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… Become a member to read the rest of this article Username or E-mail Password Remember Me […]
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 there is no cer… Become a member to read the rest of this article
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 of analysis is on the impact t… Become a member to read the rest of […]
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 disburses the outstanding 4 billi… Become a member to read the rest of this article
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 of October the exchange rate accelerated a little, but too little … Become a member […]
WEEKLY POLITICAL COMPASS
Voters in Japan will go to the polls. Turkey is heading for a major confrontation with its allies. A Senate report requests the indictment of Brazil’s president. The UK chancellor will present his autumn budget. South Africa is gearing up for municipal elections. The most signifi… Become a member to read the rest of […]
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 are, mainly, the fiscal issue, the monet… Become a member to read the rest of […]
WEEKLY POLITICAL COMPASS
China has tested a new missile. Turkey’s currency is set for more volatility. Chile is on high alert. Meanwhile, a civilian-military standoff continues in Pakistan, formal coalition talks will begin in Germany, a constitutional amendment will be put to a vote in Brazil, and a com… Become a member to read the rest of […]
LATAM PULSE
This week, Chile marks two years since the outbreak of protests just as the constituent assembly born out of that unrest starts to debate the content of a new constitution. In Peru, a new stage of Pedro Castillo’s presidency opens up as his party appears to be submitting to new r… Become a member […]
EMERGING MARKETS: Covid-19 Vaccinations and Challenges
Our Covid-19 vaccination table includes updated information on the immunization strategies selected EMs are pursuing and the challenges they face. Below are some of the latest developments. Please do not hesitate to contact us if you want to discuss any of the countries mentio… Become a member to read the rest of this article