Across the crime sector, people seem split on when, or even if, major enforcement moves will happen. Expectations around a U. S. anti-cartel operation taking place outside the country appear shaky at best. Most folks currently seem to think no such operation will have been publicly launched by late summer, with doubt running strongest in the earlier months.
As the calendar pushes toward fall, the mood shifts just a little. By September, the leaning is still toward no action, though it feels less certain than before. Some people appear to be warming up to the idea that something could break by October, where expectations tilt slightly bullish toward yes. Still, nothing looks locked in.
The hesitation extends beyond cartel matters. Speculation around Brazilian political figure Flávio Bolson