Aurora Macro Strategies

Public Debt Report: Venezuela's Restructuring Clock Restarts

July 20, 2026

Public DebtVenezuela

Caracas has confirmed it is revising its Debt Sustainability Analysis to account for the June earthquakes, keeping restructuring on the table for 2026. Aurora models how timing, fiscal capacity, and growth assumptions could reshape any relaunch, and flags the variable most likely to reveal the government's real timeline.

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

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Public Debt Report: Venezuela's Restructuring Clock Restarts