#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…
#159 Kicking off the third lockdown. Weighing up the economic costs
About:The ActivityEmploymentFiscal accounts and the financial programThe monetary and exchange programDebt Recalculating the 2020 scenario … And 2021?Since our…
#158 Micro behind Macro. The risks of uncoordinated management
Coordination UrgencyHow does the lockdown impact the different sectors?The impact on companies’ revenuesThe impact on fiscal revenuesSalary payment…
#157 And to top it off… Coronavirus showed up. Resetting the world and Argentina
And to top it off… Coronavirus showed up. Resetting the world and Argentina Coronavirus’s Global ImpactsCentral Banks and Governments…
#156 Sustainable sustainability? Or risks to Plan B?
Sustainable sustainability? Or risks to Plan B? Reading the Ministry between linesThe “erratic” management of the pesosRecalculating the…
#155 Special Report: 50 days in office. No coordinated plan or simply short-circuits in the sequence?
Special Report 50 days in officeNo coordinated plan or simply short-circuits in the sequence?January 29th, 2020