Argentina: Back to the debt negotiating table
The Fernandez administration has favored temporary fixes over long-term adjustments to address Argentina’s macro imbalances. Price and FX controls…
A crucial week ahead for Argentina
The intensity of the confidence crisis faced by the Macri administration in recent days suggests that investors will not tolerate policy mistakes this…
Emerging markets: A test of nerves
Higher US interest rates and oil prices along with uncertain policy responses are weighing on the most vulnerable emerging markets right now. Investors…
Resorting to the IMF could help stabilize near-term FX dynamics, but seeking assistance could also carry a stigma that prevents a recovery in investor…
With the announcement of decisive fiscal and monetary measures today, we expect the ARS to find stronger footing, and even appreciate slightly in the…
G20: Adrift in Argentina