Monthly

The economy outside of wonderland

Julio 2008

The new economic and political situation. The end of the farm conflict has brought back old concerns about Argentina’s macroeconomic outlook. Many investors are worried and the country risk is going through the roof while for the first time in many years local businessmen show signs of being concerned. Investors a...

More concerns about growth and inflation

Junio 2008

Politics and policies affect growth and the K-Economic Model. Economic and political events have been moving at full speed since the beginning of the farmers’ conflict back in March. There has been a rapid fall in the Government’s positive image that is likely to affect the balance of power in the ne...

Goodbye Penguinomics: What’s next?

Mayo 2008

What have the recent events changed? The economy is now entering a new, more difficult phase that is not yet reflected in the recent releases of the official numbers that are already one or two months old. One can perceive a change of sentiment, though, and the figures will almost certainly start to show a slow...

It’s the Politics, Stupid

Abril 2008

What has changed since the strike? It is clear that inflation has now taken center stage in economic discussions and that it is becoming all but impossible for the government to avoid confronting the issue. Inflation is now for the first time the main concern in opinion polls as it now stays above insecurity an...

What’s new on Debt and in the Farming Sector

Marzo 2008

A strike that has changed the economic and political climate. The farmers’ strike in response to the increase in the export taxes has dominated the economic and political discussions in recent weeks and has generated the largest political crisis in the Kirchner’s era. While the farmers have lifted t...

The external sector: still in good shape

Febrero 2008

The CER controversy continues and the stakes are bigger. A full analysis of the evolution of the Argentine economy in the near future needs to combine economic factors with political elements that have recently become an important ingredient. There are critical economic policy decisions that will be taken in th...

Commodity Prices keep growth going and reduce vulnerability

Enero 2008

High commodities prices mitigate the effects of the International Financial Turbulence. The recent turbulence in the international financial markets has had a relatively small effect so far on the Argentine economy, as the spreads on Argentine bonds and the exchange rate have remained relatively stable, while s...

Mr. & Mrs. K: a new beginning, old recipes

Diciembre 2007

Kristina"s Economy. Cristina receives an economy that is still booming and where the recent tax increases have removed many concerns about the fiscal situation for next year. The rate of unemployment has dropped to one digit and the social indicators have improved significantly. The country has a large sto...

What does Cristina’s victory mean for the economy and for policies?

Noviembre 2007

Cristina won, as most political analysts had predicted, and she got a strong mandate as she obtained 45% of the popular vote. She has now a commanding majority in the Senate and in the House of Representatives, while a majority of the provincial Governors respond to the Government. Despite this strong electora...

Penguinomics Part II. What you need to know about the economic outlook for 2008

Penguinomics Part II. What you need to know about the economic outlook for...

Septiembre 2007

Recent economic developments. Inflation and the stories surrounding the publication of the indices, and the recent increases in domestic interest rates are the top issues in the economic agenda these days. The international financial turbulence, which affected the subprime credit market, had a large effect on th...

Informes Mensuales

The economy outside of wonderland

The economy outside of wonderland

More concerns about growth and inflation

More concerns about growth and inflation

Goodbye Penguinomics: What’s next?

Goodbye Penguinomics: What’s next?

It’s the Politics, Stupid

It’s the Politics, Stupid

What’s new on Debt and in the Farming Sector

What’s new on Debt and in the Farming Sector

The external sector: still in good shape

The external sector: still in good shape

Commodity Prices keep growth going and reduce vulnerability

Commodity Prices keep growth going and reduce vulnerability

Mr. & Mrs. K: a new beginning, old recipes

Mr. & Mrs. K: a new beginning, old recipes

What does Cristina’s victory mean for the economy and for policies?

What does Cristina’s victory mean for the economy and for policies?

Penguinomics Part II. What you need to know about the economic outlook for 2008

Penguinomics Part II. What you need to know about the economic outlook for...

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