#170 Chronicle of a run “foretold”. With a lax IMF, the key to decompress is still on the political side.
The account in dollars and pesos, a month laterActivity hits a low, inflation reaches a ceiling?Elections: two readings…
#169 The noise of time. No leeway to keep procrastinating after November
How will be reach the November 14 elections?• Counting the dollars• Counting the pesos• Activity, Wages and InflationFour…
#168 Driving in the mud. Part III
IMF and vaccines? or Will we fall by the wayside? When the exchange gap wanes, politics gains speed.…
#167 Driving in the mud. Part II
Vaccine, IMF and Elections: the three axis that “prop up or shoot” the exchange gap The world helps……
#166 2021: Driving in the mud
Dollar, rates, wages and inflation The electoral year kick-offAfter blinking to the right, the turn to the left2021…
#165 Special Report: IMF. Choose your own program. (And the related 2021 path)
With the vaccine, the world toasts to another opportunity. Agreement with the IMF. What agreement and when?2.1. Fiscal…
#164 Special Report: Down the hall to the left?
The Vice President’s letter and the shift to the IMF The other letter and the new zigzag Recalculating…
#163 Special Report – Waiting for the next shoe to drop
1) Match point… the ball fell on the wrong side of the net2) The fiscal signal failed3) How…
#162 4.5% of GDP in 2021… Match Point Global liquidity, Fundamentals and Politics
The day came… CACs were triggered and the default is overUnviable gap… Does the dollar jump or is the…
#161 Figuring out the post-pandemic 2021… Stabilization or Stagflation?
Adjusting projections, here and worldwideCOVID-19 in LATAM2020… GDP, Inflation and Fiscal DeficitPesos for everybody … also for the…