Finance

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 •

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 •

LIBRA: Imbalanced Confidence

The backstory to Javier Milei shilling a pump & dump and potential implications

Feb 16 •

Is a Libertarian Revolution Underway in Argentina?

Interview on the Hidden Forces podcast

Feb 3 •

The YPF Gold Rush

New developments in the Burford / Petersen YPF case

Jan 29 •

Finding Fair Prices in Gresham's Paradise

Currency competition, exchange rates, export tariffs and Davos

Jan 24 •

Crawling Back to Normality

The future of the crawling peg and a free floating ARS exchange rate

Jan 13 •

Argentina Outlook 2025

What are the main things to watch in 2025

Jan 3 •

Lionheart: Milei's First Year in Office

An overview of Milei's first year and upcoming challenges in 2025

Dec 9, 2024 •

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts