#152 Special Report: Pondering about how this continues. Transition, Starting Point and 2020 Program
Special Report Pondering about how this continuesTransition, Starting Point and 2020 Program October 3, 2019
#151 Special Report: The three prisoners’ dilemma. No cooperation on sight.
Special Report The three prisoners’ dilemmaNo cooperation on sightAugust 30th, 2019
#150 Going all out. The currency is in the air.
The government’s bet on re-election is deepening and has begun to pay off in the last two months with improved polls, which until recently showed a sure defeat and fueled the vicious circle. Vicious circle in which financial contagion hindered the real economy and polls, which in turn impacted the financial dynamics and so on and so forth.
#143 After the shock adjustment… Agreement with the IMF and 2019 Scenarios – Special Report
Three weeks after the new agreement with the IMF. Tutorial to understand the Monetary Program. Scenarios. Recession and…
#130 At least… zigzag
Monetary tightening and informal economyDollar … floating between a floor and a ceiling?From “3 each 4” till strong…
#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…