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Dates Notes

#208 – All or Nothing

#207 – The “New” and the “Old”

#206 – Midterm Assessment

#205–2026: A New Phase of Optimism… 

Memo #77 – Recalibration

Monthly Report #204

#203 – Upset

#Memo – Buy pesos, champ

#Memo – Easing monetary policy

#202 – Flows, Fundamentals, and Public Opinion 

Milei’s first waiver with the IMF

Three months before the elections

#201 – Just stalling with the IMF, that's all

#200 – Float to appreciate or build up reserves?

#Memo – Agreement with the IMF and new exchange rate

#Memo – Agreement with the IMF

#199 – Miracle or Mirage?

#198 – The Return to the Credit Market in an Election Year

197 – Carry Forever… a month and a half later

#196 – Carry Forever

#195 – The zero deficit is non-negotiable: Does it work?

Scenarios for 2024–2025

#194 – Once again, the question is: will they make it?

Memorandum – Total shutdown or intervention in the blue-chip dollar swap