ARGENTINA
Analysts
Domingo Cavallo
Former Economy Minister and Central Bank President
Joaquin Cottani
Former Economy SecretaryDatabanks
Recent Country Insights
Assessing Argentina's country risk
ARGENTINA · Report · 17 Dec 2024
This is the last of three reports that discuss an equal number of economic variables whose seemingly excellent performance against the odds have investors scratching their heads. The two previous reports were about inflation and the FX gap. In this one, I delve into external solvency or, as it is...
Highlights of yesterday's speech by President Milei
ARGENTINA · In Brief · 11 Dec 2024
Yesterday, December 10th, 2024, President Javier Milei addressed the Nation on the occasion of the first anniversary of his government. It was a 37-minute speech broadcast on national radio and television in which, instead of highlighting this year's achievements, which were many, he focused on t...
The foreign exchange market in the Milei era
ARGENTINA · Report · 05 Dec 2024
This is the second report in a trilogy whose main purpose is to make sense of current market optimism while raising awareness of the risks market participants will face between now and the October 2025 midterm election. The first report dealt with inflation and whether it had converged with a lev...
Has consumer inflation converged to the level consistent with the rate of crawl?
ARGENTINA · Report · 27 Nov 2024
This is the first of three reports in which I will discuss an equal number of topics that are central to Argentina’s near-term economic future, namely, inflation, the FX market and country risk. Specifically, I will assess how these variables are likely to behave between now and the mid-term elec...
GlobalSource Partners strengthens team in Argentina
ARGENTINA · Report · 25 Nov 2024 · 1 response
We are pleased to announce that Joaquin Cottani has re-joined GlobalSource Partners, once again as a lead analyst for Argentina. He will work closely with Domingo Cavallo in conducting and writing research, as well as serving our clients with meetings and conference calls. Dr. Cottani has a ri...
Argentina’s improving macro outlook
ARGENTINA · Report · 29 Oct 2024
In this report, we review the recent growth, inflation, trade and fiscal indicators. The recent macroeconomic activity indicators have shown an improvement, while the strengthening of the external (accrued) balances allows us to anticipate a relatively stable FX market, with an outlook of a likel...
The prospects for economic recovery for the fourth quarter and 2025
ARGENTINA · Report · 03 Oct 2024 · 1 response
The past week has been particularly rich in macroeconomic information. The National Statistical Bureau (INDEC) published the main quarterly indicators (GDP, unemployment and the balance of payments) for the second quarter of 2024, together with the poverty indices for the first semester (1H24). I...
Webinar Replay - Argentina: Upcoming triggers and remaining concerns
ARGENTINA · Report · 20 Sep 2024
Visit our calendar page to watch the replay of our webinar featuring Domingo Cavallo discussing Argentina's economic outlook in a conversation with Murilo Riccini, Bradesco BBI’s Andean & Argentinean Strategist. What are the strengths and weaknesses of Argentina’s fiscal adjustment? What is the d...
Talking points from the webinar "Upcoming triggers and remaining concerns"
ARGENTINA · Report · 20 Sep 2024
Javier Milei started his presidency of Argentina with a strong condemnation of traditional politics, unions and professional corporations, and the role of the state as a resource allocator and redistributor of income and wealth. Once in office, he continued with the same rhetoric but sought to ma...