#113 The 2016 Trilemma
Dollar-rates, distributive struggle, fiscal deficit The three vertices of economic policy The distributive struggle at the top of…
#113 The external constraint at the top of the agenda (part II)
Lack of dollars… excess subsidies… The rest is “fib”Regarding the transfer of a sharp devaluation onto pricesRegulatory factors…
#111 The external constraint at the top of the agenda
Misdirected subsidies and unfeasible export deductions After the Boden 15 … less liquidity, more solvency Three steps to…
#110 The Distributive Struggle… there are three
Facing 2016: neither immobility, nor shock Neither Immobility Nor Shock Distributive Struggle in three dimensions Two Agendas: External…
#107 The dollar´s global strength
Export Taxes and Subsidies Green shoots in the Argentine autumn Trade headwind … Financial tailwind The impact on…
#106 Dollars to reactivate
The return to market Third time’s charm Fiscal defcit: What to include and what not to include? Worker’s…
#105 2015 growth…2016 development?
Crossed ScenariosThe consensus as the months passThe pending agenda2016: change in relative prices facing development through investment in…
#104 2015… The economy of the political year
Boosting full throttle The Short Blanket … Chapter III Available Funding Trade Balance … different versions Fiscal and…
#102 Returning to the market
The Trial in NY: The government improves its negotiating position 2015: Readjusting Scenarios 2014 Inflation: neither 40% nor…
#100 Through The Desert
January … a fast or a slow negotiation? Changes in the Central Bank reaffirm our FX scenario The…