Por Miguel A. Kiguel
Todos sabemos cómo funciona el cepo, y hemos aprendido a vivir con tasas de interés reales negativas, a usar el dólar Contado con Liqui para eludir los controles...
Agreement With the IMF: One More Round Is Missing
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Agreement With the IMF: One More Round Is Missing
Fifth week
August 2021
This week, Argentine financial asset prices soared. Some say that the polls are bad for the government and that is good for the markets. Others attribute the rally to the versions that circulated in the press about an imminent agreement with the IMF. Our base scenario was always that the agreement between the IMF and Argentina was going to arrive. But it seems to us that it is not imminent. It does seem to us that there are broad outlines of the agreement already discussed in terms of a deficit reduction path and some other issues.
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