Category: Latam

Argentina: Diluted stabilization plan

Last Friday Alberto Fernández, Cristina Kirchner, Sergio Massa, Axel Kicillof, Máximo Kirchner, among other leaders of the governing coalition, gathered in La Plata to rename a football stadium after Diego Maradona.… Read the rest

Argentina: What if There is No Agreement with the Fund?

For a long time, our baseline scenario has been that Argentina reaches an agreement with the International Monetary Fund around March or April. Today the chances that this agreement is delayed until 2022 or at least until the legislative elections of October have grown.Read the rest

Argentina: Price Administration is the Name of the Game

Minister Guzmán’s orthodox turn in early December crashed with politics. Since Cristina Kirchner’s speech in La Plata, many things have changed in the government’s economic approach. Perhaps the most important is the arsenal of tools to fight inflation.… Read the rest

ECUADOR: Facing a binary choice

  • With exactly a month to go before the first round of the presidential election, our base-case is that an April run-off will be necessary; this would pit the center-right candidate Guillermo Lasso against the leftist Andres Arauz.
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MEXICO: Flaws in Covid-19 strategy persist amid slow vaccination outlook

Health authorities and various political figures have been making calls for people to stay at home where possible, while avoiding Christmas parties and family gatherings. The appeal comes amid a resurgence in Covid-19 cases and a sustained increase in hospital occupancy rates, especially in Mexico City, where some facilities are under extreme pressure.… Read the rest