Consumer bifurcation is accelerating Latin American digital commerce adoption as the middle class there bypasses brick-and-mortar entirely, and with Treasury yields rising to 5.5% compressing U.S. consumer discretionary multiples, institutional rotation into high-growth EM fintech/e-commerce with durable margin expansion becomes the relative-value trade of the week. Scored on the close 7 days out. If MELI does not move 4.5% in my favour by then, this is a miss.

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