SEIDO Macro Update: How Does An FX Shock Look
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…
Chile Public Opinion Country Profile
Chile Public Opinion tracking is based in our biweekly online survey. Coverage is national and the average sample size for each survey is 2.200 respondents. Public Opinion Data Explorer Consumer…
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 exchange rate through taxes for dollarization purposes, further rationing of…
Argentina Public Opinion Country Profile
Argentina Public Opinion tracking is based in our biweekly online survey. Coverage is national and the average sample size for each survey is 2.200 respondents. Public Opinion Data Explorer Consumer…
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 high and the size of the domestic financial market makes…
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 the expenditure side. Even though we consider that these short-term…
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: clothing, and household and recreation equipment. We believe that this…
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