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Editorial: Unnecessary Noise The announcement that Vicentín was being expropriated made a lot of unnecessary noise in the economy. This could complicate both the short-term and medium-term outlook, the former because it could affect the debt restructuring and the latter due to the post-pandemic situation. In 2019, Vicentín was the main exporter of soy and sunflower oil and pellets, the eighth exporter of grains, and it was not quite relevant regarding soy grain sales. Considering the entire harvest, it was the sixth exporter in the Argentina’s farming sector. In its main market, it is one
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Argentina: Too Little, Too Late

( 15 mins read ) Press play to listen Editorial The Central Bank has changed the game. For the first time in a long time, it decided to devalue faster and timidly change the interest rate structure. It left the

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ARGENTINA: The Week at a Glance

( 24 mins read ) Press play to listen The Fragility of the Labor Market and Its Social Consequences Unemployment data showed the fragility of Argentina’s social scheme very clearly. Unemployment climbed to 13.1% a lower figure than expected by

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Argentina Economy: The Week at a Glance

( 12 mins read ) The Super Cepo outshined the Budget In another country this weekly editorial would inevitably be about the Budget. The Bill was presented last week. It has a realistic activity expectation, a too-high deficit, and a

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ARGENTINA: The Week at a Glance

( 9 mins read ) No Magic without Credibility for Argentine Bonds The debt restructuring has become a reality. Argentina will have almost no financial pressure for the next 5 years, well into the following administration. The deal with the

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ARGENTINA: The Week at a Glance

( 18 mins read ) Press play to listen With a Little Help from My Friends The economic scenario is challenging for Argentina. International reserves are scarce, there is an excess of pesos, and an activity level that will fall

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ARGENTINA: The Week at a Glance

( 14 mins read ) Press play to listen Good Closure for the Debt: Now Comes the IMF Argentina successfully closed a very important chapter in its prolific economic history. It is solving its ninth default, practically with no skeletons

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ARGENTINA: The Week at a Glance

( 18 mins read ) In Argentina, the feeling is that we hit rock bottom in April. Cement production, CAME’s sales, new vehicle registrations, Debits and Credits Tax revenue, and the recent PMI made by UADE all show better results in May than in April. The ongoing quarantine poses some limitations on activity improving during the coming weeks, but anyhow we expect the trend to stay positive.

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ARGENTINA: The Week at a Glance

( 18 mins read ) The Implications of the Debt Restructuring Deal It took its time, but it happened. The government finally struck a deal with their main creditors and everything points to the fact that, when figures are disclosed

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Argentina: The Week at a Glance

( 11 mins read ) Press play to listen The Spread Hops Back on Stage By the end of last week, the dollar exchange rate in its MEP and Blue Chip Swap versions surpassed the 120-peso barrier again and closed

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Here I discuss the international role of the euro with @Aligarciaherrer https://asiatimes.com/2020/10/politics-not-economics-demands-stronger-role-for-euro/

¿Fue buena la licitación de hoy? Si, fue buena. Pero era totalmente esperable con las expectativas de devaluación por las nubes. ¿Resolvió algún problema de fondo? Ninguno. Se ganó algo de tiempo. Restan ver 2 cosas importantes: % sector público y % que viene del desarme leliqs

After 2 weeks of multiple health screens and asking everyone to quarantine, I surprised my closest inner circle with a trip to a private island where we could pretend things were normal just for a brief moment in time.

The Merkel Plan for Wave II:

Close restaurants, bars, gyms, theaters through November, strict limits on social gatherings.

BUT: schools and daycare centers stay open!

This is evidence-based leadership during a crisis.

https://www.zeit.de/politik/deutschland/2020-10/coronavirus-bundesregierung-oeffentliches-leben-neue-massnahmen

Among the other things Suga has done in October: five visits to a dentist. First an 83-minute appointment on 10/11, then four follow-up appointments ten minutes each.

Someone's not getting any Halloween candy this year.

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