Why Latin American ETFs Are Falling Despite a Weaker Dollar

In this episode of The Global Economy Podcast, Lucas and Luna examine a curious divergence: the dollar is weakening, yet Latin American ETFs like EWZ (Brazil) are down 1.6% in the past week. They drill into the specific case of Brazil—how high inflation, political uncertainty, and commodity price swings are offsetting the usual tailwind from a softer dollar. With the trade-weighted dollar index at 119.3 and consumer sentiment at a record low, they explore why capital is flowing to Taiwan and South Korea instead of Latin America. The hosts also touch on the ECB's hawkish stance and what it means for emerging market debt. A focused, data-driven conversation for anyone trying to understand the disconnect in global markets this May 2026. #LatinAmerica #EmergingMarkets #Brazil #EWZ #DollarIndex #StrongDollar #Inflation #ECB #Commodities #Taiwan #SouthKorea #CapitalFlows #GlobalTrade #MonetaryPolicy #Economics #FexingoBusiness #BusinessPodcast #GlobalEconomy Keep every episode free: buymeacoffee.com/fexingo