Monthly

Informes Mensuales

Economic policy outlook for 2011: better business climate but no efforts to reduce inflation

Diciembre 2010
From Penguinomics to Cristinomics: what can change? Economic policies while Nestor Kirchner was alive followed some logic, especially on the fiscal and external fronts, and after many years they had started to be to some extent predictable. Nestor paid attention to the evolution of Government revenues and of in...

Cristina without Nestor: more questions than answers

Diciembre 2010
Can Cristina win the next Presidential election? Nestor’s death has drastically changed the political scenario and has raised many questions about the way in which Cristina is likely to manage the economy. On the political side, what stands out is that the opposition is now confused and has lost the initiative. Mo...

The economic challenges in the new political environment

Noviembre 2010
The sudden death of Nestor Kirchner could be seen as black swan (a low probability event with large effects) creates a new scenario for next year presidential elections and opens difficult questions about whether and how Cristina’s government will tackle the main economic issues during the next twelve months. Th...

Kristina in Wonderland

Julio 2010
The economy grows at full speed: how much longer can it last? While the economy continues to grow at full speed, the financial variables are moving in slow motion. Growth is now expected to reach 7% this year and around 4.5% in 2011 and for the moment these strong rates of growth have managed to avoid major side e...

Competitiveness and the real exchange rate: are we back to the 90’s?

Mayo 2010
An update on Argentina The last month has provided mixed news for the Argentine economy. On the one hand, the economy continues to grow on the back of high soybean prices and good weather that are leading a new high soybean record crop that is likely to exceed 54 million tons, of a stable exchange rate and ove...