Layer3.news

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EXIT OF DOLLARS: ALTHOUGH THERE ARE FEWER ARGENTINES TRAVELING ABROAD THAN IN 2025, ECONOMISTS ARE ALREADY PROJECTING A REBOUND DUE TO THE WORLD CUP

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✍️ The number of Argentinians traveling abroad in the first half of the year decreased by 10% compared to 2025, but a private analysis suggests that this decline may be temporary due to the expectation of traveling to the next World Cup.

👉 Decrease in tourism in the first half of the year 👉 Expectation of traveling to the next World Cup may be a factor 👉 Favorable exchange rate for tourists 👉 Proximity of destinations and accessibility of connectivity 👉 Emotional factor of Lionel Messi's potential last participation as captain

-- #MarcosCohenArazi #LionelMessi #FernandoMarull #AmílcarCollante #Argentina #Brasil #EstadosUnidos #México #Qatar #world

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Marcos Cohen Arazi Lionel Messi Fernando Marull Amílcar Collante Argentina Brasil Estados Unidos México

4/10/2026

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ECONOMISTS PROJECT THAT THE DOLLAR'S STABILITY WILL REMAIN IN APRIL AND HIGHLIGHT THE PERFORMANCE OF SOME INSTRUMENTS IN PESOS.

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✍️ The Argentine peso strengthened in March, despite global economic turmoil, and analysts expect this trend to continue with the upcoming harvest in April.

👉 The Argentine peso strengthened in March, despite global economic turmoil. 👉 The currency has been moving downwards for three consecutive months, reaching values not seen since 2017. 👉 Analysts expect the trend to continue with the arrival of the harvest in April. 👉 The carry trade strategy has been successful, with returns of up to 18% in hard currency. 👉 The dollar is expected to remain stable in April, with the demand for imports and dividend payments increasing.

-- #FernandoMarull #IgnacioMorales #Argentina #MiddleEast #business

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Fernando Marull Ignacio Morales Argentina Middle East business Argentina:perspective

4/10/2026

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THE BCRA CANCELLED THE ACTIVE SEGMENT OF THE SWAP WITH THE US TREASURY WITH A LOAN FROM INTERNATIONAL ORGANIZATIONS.

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✍️ El Banco Central de la República Argentina confirmó que canceló el tramo activado del swap con el Tesoro de Estados Unidos, lo que significa que no se utilizaron los US$2541 millones disponibles.

👉 El Banco Central de la República Argentina canceló el tramo activado del swap con el Tesoro de Estados Unidos 👉 El swap estaba disponible hasta US$20.000 millones 👉 El tramo activado se canceló, no se utilizó los US$2541 millones disponibles 👉 El acuerdo y los movimientos son confidenciales 👉 Se reflejan en los balances del BCRA disponibles en su sitio web

-- #SantiagoBausili #ScottBessent #FernandoMarull #Argentina #EstadosUnidos #Suiza #world

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Santiago Bausili Scott Bessent Fernando Marull Argentina Estados Unidos Suiza world Argentina:perspective

1/9/2026

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THERE IS NO ECONOMIC RECOVERY IF THE SALARY LOSES AGAINST INFLATION

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✍️ The article discusses the economic outlook for 2026 in Argentina, with a focus on the potential growth of the construction sector and the need for the government to maintain stability in the economy.

👉 Construction sector expected to rebound by 12% 👉 Government needs to maintain stability in the economy 👉 Three anchors of policy, markets, and the street are key to stability 👉 Foreign investment still limited in Argentina 👉 Potential for growth in construction sector

-- #FernandoMarull #Caputo #Argentina #economy

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Fernando Marull Caputo Argentina economy Argentina:perspective

1/4/2026

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US$20 BILLION WAS RELEASED FROM THE WHITENING AND A KEY CURRENCY RESTRICTION FOR COMPANIES DISAPPEARED

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✍️ The Argentine economy is opening a new chapter in 2026 with the liberation of over $20,000 million in frozen assets and the possibility for companies to distribute dividends to foreign investors.

👉 Over $20,000 million in frozen assets are being liberated 👉 Companies can now distribute dividends to foreign investors 👉 Experts believe most funds will remain in the financial system 👉 Tax reform could redirect funds towards real estate or fields 👉 Government aims to avoid a sudden outflow of dollars

-- #FernandoMarull #SebastiánDomínguez #business

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Fernando Marull Sebastián Domínguez business Argentina:perspective

1/1/2026

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THE CENTRAL BANK'S GROSS RESERVES REACHED A NEW HIGH IN THE MILEI ERA.

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✍️ The Argentine Central Bank's (BCRA) reserves increased by US$596 million, reaching a record high of US$43.610 million, mainly due to international organizations' new disbursements and the strong growth of gold prices.

👉 The BCRA's reserves increased by US$596 million, reaching a record high of US$43.610 million. 👉 The increase is mainly due to international organizations' new disbursements and the strong growth of gold prices. 👉 Gold reserves account for 20.75% of the total reserves and have contributed to a significant improvement in the reserves. 👉 The net reserves of the BCRA remain negative, with a gap of nearly US$16,000 million, according to the IMF.

-- #FernandoMarull #FedericoMachado #Argentina #Comahue #business

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Fernando Marull Federico Machado Argentina Comahue business Argentina:perspective

12/26/2025

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THE WHOLESALE DOLLAR REMAINS AT $1450 AND STOCKS RISE AHEAD OF THE HOLIDAYS

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✍️ The Argentine peso maintains stability in the foreign exchange market, with the official dollar rate remaining around $1450, despite the government's interventions to prevent volatility.

👉 The official dollar rate remains around $1450 👉 The government has intervened to prevent volatility 👉 The 'rally of Santa Claus' phenomenon is expected to affect stock prices 👉 Economists and financial experts are quoted in the article

-- #FernandoMarull #LuisCaputo #IgnacioMorales #Argentina #WallStreet #NewYork #business

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Fernando Marull Luis Caputo Ignacio Morales Argentina Wall Street New York business Argentina:perspective

12/23/2025

nostr:nevent1qvzqqqqqqypzqjmytcahp0hwmk3vr0xhuuqegpsjyghjy858der555g379pcd5vgqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqee384avsy4kkt0h453us834ayj9vl43xges0h74a0356s9zsegvqyq2k4j

THE 2026 BUDGET AUTHORIZES THE ISSUANCE OF FOREIGN DEBT AGAIN

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✍️ The Argentine government has authorized a $288.7 billion public debt and increased other liabilities, allowing the Treasury to issue foreign currency bonds and notes. The move comes as the country faces a significant debt payment deadline in January.

👉 The Argentine government has authorized a $288.7 billion public debt and increased other liabilities. 👉 The Treasury will be able to issue foreign currency bonds and notes. 👉 The country faces a significant debt payment deadline in January. 👉 The government's plan to refinance its debt is critical for the country's economic stability.

-- #AlbertoFernández #LuisCaputo #SantiagoBausili #JavierMilei #FernandoMarull #JoséLuisDaza #Argentina #NuevaYork #economy

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Alberto Fernández Luis Caputo Santiago Bausili Javier Milei Fernando Marull José Luis Daza Argentina Nueva York

12/20/2025

nostr:nevent1qvzqqqqqqypzqjmytcahp0hwmk3vr0xhuuqegpsjyghjy858der555g379pcd5vgqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqtmq4ycgwee0q5xyvz7xxp5e9vf3lwq0ngwdc9z8lvagrfklp0ytqv4dnpk

ARGENTINA'S DEBT RATING IMPROVES

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✍️ Standard & Poor's Global Ratings improved Argentina's foreign currency and long-term debt rating from CCC to CCC+, considering the country's improving economic indicators and increased legislative support.

👉 Standard & Poor's Global Ratings upgraded Argentina's foreign currency and long-term debt rating from CCC to CCC+ 👉 Agency cited improvements in economic indicators such as lower inflation, a fiscal surplus, and stronger political support 👉 Rating still seven levels below the 'Investment grade' level 👉 Local currency debt rating upgraded from default selective to CCC+ 👉 Economists and analysts have expressed mixed opinions on the rating

-- #FernandoMarull #LeonardoSvirsky #Argentina #Paraguay #politics

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Fernando Marull Leonardo Svirsky Argentina Paraguay politics Argentina:perspective

12/17/2025

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FROM JANUARY 1ST, MORE THAN US$20,000 MILLION WILL BE FREED UP, WHICH COULD BE INVESTED IN FINANCIAL AND REAL ESTATE VENTURES.

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✍️ Next January 1st, over $20 billion in CERA bank accounts and Alycs will be released, and experts predict they may be invested in financial instruments and real estate.

👉 Over $20 billion in CERA bank accounts and Alycs will be released on January 1st 👉 Experts predict that the money will be invested in financial instruments and real estate 👉 The tax reform is expected to exempt rents and capital gains 👉 The timing is favorable for the government, as the confidence in the economic plan is high

-- #FernandoMarull #SebastiánDomínguez #CésarLitvin #DiegoFraga #business

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Fernando Marull Sebastián Domínguez César Litvin Diego Fraga business Argentina:perspective

12/14/2025

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INVESTMENT BANKS AND ANALYSTS EXPECT A SWIFT RETURN OF THE NATION TO THE DEBT MARKET

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✍️ The City of Buenos Aires issued debt worth $600 million at a 7.8% interest rate, which may lead to a wave of provincial emissions and a potential return to international markets by the Nation.

👉 The City of Buenos Aires issued debt worth $600 million at a 7.8% interest rate. 👉 The move may lead to a wave of provincial emissions and a potential return to international markets by the Nation. 👉 Analysts and banks believe that the risk country index needs to decrease to around 400 points for the Nation to return to international markets. 👉 Experts caution that the international context needs to improve and the risk country index still needs to decrease.

-- #ManuelaGrassano #LeonardoChialva #AdriánYardeBuller #FernandoMarull #LuisCaputo #FernandoCamusso #BuenosAires #Argentina #business

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Manuela Grassano Leonardo Chialva Adrián Yarde Buller Fernando Marull Luis Caputo Fernando Camusso Buenos Aires Argentina

11/23/2025

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THE DOLLAR OPERATES CALMLY, BUT STOCKS FALL BY 6%, AMIDST GLOBAL UNCERTAINTY.

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✍️ The Argentine stock market fell for the second consecutive day, affected by negative international numbers and uncertainty surrounding artificial intelligence on Wall Street.

👉 The Argentine stock market fell 3.1% on Tuesday 👉 The peso fell 0.3% against the US dollar 👉 The official exchange rate remained stable 👉 The market is awaiting clarity on the country's economic policy 👉 The Federal Reserve's response to the uncertainty is also being closely watched

-- #RicardoArriazu #Milei #FernandoMarull #LuisCaputo #LuisMajul #JuanManuelFranco #WallStreet #Argentina #BuenosAires #NewYork #business

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Ricardo Arriazu Milei Fernando Marull Luis Caputo Luis Majul Juan Manuel Franco Wall Street Argentina

11/18/2025

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WHY THE DOLLAR DID NOT BREAK THROUGH $1400 AFTER THE ELECTIONS AND WHAT CAN HAPPEN IN THE NEXT FEW MONTHS

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✍️ The Argentine peso has remained stable despite the unexpected victory of La Libertad Avanza in the legislative elections, with the dollar showing little movement since the election.

👉 The peso has remained stable despite the unexpected election results 👉 The dollar has shown little movement since the election 👉 The government has incentivized lower interest rates 👉 The lack of agricultural offer has contributed to the stability of the currency 👉 The government has closed its short positions, generating demand and putting pressure on exchange rates

-- #FernandoMarull #AndrésReschini #LuisCaputo #ClaudioZuchovicki #economy

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Fernando Marull Andrés Reschini Luis Caputo Claudio Zuchovicki economy Argentina:perspective

11/10/2025

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DOLLAR CONTROVERSY: GOVERNMENT DENIES PLAN TO ADJUST EXCHANGE BANDS TO 1.5% MONTHLY

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✍️ El ministro de Economía, Luis Caputo, desmintió rumores de un posible cambio en el esquema cambiario argentino, pero según fuentes, habría considerado acelerar el ritmo de ajustes de la banda cambiaria al 1,5% mensual.

👉 El ministro de Economía, Luis Caputo, desmintió rumores de un posible cambio en el esquema cambiario argentino. 👉 Caputo habría considerado acelerar el ritmo de ajustes de la banda cambiaria al 1,5% mensual. 👉 El sistema de bandas móviles ya no es efectivo para controlar la inflación y la depreciación del peso. 👉 Los expertos consideran que el Gobierno debe acumular más reservas para cumplir con la meta del Fondo Monetario.

-- #LuisCaputo #JavierMilei #CarlosMelconian #ClaudioCaprarulo #FernandoMarull #HaroldoMontagú #DonaldTrump #NuevaYork #Argentina #economy

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Luis Caputo Javier Milei Carlos Melconian Claudio Caprarulo Fernando Marull Haroldo Montagú Donald Trump Nueva York

11/9/2025

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THE GOVERNMENT NEEDS TO ACCUMULATE MORE THAN $9,000 MILLION IN RESERVES IN TWO MONTHS TO MEET THE IMF'S TARGET.

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✍️ The Argentine government is facing uncertainty over its monetary and exchange rate policy, with the central bank needing to accumulate reserves to meet international obligations.

👉 The Argentine government is facing uncertainty over its monetary and exchange rate policy. 👉 The central bank needs to accumulate reserves to meet international obligations. 👉 The government has been buying dollars to accumulate reserves, but this has limited its ability to buy more. 👉 The country's risk rating has improved since the election, but it still needs to reduce its risk rating to access cheaper financing. 👉 Some economists believe that the government may need to consider a more flexible exchange rate policy to achieve its goals.

-- #JavierMilei #ScottBessent #JamieDimon #LuisCaputo #LorenzoSigautGravina #FernandoMarull #GabrielCaamaño #JuanTruffa #MatíasRajnerman #Argentina #BuenosAires #ElSalvador #economy

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Javier Milei Scott Bessent Jamie Dimon Luis Caputo Lorenzo Sigaut Gravina Fernando Marull Gabriel Caamaño Juan Truffa

11/9/2025

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WHAT WOULD IT MEAN FOR THE ECONOMIC PLAN IF THE CENTRAL BANK BUYS DOLLARS 'WITHIN THE BAND'?

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✍️ El Banco Central de Argentina habilitó la compra de dólares dentro de una banda móvil, lo que generó confusión y debate sobre la política monetaria del país.

👉 El Banco Central de Argentina habilitó la compra de dólares dentro de una banda móvil 👉 La banda móvil se amplía a un ritmo del 1% mensual 👉 El FMI aprobó un programa de diez años para la Argentina por unos US$ 20.000 millones 👉 La meta de acumulación de reservas internacionales es parte del programa con el FMI

-- #SantiagoBausili #FernandoMarull #NigelChalk #Argentina #Washington #politics

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Santiago Bausili Fernando Marull Nigel Chalk Argentina Washington politics Argentina:perspective

11/8/2025

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HAS THE EUPHORIA PASSED? STOCKS FALL 4% AND BONDS OPERATE AT A LOSS, BUT THE DOLLAR RETREATS

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✍️ The Argentine stock market experienced a 2% decline on Friday, following a strong rally the previous week, amid a tense international market and uncertainty over the country's economic policies.

👉 The Argentine stock market declined 2% on Friday, following a strong rally the previous week. 👉 The decline was attributed to a combination of factors, including the shutdown of the US government and the Federal Reserve's decision-making process without official inflation and employment data. 👉 The market is also reacting to the country's economic policies, including the government's administration of capital obtained in the recent legislative elections and its dialogue with provinces to advance structural reforms. 👉 The peso and the dollar are experiencing fluctuations, with the official minorista dollar selling at $1470 and the official mayorista dollar at $1443.

-- #NéstorKirchner #DonaldTrump #JavierMilei #FernandoMarull #JuanManuelFranco #Argentina #UnitedStates #Patagonia #NewYork #Cityporteña #business

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Néstor Kirchner Donald Trump Javier Milei Fernando Marull Juan Manuel Franco Argentina United States Patagonia

11/7/2025

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RUMORS ARE GROWING THAT THE GOVERNMENT IS BUYING UP RESERVES AND DOUBTS PERSIST ABOUT THE DOLLAR

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✍️ El equipo económico argentino sigue bajo escrutinio después del triunfo de Javier Milei en las elecciones legislativas, con rumores sobre compras de reservas y ajustes en el tipo de cambio.

👉 Rumores sobre compras de reservas por parte del Tesoro y el Banco Central 👉 Ajustes en el tipo de cambio y la política monetaria 👉 Posible influencia de la baja de tasas en el tipo de cambio y la inflación 👉 Emisiones de deuda en pesos y refinanciación de deuda 👉 Swap con Estados Unidos como posible herramienta

-- #JavierMilei #FernandoMarull #DonaldTrump #Argentina #EstadosUnidos #Miami #economy

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Javier Milei Fernando Marull Donald Trump Argentina Estados Unidos Miami economy Argentina:perspective

11/4/2025

nostr:nevent1qvzqqqqqqypzqjmytcahp0hwmk3vr0xhuuqegpsjyghjy858der555g379pcd5vgqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqg3fg7lphhpmk3hzl8vzwwhuky2pcqe42sg2wh28a5qtacaxwykustlg74l

THE MARKET EXTENDS ITS STREAK: NOVEMBER STARTS WITH STOCKS UP AND THE OFFICIAL DOLLAR CALM

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✍️ The Argentine stock market rallied after the legislative elections, with the S&P Merval index rising 3% and the dollar remaining calm. The market is optimistic about the new government's formation.

👉 The S&P Merval index rose 3% 👉 The dollar remained calm 👉 The market is optimistic about the new government's formation 👉 The index has been on an upward trend since the elections 👉 The dollar also experienced a slight increase

-- #ManuelAdorni #GuillermoFrancos #DiegoSantilli #FernandoMarull #RicardoSimes #Argentina #WallStreet #business

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Manuel Adorni Guillermo Francos Diego Santilli Fernando Marull Ricardo Simes Argentina Wall Street business

11/3/2025

nostr:nevent1qvzqqqqqqypzqen9mck95fvwtvf7n9wgneuudfgpsvcr6t6nh0pct9rfzvh4ulzsqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqd23n525uyzvfsn5c7a95k97dx3j9cyv2tfuerkv2pp3fr2w2myvqaq9e25

POST-ELECTION DOLLAR: HOW MUCH CAN SCOTT BESSENT WIN IF THE EXCHANGE RATE DROPS

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✍️ US Treasury Secretary Scott Bessent's unexpected move to buy Argentine pesos may yield an unexpected profit for City operators.

👉 US Treasury Secretary Scott Bessent's statement that there will be no losses for Americans from their peso purchases in the Argentine market 👉 City operators are optimistic about the potential profit from Bessent's move 👉 The price of the dollar has fallen sharply in major cryptocurrency exchanges 👉 The US Treasury has made significant purchases of pesos in the MULC 👉 Estimates suggest that nearly half of these purchases were made in the last three days of the week

-- #ScottBessent #FernandoMarull #LuisCaputo #SantiagoLopezAlfaro #Argentina #City #business

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Scott Bessent Fernando Marull Luis Caputo Santiago Lopez Alfaro Argentina City business Argentina:perspective

10/27/2025

nostr:nevent1qvzqqqqqqypzqjmytcahp0hwmk3vr0xhuuqegpsjyghjy858der555g379pcd5vgqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqjmwrt8pac2nzwvtdzwcctq0dhvh9uv9zhyaqg3y3wmtf3hel6eqsvwyfsw

IT IS ESTIMATED THAT THE UNITED STATES SOLD AROUND $2,000 MILLION IN DOLLARS TO CONTAIN IT.

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✍️ The US government is estimated to have sold around $2000 million to stabilize the dollar before the upcoming elections, according to market estimates.

👉 US government sold around $2000 million to stabilize the dollar 👉 Market estimates suggest US intervention in Argentine market 👉 Demand for coverage did not ease in weeks leading up to election 👉 Argentine Treasury's account at Central Bank was almost depleted 👉 Without US support, dollar may have exceeded band's ceiling

-- #ScottBessent #DonaldTrump #SantiagoBausili #JavierMilei #CarlosMelconian #MauricioMacri #MartínGuzmán #FernandoMarull #AmilcarCollante #SalvadorVitelli #MarinaDalPoggetto #SalvadorDiStefano #AntonioAracre #MiguelKiguel #MarcosBuscaglia #LuisCaputo #Argentina #UnitedStates #WashingtonD.C. #politics

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Scott Bessent Donald Trump Santiago Bausili Javier Milei Carlos Melconian Mauricio Macri Martín Guzmán Fernando Marull

10/24/2025

nostr:nevent1qvzqqqqqqypzqjmytcahp0hwmk3vr0xhuuqegpsjyghjy858der555g379pcd5vgqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqwu4uw5ffzasfjkjnhyplarl803qmtdefp6ju8rhcv6xkhnnz7raqfy4flm

THE ELECTORAL DOLLARIZATION IS LEAVING ITS MARKS ON THE FINANCIAL SYSTEM.

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✍️ The article discusses the impact of the uncertainty surrounding the Argentine presidential election on the country's economy, particularly the process of dollarization and the decline of the peso.

👉 The uncertainty surrounding the Argentine presidential election has led to a decline in confidence in the economy. 👉 The majority of deposits are being withdrawn from banks. 👉 The stock of dollars in private deposits has increased. 👉 The demand for dollars is being fueled by the need for liquidity. 👉 The uncertainty has led to a decline in the value of the peso.

-- #DamiánBrik #AmílcarCollante #FernandoMarull #Argentina #economy

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Damián Brik Amílcar Collante Fernando Marull Argentina economy Argentina:perspective

10/21/2025

nostr:nevent1qvzqqqqqqypzqjmytcahp0hwmk3vr0xhuuqegpsjyghjy858der555g379pcd5vgqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqlhxrpjuz7xek9vwgx7x836g6mr0gjae4gpa8navrfw5z3ut8nl5sx6n74j

DEBT RESTRUCTURING: THE GOVERNMENT ANNOUNCED A DOLLAR BOND REPURCHASE PROCESS

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✍️ The Argentine government has announced plans to repurchase dollar-denominated bonds to reduce the country's financing costs and strengthen investment in education.

👉 The government plans to repurchase dollar-denominated bonds to reduce financing costs 👉 The move aims to strengthen investment in education 👉 The repurchased debt will be replaced with new financing at lower interest rates 👉 The government hopes to reduce the country's debt burden and free up resources for investment

-- #PabloQuirno #JamieDimon #ScottBessent #JoeLavorgna #LeonandoChialva #FernandoMarull #DamiánBrick #NicolásCappella #Argentina #UnitedStates #Ecuador #ElSalvador #IslasGalápagos #world

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Pablo Quirno Jamie Dimon Scott Bessent Joe Lavorgna Leonando Chialva Fernando Marull Damián Brick Nicolás Cappella

10/20/2025

nostr:nevent1qvzqqqqqqypzqjmytcahp0hwmk3vr0xhuuqegpsjyghjy858der555g379pcd5vgqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqmwufrkadj72h77z960yj6q6ns3gax7ynxlx8rv4nwhgxfrlzyypqtp78vx

INTEREST RATES WENT UP AGAIN DUE TO LIQUIDITY SHORTAGE: WHAT HAPPENED TO FIXED-TERM RATES

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✍️ The article discusses the recent surge in interest rates in Argentina, caused by a lack of liquidity in the banking system and a lack of a ceiling on interest rates.

👉 Interest rates have surged in Argentina due to a lack of liquidity in the banking system. 👉 The Banco Central's pseudo passive scheme has contributed to the lack of liquidity. 👉 Interest rates have risen to as high as 140% in some cases. 👉 There is a dispersion in interest rates between banks, with some offering higher rates than others. 👉 The lack of liquidity is not due to a lack of pesos, but rather a lack of availability of pesos in the banking system.

-- #TomásTagle #ChristianButeler #FernandoMarull #Argentina #Australia #economy

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Tomás Tagle Christian Buteler Fernando Marull Argentina Australia economy Argentina:perspective

10/14/2025

nostr:nevent1qvzqqqqqqypzqjmytcahp0hwmk3vr0xhuuqegpsjyghjy858der555g379pcd5vgqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqqc3hwd9wd7nw7mpk0dv4jn7ksv42hppcn8rj0lf2c6s3vtlkvp9scdqjlr

MARKET VOLATILITY IS GROWING AS THERE IS A LACK OF OFFICIAL INFORMATION FROM WASHINGTON.

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✍️ The Argentine peso continues to be volatile as the country awaits official word on US Treasury support. The dollar remains calm due to daily intervention by the Treasury, with the official major exchange rate closing at $1429.74.

👉 The official major exchange rate closed at $1429.74 👉 The dollar remains calm due to daily intervention by the Treasury 👉 Analysts are expecting a more significant move once the Treasury's deposits are depleted 👉 The market is awaiting official word on US Treasury support 👉 The peso has been fluctuating, with some analysts predicting a potential rise to the upper band of $1484.65

-- #LuisCaputo #FernandoMarull #DonaldTrump #JavierMilei #Washington #Argentina #EstadosUnidos #BancoCentral #world

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Luis Caputo Fernando Marull Donald Trump Javier Milei Washington Argentina Estados Unidos Banco Central

10/8/2025

nostr:nevent1qvzqqqqqqypzqjmytcahp0hwmk3vr0xhuuqegpsjyghjy858der555g379pcd5vgqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqd5tnqdchk3elwswy0gg2dtuqev6gf8x0ccxu7tz97nundtg3pvhqhregmf

EXCHANGE RATE PRESSURE: HOW MUCH MONEY IS LEFT IN THE TREASURY TO INTERVENE ON THE DOLLAR BEFORE THE ELECTIONS

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✍️ The Argentine government is struggling to contain the rising exchange rate by selling dollars, but this strategy is causing concerns about the country's debt payments and the risk of a currency crisis.

👉 The Argentine government is selling dollars to try to contain the rising exchange rate 👉 The country's central bank has been selling dollars to maintain the exchange rate 👉 The government is trying to negotiate a deal with the US Treasury to access more dollars 👉 The situation is causing uncertainty in the market and has led to a rise in the exchange rate

-- #LuisCaputo #FernandoMarull #SebastiánMenescaldi #Argentina #UnitedStates #world

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Luis Caputo Fernando Marull Sebastián Menescaldi Argentina United States world Argentina:perspective

10/8/2025

nostr:nevent1qvzqqqqqqypzqen9mck95fvwtvf7n9wgneuudfgpsvcr6t6nh0pct9rfzvh4ulzsqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqjk9my30hkq2t75kqa3wslfc8n7vts60memea5p0m2aszc54mg7gsvwaua8

THE DOLLAR AND MILEI ARE LIKE HAMLET: TO FLOAT OR NOT TO FLOAT, THAT IS THE QUESTION

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✍️ Argentina's economy has accumulated a net surplus of $209.536 million from 2003 to 2025, but experts warn that the country's high demand for dollars and lack of reserves make it difficult to stabilize the economy.

👉 Argentina's economy has accumulated a net surplus of $209.536 million from 2003 to 2025 👉 Experts warn that the country's high demand for dollars and lack of reserves make it difficult to stabilize the economy 👉 The possibility of a default is a concern for the country's economic future 👉 A new economic plan is needed to address the country's economic challenges

-- #MarinaDalPoggetto #ScottBessent #LuisCaputo #MartínPolo #DomingoCavallo #NicolásDujovne #MartínRapetti #FernandoMarull #FabioQuetglas #Argentina #UnitedStates #economy

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Marina Dal Poggetto Scott Bessent Luis Caputo Martín Polo Domingo Cavallo Nicolás Dujovne Martín Rapetti Fernando Marull

10/8/2025

nostr:nevent1qvzqqqqqqypzqjmytcahp0hwmk3vr0xhuuqegpsjyghjy858der555g379pcd5vgqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpq8sds5zuag5700g06n7wukyzqld96rqnsft9xarh94xy0n4hz2e6qxtae84

WHAT ARE THE INVESTMENT OPTIONS RECOMMENDED BY ANALYSTS FOR OCTOBER?

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✍️ The Argentine market is expected to be influenced by the upcoming election on October 26, with investors advised to be cautious and consider diversifying their portfolios.

👉 Analysts recommend investing in sovereign bonds in dollars 👉 Opportunities in bonds in pesos 👉 Options to avoid Argentine risk and wait for the election result 👉 Define risk profiles, horizons, and liquidity needs for each investor 👉 Objective of each position 👉 Consider diversifying portfolios 👉 Invest in certificados de depósitos argentinos (cedears) for indirect dollarization

-- #IsabelBotta #FernandoMarull #Argentina #UnitedStates #business

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Isabel Botta Fernando Marull Argentina United States business Argentina:perspective

10/7/2025

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ANTICIPATE FINANCIAL VOLATILITY UNTIL OCTOBER 26, BEYOND THE ANNOUNCEMENTS

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✍️ The Argentine market is experiencing high volatility ahead of the legislative elections, with analysts pointing to political uncertainty and the potential impact of the US economic team's announcements on the country's currency and reserves.

👉 The Argentine market is experiencing high volatility ahead of the legislative elections. 👉 Analysts point to political uncertainty and the potential impact of the US economic team's announcements on the country's currency and reserves. 👉 The government's ability to defend the exchange rate and manage its debt is a major concern. 👉 Internal conflicts within the government could impact the country's economic stability.

-- #AdriánYardeBuller #PaoloRocca #FernandoMarull #AndrésReschini #JoséLuisEspert #JavierMilei #MauricioMacri #FernandoMarengo #FernandoBaer #Argentina #UnitedStates #Washington #world

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Adrián Yarde Buller Paolo Rocca Fernando Marull Andrés Reschini José Luis Espert Javier Milei Mauricio Macri Fernando Marengo

10/6/2025

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BONDS ON THE RISE: FINANCIAL DOLLARS FALL AND NARROW THE GAP WITH THE OFFICIAL

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✍️ The Argentine currency market remains calm ahead of the legislative elections, with the official dollar rate stable and bond yields rising.

👉 Official dollar rate remains stable 👉 Bond yields rise to 4% 👉 Government intervenes in the market to defend the official exchange rate 👉 Informal dollar market sees a decline in prices 👉 Swap with the United States expected to conclude soon

-- #FernandoMarull #Trump #Argentina #UnitedStates #Microcentroporteño #world

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Fernando Marull Trump Argentina United States Microcentro porteño world Argentina:perspective

10/3/2025

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SEPTEMBER IN RED: THE DOLLARS CLOSE THE MONTH UP AND FINANCIERS ACCUMULATE GAINS OF $160

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✍️ The Argentine market experienced a tense financial situation in September, with the official dollar exchange rate rising despite government efforts to stabilize it.

👉 Official dollar exchange rate rose by 4.2% in September 👉 Blue dollar exchange rate rose by 7.12% in September 👉 Government negotiated financial support from the US 👉 Government suspended taxes 👉 Market remained volatile despite government efforts

-- #FernandoMarull #JuanManuelFranco #Argentina #BuenosAires #Microcentroporteño #world

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Fernando Marull Juan Manuel Franco Argentina Buenos Aires Microcentro porteño world Argentina:perspective

9/30/2025

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WITH THE LIQUIDATION OF THE GRAIN SILOS, THE GOVERNMENT EXPECTS TO BUY ANOTHER $2 BILLION IN TWO DAYS.

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✍️ El ministro de Economía, Luis Caputo, buscará comprar dólares para pagar la deuda y recuperar poder de fuego en el mercado cambiario, después de la reunión con Donald Trump.

👉 El ministro de Economía buscará comprar dólares para pagar la deuda y recuperar poder de fuego en el mercado cambiario. 👉 Se menciona la posible compra de bonos argentinos y un swap o crédito de Estados Unidos. 👉 El artículo analiza la situación actual del dólar y las reservas del país.

-- #LuisCaputo #DonaldTrump #ScottBessent #JuanPazo #FernandoMarull #Argentina #EstadosUnidos #economy

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Luis Caputo Donald Trump Scott Bessent Juan Pazo Fernando Marull Argentina Estados Unidos economy

9/29/2025

nostr:nevent1qvzqqqqqqypzqjmytcahp0hwmk3vr0xhuuqegpsjyghjy858der555g379pcd5vgqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqj0pn97ldnsk0ayugsf8pp40j6qykxy334qdvejayy292zrj5wmrq4tnr9c

WITHHOLDING TAX IN THE COUNTRYSIDE: THIS IS WHAT YOU NEED TO KNOW

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✍️ The Argentine government has temporarily eliminated export duties on grains until October 31, 2025, to encourage the sale of foreign exchange and increase supply in the Mercado Único y Libre de Cambios (MULC).

👉 Temporary elimination of export duties on grains until October 31, 2025 👉 Meant to encourage the sale of foreign exchange and increase supply in the MULC 👉 Mixed reactions from producers and economists 👉 Estimated fiscal impact of up to $1.6 billion 👉 Government advised to take advantage of the opportunity to strengthen foreign exchange reserves

-- #RenéPonceMicino #GonzaloRopero #PabloGinestet #SantiagodelSolar #JuanPabloRavazzano #GabrielCaamaño #FernandoMarull #ScottBessent #MaríaJulietaRumi #BelkisMartinez #Argentina #SantiagodelEstero #Chascomús #politics

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René Ponce Micino Gonzalo Ropero Pablo Ginestet Santiago del Solar Juan Pablo Ravazzano Gabriel Caamaño Fernando Marull Scott Bessent

9/23/2025

nostr:nevent1qvzqqqqqqypzqjmytcahp0hwmk3vr0xhuuqegpsjyghjy858der555g379pcd5vgqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqnqvnmy5np0ur6qhgrvs0vt9hdx2pdm50w03aegpcxe9vkd6tf7cserp3kr

ZERO RETENTIONS: WHAT IS THE FISCAL COST OF THE MEASURE AND THE ECONOMISTS' DEMAND TO THE GOVERNMENT

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✍️ The Argentine government's surprise announcement of zero retention on grains until October has sparked criticism on social media, with economists estimating a fiscal hole of 0.15% to 0.26% of the country's GDP.

👉 Economists estimate a fiscal hole of 0.15% to 0.26% of the country's GDP 👉 The measure aims to encourage grain producers to liquidate their stocks and add to the country's grain reserve 👉 The fiscal cost of the measure could be significant, ranging from $950 million to $1.7 billion 👉 The government's decision has been criticized for prioritizing other objectives over the previously vetoed projects of financing universities and emergency pediatric care

-- #GabrielCaamaño #ScottBessent #FernandoMarull #Argentina #UnitedStates #politics

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Gabriel Caamaño Scott Bessent Fernando Marull Argentina United States politics Argentina:perspective

9/22/2025

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THE IMPACT OF THE 'TRUMP EFFECT' AMIDST TURMOIL

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✍️ Argentine President Javier Milei discussed the country's financial situation and the possibility of a credit from the US Treasury during an interview on Radio Mitre.

👉 Economic instability in Argentina 👉 Government intervention in the currency market 👉 Possible credit from the US Treasury 👉 Bilateral meeting between President Milei and President Trump 👉 Economic uncertainty and volatility

-- #JavierMilei #DonaldTrump #LuisCaputo #MiguelKiguel #CamiloTiscornia #SebastiánMenescaldi #FernandoMarull #RicardoDelgado #CarlosPérez #KristalinaGeorgieva #Argentina #UnitedStates #NewYork #BuenosAires #politics

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Javier Milei Donald Trump Luis Caputo Miguel Kiguel Camilo Tiscornia Sebastián Menescaldi Fernando Marull Ricardo Delgado

9/21/2025

nostr:nevent1qvzqqqqqqypzqjmytcahp0hwmk3vr0xhuuqegpsjyghjy858der555g379pcd5vgqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqwrqv25yatlzmmrhnedxek37ym2s2uq2yzpvy4hsmyr87hktqkx8qyyc3ek

THE BONDS AND THE DOLLAR ARE GETTING CLOSER TO THE TOP OF THE BAND

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✍️ The Argentine peso is under pressure as the country's central bank defends the exchange rate bands for the first time, amid political turmoil and uncertainty ahead of October's legislative elections.

👉 The Argentine peso is under pressure due to political turmoil and uncertainty ahead of October's legislative elections. 👉 The central bank has defended the exchange rate bands for the first time, selling US$53 million in foreign exchange. 👉 The market is expecting further interventions by the central bank to maintain the exchange rate bands. 👉 The peso's decline is affecting the country's financial markets, with bonds and stocks experiencing significant losses.

-- #FernandoMarull #MartínRedrado #Argentina #BuenosAires #world

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Fernando Marull Martín Redrado Argentina Buenos Aires world Argentina:perspective

9/18/2025

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CAPUTO SAID THEY ARE ANALYZING DIFFERENT ALTERNATIVES TO MEET DEBT MATURITIES

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✍️ Argentina's Economy Minister, Luis Caputo, is analyzing alternatives to pay the country's debt, which amounts to $7,000 million in January.

👉 Argentina's Economy Minister, Luis Caputo, is analyzing alternatives to pay the country's debt 👉 The debt amounts to $7,000 million in January 👉 The government will fulfill its commitments, even with fewer resources than it has now 👉 Options being considered include borrowing from banks, issuing bonds, and selling off state assets

-- #LuisCaputo #FernandoMarull #FedericoMachado #AmilcarCollante #world

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Luis Caputo Fernando Marull Federico Machado Amilcar Collante world Argentina:perspective

9/17/2025

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WHAT IS THE BAND'S CEILING FOR THE DOLLAR?

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✍️ The Argentine peso's exchange rate increased, reaching a record high, due to political and economic factors, including the results of the Buenos Aires province elections and the Central Bank's decision to lower interest rates.

👉 The exchange rate of the Argentine peso against the US dollar has reached a record high of less than three pesos per dollar. 👉 The results of the Buenos Aires province elections, which saw the ruling party lose by 13 points, have contributed to the increase in the exchange rate. 👉 The Central Bank's decision to lower interest rates has made the dollar more attractive, increasing demand for it. 👉 The Central Bank has the power to intervene in the market and defend the floating exchange rate system. 👉 The article notes that the Central Bank has reserves of up to $22,000 million to do so.

-- #ChristianButeler #JuanManuelFranco #FernandoMarull #BuenosAires #Argentina #world

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Christian Buteler Juan Manuel Franco Fernando Marull Buenos Aires Argentina world Argentina:perspective

9/15/2025

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EXCHANGE RATE TENSION: THE WHOLESALE DOLLAR IS RISING AND IS LESS THAN $2 FROM HITTING THE FLOATING BAND CEILING

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✍️ The Argentine financial market is experiencing a negative week, with the official dollar rate rising and approaching the ceiling of the exchange rate scheme, while the red returns to appear among bonds and stocks.

👉 The official dollar rate is rising and approaching the ceiling of the exchange rate scheme. 👉 The dollar official minorista is trading at $1475. 👉 The dollar official mayorista is trading at $1469.37. 👉 The market is moving at the pace of politics. 👉 The government has weeks to recover centralism and avoid errors.

-- #FernandoMarull #politics

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Fernando Marull politics Argentina:perspective

9/15/2025

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THE DOLLAR ROSE 17% SINCE CAPUTO'S 'BUY, CHAMPION': IS IT STILL CHEAP?

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✍️ The Argentine peso has appreciated 17% against the US dollar since July, correcting an earlier delay, but experts warn that the election outcome will impact the currency's future.

👉 Argentine peso has appreciated 17% against the US dollar since July 👉 The major exchange rate has increased from $1.220 to $1.433 👉 The minor exchange rate has increased from $1.235 to $1.445 👉 The inflation rate has increased by 4.2% 👉 The type of change has corrected an earlier delay 👉 Experts warn that the election outcome will impact the currency's future

-- #LuisCaputo #SebastiánMenescaldi #FernandoMarull #MaríaCastiglioni #Argentina #BuenosAires #business

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Luis Caputo Sebastián Menescaldi Fernando Marull María Castiglioni Argentina Buenos Aires business Argentina:perspective

9/11/2025

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KICILLOF SPARKS INVESTOR ANXIETY AFTER MILEI'S SIGNIFICANT LOSS

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✍️ The re-emergence of Axel Kicillof, a former minister known for his interventionist economic policies, has sparked concerns among investors in Argentina, leading to a plunge in bond prices and a slide in the official peso.

👉 Kicillof's re-emergence has sparked concerns among investors in Argentina 👉 Bond prices have plunged, and the official peso has slid 👉 Kicillof's economic plan would likely lead to lower asset values, higher country risk, and larger fiscal deficits 👉 Investors fear Kicillof's interventionist approach would create an unattractive environment for investments

-- #JavierMilei #AxelKicillof #CristinaFernándezDeKirchner #GuidoSandleris #JuanCarlosBarboza #FernandoMarull #SergioMassa #JuanSolá #Argentina #BuenosAires #politics

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Javier Milei Axel Kicillof Cristina Fernández De Kirchner Guido Sandleris Juan Carlos Barboza Fernando Marull Sergio Massa Juan Solá

9/10/2025

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WHAT ARE YPF'S STOCK PRICES?

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✍️ The Buenos Aires province election results in Argentina led to a significant decline in local stocks, with YPF shares falling by 17.7% in the New York Stock Exchange.

👉 YPF shares fell by 17.7% in the New York Stock Exchange 👉 Other energy and financial sector stocks also experienced significant losses 👉 The market reaction was attributed to the surprise outcome of the election 👉 Fuerza Patria won by a significant margin in the Buenos Aires province election

-- #MelisaReinhold #EugeniaArribas #FernandoMarull #Argentina #BuenosAires #NewYork #world

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Melisa Reinhold Eugenia Arribas Fernando Marull Argentina Buenos Aires New York world Argentina:perspective

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WHAT IS THE DOLLAR BAND CEILING AND WHAT HAPPENED TODAY?

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✍️ The Argentine government's exchange rate policy was tested after the electoral defeat in Buenos Aires, with the dollar price reaching the upper limit of the band, causing market tensions and pressure on official intervention tools.

👉 La cotización del dólar alcanzó el techo de la banda 👉 El gobierno tiene herramientas para intervenir, incluyendo el Banco Central y el Tesoro 👉 El dólar price reached record highs 👉 El riesgo país index increased

-- #FernandoMarull #MelisaReinhold #BuenosAires #Argentina #politics

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Fernando Marull Melisa Reinhold Buenos Aires Argentina politics Argentina:perspective

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THE DOLLAR IS TESTING THE 'CEILING' OF THE BAND AND IN THE MARKET, THEY EXPECT A CHANGE IN CAPUTO'S STRATEGY

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✍️ The Argentine government's economic strategy is being tested after a strong victory by the officialist forces in the province of Buenos Aires, leading to a negative reaction from the markets.

👉 The Argentine government's economic strategy is being tested after a strong victory by the officialist forces in the province of Buenos Aires. 👉 The markets have reacted negatively to the results, with the peso experiencing a significant depreciation. 👉 The government's plan to sell dollars from the IMF and the BCRA's ability to operate futures contracts are seen as key factors in the market's reaction. 👉 Analysts are calling for a change in the government's strategy, citing the need for structural reforms to achieve sustainable growth.

-- #LuisCaputo #PabloQuirno #FernandoMarull #JavierMilei #FernandoMarengo #BuenosAires #Argentina #politics

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Luis Caputo Pablo Quirno Fernando Marull Javier Milei Fernando Marengo Buenos Aires Argentina politics

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ARGENTINE STOCKS ON WALL STREET: ONE BY ONE, HOW THE BUENOS AIRES ELECTIONS IMPACTED THEM

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✍️ The Argentine peso and stock market plummeted after the election results in Buenos Aires, with Fuerza Patria winning by a landslide, leading to a strong reaction in the financial markets.

👉 Bancos: Grupo Financiero Galicia, Banco Supervielle, Banco Macro, BBVA 👉 Empresas energéticas: Edenor, Transportadora de Gas del Sur, YPF, Pampa Energía 👉 Otras empresas: Loma Negra, Telecom Argentina, Cresud, Mercado Libre

-- #FernandoMarull #GabrielCaamaño #AmílcarCollante #BuenosAires #business

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Fernando Marull Gabriel Caamaño Amílcar Collante Buenos Aires business Argentina:perspective

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AFTER THE ELECTORAL DEFEAT, WHAT IS THE GOVERNMENT'S BATTERY OF OPTIONS TO CURB THE DOLLAR?

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✍️ The article discusses the economic situation in Argentina, where the currency has been under pressure due to the government's lack of reserves and the upcoming elections. The Central Bank has intervened in the market to stabilize the currency, but experts warn that the situation is still uncertain.

👉 The Central Bank has intervened in the market to stabilize the currency 👉 The government has a 'power of fire' of $14,000 million to intervene in the market 👉 The government has used $500 million of its deposits to support the currency 👉 The Central Bank has the ability to sell $3,500 million in futures contracts 👉 The government has a limited ability to respond to the crisis

-- #PabloQuirno #LuisCaputo #FernandoMarull #GabrielCaamaño #BuenosAires #economy

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Pablo Quirno Luis Caputo Fernando Marull Gabriel Caamaño Buenos Aires economy Argentina:perspective

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WHAT CAN HAPPEN WITH THE DOLLAR AND MARKETS ON MONDAY AFTER THE ELECTIONS IN THE PROVINCE OF BUENOS AIRES

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✍️ The Argentine market is expecting the upcoming elections in Buenos Aires to have a significant impact on the economy, with experts predicting a possible decline in the value of the peso and an increase in interest rates.

👉 Experts predict a possible decline in the value of the peso and an increase in interest rates if the government loses the election. 👉 The government is trying to control the inflation rate and the exchange rate, but experts warn that a poor election result could lead to a loss of confidence in the government's economic policies. 👉 The election result could have a significant impact on the economy, with experts predicting a possible decline in economic activity and an increase in unemployment. 👉 The government is trying to maintain a stable exchange rate, but experts warn that a poor election result could lead to a devaluation of the peso. 👉 Experts predict that a poor election result could lead to a loss of confidence in the government's economic policies, which could have a negative impact on the economy.

-- #FernandoMarull #LorenzoSigautGravina #AlfredoRomano #LuisCaputo #BuenosAires #Argentina #economy

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Fernando Marull Lorenzo Sigaut Gravina Alfredo Romano Luis Caputo Buenos Aires Argentina economy Argentina:perspective

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ELECTIONS IN BUENOS AIRES: AN ECONOMY BETTER THAN IN 2023, BUT WITH RISKS IN THE CONURBATION.

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✍️ The province of Buenos Aires, Argentina's most populous and decisive district, is set to hold a crucial election to renew its legislative power, which will serve as a thermometer for the government's economic policy.

👉 The province of Buenos Aires is set to hold a crucial election to renew its legislative power. 👉 The election will serve as a thermometer for the government's economic policy. 👉 The province is facing a complex economic situation, with a mix of sectors that are still struggling and others that have managed to recover. 👉 Despite some positive indicators, the microeconomy remains tense, with stagnant consumption and a lack of recovery in purchasing power. 👉 Economists agree that the situation is better than in 2023, but highlight risks and challenges.

-- #GabrielCaamaño #FernandoMarull #LorenzoSigautGravina #MatíasRajnerman #FaustoSpotorno #BuenosAires #Argentina #politics

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Gabriel Caamaño Fernando Marull Lorenzo Sigaut Gravina Matías Rajnerman Fausto Spotorno Buenos Aires Argentina politics

9/6/2025

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WHAT WOULD HAPPEN TO THE DOLLAR, STOCKS, AND BONDS, DEPENDING ON THE OUTCOME OF THE ELECTIONS ON SUNDAY

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✍️ Consultoras y especialistas analizaron cómo reaccionarían los mercados en diferentes escenarios de las elecciones para diputados y senadores provinciales en Buenos Aires.

👉 Una victoria de LLA podría generar una baja del riesgo país y suba del Merval 👉 Una derrota de LLA podría generar presión bajista sobre los activos locales 👉 Una victoria ajustada de LLA podría mantener al riesgo país en torno a los 750 puntos básicos 👉 Una derrota de LLA por más de 5 puntos podría generar un escenario negativo para el mercado

-- #JavierMilei #FernandoMarull #DanielOsinaga #EmmanuelÁlvarezAgis #BuenosAires #Moreno #politics

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Javier Milei Fernando Marull Daniel Osinaga Emmanuel Álvarez Agis Buenos Aires Moreno politics Argentina:perspective

9/4/2025

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PROVINCIAL ELECTIONS: WHAT CAN HAPPEN THE DAY AFTER IN THE MARKET AND THE PESSIMISTIC SCENARIO THAT WORRIES

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✍️ The Argentine market is expecting a close election in Buenos Aires on September 7, which could impact the country's economy and currency. Economists predict three possible scenarios: a strong defeat for the government, a narrow victory, or a tie.

👉 The election in Buenos Aires is expected to be close, with three possible scenarios: a strong defeat for the government, a narrow victory, or a tie. 👉 A strong defeat could lead to a new phase of volatility in the markets, with the dollar appreciating and the stock market falling. 👉 A narrow victory or tie could lead to a pause in the markets, with the dollar stabilizing and the stock market recovering. 👉 A strong victory for the government could lead to a sense of stability and confidence in the markets.

-- #FernandoMarull #LorenzoSigautGravina #AlfredoRomano #LuisCaputo #Argentina #BuenosAires #politics

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Fernando Marull Lorenzo Sigaut Gravina Alfredo Romano Luis Caputo Argentina Buenos Aires politics Argentina:perspective

9/4/2025

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ACCORDING TO GOVERNMENT MEASURES, THE COUNTRY RISK APPROACHES 900 POINTS AND REACHES ITS HIGHEST LEVEL IN FIVE MONTHS

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✍️ El gobierno argentino anuncia que intervenirá en el mercado para controlar el tipo de cambio en la víspera de las elecciones, lo que provoca una caída en el valor del dólar y un aumento en el riesgo país.

👉 El gobierno argentino anuncia que intervenirá en el mercado para controlar el tipo de cambio en la víspera de las elecciones. 👉 La medida provoca una caída en el valor del dólar y un aumento en el riesgo país. 👉 Los analistas consideran que esta medida es un intento de contener la volatilidad cambiaria y evitar una corrida sobre las cotizaciones. 👉 El riesgo país ha alcanzado su peor valor desde mediados de abril, lo que podría tener un impacto negativo en la economía argentina.

-- #EricRitondale #FernandoMarull #JuanManuelFranco #FedericoFilippini #Argentina #BuenosAires #politics

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Eric Ritondale Fernando Marull Juan Manuel Franco Federico Filippini Argentina Buenos Aires politics Argentina:perspective

9/3/2025

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INTERVENTIONS ON THE DOLLAR: WHAT ECONOMISTS THINK ABOUT THE GOVERNMENT'S SHIFT

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✍️ The Argentine government announced that it will intervene in the foreign exchange market through the Treasury to contribute to its liquidity and normal functioning, offering a sale of $1700 million and the possibility of operating futures for $3500 million.

👉 The government will intervene in the foreign exchange market through the Treasury. 👉 The Treasury will offer a sale of $1700 million and the possibility of operating futures for $3500 million. 👉 The move aims to put a ceiling on the rise of the official dollar exchange rate within the exchange rate band. 👉 The effectiveness of the measure depends on the outcome of the upcoming elections.

-- #FernandoMarull #SalvadorVitelli #GabrielCaamaño #LeonardoChialva #politics

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Fernando Marull Salvador Vitelli Gabriel Caamaño Leonardo Chialva politics Argentina:perspective

9/2/2025

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THE DOLLAR FALLS AFTER THE GOVERNMENT ANNOUNCED NEW MEASURES

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✍️ The Argentine government announced that it will intervene in the foreign exchange market to stabilize the peso and prevent further devaluation of the currency.

👉 The Argentine government will intervene in the foreign exchange market to stabilize the peso 👉 The official exchange rate has reached $1375, while the black market rate remains stable at $1370 👉 The government's intervention aims to restore confidence in the currency and prevent further devaluation 👉 Economists have mixed reactions to the move, with some seeing it as necessary and others warning of potential risks

-- #PabloQuirno #GabrielCaamaño #FernandoMarull #HernánLacunza #Argentina #BuenosAires #Tucumán #world

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Pablo Quirno Gabriel Caamaño Fernando Marull Hernán Lacunza Argentina Buenos Aires Tucumán world

9/2/2025

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THEY WARN THAT THERE MAY BE MORE PRESSURES ON THE DOLLAR BEFORE THE ELECTIONS

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✍️ Analysts expect pressure on the Argentine peso ahead of the upcoming legislative elections in Buenos Aires, with the government trying to avoid volatility and a rise in the exchange rate.

👉 Analysts expect pressure on the Argentine peso ahead of the legislative elections in Buenos Aires 👉 The government is trying to avoid volatility and a rise in the exchange rate 👉 Several analysts, including Fernando Marull, Fernando Camusso, and Gustavo Ber, share their views on the situation 👉 The market may experience some volatility, but ultimately, analysts expect a recovery in the financial markets once the elections are over

-- #FernandoMarull #FernandoCamusso #GustavoBer #AndrésReschini #FernandoBaer #BuenosAires #Argentina #world

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Fernando Marull Fernando Camusso Gustavo Ber Andrés Reschini Fernando Baer Buenos Aires Argentina world

8/31/2025

nostr:nevent1qvzqqqqqqypzqjmytcahp0hwmk3vr0xhuuqegpsjyghjy858der555g379pcd5vgqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqhapys9pcttgsyzscw5jw3tk5hcmdlkqsw9gd7vtfpuwwdyg3qvtsgjzghu

THE DOLLAR AND THE FIVE KEY DAYS BEFORE THE BUENOS AIRES ELECTION

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✍️ The article discusses the upcoming elections in Buenos Aires and their potential impact on the economy, particularly the exchange rate.

👉 Elections in Buenos Aires are approaching, with the government and PRO party united against the kirchnerismo. 👉 The exchange rate is expected to be volatile in the coming weeks. 👉 Economists are divided on the outcome, with some predicting a stable economy and others warning of potential volatility. 👉 The government's economic program and ability to implement reforms depend on the outcome of the elections. 👉 The elections are seen as a test of the government's popularity and its ability to implement its economic agenda.

-- #FernandoMarull #CarlosPérez #RicardoDelgado #LuisCaputo #DiegoSpagnuolo #BuenosAires #politics

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Fernando Marull Carlos Pérez Ricardo Delgado Luis Caputo Diego Spagnuolo Buenos Aires politics Argentina:perspective

8/31/2025

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CAPUTO ACKNOWLEDGED THAT A PROLONGED RISE IN INTEREST RATES MAY IMPACT THE LEVEL OF ACTIVITY

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✍️ Argentine Economy Minister Luis Caputo acknowledged that a strong increase in interest rates, like the one in Argentina, can lead to a recession. However, he believes it will be temporary due to favorable election results.

👉 Argentine Economy Minister Luis Caputo acknowledged that high interest rates can lead to a recession 👉 Caputo believes the increase in interest rates will be temporary due to favorable election results 👉 Economist Fernando Marull argued that high interest rates do not necessarily lead to a recession 👉 The discussion is part of a broader debate in Argentina about the impact of high interest rates on the economy

-- #LuisCaputo #FernandoMarull #JavierMilei #Argentina #Rosario #politics

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Luis Caputo Fernando Marull Javier Milei Argentina Rosario politics Argentina:perspective

8/25/2025

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HIGH INTEREST RATES AGAINST THE DOLLAR: THE GOVERNMENT'S RECIPE THAT COULD LEAVE THE ECONOMY IN NEUTRAL

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✍️ The Argentine government's monetary strategy to maintain a stable dollar and avoid inflationary shocks may deepen the country's economic weakness, with some consultants predicting a recession.

👉 The Argentine government's monetary strategy may deepen the country's economic weakness 👉 High interest rates and reduced credit availability may lead to a recession 👉 The economy had already started to show signs of weakness before the interest rate hike in July 👉 The government may need to adjust its monetary policy to address the economic challenges

-- #FernandoMarull #economy

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Fernando Marull economy Argentina:perspective

8/23/2025

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VARIOUS FACTORS ANTICIPATE FUTURE PRESSURES ON THE DOLLAR, ACCORDING TO ANALYSTS.

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✍️ The Argentine peso has found some stability in recent weeks, after a 13% increase in July. The economic team has implemented a more restrictive monetary policy, leading to a strong increase in interest rates.

👉 The peso has found some stability in recent weeks 👉 The economic team has implemented a more restrictive monetary policy 👉 The interest rates have increased strongly 👉 The financial sector is warning of a "tense calm" 👉 The peso could reach $1500 after the October elections

-- #LuisCaputo #SantiagoBausili #FernandoMarull #JavierOkseniuk #MelisaSala #MatíasRajnerman #Argentina #world

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Luis Caputo Santiago Bausili Fernando Marull Javier Okseniuk Melisa Sala Matías Rajnerman Argentina world

8/18/2025

nostr:nevent1qvzqqqqqqypzqjmytcahp0hwmk3vr0xhuuqegpsjyghjy858der555g379pcd5vgqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqdhlqdty5tsflrc64xpggldanakg2vrzh35ekwx57hg4k9zerqpnq6rkeml

WITH ANOTHER TENDER, THE GOVERNMENT TESTS THE PLAN TO PREVENT THE DOLLAR FROM SOARING

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✍️ Banks in Argentina are expected to participate in a special auction of Tamar bonds to comply with new reserve requirements and earn interest.

👉 Banks in Argentina will participate in a special auction of Tamar bonds to comply with new reserve requirements. 👉 The auction is expected to raise around $3 billion. 👉 The new reserve requirements aim to reduce the amount of pesos in circulation and prevent them from being converted to US dollars. 👉 Banks and analysts are concerned that these measures will keep interest rates high, which could slow down economic activity.

-- #TomásTagle #FedericoMachado #FernandoMarull #Argentina #business

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Tomás Tagle Federico Machado Fernando Marull Argentina business Argentina:perspective

8/18/2025

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IS THE SURPLUS REAL? CROSSED VISIONS AMONG ECONOMISTS

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✍️ A controversy has emerged among economists about the accuracy of Argentina's public accounts, with some questioning the government's reported fiscal surplus.

👉 Economists question the accuracy of Argentina's public accounts 👉 The government's reported fiscal surplus may be overstated 👉 The IMF suggests that interest payments on certain debt instruments are not accurately recorded 👉 Argentina uses a unique accounting method that differs from the IMF's

-- #DanielMarx #FedericoMachado #FernandoMarull #TomásTagle #economy

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Daniel Marx Federico Machado Fernando Marull Tomás Tagle economy Argentina:perspective

8/18/2025

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THE INTEREST RATE HIKE TO CURB THE DOLLAR'S RISE INCREASES THE FINANCING COST FOR COMPANIES AND THREATENS THE ACTIVITY

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✍️ The Argentine government's strategy to keep real interest rates high to curb inflation and stabilize the exchange rate is showing collateral effects on the real economy, with businesses and economists warning of a surge in financing costs affecting families and companies.

👉 Real interest rates have surged, with monthly rates exceeding 4% 👉 Inflation remains below 2% 👉 Financing costs have increased, affecting families and companies 👉 Economic activity has slowed, with industry and construction sectors showing a decline 👉 Businesses and economists are warning of potential impact on consumption and production

-- #FernandoMarull #LorenzoSigautGravina #GabrielCaamaño #MatíasSurt #DiegoCoatz #MatíasBolisWilson #Argentina #economy

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Fernando Marull Lorenzo Sigaut Gravina Gabriel Caamaño Matías Surt Diego Coatz Matías Bolis Wilson Argentina economy

8/17/2025

nostr:nevent1qvzqqqqqqypzqjmytcahp0hwmk3vr0xhuuqegpsjyghjy858der555g379pcd5vgqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqsy4kd97sg7au07peshtl0g4h3f5jrfayzl6805krnehkh4yaezqqx5j7r9

BEYOND JULY: THE FACTORS THAT COULD EXPLAIN AN INCREASE IN INFLATION IN AUGUST

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✍️ Analysts expect Argentina's inflation rate to accelerate in August, despite a decrease in the US dollar, due to tariff increases and other factors.

👉 Analysts expect inflation rate to accelerate in August 👉 Tariff increases and other factors are expected to drive inflation 👉 Decrease in US dollar has mitigated some of the inflationary pressure 👉 Timing of price measurement and methodological differences between indices may affect inflation rate 👉 Changes in export duties and global economic context may impact food prices

-- #JavierOkseniuk #FernandoMarull #GabrielCaamaño #Argentina #BuenosAires #economy

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Javier Okseniuk Fernando Marull Gabriel Caamaño Argentina Buenos Aires economy Argentina:perspective

8/12/2025

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HOW THE ECONOMY WILL ARRIVE AT THE ELECTIONS, ACCORDING TO ANALYSTS

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✍️ Economists predict a stable economy with low inflation and a controlled dollar exchange rate, but with potential risks and challenges ahead of the elections in Argentina.

👉 Economists predict a stable economy with low inflation and a controlled dollar exchange rate 👉 The dollar is expected to remain relatively stable, but sensitive to election results 👉 Inflation rate is expected to remain around 2% monthly 👉 Consumption is expected to remain weak due to loss of purchasing power and high interest rates 👉 Credit and investment will be conditioned by political uncertainty 👉 Election results will shape the country's economic future

-- #FernandoBaer #FernandoMarull #MelisaSala #LorenzoSigautGravina #GabrielCaamaño #Argentina #BuenosAires #economy

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Fernando Baer Fernando Marull Melisa Sala Lorenzo Sigaut Gravina Gabriel Caamaño Argentina Buenos Aires economy

8/12/2025

nostr:nevent1qvzqqqqqqypzqen9mck95fvwtvf7n9wgneuudfgpsvcr6t6nh0pct9rfzvh4ulzsqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqrgtrjka3nv8jpw5gxtp8d95scnpav0zj6utl6jj5vguh7vlu8wsqhvctgg

THE THIN POCKETS AND DEPRESSED DEMAND HINDER THE IMPACT OF THE DOLLAR ON INFLATION.

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✍️ The article discusses the impact of the dollar's appreciation on inflation in Argentina, with economists warning of potential price increases.

👉 Economists warn of potential price increases due to the dollar's appreciation 👉 The increase in the dollar's value could lead to higher prices, particularly in the food sector 👉 Consultancies predict a range of inflation rates for August, from 1.9% to 2.5% 👉 The price of beef, particularly the price of the hacienda vacuna (novillo), is important in influencing inflation

-- #RicardoDelgado #LorenzoSigautGravina #FernandoMarull #Argentina #world

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Ricardo Delgado Lorenzo Sigaut Gravina Fernando Marull Argentina world Argentina:perspective

8/9/2025

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ACCORDING TO ECONOMISTS, THE GOVERNMENT'S REVERSAL IN CONGRESS WILL NOT AFFECT THE ECONOMIC PLAN

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✍️ The Argentine government's veto of a bill to regulate the financial system and its rejection of other deregulatory measures may have an impact on markets and expectations, according to analysts.

👉 Government vetoed a bill to regulate the financial system 👉 Rejected other deregulatory measures 👉 Analysts believe the move may impact markets and expectations 👉 Government prioritizes economic plan over electoral considerations 👉 Veto does not compromise the government's economic plan

-- #GabrielCaamaño #FernandoMarull #LorenzoSigautGravina #ChristianButeler #FernandoCamusso #politics

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Gabriel Caamaño Fernando Marull Lorenzo Sigaut Gravina Christian Buteler Fernando Camusso politics Argentina:perspective

8/7/2025

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IS THE CARRY TRADE COMING BACK?: WHAT IS THE BET THAT INVESTORS ARE MAKING ON THE FUTURE OF THE DOLLAR?

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✍️ El artículo analiza la estrategia de carry trade en Argentina, donde los inversores esperan que el Banco Central venda reservas si el tipo de cambio alcanza el techo de la banda de flotación.

👉 El dólar aumentó un 13% en julio 👉 Los inversores esperan que el Banco Central venda reservas si el tipo de cambio alcanza el techo de la banda de flotación 👉 Las tasas de interés están en niveles atractivos para la estrategia de carry trade 👉 El tipo de cambio flota entre $1000 y $1400

-- #FernandoCamusso #FernandoMarull #MartínRedrado #Argentina #Brasil #economy

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Fernando Camusso Fernando Marull Martín Redrado Argentina Brasil economy Argentina:perspective

8/5/2025

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AFTER THE DOLLAR'S JUMP, IS THE CARRY TRADE BACK?

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✍️ The Argentine peso is expected to find a new equilibrium point in August, with the dollar's value fluctuating around $1.380. The market is waiting to see if the currency will test the upper band of the floating exchange rate or if it will trigger a carry trade.

👉 The dollar's value has stabilized around $1.380 in August 👉 The market is waiting to see if the currency will test the upper band of the floating exchange rate 👉 The carry trade is a strategy that could be triggered if the dollar's value reaches $1.350 👉 The Argentine economy is facing a challenging period, with elections scheduled for September 👉 The government is under pressure to maintain high interest rates to control inflation

-- #JavierMilei #FernandoMarull #BuenosAires #economy

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Javier Milei Fernando Marull Buenos Aires economy Argentina:perspective

8/4/2025

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THE DOLLAR IS HEADING TOWARDS THE TOP OF THE EXCHANGE BAND: IS THERE ROOM TO CONTAIN IT?

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✍️ The Argentine peso has been affected by the rise of the US dollar, which is currently trading at $1.364, just below the upper limit of the exchange rate band.

👉 The US dollar is currently trading at $1.364, just below the upper limit of the exchange rate band. 👉 Analysts believe that the dollar will not exceed this limit and will instead stabilize in this range. 👉 The Banco Central has the power to intervene in the market if necessary. 👉 The government has $12,000 million in reserves to intervene in the market.

-- #PabloRepetto #FernandoMarull #GabrielCaamaño #MartínPolo #Argentina #BuenosAires #economy

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Pablo Repetto Fernando Marull Gabriel Caamaño Martín Polo Argentina Buenos Aires economy Argentina:perspective

8/2/2025

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THE WITHDRAWAL OF FUNDS FROM PRIVATE TRANSACTIONS REMOVES 10% OF THE CIRCULATING MONEY

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✍️ The Argentine Central Bank (BCRA) has increased the reserve requirements for banks, affecting around 10% of the private sector's liquid assets, in an effort to curb the rising dollar and inflation.

👉 BCRA increases reserve requirements for banks from 30% to 40% 👉 Effective August 1, the new reserve requirements will apply 👉 Around 10% of the private sector's liquid assets will be affected, estimated to be around $5 billion 👉 Move aims to reduce liquidity in the system and curb rising dollar 👉 Increase in reserve requirements will encourage longer-term deposits

-- #FernandoMarull #SantiagoBausili #LeonardoChialva #Argentina #economy

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Fernando Marull Santiago Bausili Leonardo Chialva Argentina economy Argentina:perspective

8/1/2025

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TODAY'S DOLLAR: WHAT IS THE UPPER FLOATING BAND

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✍️ The Argentine peso fell against the US dollar, with the blue dollar reaching $1451, approaching the upper limit of the floating band.

👉 The blue dollar reached $1451, approaching the upper limit of the floating band. 👉 The floating band was established as part of the economic program signed with the IMF in April. 👉 The government has been intervening in the market to buy and sell dollars. 👉 The government has not yet reached the upper limit of the band.

-- #MarinaDalPoggetto #FernandoMarull #economy

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Marina Dal Poggetto Fernando Marull economy Argentina:perspective

8/1/2025

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THE MARKET ALWAYS GETS ITS WAY

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✍️ The Argentine government is facing challenges in managing the country's economy, particularly with the recent surge in the US dollar's value against the Argentine peso.

👉 The Argentine government is struggling to manage the economy 👉 The US dollar's value has surged against the Argentine peso 👉 The government had previously attempted to stabilize the currency by introducing a currency band 👉 The government's actions have been ineffective in containing the rise of the dollar 👉 The market has ultimately prevailed 👉 The government plans to increase interest rates to contain the rise of the dollar 👉 This may have negative effects on the economy

-- #LuisCaputo #FernandoMarull #FedericoFuriase #EstebanKlein #MartínPolo #DonaldTrump #Milei #Argentina #City #economy

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Luis Caputo Fernando Marull Federico Furiase Esteban Klein Martín Polo Donald Trump Milei Argentina

8/1/2025

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LUIS CAPUTO IS TRYING TO KEEP A CLOSER EYE ON HOW MUCH EACH OF HIS CABINET COLLEAGUES IS SPENDING.

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✍️ The Argentine government has implemented a new norm requiring public sector entities to report their projected spending each month, aiming to provide transparency and predictability in public spending.

👉 Public sector entities must report projected spending to the Secretariat of Hacienda each month 👉 The measure aims to provide transparency and predictability in public spending 👉 Non-compliance will result in penalties, including limits on budget allocation and payment execution 👉 The Secretariat of Hacienda will have the power to control and monitor public spending

-- #LuisCaputo #CarlosGuberman #FernandoMarull #FedericoFuriase #politics

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Luis Caputo Carlos Guberman Fernando Marull Federico Furiase politics Argentina:perspective

7/30/2025

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THAT'S NOT HAPPENING TODAY. THE REASONS WHY, DESPITE THE DOLLAR RISING, JULY'S INFLATION WILL BE LESS THAN 2%

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✍️ Despite a 7% increase in the official exchange rate, inflation is expected to remain below 2% in July due to a combination of factors, including a more orderly economy, previous anticipation of a higher exchange rate, and low demand.

👉 Orderly economy with fiscal surplus and positive real interest rates 👉 Previous anticipation of a higher exchange rate 👉 Low demand in many sectors 👉 Limited room to pass on higher costs 👉 Anchored expectations

-- #FernandoMarull #LorenzoSigautGravina #LucioGarayMéndez #MaríaCastiglioni #RamiroCastiñeira #MelisaSala #economy

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Fernando Marull Lorenzo Sigaut Gravina Lucio Garay Méndez María Castiglioni Ramiro Castiñeira Melisa Sala economy Argentina:perspective

7/30/2025

nostr:nevent1qvzqqqqqqypzqen9mck95fvwtvf7n9wgneuudfgpsvcr6t6nh0pct9rfzvh4ulzsqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqezw8zkwamwpj7dufn7jvxrk44gzkshu3gufv982zj466s64ayfgswflz59

DOLLAR: THE SUPER RATE PAID BY CAPUTO DID NOT CONVINCE THE MARKET AND THE OFFICIAL ARRIVED AT $1.315 FOR THE FIRST TIME

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✍️ The Argentine Treasury's latest debt auction did not calm the market, and the dollar continued to be in high demand, reaching a historic record of $1.315.

👉 • The dollar reached a historic record of $1.315. 👉 • The Treasury's auction of debt securities did not calm the market. 👉 • The rollover of debt was 76.34%. 👉 • Most of the funds went towards short-term LECAPs. 👉 • The average interest rate for LECAPs was 3.97%.

-- #FernandoMarull #business

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Fernando Marull business Argentina:perspective

7/30/2025

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THE EXCHANGE RATE REMAINS OVERHEATED AND THE DOLLAR RETURNS TO $1.310 AT BANCO NACIÓN: WHAT ARE THE REASONS FOR THIS NEW SURGE?

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✍️ The dollar has appreciated significantly in the City, reaching a record high of $1.315 in the informal market, as the Treasury prepares for a key auction to address a $11 billion debt deadline.

👉 The dollar has appreciated significantly in the City, reaching a record high of $1.315 in the informal market. 👉 The Treasury is preparing for a key auction to address a $11 billion debt deadline. 👉 The auction is expected to be a crucial test for the market, which has been affected by the elimination of LEFI by the Central Bank. 👉 The dollar has been boosted by the strong performance of the US economy under President Trump's policies. 👉 The appreciation of the dollar has led to a decrease in the demand for other currencies, with the euro and the pound experiencing significant depreciation.

-- #FernandoMarull #City #UnitedStates #Brazil #business

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Fernando Marull City United States Brazil business Argentina:perspective

7/29/2025

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DOLLAR TODAY: ALL QUOTES ARE ABOVE $1300

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✍️ The Argentine peso continues to weaken against the US dollar, with the official exchange rate reaching a record high of $1310. The market is driven by factors such as the payment of bonuses, increased demand for imports, and the elimination of the Letras Fiscales de Liquidez (LEFI) from banks.

👉 The official exchange rate has reached a record high of $1310. 👉 The market is driven by factors such as the payment of bonuses, increased demand for imports, and the elimination of the LEFI from banks. 👉 The Banco Central is trying to contain the dollar by selling futures and offering a 42% interest rate. 👉 The S&P Merval index has risen 2.8%. 👉 Argentine stocks listed on Wall Street have seen gains.

-- #Milei #FernandoMarull #JuanManuelFranco #Argentina #WallStreet #business

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Milei Fernando Marull Juan Manuel Franco Argentina Wall Street business Argentina:perspective

7/29/2025

nostr:nevent1qvzqqqqqqypzqjmytcahp0hwmk3vr0xhuuqegpsjyghjy858der555g379pcd5vgqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqd9wtmxmvj7y45zls7de50ml8cxq8gwh5gkjgr3k5fpcmys9wq7pq7q64fh

THE REDUCTION OF WITHHOLDINGS POSES A FISCAL CHALLENGE, ACCORDING TO IARAF

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✍️ The Argentine government's decision to lower export duties on certain agricultural products has sparked debate over its impact on the country's fiscal revenue.

👉 The government has reduced export duties on certain agricultural products 👉 The move is expected to cost the state around $530 million to $700 million annually 👉 Experts disagree on the impact on fiscal revenue 👉 Increased production and exports may lead to higher tax revenues

-- #FernandoMarull #FedericoFuriase #NadinArgañaraz #politics

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Fernando Marull Federico Furiase Nadin Argañaraz politics Argentina:perspective

7/28/2025

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DUE TO AGRICULTURAL SETTLEMENTS, THE DOLLAR BALANCE WAS POSITIVE FOR THE FIRST TIME IN A YEAR IN JUNE.

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✍️ The Argentine government received a breather in June as the current account showed a significant surplus for the first time in a year, driven by a surge in agricultural exports.

👉 The current account showed a significant surplus for the first time in a year in June. 👉 The surplus was driven by a surge in agricultural exports, which was boosted by the end of the official reduction in export duties. 👉 The result is considered an exception and does not mark a change in trend. 👉 Analysts warn that the country will still need foreign capital inflows to close the gap in genuine dollars and face the increased pressure on foreign asset formation.

-- #FernandoMarull #FabioRodríguez #MilagrosGismondi #economy

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Fernando Marull Fabio Rodríguez Milagros Gismondi economy Argentina:perspective

7/26/2025

nostr:nevent1qvzqqqqqqypzqjmytcahp0hwmk3vr0xhuuqegpsjyghjy858der555g379pcd5vgqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpq6uxscrjkuf9vp8lrd69xnrxt40pgwn26dxkdtj9k3cmfk7hhg78qj7xxag

DOLLAR TODAY: THE OFFICIAL RATE STARTS THE WEEK UP AND SETTLES ABOVE $1300

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✍️ The Argentine peso has been experiencing a slight increase in value against the US dollar, with the official exchange rate reaching $1305, its highest value since the elimination of the currency cap.

👉 The official exchange rate has reached $1305, its highest value since the elimination of the currency cap. 👉 The elimination of the LEFI last week put pressure on the exchange rate. 👉 The market is seeking to stabilize in the face of higher interest rates. 👉 The peso has been experiencing a steady increase since the beginning of July.

-- #FernandoMarull #Aeroparque #Cityporteña #BolsadeNuevaYork #business

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Fernando Marull Aeroparque City porteña Bolsa de Nueva York business Argentina:perspective

7/21/2025

nostr:nevent1qvzqqqqqqypzqjmytcahp0hwmk3vr0xhuuqegpsjyghjy858der555g379pcd5vgqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpq2nkwzlwxn9a45g7553qj6ntm66ma9cpll7dv02n4ejac99jkvm9qvufgr7

WE HOPE THE DOLLAR WILL SLOW DOWN ITS RISE THIS WEEK

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✍️ The Argentine peso has been experiencing a rapid increase in value against the US dollar, driven by seasonal demand, financial noise, and pre-election demand. Analysts expect the exchange rate to stabilize or slow down in the coming days.

👉 The Argentine peso has seen a rapid increase in value against the US dollar 👉 Analysts attribute this to seasonal demand, financial noise, and pre-election demand 👉 Some analysts expect the exchange rate to stabilize or slow down in the coming days 👉 Others expect the exchange rate to continue rising

-- #FernandoBaer #AndrésReschini #FernandoMarull #ChristianButeler #DanielMarx #business

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Fernando Baer Andrés Reschini Fernando Marull Christian Buteler Daniel Marx business Argentina:perspective

7/20/2025

nostr:nevent1qvzqqqqqqypzqen9mck95fvwtvf7n9wgneuudfgpsvcr6t6nh0pct9rfzvh4ulzsqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqmg7czahneq2cy6x7cuvu2fwnvnfpnd2p6sr5p0vdp2q4fmctauksj92x5g

A PLAN THAT WORKS IN LINE WITH TWO OBSESSIONS, THAT OF MILTON FRIEDMAN AND THAT OF THE IMF: DO NOT EMIT AND ACCUMULATE DOLLARS

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✍️ The Argentine economy is struggling due to conflicting monetary policies, with the government trying to control inflation and the IMF urging the country to accumulate foreign reserves.

👉 Government trying to control inflation by not issuing more pesos 👉 IMF urging the country to accumulate foreign reserves 👉 Economists and experts disagree on the effectiveness of the government's policy 👉 Country facing significant debt repayment in the coming years 👉 Economy struggling to recover from the recent crisis

-- #MiltonFriedman #MiguelKiguel #FernandoMarull #Argentina #world

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Milton Friedman Miguel Kiguel Fernando Marull Argentina world Argentina:perspective

7/20/2025

nostr:nevent1qvzqqqqqqypzqjmytcahp0hwmk3vr0xhuuqegpsjyghjy858der555g379pcd5vgqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqrwf6pag9vnz5nt8ur4p6gnwrrln2hueltn8pq5mam756d2q5mrtsfx95g2

MARKETS: DOLLAR WEAKENS, DESPITE GOVERNMENT EFFORTS TO CONTAIN IT

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✍️ The Argentine peso continues to weaken against the US dollar, with the official exchange rate remaining around $1280.

👉 Official exchange rate remains around $1280 👉 Official minorista dollar selling at $1280 👉 Official mayorista dollar at $1267.35 👉 Market closely watching developments 👉 Government trying to stabilize the economy

-- #FernandoMarull #JuanManuelFranco #HernánLacunza #Argentina #BuenosAires #world

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Fernando Marull Juan Manuel Franco Hernán Lacunza Argentina Buenos Aires world Argentina:perspective

7/17/2025

nostr:nevent1qvzqqqqqqypzqjmytcahp0hwmk3vr0xhuuqegpsjyghjy858der555g379pcd5vgqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqflptmzvtnwjhf7wq2zwg8ljumzmm27cu03ugdj9mzqeu2aaxtuyq8kw8gu

HOW THE MANEUVER WORKS THAT THE GOVERNMENT APPLIED TO BRAKE THE DOLLAR AND WHAT ARE ITS CONSEQUENCES

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✍️ El equipo económico argentino anunció medidas para fortalecer las reservas internacionales y consolidar el control de los agregados monetarios, pero no logró alcanzar sus objetivos y algunas medidas debieron ser revertidas.

👉 El equipo económico argentino anunció medidas para fortalecer las reservas internacionales y consolidar el control de los agregados monetarios. 👉 Se decidió dejar de fijar la tasa de interés y pasar a una tasa endógena. 👉 El BCRA absorbió $5 billones en circulación mediante colocaciones de deuda a un día de plazo. 👉 El tipo de cambio había subido en el último mes casi 9%. 👉 La emisión del Bopreal apenas logró colocar $33 millones. 👉 El Gobierno planeaba licitar bonos en pesos que se suscribieran con dólares (Bonte 2030), pero solo logró captar ese monto en mayo.

-- #LuisCaputo #SantiagoBausili #FernandoMarull #Argentina #politics

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Luis Caputo Santiago Bausili Fernando Marull Argentina politics Argentina:perspective

7/16/2025

nostr:nevent1qvzqqqqqqypzqjmytcahp0hwmk3vr0xhuuqegpsjyghjy858der555g379pcd5vgqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqmfqt4z4pgutq8vmjatlcdcrc5s29e2jaxxt7p3gu39fj0k9hf6cshtlzdp

THE GOVERNMENT IS STEPPING IN TO CURB THE COLLAPSE OF INTEREST RATES TO TRY TO CONTAIN THE DOLLAR.

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✍️ The Argentine government has launched an extraordinary debt auction in pesos to offer banks the opportunity to reposition over $110 billion in funds left over after the expiration of the Letras Fiscales de Liquidez (LEFI).

👉 The government has launched an extraordinary debt auction in pesos to offer banks the opportunity to reposition over $110 billion in funds left over after the expiration of the LEFI. 👉 The auction is seen as a response to the escalation of the dollar and the need to inject liquidity into the market. 👉 The government aims to encourage banks to keep the funds for a shorter period, between 13 and 91 days, and at a lower interest rate. 👉 The move is part of the government's plan to reequilibrate the market and reduce the risk premium.

-- #PabloQuirno #FernandoMarull #SalvadorVitelli #PabloRepetto #FedericoGarcíaMartínez #economy

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Pablo Quirno Fernando Marull Salvador Vitelli Pablo Repetto Federico García Martínez economy Argentina:perspective

7/14/2025

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FOR ECONOMISTS, THE LAWS APPROVED BY THE SENATE WOULD LOSE ALMOST ALL FISCAL BALANCE.

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✍️ The Argentine Senate approved three initiatives, including an increase in pensions and a moratorium on pension contributions, which could put the country's fiscal surplus at risk.

👉 7.2% increase in pensions 👉 Two-year moratorium on pension contributions 👉 Extension of the Disability Emergency Law 👉 Estimated cost of 0.2% of GDP in 2025 and 0.42% in 2026 for pension increase 👉 Estimated cost of 0.08% of GDP in 2025 and 0.165% in 2026 for moratorium

-- #LorenzoSigautGravina #ClaudioCaprarulo #FernandoMarull #politics

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Lorenzo Sigaut Gravina Claudio Caprarulo Fernando Marull politics Argentina:perspective

7/11/2025

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HOW MUCH MORE DOES IT RISE? THE DOLLAR ACCUMULATED A 5% INCREASE SINCE JULY STARTED, ALTHOUGH SOME FACTORS MAY PUT THE BRAKES ON IT.

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✍️ The Argentine peso has been experiencing a surge in value against the US dollar, with the official exchange rate rising by $60 since July. The increase is attributed to a combination of factors, including a strong demand for dollars and a decrease in the country's agricultural exports.

👉 • The Argentine peso has risen by $60 against the US dollar since July. 👉 • The demand for dollars is driven by importers, tourists, and the government. 👉 • The country's agricultural sector has already liquidated its inventory, leading to a decrease in exports. 👉 • The surge in the peso's value has raised concerns about the potential impact on inflation. 👉 • Some economists warn of a possible increase in prices.

-- #FernandoMarull #FernandoCamusso #MarinaDalPoggetto #MilagrosGismondi #business

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Fernando Marull Fernando Camusso Marina Dal Poggetto Milagros Gismondi business Argentina:perspective

7/10/2025

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WILL A HIGHER DOLLAR EASE THE MARKET OR SCARE OFF THE MIDDLE CLASS?

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✍️ The article discusses the recent surge in the US dollar's value against the Argentine peso, with experts debating the implications for the economy.

👉 US dollar's value against the Argentine peso has surged by almost 9% in the past two weeks 👉 Experts debate the implications for the economy, including the impact on inflation and interest rates 👉 Government has adopted a managed floatation regime to address the issue 👉 Experts warn of potential risks, including a possible devaluation of the peso 👉 Government plans to address the issue include a new moratorium on debt payments

-- #FernandoMarull #JeromePowell #GuillermoCalvo #RicardoArriazu #MiguelAngelBroda #Milei #Argentina #UnitedStates #Chile #NuevaYork #economy

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Fernando Marull Jerome Powell Guillermo Calvo Ricardo Arriazu Miguel Angel Broda Milei Argentina United States

7/9/2025

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DOLLAR TODAY: AFTER TOUCHING $1200, QUOTATIONS RETURN TO FALLING

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✍️ The Argentine peso continues to fluctuate, with the official minorista dollar rate dropping to $17 and the official mayorista dollar rate falling to $1176.91.

👉 The official minorista dollar rate dropped to $17. 👉 The official mayorista dollar rate fell to $1176.91. 👉 The supply of dollars increased, leading to a decrease in demand. 👉 The government's plan to repair the country's savings and the start of the first phase of the 'Plan de Reparación Histórica de los Ahorros de los Argentinos' may have contributed to the decline. 👉 The dollar blue, which was previously a reference point, has lost demand and is now trading at $1170. 👉 The Argentine peso has a risk country rating of 678 points, which is 15 units higher than the previous day's rating. 👉 The S&P Merval index of the Buenos Aires Stock Exchange fell 1.1%. 👉 The Argentine peso has a negative sentiment score, indicating a negative outlook on the country's economy.

-- #FernandoMarull #FedericoFuriase #AlfonsoPrat-Gay #Argentina #BuenosAires #Salta #world

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Fernando Marull Federico Furiase Alfonso Prat-Gay Argentina Buenos Aires Salta world Argentina:perspective

6/2/2025, 1 engagement

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DOLLARS: THE GOVERNMENT WILL CHANGE HOW TOURIST EXPENSES ABROAD ARE PUBLISHED

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✍️ The Argentine government plans to modify the way tourism data is presented in the Balance Cambiario del Banco Central and the Encuesta de Turismo Internacional to accurately reflect the economic impact of the sector.

👉 Argentina's tourism sector has experienced a boom, with over 1.4 million Argentines traveling abroad in April 👉 The government plans to modify the way tourism data is presented to accurately reflect the economic impact of the sector 👉 The changes will include breaking down expenses into categories such as "Viajes, pasajes y otros pagos con tarjeta" to differentiate between the Mercado Único and Libre de Cambios (MULC) and actual tourism expenses 👉 The Encuesta de Turismo Internacional will also be reformulated to provide more accurate data

-- #DanielScioli #LuisCaputo #SantiagoBausili #GustavoHani #DanielSchteingart #ChristianButeler #FernandoMarull #Argentina #BancoCentral #Indec #business

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Daniel Scioli Luis Caputo Santiago Bausili Gustavo Hani Daniel Schteingart Christian Buteler Fernando Marull Argentina

6/2/2025

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MARKETS: THE DOLLAR FINDS STABILITY AROUND $1150 AND STOCKS TAKE A PAUSE

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✍️ The Argentine peso continues to struggle, with the official dollar rate remaining stable despite a positive trend in global markets.

👉 The Argentine peso continues to struggle, with the official dollar rate remaining stable. 👉 The government has announced plans to issue a dollar-denominated bond in pesos. 👉 The bond will be issued at a rate in pesos, which is expected to be around 15.5% annual. 👉 The move is seen as a step towards re-opening the local debt market, which has been closed since 2018.

-- #JavierMilei #CristianLópez #JuanManuelFranco #FernandoMarull #FernandoMarengo #MatíasRajnerman #DonaldTrump #Argentina #BancoNación #BancoCentral(BCRA) #Microcentroporteño #NuevaYork #world

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Javier Milei Cristian López Juan Manuel Franco Fernando Marull Fernando Marengo Matías Rajnerman Donald Trump Argentina

5/27/2025

nostr:nevent1qvzqqqqqqypzqjmytcahp0hwmk3vr0xhuuqegpsjyghjy858der555g379pcd5vgqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpq59gft67f2pucvkv62kpndtc5h2ymk3r7qy9z9hr3t9ew74mjs2zspe49tk

THE ANALYSTS HIGHLIGHTED THE MEASURES, BUT SAY THEY WOULD NOT HAVE AN IMMINENT MACROECONOMIC IMPACT

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✍️ The Argentine government announced a plan to simplify tax regulations and reduce bureaucratic red tape, allowing citizens to access their savings without fear of persecution.

👉 Elimination or reduction of thresholds for ARCA 👉 Sending a bill to modify penal, tax, and procedural laws 👉 Reducing bureaucratic red tape 👉 Allowing citizens to access their savings without fear of persecution

-- #LuisCaputo #NicolásPino #AmilcarCollante #FernandoMarull #GabrielCaamaño #CésarLitvin #DiegoFraga #SebastiánDomínguez #politics

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Luis Caputo Nicolás Pino Amilcar Collante Fernando Marull Gabriel Caamaño César Litvin Diego Fraga Sebastián Domínguez

5/22/2025

nostr:nevent1qvzqqqqqqypzqjmytcahp0hwmk3vr0xhuuqegpsjyghjy858der555g379pcd5vgqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpq42xwrx3fgjgus4zlw3jj4xc5fkzzzl5utasqt7tqk8z7pau8204qkjatpv

MARKETS: AFTER LLA'S TRIUMPH, BONDS AND STOCKS RISE

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✍️ La Libertad Avanza obtuvo un 30% de los votos en las elecciones de la Ciudad de Buenos Aires, lo que se considera un espaldarazo para el oficialismo y puede influir en el mercado financiero.

👉 La Libertad Avanza obtuvo un 30% de los votos en las elecciones de la Ciudad de Buenos Aires. 👉 El resultado es considerado un espaldarazo para el oficialismo. 👉 La participación del electorado fue baja. 👉 La victoria de La Libertad Avanza puede influir en el mercado financiero y en el programa económico del gobierno. 👉 Los analistas consideran que la victoria de La Libertad Avanza es positiva para los mercados y el programa económico.

-- #ManuelAdorni #FernandoMarull #CiudaddeBuenosAires #Argentina #WallStreet #NuevaYork #politics

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Manuel Adorni Fernando Marull Ciudad de Buenos Aires Argentina Wall Street Nueva York politics Argentina:perspective

5/19/2025

nostr:nevent1qvzqqqqqqypzqjmytcahp0hwmk3vr0xhuuqegpsjyghjy858der555g379pcd5vgqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqp0r2ys3ky94tt0gu867anrrs00yvu32d3vsgsw9fj5p7q3kcdsksvt764y

A SURPRISE FOR MILEI: IMPROVES THE NUMBER THAT WILL DEFINE THE ELECTIONS

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✍️ Argentina's inflation rate may have peaked in April, with some analysts predicting deflation in May, according to recent data and expert opinions.

👉 Argentina's inflation rate may have peaked in April 👉 Some analysts predict deflation in May 👉 President Javier Milei and Minister of Economy Luis Caputo are cautious and risk-averse 👉 Experts' opinions vary on the prospects of inflation decreasing 👉 Some experts predict deflation as early as August or October

-- #JavierMilei #LuisCaputo #FedericoStuzenegger #FedericoDomínguez #MartínRapetti #FernandoMarull #MiguelKiguel #CamiloTiscornia #FaustoSpotorno #MarinaDalPoggetto #FedericoMoll #Argentina #GBA #world

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Javier Milei Luis Caputo Federico Stuzenegger Federico Domínguez Martín Rapetti Fernando Marull Miguel Kiguel Camilo Tiscornia

5/16/2025

nostr:nevent1qvzqqqqqqypzqen9mck95fvwtvf7n9wgneuudfgpsvcr6t6nh0pct9rfzvh4ulzsqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqagu3t4jjl8tuxqaqwjzw7xrqhj49e2y05p2hw6eqald48d75gm8q5fm8dt

WITH THE BRAKE ON THE BASIC BASKET'S SUBA, POVERTY WOULD FALL TO 35%

https://www.clarin.com/img/2025/05/14/y-F9EndPq_2000x1500__1.jpg

✍️ The article discusses the decrease in poverty in Argentina, with the nowcast of poverty from the Universidad Torcuato Di Tella estimating a rate of 35.4% for the period from November 2024 to April 2025.

👉 The nowcast of poverty from the Universidad Torcuato Di Tella estimates a rate of 35.4% for the period from November 2024 to April 2025. 👉 The poverty rate is expected to continue to decrease as inflation continues to decline. 👉 The low level of salaries is a challenge for reducing poverty.

-- #MartínGonzález-Rozada #FernandoMarull #FernandoBarrera #JavierMilei #Argentina #BuenosAires #world

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Martín González-Rozada Fernando Marull Fernando Barrera Javier Milei Argentina Buenos Aires world Argentina:perspective

5/15/2025

nostr:nevent1qvzqqqqqqypzqen9mck95fvwtvf7n9wgneuudfgpsvcr6t6nh0pct9rfzvh4ulzsqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpq95jf7qx8rukc5a7sqn68waj03vjkqa4jr3uxsd399s3x5vadjxls6cv8mg

THE GOVERNMENT DOUBLES DOWN TO ENSURE A LOW DOLLAR UNTIL THE ELECTIONS

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✍️ The Argentine peso has been experiencing a decline in value, with the official exchange rate reaching a low of $1.136. The government is reportedly planning to issue a "peso-linked" bond to strengthen its reserves and reduce inflation.

👉 The official exchange rate has reached a low of $1.136 👉 The government is planning to issue a "peso-linked" bond to strengthen its reserves and reduce inflation 👉 The bond would be denominated in pesos but payable in dollars at the official exchange rate 👉 The move is seen as a way to attract foreign capital and reduce the country's reliance on foreign debt

-- #FernandoMarull #FelipeNúñez #FedericoFuriase #MinistroCaputo #Argentina #City #world

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Fernando Marull Felipe Núñez Federico Furiase Ministro Caputo Argentina City world Argentina:perspective

5/12/2025

nostr:nevent1qvzqqqqqqypzqen9mck95fvwtvf7n9wgneuudfgpsvcr6t6nh0pct9rfzvh4ulzsqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqmutjjtfa92tppevpduwjkevzglmxvahqxvwc5fecgzg6dtxgar9sjjnqdt

JAVIER MILEI WOULD ARRIVE AT THE POLLS WITH THE LOWEST INFLATION IN ALMOST 10 YEARS

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✍️ The upcoming October elections will be the first in nearly a decade to take place with a lower inflation rate, with projections indicating a rate of around 1%.

👉 Elections in October will be the first in nearly a decade with a lower inflation rate 👉 Inflation rate projected to start at around 1% 👉 Government expected to show a decrease in inflation 👉 Economists optimistic about the future, predicting a rate of 2% or lower 👉 Government efforts to reduce inflation include sale of dollars and elimination of restrictions on foreign exchange market

-- #RamiroCastiñeira #CamiloTiscornia #FernandoMarull #MiguelKiguel #Argentina #politics

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Ramiro Castiñeira Camilo Tiscornia Fernando Marull Miguel Kiguel Argentina politics Argentina:perspective

5/10/2025

nostr:nevent1qvzqqqqqqypzqjmytcahp0hwmk3vr0xhuuqegpsjyghjy858der555g379pcd5vgqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpq8m5fl8q3vuzxlsp6ex4q7djwjx9zg9dm2txy9fkfgtrkaj33razs56ufl8

ALBANESI GROUP ANNOUNCED THAT IT WILL NOT BE ABLE TO PAY THE $19.5 MILLION IN INTEREST ON ITS DEBT THAT WAS DUE.

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✍️ The energy generator Grupo Albanesi, which controls Generación Mediterránea and Central Térmica Roca, announced that it will not be able to pay the $19.5 million interest on its negotiable bonds, and will enter a 30-day grace period to negotiate with creditors.

👉 Grupo Albanesi will not be able to pay the $19.5 million interest on its negotiable bonds 👉 The company has entered a 30-day grace period to negotiate with its creditors 👉 The news has sparked concerns about the company's financial health and the impact it may have on the energy market 👉 The company had previously announced plans to invest $600 million in expanding its power plants

-- #FernandoMarull #economistadeFMyA #Argentina #RíoCuarto #Córdoba #Ezeiza #BuenosAires #ArroyoSeco #SantaFe #business

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Fernando Marull economista de FMyA Argentina Río Cuarto Córdoba Ezeiza Buenos Aires Arroyo Seco

5/1/2025

nostr:nevent1qvzqqqqqqypzqjmytcahp0hwmk3vr0xhuuqegpsjyghjy858der555g379pcd5vgqyd8wumn8ghj7ctjw35kxmr9wvhxcctev4erxtnwv4mhxqpqdxmqc6jjzhzg8pssc7tszx3y5p7y55jtp2a9zelxg66j98wnwd0sj36jf6

MARKETS: THE DOLLAR STABILIZES AT $1990 AND THE COUNTRY RISK IS ON THE VERGE OF BREAKING 700 POINTS

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✍️ The Argentine government has lifted the currency cap, leading to a volatile market as investors seek a new equilibrium between supply and demand. The dollar has stabilized around $1190, with the risk country index falling to 701 points.

👉 The Argentine government has lifted the currency cap, allowing the dollar to fluctuate freely. 👉 The dollar has stabilized around $1190. 👉 The risk country index has fallen to 701 points, indicating a decrease in the country's credit risk. 👉 The government has announced measures to encourage the use of dollars, including the elimination of a 30% surcharge on dollar purchases for savings. 👉 The market is expected to continue to be volatile in the short term.

-- #FernandoMarull #JuanManuelFranco #Caputo #Argentina #Miami #NuevaYork #economy

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Fernando Marull Juan Manuel Franco Caputo Argentina Miami Nueva York economy Argentina:perspective

4/29/2025