Our macro view has not changed significantly last month. Economic recovery continues, inflation picked up some pace and January has not seen major problems at the forex market. However, uncertainty…
The macroeconomy is entering into a new normal, a mediocre status quo with low growth, restricted by lack of imports and higher inflation but leaving the explosive path. We still…
Consultas y comentarios a luciano@alphacast.io La crisis del 2020 ya se ubica entre las grandes crisis históricas argentina. La economía está creciendo y ya recuperó cerca del 75% de la…
In our Last Macro Update we split the forecast into two binary scenarios: On the one hand, a "Continuity scenario" where the government was successful in avoiding a collapse of…
Consultas y comentarios a luciano@alphacast.io El punto de partida Por acción u omisión de la gestión económica y sanitaria, Argentina quedo atrapada en 2020 en el peor escenario que podía pensarse cuando…
Chart of the Month. Fx is catching a breath October was split in two, around the peak of the currency run. A lot happened to finally end up in a…
After a long period if silent work, we are very excited to have the beta version of our site up and running. Many rough edges are still there, but we…
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A new set of measures has been announced by the Central Bank and the Treasury to curb the currency run and the FX reserves depletion. Despite the coordinated message to…
[Markets] Market sentiment remains pessimistic after the latest tightening of capital controls and FX premium widened to new record highs and, despite increased efforts, the central bank is still losing…