Finally it's Milei, hope won over fear and the vote was for change. But the path facing the economy is complex. We are not going to travel on a highway, on the contrary, it is a winding road, bogged...
A Black Swan With All the Options Open
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A Black Swan With All the Options Open
Second week
August 2023
The result of the primary election in Argentina delivered important surprises. Javier Milei, who was supposed to come third, emerged as the winner. His party obtained 30.04% of the votes followed by Juntos por el Cambio (main opposition) with 28.27% and then the government with 27.27%. This almost rules out a definition in the first round to be held on 22 October and leaves all the combinations open for the runoff to be held on 19 November.
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 Unificación rápida, dólar alto, el Banco Central sobrevive. Nuestra visión es que la dolarización no va a ocurrir. Pero sí habrá un shock cambiario que podría llevar el dólar cerca de 800 pesos. Ahí... |