Monthly

Who is in command? This is a critical question when it comes to economic policies.  Minister Guzman is formally the Minister of Economy, but he seems to be primarily in charge of managing debt and the relationship with multilateral organizations.  This is a good start, because a potential IMF agreement wil...

The current economic situation raises two important questions. Firstly, can the government continue to muddle through until the October elections as it did in recent months? In other words, can it keep inflation under control, avoid a new acceleration of the parallel exchange rates and maintain the current growth mo...

What a difference a month can make: The game changer has been the rapid and significant increase in the price of soybean, which now stands at around 506 dollars a ton, roughly 50% higher than a year ago.  This jump in the price has suddenly soothed the concerns about a continuous drop in reserves and about a st...

The change of guard in the United States is unlikely to change significantly foreign policy towards Argentina. We do not expect softening policies in the IMF as a result. There could be some benefit from a weaker dollar and therefore a rise in the price of commodities. Soybeans have surged in the last months and are...