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LATAM + GLOBAL MACRO

Narratives

Every story has a frame.

Examine the assumptions, omissions, and evidence behind the stories shaping public debate.

THE RESEARCH COLLECTION

Look beyond the framing

National views use country-specific source data. Only reviewed countries are listed.

21 briefings in this collection

Reviewed through 9 Oct 2026
Economy · PeruNarratives
GDP ≠ welfareAggregate output does not measure distribution or access

Peru: growth does not mean equal gains

Examine why positive growth in Peru does not establish equal gains for all households.

National forecast; stated edition
Data: 2026–2027 forecasts; BBVA October 2026 editionNational macro lens
BBVA Research·
TechnologyNarratives
17%Reported regional median of working-age adults using GenAI

Using AI is not the same as raising productivity.

The October World Bank update highlights the gap between AI use and integration into core business processes.

Regional source evidence
Data: October 2026 regional assessment · survey reference periods vary
World Bank·
Economy · ColombiaNarratives
GDP ≠ welfareAggregate output does not measure distribution or access

Colombia: growth does not mean equal gains

Examine why positive growth in Colombia does not establish equal gains for all households.

National forecast; stated edition
Data: 2026–2027 forecasts; BBVA September 2026 edition, updated 2 OctoberNational macro lens
BBVA Research·
Economy · ArgentinaNarratives
GDP ≠ welfareAggregate output does not measure distribution or access

Argentina: growth does not mean equal gains

Examine why positive growth in Argentina does not establish equal gains for all households.

National forecast; stated edition
Data: 2026–2027 forecasts; OECD September 2026 edition; 2025 reported estimateNational macro lens
OECD·
Economy · BrazilNarratives
GDP ≠ welfareAggregate output does not measure distribution or access

Brazil: growth does not mean equal gains

Examine why positive growth in Brazil does not establish equal gains for all households.

National forecast; stated edition
Data: 2026–2027 forecasts; OECD September 2026 edition; 2025 reported estimateNational macro lens
OECD·
Economy · MexicoNarratives
GDP ≠ welfareAggregate output does not measure distribution or access

Mexico: growth does not mean equal gains

Examine why positive growth in Mexico does not establish equal gains for all households.

National forecast; stated edition
Data: 2026–2027 forecasts; OECD September 2026 edition; 2025 reported estimateNational macro lens
OECD·
TradeNarratives
27%Services share of global exports in 2025

Digital trade growth does not imply equal participation.

UNCTAD’s September update describes expanding services trade alongside limited participation by least developed countries.

Source-based analysis
Data: 2025 services-export shares · September 2026 report
UNCTAD·
EnergyNarratives
72%Average top-country refining share, excluding rare earths, in 2025

Available minerals do not guarantee resilient supply chains.

The IEA’s 2026 outlook shows how concentrated refining and trade restrictions complicate a simple abundance narrative.

Published source evidence
Data: 2025 concentration data · 2026 supply-security assessment
IEA·
DevelopmentNarratives
17 goalsSeparate development goals assessed in the UN framework

Development progress cannot be reduced to one global verdict.

The UN’s 2026 SDG report describes meaningful gains alongside uneven progress and mounting obstacles to the 2030 agenda.

Published source evidence
Data: 2026 SDG report · indicator reference years vary
UN DESA·
Economy · ChileNarratives
GDP ≠ welfareAggregate output does not measure distribution or access

Chile: growth does not mean equal gains

Examine why positive growth in Chile does not establish equal gains for all households.

National forecast; stated edition
Data: 2026–2027 forecasts; OECD June 2026 edition; 2025 reported estimateNational macro lens
OECD·
Economy · Costa RicaNarratives
GDP ≠ welfareAggregate output does not measure distribution or access

Costa Rica: growth does not mean equal gains

Examine why positive growth in Costa Rica does not establish equal gains for all households.

National forecast; stated edition
Data: 2026–2027 forecasts; OECD June 2026 edition; 2025 reported estimateNational macro lens
OECD·
ClimateNarratives
80%June outlook probability of El Niño during June–August

A seasonal probability is not a local weather guarantee.

WMO’s June outlook illustrates how a global climate forecast should inform, rather than replace, local risk assessment.

Source-based analysis
Data: June 2026 forecast for June–August 2026 · retained case studyBackground context
WMO·
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Publication dates and reporting periods are distinct. This is a curated research edition. How we read the evidence