report September 19, 2023 Argentina | The Inheritance Keeps Getting Worse Downloads Editorial: The Inheritance Keeps Getting Worse We don't know who is going to win the elections. But we do know that the legacy of problems for the next government has not stopped getting worse in recent weeks. This... By Alejandro Giacoia, Andrés Borenstein, Delfina Colacilli, Miguel A. Kiguel, Pamela Morales, Rafael Aguilar EconViews
report September 11, 2023 Argentina | Income Tax in the Upside Down Download Editorial: Income Tax in the Upside Down Argentina’s terrible application of the personal income tax is impressive. Last week it was YPF employees and now Massa is doubling the bet with a proposal to eliminate the income tax.... By Alejandro Giacoia, Andrés Borenstein, Delfina Colacilli, Mariela Díaz Romero, Miguel A. Kiguel, Rafael Aguilar EconViews
report September 8, 2023 EconViews Base Scenario- August 2023 Download Dear clients and friends, We share with you our report "Base Scenario Econviews" that includes projections of the main macroeconomic variables until 2025. We hope you find it useful. For questions or comments about this report, please contact Andrés Borenst...... By Alejandro Giacoia, Andrés Borenstein, Delfina Colacilli, Miguel A. Kiguel, Pamela Morales, Rafael Aguilar EconViews
report September 4, 2023 Argentina | 80s Inflation Returns Download Editorial: 80s Inflation Returns Argentina returns to the 80s in terms of inflation. The numbers for August are going to show something close to 12% per month and September is not looking much better. Perhaps there may be... By Alejandro Giacoia, Andrés Borenstein, Delfina Colacilli, Miguel A. Kiguel, Pamela Morales, Rafael Aguilar EconViews
report August 28, 2023 Argentina | The IMF Money Is Here… Now What? Download report Editorial: The IMF Money Is Here... Now What? After many episodes, this season of the IMF novel came to a close. But there are many more seasons in the works. To some extent this one had a... By Alejandro Giacoia, Andrés Borenstein, Delfina Colacilli, Miguel A. Kiguel, Pamela Morales, Rafael Aguilar EconViews
report August 28, 2023 Argentina | MONTHLY EconViews #230 – August, 2023 Download report The PASO primaries changed the electoral outlook The primary elections came with many surprises. The big winner was Javier Milei, who was in the radar and was thought to be competitive, though nobody expected that he would end... By Alejandro Giacoia, Andrés Borenstein, Delfina Colacilli, Miguel A. Kiguel, Pamela Morales, Rafael Aguilar EconViews
report August 23, 2023 Argentina | The Week at a Glance- August 22nd, 2023 Download report Editorial: The Problems of Dollarization Javier Milei's victory brought into focus the dollarization plan for which the candidate for president has been fighting. Our opinion is that dollarization is a plan that should be considered as a... By Alejandro Giacoia, Andrés Borenstein, Delfina Colacilli, Miguel A. Kiguel, Pamela Morales, Rafael Aguilar EconViews
report August 15, 2023 Argentina | A Black Swan With All the Options Open Editorial: A Black Swan With All the Options Open The result of the primary election in Argentina delivered important surprises. Javier Milei, who was supposed to come third, emerged as the winner. His party obtained 30.04% of the votes... By Alejandro Giacoia, Andrés Borenstein, Delfina Colacilli, Miguel A. Kiguel, Pamela Morales, Rafael Aguilar EconViews
report August 14, 2023 Flash Report – A black swan with all the options open The result of the primary election in Argentina delivered important surprises. Javier Milei, who was supposed to come third, emerged as the winner. His party obtained 30.04% of the votes followed by Juntos por el Cambio (main opposition) with... By Andrés Borenstein, Miguel A. Kiguel EconViews
report August 7, 2023 The Central Bank Walks on the Tightrope Editorial: The Central Bank Walks on the TightropeWhen hiring staff at the Central Bank, they should put experience as a tightrope walker or juggler as exclusive requirements. Clearly that ability came into play in these last few days. On... By Alejandro Giacoia, Andrés Borenstein, Delfina Colacilli, Miguel A. Kiguel, Pamela Morales, Rafael Aguilar EconViews
report August 3, 2023 Argentina | Base Scenario – July 2023 Dear clients and friends, We share with you our report "Base Scenario Econviews" that includes projections of the main macroeconomic variables until 2025. We hope you find it useful. For questions or comments about this report, please contact Andrés Borenstein. Be... ... By Alejandro Giacoia, Andrés Borenstein, Delfina Colacilli, Miguel A. Kiguel, Pamela Morales, Rafael Aguilar EconViews
report July 31, 2023 Argentina | A Last-Minute Deal with the IMF Editorial: A Last-Minute Deal with the IMF Finally, the famous “staff-level agreement” was closed and the IMF promises a disbursement of 7.5 billion dollars in August, an amount that will basically cover principal and interest payments until November. Although... By Alejandro Giacoia, Andrés Borenstein, Delfina Colacilli, Miguel A. Kiguel, Pamela Morales, Rafael Aguilar EconViews
report July 28, 2023 Argentina Averted the Chasm with the IMF Agreement Argentina Averted the Chasm with the IMF Agreement, Though Fragility Is Still the Name of the Game The economic discussions have been dominated by the day-to-day developments in the negotiations between Argentina and the IMF. The other key piece... By Alejandro Giacoia, Andrés Borenstein, Delfina Colacilli, Miguel A. Kiguel, Pamela Morales, Rafael Aguilar EconViews
report July 24, 2023 Argentina | Distortions Upon Distortions to Muddle Through Editorial: Distortions Upon Distortions to Muddle Through The government continues negotiating with the IMF, but there is nothing concrete yet. Econviews' thesis is that one way or another there will be an agreement such that at least the IMF... By Alejandro Giacoia, Andrés Borenstein, Delfina Colacilli, Miguel A. Kiguel, Pamela Morales, Rafael Aguilar EconViews, Speevr Intelligence
report March 3, 2023 Argentina: The FX Spread Widens and Messes (even more) The Economy The official exchange rate remains tamed. On average, the dollar rose 1% in October, 1.1% in September and 1% in August. Well below inflation, that averaged more than 3% per month. It is true that in the last week... By Alejandro Giacoia, Andrés Borenstein, Isaías Marini, Lorena Giorgio, Miguel A. Kiguel EconViews
report October 25, 2021 Argentina: Orderly or Messy Adjustment? When the legislative elections of November 14 pass, all eyes will return almost exclusively to the economy. Once the results are digested, the question will be how Argentina will resolve the many imbalances that are beginning to grow. They... By Alejandro Giacoia, Andrés Borenstein, Isaías Marini, Lorena Giorgio, Miguel A. Kiguel EconViews
report October 13, 2021 Argentina: New “Cepo”, Old Problems, No Solutions Last week the Central Bank again intensified the “cepo”, cutting import payments and making the operation of alternative dollars even more restrictive. You could see it coming. The sale of reserves was unsustainable, and it did not seem very... By Alejandro Giacoia, Andrés Borenstein, Isaías Marini, Miguel A. Kiguel EconViews
report October 4, 2021 Argentina: Transitory Needs and Permanent Problems This week the government announced a plan for 55-year-old women and 60-year-old men to obtain their retirement if they are unemployed and meet a contribution requirement. The logic of the measure is that it is not easy for this... By Alejandro Giacoia, Andrés Borenstein, Isaías Marini, Miguel A. Kiguel EconViews
report September 27, 2021 Argentina: Open for Business “High-Beta” is one of the most used analogies to describe the Argentine economy. There is a mathematical reason for that. Argentina is not the economy with the worst performance in a medium-term perspective compared to a large sample of... By Alejandro Giacoia, Andrés Borenstein, Isaías Marini, Miguel A. Kiguel EconViews
report September 24, 2021 Argentina: Special Analysis on Public debt. Will it be sustainable this time? I. A poor election and a Government under pressure Inflation, the exchange rate, and economic activity are moving in election mode. The government is using all its firepower to keep the main economic variables under control. Inflation, which had... By Alejandro Giacoia, Andrés Borenstein, Isaías Marini, Lorena Giorgio, Miguel A. Kiguel EconViews
Argentina Argentina’s Top Economist on Debt Restructuring Post-Covid-19 Economy Outlook Miguel A. Kiguel
