Payment rail fragmentation signals rising β digital currency policy, SWIFT bypass programs, and cross-border regulatory pressure across multiple jurisdictions.
Thesis reviewed May 29, 2026
Visa Inc. is headquartered in United States, which is currently showing moderate signals.
πΊπΈUnited States60NEUTRALView United States risk detail βπ¦Financials100NEUTRAL| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| GGAL | Grupo Financiero Galicia S.A. | 90 | +13% | β93% | ENTRY |
| MELI | MercadoLibre | 90 | -14% | β93% | AVOID |
| BBD | Banco Bradesco S.A. (preferred ADR) | 90 | +5% | β94% | NEUTRAL |
| VIV | Telefonica Brasil (Vivo) | 90 | +8% | β94% | ENTRY |
| UBS | UBS Group AG | 90 | +17% | β94% | ENTRY |
| CIB | Bancolombia S.A. | 90 | +9% | β93% | NEUTRAL |
| DB | Deutsche Bank AG | 90 | -13% | β94% | AVOID |
Investors who hold V may also have indirect exposure through these country funds.
EU Commission opens formal proceeding on cross-border interchange
Pix instant payment volumes overtake card volumes in Brazil retail
DOJ debit Visa case proceeds to trial despite settlement attempts
Estimates Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Jonathan JacksonIL | D | Buy | $50kβ$100k | Apr 24, 26 | |
| David J. TaylorOH | R | Buy | $1kβ$15k | Apr 27, 26 | |
| Josh GottheimerNJ | D | Sell | $1kβ$15k | Feb 18, 26 | |
| David J. TaylorOH | R | Buy | $1kβ$15k | Feb 26, 26 | |
| David J. TaylorOH | R | Buy | $1kβ$15k | Feb 9, 26 | |
| John Boozman | Buy | $1kβ$15k | Jan 15, 26 | ||
| David J. TaylorOH | R | Buy | $1kβ$15k | Jan 16, 26 | |
| Katie Britt | Buy | $1kβ$15k | Apr 14, 25 | ||
| Katie Britt | Buy | $1kβ$15k | Nov 7, 25 | ||
| Julia LetlowLA | R | Buy | $1kβ$15k | Jul 24, 25 | |
| Julia LetlowLA | R | Buy | $1kβ$15k | Oct 23, 24 | |
| Marjorie Taylor Mrs GreeneGA | R | Buy | $1kβ$15k | Oct 21, 24 | |
| Marjorie Taylor Mrs GreeneGA | R | Buy | $1kβ$15k | Oct 4, 24 | |
| John JamesMI | R | Buy | $1kβ$15k | Sep 4, 24 | |
| John JamesMI | R | Buy | $1kβ$15k | Nov 10, 23 | |
| John JamesMI | R | Sell | $1kβ$15k | Jan 5, 24 | |
| Jared MoskowitzFL | D | Buy | $1kβ$15k | Jul 14, 23 | |
| Kathy ManningNC | Buy | $1kβ$15k | Jul 2, 24 | ||
| Nancy PelosiCA | D | Buy | $500kβ$1.0M | Jul 1, 24 | |
| Thomas H Tuberville | Sell | $1kβ$15k | May 3, 24 |