[Markets and debt] Global markets are being rattled by the combined shock of Coronavirus and the derail of Saudi Arabia and Russia's oil negotiations, and global growth forecasts for 2020 are being quickly revised. Argentina…
[Fiscal] January primary fiscal result - the first January with deficit since 2015 - surprised on the downside. We adjust our forecast for the year to -0.7% from -0.4%. For the first time…
[Markets] The IMF calls for bondholders to help to resolve the crisis. debt services capacity has worsened compared to July's 2019 (Pre PASO) debt sustainability analysis from "sustainable but not with high…
[Prices] Positive surprise on inflation, standing at 2.3% (vs. 3.2% estimated and 3.7% in December). Suprise mostly concentrated on one-shot deflation in health and less so in domestic and cleaning services, were…
SEIDO Special Report: Guzmanroufakis Minister Guzman has finally defined the general guidelines of his debt strategy, setting the stance to begin the three fronts negotiations with local law bondholders, international…
Entering into the third month of the new administration, in this report, we highlight the main signals that we extract from January's latest data. The government's popularity does not seem…
[Markets] On Tuesday, the treasury secretary Guzman held a press conference where he announced sending the “restructuring” bill to congress to continue with the formal process and not helping PBA province…
[PBA] On Tuesday, the province of Buenos Aires issued a statement asking for an agreement with the bondholders of the NY bond law BP21 to postpone bond amortization payment of US…
Minister Guzman has finally shown some details of the "Law of Social Solidarity and Productive Reactivation". The Bill includes a set of fiscal measures both from the income and the expenditure…
[Fiscal] With the likely approval of the "Economic Emergency Bill" and the extension of the budget, the government discretion for fiscal management - without the need of Congress intervention - will…