INICIAR SESIÓN

Monthly Report

Fechas Notas

#208 – All or nothing

#207 – The “New” and the “Old”

#206 – Mid-Term Assesment

#205 -2026: A New Phase of Optimism… 

Memo #77 – Recalibration

Monthly Report #204

#203 – Shock win

#Memo – Buy pesos, champ

#Memo – Loosening the monetary grip

#202 – Flows, Fundamentals and Public Opinion 

Milei’s first waiver with the IMF

Three months before the elections

#201 – Delaying things with the IMF, that’s all

#200 – Float to appreciate or accumulate reserves?

#Memo – Agreement with the IMF and new exchange rate

#Memo – Agreement with the IMF

#199 – Miracle o 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 2024/25

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

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