LatAm Update: Colombia’s Reverse Honeymoon

Summary

Colombia’s summer bond-market relief is fading as the peso, equities and fiscal debate point to a tougher year-end for President Abelardo’s government. Aurora maps the coalition math, the limits on 2027 budget adjustment, IMF conditions, BanRep’s response and the implications for Ecopetrol and pension-sector balance sheets.

The full report is available to Aurora's institutional clients. Request a copy and our team will follow up within one business day.