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Argentina at a glance. January 2021
The macroeconomy is entering into a new normal, a mediocre status quo with low growth, restricted by lack of imports...
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SEIDO Flash report – Too Little Too Late
A new set of measures has been announced by the Central Bank and the Treasury to curb the currency run...
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Weekly Report Nº 41: Positive fiscal signals amid FX turmoil
[Markets] Market sentiment remains pessimistic after the latest tightening of capital controls and FX premium widened to new record highs...
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Weekly Report Nº 40: Kicking the can down the road
The government enacted a new set of regulations tightening FX controls to new extreme levels. The combo includes an increase of the...
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SEIDO Macro Update: The Quasifiscal Strikes Back
With the debt exchange behind, the focus is now back to macro imbalances. The fiscal deficit is headed towards a record...
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Weekly Report Nº 39: Mind the (financing) gap
[Fiscal] Fiscal data surprised (positively) in July, but 2020 is headed for a record deficit. The above expectations results were especially driven by...
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Weekly Report Nº 35: Inflation up to 2.2% in June, but down to 1.0%/1.5% in July
[Prices] INDEC’s Inflation accelerated to 2.2% in June, above our expectations (1.9% est.), Acceleration was mostly driven by dollarized goods:...
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