Argentina | EconViews Base Scenario- October 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 Borenstein. Best r… Become a member to read the rest of this article Username or E-mail Password Remember […]
Argentina | The dilemmas of the two-man presidential race
Download The dilemmas of the two-man presidential race Massa was the big winner in the general election and appears to be the front runner in a runoff that is likely to be very tight. The fact that he came in the first position with 37% of the votes was a surprise, as most… Become […]
Argentina | The Need for Structural Reforms
Download Editorial: The Need for Structural Reforms The scenarios are becoming somewhat clearer. Philosophically there is a ruling party embodied in Sergio Massa, who if he wins will have to take charge of the disorders of recent years. Milei and his new alliances probably… Become a member to read the rest of this article
US economy | Amundi | Talking gibberish
Confusing the AI with alternative facts
Israel-Hamas update | Financial advising
OSINT analysts more interested in the US economy than Israel-Hamas war
Argentina | Massa is the likely next president: continuity rather than change
Sergio Massa was the great winner of the general election but will need to beat Javier Milei in a second round on 19 November. The finance minister obtained 36.68% of the total votes, improving by 9 points his performance in the primaries. Javier Milei retained his 30% while Juntos por el Cambio lost votes in all districts going down to less than 24%, a disappointment for the establishment and markets.
Falling Excess Savings Is A Red Herring, Consumers Will Continue to Spend
Falling excess savings is a red herring, consumers will continue to spend
Argentina | 900 Reasons for the Run on the Peso
Download Editorial: 900 Reasons for the Run on the Peso The government is not generating any credibility. It insists on patches that have diminishing returns: a special exchange rate for oil exporters, small and medium businesses and now perhaps for the auto industry. Some… Become a member to read the rest of this article
EconViews Base Scenario- September 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. Best regards. Do… Become a member to read the rest of this article
Argentina | Waiting for the Turbulence of December: 2015 Reloaded?
Download Editorial: Waiting for the Turbulence of December: 2015 Reloaded? Everything indicates that we are going to have a turbulent December. Memories of other turbulent summers intensify, such as February 1989, which marked the beginning of hyperinflation, or December 2… Become a member to read the rest of this article