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A dire economic situation with a shrinking economy and serious inflation was already buffeting the Argentinian stock market, but this became dramatic after a surprise election loss of the government. Recent measures by the government like capital controls can stabilize the situation and give a lift to shares. However, it remains very much to be […]

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Argentina’s biggest economic problem is the lack of credibility of its currency. At the first sign of trouble, it tends to plunge. A peso plunge is liable to set all sorts of self-reinforcing mechanisms in motion, basically acting as a giant self-fulfilling prophecy. There is no easy remedy for this structural situation, but from time […]

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While the Macri government was dealt a very bad hand in terms of the economic situation they inherited, a large debt is not one of these. In a time span of just three years, they managed to run up a huge amount of dollar-denominated debt, which is now weaponized by a run on the peso. […]

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Argentina’s public spending spree is finally catching up with the country. By liberalizing the capital account before taking care of the fiscal and current account deficits, the present government has made things worse. Now it has no choice but embark on a brutal fiscal adjustment and the economy will tank. And it could get considerably […]

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Argentina seems to be the first victim of a more difficult international climate for emerging markets. In a way, this is somewhat surprising as the country isn’t on the brink of a default and there aren’t bank runs and the economy still grows, this isn’t 2001. However, there are no easy solutions and should the […]

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End of an era in Argentina. But will this mean a new economic awakening? The challenges are many. Are there interesting investments that can play on the political change? Source: Morning In Argentina? | Seeking Alpha

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Argentina’s financial markets are on a tear, which might seem odd considering the basket case label often attached to it in the financial press. However, a closer look will reveal that Argentina’s economic problems are mostly rather benign and fairly easily solvable. A change in government is expected to do just that and give the […]

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The Argentinean economy is stagnating and suffering from a host of problems, like high inflation, important market restrictions in international trade and energy and lack of access to foreign capital. However, many of these problems seem self-induced and could be resolved with a change of policies. An election later this year looks like the catalyst […]

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When few trust the future, productive capacity can’t keep up with demand and the result is, well, entirely predictable…

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