Weekly View more Weekly

An election result that changes everything

Mauricio Macri lost primary elections against Alberto Fernández by an unexpected difference of 15 percentage points. We believe there is no real chance that the government can turn this result around.

Monthly View more Monthly

Surprising election results. What comes next?

The landslide victory of the Fernandez ticket in the primaries has been an unexpected result that shook financial markets and introduced a high level of uncertainty regarding the evolution of economic and financial variables during the transition...

Quarterly View more Quarterly

Argentina´s Economic Outlook 2Q 2017

The primaries will take place on August 13th, and the big news is that Cristina Kirchner will run for senator in the province of Buenos Aires.

Special View more Special

The new policy framework and what can we expect

The new administration is moving very quickly to establish a new policy regime that addresses the main obstacles that have been affecting investing and growth.

LATAM8 Brief View more LATAM8 Brief

Latam 8 June 26

Macri shocked the political space by choosing Miguel Pichetto as his vice president candidate. He’s a veteran Peronist, a pro market defender and one of the leaders of Alternativa Federal.

Base Scenario View more Base Scenario


Nuestras premisas:

Escenario internacional