#172 Pedaling in the Air. Reaching for the IMF or hitting rock bottom
Results and new CongressAgreement with the IMF? What agreement and when?Markets´ first reactionA comment on a split dollarMacroeconomics…
#171 Three to tango? Iterating scenarios for 2022
Dilemma of three “groups” of prisonersPlayers, Game and Conflicting IncentivesPost Primaries 2022 scenariosThe account of pesos and dollars…
#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…