Economic activity continues recovering, though at a very gradual pace and with sectoral heterogeneity. In fact, most of Q4-20 growth (+4.5% QoQ sa, -4.7% YoY) has come from services, particularly…
The economy is finally pricing in the positive soybeans price shock and financial markets have stabilized. FX premiums have dwindled to a six months-low, implied FX rates have plummeted and…
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…
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…
Luciano Cohan - Founding Partner - Chief Executive Officer Luciano is a Senior Argentinian economist, expert in macroeconomic research, and macro-financial strategy. He has 20 years of working experience, 10…
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…
SEIDO Macro Update: How does an FX shock look?The government seems to be following the Rocky Balboa FX strategy (“It's not about how hard you hit. It's about how hard you can…
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