197 – Carry Forever… a month and a half later
Oxymoron or Regimen Change? In mid-October, we published our latest report with a provocative title: “Carry Forever” and…
#196 – Carry forever
Is this time any different? In October, the planets aligned. The BCRA (Central Bank of Argentina) returned to…
#195 – The zero deficit is non-negotiable: Does it work?
Objective, Subjective, and Intersubjective Reality (the Narrative) The release of the 2025 budget by the President in Congress…
#194 – Again, the question is: will they make it?
Trump, RIGI, tax amnesty to offset the drop in reserves Seven months after the program began: 1) the…
#193 – It was not chess
Public Opinion, Flows and Fundamentals What began as a pragmatic controlled shock program to try to capitalize on…
#192 – Chess or Game of Goose?
Three contradictions of the scheme Since our last monthly report, the Central Bank of Argentina (BCRA) has lowered…