Argentina Macro Pulse No.2: April 2026
The Good, the Bad and the Silver Lining (Founding Members)
Welcome Avatar! Second issue of the Argentina Macro Pulse, the same macro intelligence that gets to the President’s desk, delivered to Founding Members.
Last month I walked you through the launch: institutional-grade reports produced by the team advising the Milei administration on macro policy, now translated and adapted for the Founding Member tier. If you missed the first issue, it is sitting in your inbox or the archive.
This April report is, in one word, spicy.
GDP hit an all-time high, the energy sector is printing dollars, country risk keeps dropping, and the Second Circuit in New York handed Argentina an incredible win on the YPF case. At the same time, Milei took a real political hit with the Adorni scandal, and inflation has gotten slightly sticky before what is expected to be a sharp decline in 2027.
Here is what is covered inside:
The Good: GDP, energy, YPF, and country risk all hitting milestones worth paying attention to
The Bishop Situation: the political hit Milei just took, and who is really being targeted
Inflation Mechanics: why the monthly rate got sticky, and the 2027 call the macro team is putting on the table
The YPF Ruling: an 11-figure tail risk just got cut, with direct implications for the 2027 runway
The Silver Lining: which sectors have to die for the economy to get healthier, with hard productivity data
My read: what it means for real estate, CBI timing, and ARS-exposed businesses
Founding Members: scroll down for the full April report. If you are still on the fence, this is the kind of primary-source intelligence that institutional clients pay 20 to 30 times the subscription price to access, and you get a front-row seat here.
To the data.