Finance

The Promised Land in 2025

Are we in for a melt up?

Sep 20 •

Eyes on the 2025 Midterm Prize

Will the exchange rate restrictions get lifted before Q4 2025, and what are the consequences of keeping them active?

Aug 22 •

With the BCRA printer on hold, could the peso become a store of value?

Jul 26 •

The Ghost of La Tablita

What is the danger of maintaining a crawling peg with fx restrictions for too long?

Jul 2 •

RIGI: Will it Start Raining Benjamins?

Impact of the approval of the RIGI on energy and mining: projects for $80 billion USD

Jun 14 •

BCRA: Peso Debt & Rates to Zero?

The side effects of BCRA nuking interest rates, transferring liabilities to the treasury, Omnibus Law update and more.

Jun 2 •

UVA: Harvesting Mortgage Grapes

How mortgage and credit could fundamentally change price dynamics for the Argentine real estate market in the medium term

May 24 •

Cepo & Currency Competition

When will the Milei government lift the dreaded "Cepo" (fx restrictions)?

May 17 •

The Printer in Disguise

Potential landmines in Argentina's current fiscal and monetary policy

Apr 9 •

The First 100 Days of Milei

"All this will not be finished in the first one hundred days."

Mar 21 •

The $16 Billion YPF Inheritance

Latest movements in the $16 billion owed to Burford (and Grupo Petersen).

Mar 12 •

The Return of the Jaguar

Reasons for the Argentine peso gaining against the dollar and short-term outlook

Mar 7 •

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