Archive - BowTiedMara - Argentina & Geoarbitrage

The story of Alfredo Yabrán and the murder of José Luis Cabezas in 1997

Apr 29 •

Pesos Through the Nose

Foreign direct investment, exchange rates and economic activity, and outlook until the October midterms

Apr 23 •

Prospects on exchange rate, inflation and carry trade, now that most of the currency restrictions are lifted

Apr 16 •

It's Raining Swaps

After renewing the Yuan swap with the PBoC, it looks like Milei's US buddies will also lend a hand.

Apr 11 •

A Perfect Storm

Argentina's current state in IMF disbursement purgatory

Apr 8 •

March 2025

Closer to the Fed's Flame

How the Milei administration plans to use the IMF agreement to shut down the BCRA and dollarize

Mar 31 •

March 2025 BA Real Estate update

Forced Airbnb STR registration, Mortgage issuance and BA sales update

Mar 26 •

Upcoming Residency & Citizenship Changes

How the new upcoming immigration law will change residency and citizenship procedures in Argentina

Mar 17 •

The Start of Election Season

The latest protests in Argentina, a new IMF deal & $LIBRA

Mar 13 •

The Last of the Montoneros

The story behind Mario Firmenich, and why Argentina is seeking justice

Mar 8 •

February 2025

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