Finance

Threading the YPF Petroleum Needle

This week, Judge Preska in New York Judge ordered Argentina to turnover its 51% stake in YPF to judgment creditors.

Jul 1 •

The Chronoscape of Non-interventionism

This month, the BCRA acknowledged that it sold nearly $2 billion in dollar futures in May.

Jun 27 •

Mattress Reserves & Currency Runs

The Milei admin is banking on Argentines reinserting their dollar savings

Jun 6 •

Argentina's Liberation Day

Today the Milei government announced the "Historic Plan for the Reparation of Argentine Savings."

May 22 •

President Milei's plan to create a "super VAT" and the war with governors he is about to unleash

May 9 •

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 •

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