One year in: Latin America recalibrates in response to Trump 2.0
Current US policy is redrawing Latin America’s economic and geopolitical landscape, but these changes underscore the region’s resilience and adaptability
The first year of President Donald Trump’s second term has introduced disruption in Latin America, but it has also clarified the new rules of engagement. For those operating in the region, the challenge is no longer whether policy volatility exists, but how to navigate it strategically.
This edition of Latin America Focus will explore these themes in greater depth: how US trade policy is reshaping deal structures, where capital is flowing, how governments are responding and what legal and strategic considerations will define success across sectors—from mining, technology and infrastructure to financial institutions and manufacturing.
Latin America is not standing still. It is recalibrating—at the intersection of geopolitics, trade and innovation. Understanding this recalibration will be essential for anyone doing business in the region in the months and years ahead.
Current US policy is redrawing Latin America’s economic and geopolitical landscape, but these changes underscore the region’s resilience and adaptability
From hyperscale facilities to edge data centers, the region is positioning itself as a strategic hub for the next wave of global digital growth—despite Trump's tariffs and US policy shifts
LatAm finds itself navigating a fragile balance between US strategic demands and long-standing Chinese investment
As US policy shifts and global supply chains reconfigure, Mexico sits at the center of a historic reordering, with its banks facing a dual reality: tough scrutiny and great opportunity
Stricter rules of origin, increasing tariffs, labor compliance demands and US pressure on supply chains are reshaping investment and operational decisions