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 likely that the government would bless… Become a member to read the rest of this […]
MACRO: Policy responses to Covid-19
Below is our updated bi-weekly summary table on the health and economic policies that selected governments are implementing around the world. Please do not hesitate to contact us if you want to discuss any of the countries mentioned in more detail. [pdf-embedder url=”https://s… Become a member to read the rest of this article
LATAM PULSE
This week, Chile’s President Sebastian Pinera faces a bumpy ride as he seeks to defend himself from allegations arising from the “Pandora Papers” leak; at the same time, another presidential debate takes place later today. In Mexico, President Andres Manuel Lopez Obrador (AMLO) w… Become a member to read the rest of this article
WEEKLY POLITICAL COMPASS
The US and China held virtual trade-related talks. Tensions are rising in the relationship between the UK and the EU. Japan’s new PM will dissolve the Diet. Argentina’s finance minister will attend the annual IMF meetings. Meanwhile, candidate registration ended in the Philippine… Become a member to read the rest of this article
LATAM PULSE
This week, Mexico’s electricity sector counter-reforms are in the legislature, where they could muffle recent speculation about the battle to eventually succeed President Andres Manuel Lopez Obrador (AMLO). Political tensions in Peru are rising. In Ecuador, talks between the gove… Become a member to read the rest of this article
WEEKLY POLITICAL COMPASS
The US trade representative will outline Washington’s approach to China trade. Fumio Kishida is Japan’s 100th prime minister. Exploratory coalition talks could officially begin in Germany. Meanwhile, candidate registration will end in the Philippines, lower house elections will b… Become a member to read the rest of this article
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 group reintegrating into the labor market, much more… Become a member to read the rest […]
MACRO: Policy responses to Covid-19
Below is our weekly summary table on the health and economic policies that selected governments around the world are implementing to counter the fallout from Covid-19. The updated table includes information about each country’s vaccination strategy. Please do not hesitate to cont… Become a member to read the rest of this article
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 developed and emerging countries. But it do… Become a member to read the rest of […]
LATAM PULSE
This week, Peru’s government is in another muddle of its own making – this time over a threat to nationalize natural gas resources – while Congress will keep the Pedro Castillo administration on the backfoot. In Mexico, energy policy in the downstream sector returns to the politi… Become a member to read the rest […]