Cuba Is Running Out of Time to Avoid a US Strike
The images were historic: CIA Director John Ratcliffe standing alongside Cuban government officials, with no more context than a mention of the location, Havana. The message, however, required no expl...
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JP Spinetto @jpspinetto.bsky.social · 14/05/2026
Latin America's exports to China keep booming in 2026, proof that if the US really wants to curb Beijing's influence in the region, it needs to start talking business my latest for @opinion.bloomberg.com www.bloomberg.com/opinion/arti...
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JP Spinetto @jpspinetto.bsky.social · 12/05/2026
Brazil's rare-earth big plans need a healthy dose of realism Yes, the opportunity is huge, but in a country where mining companies can spend 5-10 years just to secure operational licenses, don't expect results overnight my latest column for @opinion.bloomberg.com www.bloomberg.com/opinion/arti...
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JP Spinetto @jpspinetto.bsky.social · 06/05/2026
Mexico should resist the temptation to sacrifice a good USMCA deal for a quick one as North America's free trade agreement comes up for review on July 1 my column for @opinion.bloomberg.com www.bloomberg.com/opinion/arti...
bloomberg.com
A Bad USMCA Rewrite Will Cost Mexico More Than No Deal
The World Cup kicks off in five weeks, but North American business leaders are bracing for a far more consequential date: the review of the USMCA free-trade pact, due July 1.
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JP Spinetto @jpspinetto.bsky.social · 01/05/2026
Forget the nationalist rhetoric: having a sitting governor accused of working with narcos is politically untenable for Claudia Sheinbaum my comments for @opinion.bloomberg.com on another Mexico-US clash www.bloomberg.com/opinion/arti...
bloomberg.com
US Indictments Give Mexico’s Sheinbaum an Opportunity
The US indictments against Sinaloa Governor Rubén Rocha and other top local figures on drug charges were bold, dramatic and disruptive — but hardly unexpected.
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JP Spinetto @jpspinetto.bsky.social · 27/04/2026
Peru's electoral mess may sound unusual but it's far from being an anomaly: Across Latin America, elections are under increasing strain As too very heated elections loom in Colombia & Brazil, this deserves far more attention my latest for @opinion.bloomberg.com www.bloomberg.com/opinion/arti...
bloomberg.com
Peru’s Electoral Chaos Is an Ugly Regional Omen
Everything that could go wrong with Peru’s election did. Late-arriving ballots at several polling stations triggered a cascade of missteps by the electoral authority, culminating in the dramatic resig...
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JP Spinetto @jpspinetto.bsky.social · 22/04/2026
Almost four months since Maduro's removal, the speed of Venezuela's economic recovery is impressive But the political transition phase is inevitably approaching and there things are clearly stalling my latest on Venezuela for @opinion.bloomberg.com www.bloomberg.com/opinion/arti...
bloomberg.com
Venezuela Needs María Corina Machado at Home
Economic news in Venezuela is moving at a dizzying speed.
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JP Spinetto @jpspinetto.bsky.social · 17/04/2026
Almost 50% of the global crude supply growth through 2030 will come from Brazil, Guyana, Argentina & Venezuela Latin America has a chance to emerge as a winner from today's geopolitical realignment thanks to it growing energy clout my latest @opinion.bloomberg.com www.bloomberg.com/opinion/arti...
bloomberg.com
Look to Latin America’s Oil Boom for Energy Security
From the ultra-deep waters of Brazil’s Santos Basin to the arid shale fields of Argentina’s Patagonia, a new hydrocarbon boom is welling up across Latin America.
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JP Spinetto @jpspinetto.bsky.social · 15/04/2026
You can still beat FIFA's World Cup ticket trickery here are some of my tips for @opinion.bloomberg.com www.bloomberg.com/opinion/arti...
bloomberg.com
Don’t Give Up (Yet) on Getting World Cup Tickets
Less than 60 days before the start of the World Cup, I am already panicking: All my attempts to get tickets to see Argentina and Lionel Messi at football’s greatest tournament have failed miserably.
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JP Spinetto @jpspinetto.bsky.social · 10/04/2026
Has Peru cracked the libertarian fantasy of a government-less economy? Tempting idea, but it won't work.. my column for @opinion.bloomberg.com ahead of a very particular election in Peru this weekend www.bloomberg.com/opinion/arti...
bloomberg.com
Peru's Dysfunctional Politics Are an Economic Time Bomb
Peru has gone through three presidents since October, yet markets have largely yawned: Country risk has edged up only marginally, credit default swaps remain well below their five-year average and the...
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JP Spinetto @jpspinetto.bsky.social · 08/04/2026
Banxico's latest rate decision was the most contested in years But the real issue is a central bank too comfortable with higher inflation & lacking credibility to shape expectations my column for @opinion.bloomberg.com on Mexico's central bank problem www.bloomberg.com/opinion/arti...
bloomberg.com
Banxico's Contested Rate Cut Isn't the Real Problem
As interest-rate decisions go, the Bank of Mexico’s cut last month ranks among the most contentious in years.
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JP Spinetto @jpspinetto.bsky.social · 26/03/2026
The odds of Lula securing an unprecedented fourth term are fast narrowing. He should above all resist replaying the trajectory of Joe Biden my comments for @opinion.bloomberg.com on Brazil's tightening election race www.bloomberg.com/opinion/arti...
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JP Spinetto @jpspinetto.bsky.social · 25/03/2026
Argentina's post-dictatorship democratic resilience still offers a powerful lesson for the region -- 50 years after a violent coup my comments for @opinion.bloomberg.com on a day that shouldn't be forgotten www.bloomberg.com/opinion/arti...
bloomberg.com
Argentina’s 50-Year-Old Coup Still Resonates
Argentina brims with clashing superlatives.
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JP Spinetto @jpspinetto.bsky.social · 18/03/2026
Call Trump's strategy for Cuba a contained transition: a move meant to disrupt the status quo just enough to set change in motion under US tutelage without resetting the regime's underlying power dynamics But symbolic change won't be enough @opinion.bloomberg.com www.bloomberg.com/opinion/arti...
bloomberg.com
A Cuban Capitalist Conversion Won’t Unlock Democracy
The White House’s playbook for Cuba is now unmistakable: strip away the regime’s public face to secure a decisive strategic advantage while stopping short of outright regime change.
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JP Spinetto @jpspinetto.bsky.social · 16/03/2026
Forget the election, Colombia's real threat is fiscal my take for @opinion.bloomberg.com on how the country's deteriorating finances will constrain the next government, no matter who wins www.bloomberg.com/opinion/arti...
bloomberg.com
Colombia’s Real Threat Is Not Political
Colombia’s primary elections left political junkies in ecstasy and economists uneasy.
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Reposted by JP Spinetto
Bloomberg Opinion @opinion.bloomberg.com · 11/03/2026
This oil shock isn’t bad for everyone. @jpspinetto.bsky.social explains why Latin America stands to benefit 🎥
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JP Spinetto @jpspinetto.bsky.social · 11/03/2026
The Middle East conflict is giving Latin America unexpected geopolitical leverage -- if it’s smart enough to seize it my comments for @opinion.bloomberg.com www.bloomberg.com/opinion/arti...
bloomberg.com
The Iran War Has One Clear Regional Winner
With the world reverberating to the risks of an oil-price shock, Latin America is actually poised to strengthen its geopolitical position. If it wants to capitalize on this moment, it needs to sharpen...
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JP Spinetto @jpspinetto.bsky.social · 05/03/2026
President Javier Milei's true victory will be measured not by the ferocity of his speeches but by the staying power of his reforms over the years my latest for @opinion.bloomberg.com on Argentina's investor credibility problem www.bloomberg.com/opinion/arti...
bloomberg.com
Milei’s Insults Energize His Base. Investors, Not So Much
If you thought Donald Trump’s State of the Union speech was incendiary, try Javier Milei’s version.
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JP Spinetto @jpspinetto.bsky.social · 04/03/2026
Risking El Salvador's program with the IMF for a Bitcoin obsession makes no sense. President Nayib Bukele needs a reality check my comments for @opinion.bloomberg.com on the country's difficult path to becoming the Singapore of Latin America one day www.bloomberg.com/opinion/arti...
bloomberg.com
Bitcoin Slump Disrupts Bukele’s Digital Utopia
The future was pitched as utopia: Adopting Bitcoin would catapult El Salvador into a techno-libertarian paradise, banking the unbanked, attracting global innovators and financing futuristic projects, ...
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JP Spinetto @jpspinetto.bsky.social · 23/02/2026
The killing of Mexico's most powerful cartel lord marks a risky but decisive shift by President Claudia Sheinbaum's government toward confronting organized crime head-on my column for @opinion.bloomberg.com after a historic day in Mexico www.bloomberg.com/opinion/arti...
bloomberg.com
Sheinbaum Kills a Drug Lord and Crosses Her Rubicon
Murders, torched cars and highway blockades. Bank branches set ablaze on otherwise empty streets. Tourists stranded in resorts in Puerto Vallarta. Classes suspended in at least 13 states.
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JP Spinetto @jpspinetto.bsky.social · 20/02/2026
Brazil needs to put its Supreme Court genie back in the bottle my latest for @opinion.bloomberg.com www.bloomberg.com/opinion/arti...
bloomberg.com
Brazil Can't Afford Another Supreme Court Scandal
Carnaval may be winding down, but the political scandal shaking Brazil’s establishment is only gathering steam.
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JP Spinetto @jpspinetto.bsky.social · 18/02/2026
Withdrawing from USMCA? Think again, Mr. President My latest for @opinion.bloomberg.com on why leaving the North American trade pact would be far more damaging to the US than Trump suggests www.bloomberg.com/opinion/arti...
bloomberg.com
Mexico Can Call Trump’s Bluff on Trade
Tensions over the revision of North America’s trade pact are escalating.
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JP Spinetto @jpspinetto.bsky.social · 10/02/2026
Imagine controlling 70% of a market. In most countries, that's a non-starter. Yet that's exactly what the proposed Viva-Volaris merger would create in Mexico Regulators should ground this cheeky corporate power grab my latest for @opinion.bloomberg.com www.bloomberg.com/opinion/arti...
bloomberg.com
Mexico’s Cheeky Airline Merger Is an Anti-Trust Nightmare
Imagine your company controls 70% of a market. Any market. Tasty, right? For most tycoons, that would be the ultimate fantasy.
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JP Spinetto @jpspinetto.bsky.social · 04/02/2026
At a Panama summit, Latin America took a turn from ideological trench warfare toward pragmatic cooperation. Is this a turning point? my column for @opinion.bloomberg.com after a consequential @agendacaf.bsky.social forum in Panama City last week www.bloomberg.com/opinion/arti...
bloomberg.com
Get Ready for a More Pragmatic Latin America
What better setting to debate a fast-changing world than the Panama Canal? The emblematic waterway is not only a key geopolitical flashpoint; it’s also Latin America’s most visible frontline in the in...
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JP Spinetto @jpspinetto.bsky.social · 28/01/2026
Mexico Inc. has a great story to sell. So why isn't it? my column on the strange PR problem holding back Mexican business @opinion.bloomberg.com www.bloomberg.com/opinion/arti...
bloomberg.com
Mexico Inc. Has a Big PR Problem
Have you heard about Mexico’s charm offensive in Davos? Didn’t think so, because there wasn’t one.
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JP Spinetto @jpspinetto.bsky.social · 23/01/2026
It's morally OK to defend Nicolás Maduro’s removal from Venezuela my latest for @opinion.bloomberg.com www.bloomberg.com/opinion/arti...
bloomberg.com
How to Navigate Venezuela’s Murky Moral Waters
For those who think about politics in terms of ideology and rigid categories, the extraordinary events in Venezuela pose an uncomfortable question: what is the morally correct position to take in a dr...
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JP Spinetto @jpspinetto.bsky.social · 15/01/2026
Brazil is, perhaps alongside Cuba, the biggest loser from the geopolitical reshuffle orchestrated by Donald Trump’s White House in Latin America my comments on a bad moment for Brazil's leadership ambitions @opinion.bloomberg.com www.bloomberg.com/opinion/arti...
bloomberg.com
Brazil Is the Big Loser of Latin America's Geopolitical Reshuffle
Brazil’s leadership ambitions are having a bad moment.
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JP Spinetto @jpspinetto.bsky.social · 12/01/2026
A rough start to the year. And we still have the World Cup in five months... my prediction on who will find football glory for @opinion.bloomberg.com www.bloomberg.com/opinion/arti...
bloomberg.com
Bet on Brazil to Reclaim World Cup Glory in 2026
This year promises yet more upheaval, but don’t despair: 2026 also brings the World Cup, the best possible placebo for the pains of everyday life.
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Reposted by JP Spinetto
Bloomberg Opinion @opinion.bloomberg.com · 12/01/2026
With the World Cup returning to North America, Brazil looks best placed to end its long wait for a sixth title, @jpspinetto.bsky.social says
bloomberg.com
Bet on Brazil to Reclaim World Cup Glory in 2026
This year promises yet more upheaval, but don’t despair: 2026 also brings the World Cup, the best possible placebo for the pains of everyday life.
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JP Spinetto @jpspinetto.bsky.social · 08/01/2026
Not oil or geopolitics: the unquestionable measure of US success in Venezuela will be the emergence of political liberties my column for @opinion.bloomberg.com www.bloomberg.com/opinion/arti...
bloomberg.com
US Success in Venezuela Won’t Be Judged By Oil
Big party, brutal hangover.
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JP Spinetto @jpspinetto.bsky.social · 31/12/2025
Latin America is shifting right, pushed by voters' anger over insecurity, corruption and stagnant living standards. Next year may cement the shift my last column of 2025 for @opinion.bloomberg.com (gift link) www.bloomberg.com/opinion/arti...
bloomberg.com
The Year of the Right Is Looming in Latin America
José Antonio Kast wasted no time. Less than 36 hours after being elected Chile’s next president, the conservative leader boarded a plane, crossed the Andes and paid a visit to his ideological ally, Ar...
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JP Spinetto @jpspinetto.bsky.social · 29/12/2025
Tierra del Fuego's reversal of its salmon-farming ban is a telling sign of Argentina's shift from ideological statism to economic realism under Javier Milei reporting from the beautiful Buenos Aires for @opinion.bloomberg.com www.bloomberg.com/opinion/arti...
bloomberg.com
Is Argentina Really Changing? Ask Its Salmon
Tierra del Fuego isn’t the most obvious place to look for clues about how rapidly Argentina is changing. Yet the country’s southernmost and least populated province has just pulled off a sharp policy ...
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