Monthly

Some mildly positive news in the economic front ... at last!

June 2017

There is big excitement in the countdown to June 24th, which is the deadline to present the nominees for the mid-term elections. The biggest question was whether Cristina Fernández de Kirchner will be running for a seat in the Senate of the province of Buenos Aires. If she does it will be the battle between the old ...

How to milk a Dead Cow

May 2017

The Macri administration got an unexpected political boost in April and it now seems that its positive image returned to almost 50%, the levels where they were late last year prior to the “unforced” errors that the administration made in February and the social conflicts and the confrontation w...

The cursed trilogy: Inflation, exchange rate & interest rate

April 2017

The government in recent weeks partly recovered politically from the big difficulties it suffered in February, when Macri’s positive image dropped 10 percentage points and the government looked disoriented and made numerous mistakes. Throughout the last month and a half the government appeared to be on the defensiv...

The economy with an eye on the midterm elections

March 2017

Politics got rough in February for the government, and Macri’s positive image dropped roughly 10 percentage points. This outcome was the result of several “unforced errors” that included an ill-conceived agreement with Macri’s family regarding the nationalization of the Post-Office, the unfortunate announcement of a...

What you need to know about the fiscal accounts…And more

February 2017

There have been several good pieces of news in the economic front. Inflation has remained subdued, the Government already raised most of the funds that it needs in the international financial markets, while the number of green shoots is rising and the prospects for growth are improving. Last, but not least, the inte...

What the mid-term elections, Trump, Brazil and China have in store for Argentina

What the mid-term elections, Trump, Brazil and China have in store for Arg...

January 2017

December was a difficult month for the Macri administration on the political front due to a number of setbacks that it suffered in Congress. At this stage, the overall climate has improved as the summer recess is giving the government some breathing room to regroup and to eventually regain the upper hand that it enj...

Hello 2017! Outlook, challenges and risks

December 2016

The government ends its first year with mixed feelings. Though most of the year in the political front it managed to maintain the upper hand and passed over 75 laws in Congress, the last weeks have been tough. The government suffered a setback when the opposition blocked the new electoral law that proposed electroni...

How to jump start growth and international trade

November 2016

In recent years it is clear that the economy has become more isolated from the world, as there was a clear trend in which the volume of exports and imports continuously fell. Brazil, our main trading partner through Mercosur also underperformed relative to the evolution of world and regional external trade. The rece...

Argentine Farmland: the Promised Land

October 2016

Finally, the government is getting better news in the economic front as all pieces are starting to fall into place; September appears to have been the turning point. Inflation has clearly receded from the high rates that prevailed since December of last year and is now more likely to remain in the 1.5% per month ran...

Argentine Banks: Stretching the muscles to grow

September 2016

Banking penetration in Argentina is low. As of today, deposits account for nearly 20% of GDP and the depth of banking intermediation has been erratic over time in response to macroeconomic cycles. The most important increase in banking penetration took place in the 90's when the ratio of deposits to GDP ...

Monthly Reports

Some mildly positive news in the economic front ... at last!

Some mildly positive news in the economic front ... at last!

How to milk a Dead Cow

How to milk a Dead Cow

The cursed trilogy: Inflation, exchange rate & interest rate

The cursed trilogy: Inflation, exchange rate & interest rate

The economy with an eye on the midterm elections

The economy with an eye on the midterm elections

What you need to know about the fiscal accounts…And more

What you need to know about the fiscal accounts…And more

What the mid-term elections, Trump, Brazil and China have in store for Argentina

What the mid-term elections, Trump, Brazil and China have in store for Arg...

Hello 2017! Outlook, challenges and risks

Hello 2017! Outlook, challenges and risks

How to jump start growth and international trade

How to jump start growth and international trade

Argentine Farmland: the Promised Land

Argentine Farmland: the Promised Land

Argentine Banks: Stretching the muscles to grow

Argentine Banks: Stretching the muscles to grow

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