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.
Argy | Alan Brazil | Higher for longer is the new normal
Another coup for us. Alan Brazil on higher of longer
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
Argentina | 2024: from paradise to hell, anything is possible
Download The economic situation continues to deteriorate, and it is now clear that whoever wins the general elections will have a colossal challenge in December. He or she will have to deal with an extremely fragile situation including a high and probably rising rate of infla… Become a member to read the rest of […]
Argentina | Are We in the Eighties With Electricity and Smartphones?
Download Editorial: Are We in the Eighties With Electricity and Smartphones? With each passing week the feeling that the Argentine economy is approaching the one we experienced in the eighties cannot be avoided. It does not mean that the situation will be exactly the same … Become a member to read the rest of […]
Argentina | FT-Booth survey breakdowns | Fed projections
Breakdown of academic economists’ projections. Argentina and tomorrow’s FOMC meeting
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 week’s measures are more fuel for the fire. The … Become a member to read […]
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. This makes no sense from an economic p… Become a member to read the rest […]