Semanales Ver más Semanales

The credit market is out of equilibrium

The supply and demand of lending capacity at the banks have been moving at very different speeds. Deposits have been growing at a 19% rate, while loans do so at 37%. Until now banks have been absorbing this difference by reducing their liquidity...

Mensuales Ver más Mensuales

Is Argentina facing a turn in the political cycle?

The first half of August was marked by the primary elections, which resulted in a victory of the official party “Cambiemos” at the national level. In the Province of Buenos Aires, the final scrutiny threw Cristina Kirchner as the winner by a very...

Trimestrales Ver más Trimestrales

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.

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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 Ver más LATAM8 Brief

Latam 8 July 17

Despite no major change in Congress is expected as a result of the coming elections, the results will condition the next 2 years of Macri’s administration.

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ESCENARIO BASE OCTUBRE 2017

Nuestras premisas

Escenario internacional
- Brasil se recupera lenta pero sostenidamente.
- Los precios de los commodities se mantienen relativamente estables.