More than 600 million people speak Spanish globally - yet most macro analysis is still heavily centered around the English-speaking world.

That makes little sense to me.

Latin America may be one of the most important regions of the coming decades:

• Commodity rich

• Energy rich

• Home to critical metals like copper and lithium

• Deeply tied to global liquidity and China

• Highly sensitive to dollar cycles and inflation

And perhaps most importantly: people in LatAm understand inflation, currency debasement, sovereign stress, and boom-bust cycles from lived experience - not just textbooks.

If the world is indeed moving into a new commodity boom cycle, countries across LatAm may increasingly move toward the center of the global macro story.

I believe the coming decade will increasingly be about real assets, resources, and global monetary transitions - and LatAm sits at the center of that story.

I will support this Spanish-language macro Substack driven by @valentin_macro - a platform focused solely on the Latin American countries, their economies, markets, currencies, commodities, and their increasingly important role in the evolving global macro landscape.