report November 30, 2023 Argentina | Milei: big hopes, big challenges Download Milei has been elected with roughly 56% of the popular vote, which means that he has a strong mandate to go ahead with his plan for stabilization and structural reforms. On the other hand, he has a small... By Alejandro Giacoia, Andrés Borenstein, Delfina Colacilli, Miguel A. Kiguel, Pamela Morales, Rafael Aguilar EconViews
report October 31, 2023 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... By Alejandro Giacoia, Andrés Borenstein, Delfina Colacilli, Miguel A. Kiguel, Pamela Morales, Rafael Aguilar EconViews
report September 29, 2023 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... By Alejandro Giacoia, Andrés Borenstein, Delfina Colacilli, Miguel A. Kiguel, Pamela Morales, Rafael Aguilar EconViews
report August 28, 2023 Argentina | MONTHLY EconViews #230 – August, 2023 Download report The PASO primaries changed the electoral outlook The primary elections came with many surprises. The big winner was Javier Milei, who was in the radar and was thought to be competitive, though nobody expected that he would end... By Alejandro Giacoia, Andrés Borenstein, Delfina Colacilli, Miguel A. Kiguel, Pamela Morales, Rafael Aguilar EconViews
report July 28, 2023 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... By Alejandro Giacoia, Andrés Borenstein, Delfina Colacilli, Miguel A. Kiguel, Pamela Morales, Rafael Aguilar EconViews
report September 24, 2021 Argentina: Special Analysis on Public debt. Will it be sustainable this time? I. A poor election and a Government under pressure Inflation, the exchange rate, and economic activity are moving in election mode. The government is using all its firepower to keep the main economic variables under control. Inflation, which had... By Alejandro Giacoia, Andrés Borenstein, Isaías Marini, Lorena Giorgio, Miguel A. Kiguel EconViews
report August 26, 2021 Argentina: Special Analysis on Construction and Real Estate I. Is there a way to turnaround the economy? Inflation, the exchange rate, and economic activity are moving in election mode. The government is using all its firepower to keep the main economic variables under control. Inflation, which had... By Alejandro Giacoia, Andrés Borenstein, Isaías Marini, Lorena Giorgio, Miguel A. Kiguel EconViews
report July 23, 2021 Argentina: Special Analysis on Lithium in Argentina I. The economy and the elections: playing poker with no aces? The electoral calendar is moving ahead, and soon we will know the candidates for the primaries that will take place on September 12th. These elections are important. They... By Alejandro Giacoia, Andrés Borenstein, Isaías Marini, Lorena Giorgio, Miguel A. Kiguel EconViews
report June 23, 2021 Argentina: Special Analysis on the Equilibrium Real Exchange Rate A Soft Transition to the Elections: The Calm That Precedes the Storm? I. Can anything go wrong before the elections? It seems that the government has enough instruments to maintain key economic variables under control until the elections. The official... By Alejandro Giacoia, Andrés Borenstein, Isaías Marini, Lorena Giorgio, Miguel A. Kiguel EconViews
report June 23, 2021 Argentina: Special Analysis on the Equilibrium Real Exchange Rate A Soft Transition to the Elections: The Calm That Precedes the Storm? I. Can anything go wrong before the elections? It seems that the government has enough instruments to maintain key economic variables under control until the elections. The official... By Alejandro Giacoia, Andrés Borenstein, Isaías Marini, Lorena Giorgio, Miguel A. Kiguel, Rafael Aguilar EconViews
report May 26, 2021 Argentina: Special Analysis on the Argentine Banking System In Search of a Program: Hope in Paris, Not So Much in Buenos Aires I. Politics and economic decisions Who is in command? This is a critical question when it comes to economic policies. Minister Guzman is formally the Minister... By Alejandro Giacoia, Andrés Borenstein, Isaías Marini, Lorena Giorgio, Miguel A. Kiguel, Rafael Aguilar EconViews
report April 22, 2021 Special Analysis on Recent IMF Programs and What They Imply Argentina I. The economic scenario before and after the elections and the role of the IMF It is increasingly clear that the government is taking every economic decision with an eye on the election and that the 4.8% March inflation rate... By Alejandro Giacoia, Andrés Borenstein, Isaías Marini, Lorena Giorgio, Miguel A. Kiguel, Rafael Aguilar EconViews
report March 22, 2021 Argentina: The Month at a Glance RECENT DEVELOPMENTS • With an USD 1.9 trillion relief bill and full vaccination as early as June, the US is set for a stronger than expected recovery in 2021. International markets remain bullish, but inflation anxiety is on the... By Alejandro Giacoia, Andrés Borenstein, Isaías Marini, Lorena Giorgio, Miguel A. Kiguel, Rafael Aguilar EconViews
report February 23, 2021 Argentina: Glass Half Empty or Half Full? Special Analysis on the Provinces’ Fiscal and Debt Situation We are happy to celebrate the 200 th edition of Econviews’ monthly report. Appropriately, our first edition in September 2003 centered on the ongoing debt restructuration, while our 100 th... By Alejandro Giacoia, Andrés Borenstein, Isaías Marini, Lorena Giorgio, Miguel A. Kiguel, Rafael Aguilar EconViews
report January 21, 2021 Argentina: Diluted stabilization plan RECENT DEVELOPMENTS Worldwide, states must deal with shortages, bottlenecks and other logistical issues in the effort to vaccinate their populations against Covid-19. Argentina has applied around 200,000 shots of the Sputnik V vaccine, ahead of other South American countries... By Alejandro Giacoia, Andrés Borenstein, Isaías Marini, Lorena Giorgio, Miguel A. Kiguel, Rafael Aguilar EconViews
report November 20, 2020 Argentina: High Hopes on an IMF Program, But the Task Ain’t Easy • The Government was successful in lowering the FX spread from a peak of nearly 150% in mid-October to 85% by early November. To do this, it relied on selling dollar bonds at 16-17% yields as well as auctioning... By Andrés Borenstein, Isaías Marini, Lorena Giorgio, Mariela Díaz Romero, Miguel A. Kiguel, Rafael Aguilar EconViews
report October 21, 2020 ARGENTINA: The Wrong Treatment for the Wrong Diagnosis EconViews-196_Oct-2020 ... Become a member to read the rest of this article Username or E-mail Password Remember Me Forgot Password... By Andrés Borenstein, Isaías Marini, Lorena Giorgio, Miguel A. Kiguel, Rafael Aguilar EconViews