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- RT @ElonJet: Departing soon for Brazil about an hour from now. 6 days ago
- RT @AlessioUrban: Reverse Repo hit a new all time high no bueno https://t.co/CQ9SNIoGR0 1 week ago
- That's literally where me and Simon Crisp stood. twitter.com/grahambull67/s… 1 week ago
- @elonmusk Believe this and and I have a bridge youre gonna love 1 week ago
- @loganbartlett Think the maths mean he's golden just walking away. And by 'golden' I mean 'blew a billion but could be worse' 1 week ago
- @Carnage4Life Ha ha, no 1 week ago
- TL:DR She must be a fucking idiot twitter.com/rhjameson/stat… 1 week ago
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Tag Archives: inflation
Argentina: Two confessions
I am going to confess an unpopular opinion: I am getting worried about Argentina. I am also going to confess to embarrassing naivety: I have been testing my hypothesis with the wrong bankers. But first, my concerns about Argentina. The … Continue reading
Posted in Blog
Tagged Argentina, Caputo, Federico Sturzenegger, FX, growth, inflation, Nicolas Dujovne, president macri
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Argentina leaves markets worried about ability to grow
“It’s like chemotherapy. If you have it all at once, you are going to kill the patient. You need to find a dose that won’t kill the patient.” The patient being discussed by a senior capital markets banker in New … Continue reading
Posted in Blog
Tagged Argentina, Argentina economy, drought, economy, Exotix, GDP, inflation, Infrastructure, Maputo, Rafael Elias
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Argentina’s delicate balancing
President Mauricio Macri’s economic inheritance was toxic; his policy of gradual fiscal realignment looks like it will lead to success in this year’s crucial mid-term elections, but the country desperately needs investment to maintain the transition. Let me answer in … Continue reading
Posted in Blog
Tagged Argentina, Cambiemos, central bank, economic growth, economy, fiscal adjustment, FX, GDP, inflation, Kirchner, Macri, Mauricio Macri, mid-term elections
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Argentina’s banks seek path to normalization
Argentina’s banks are facing a difficult transition period as the government and the central bank (BCRA) attempt to lower inflation and the country’s base rates, as well as facing subdued credit demand thanks to the economic recession. The banks … Continue reading
Posted in Blog
Tagged Argentina, Banco Macro, banks, BBVA Frances, BCRA, Citi, Consolidation, credit, Galicia, inflation, loans, Macri, MSCI
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Levy’s appointment postpones days of reckoning
After months of warning about how disastrous a Dilma Rousseff’s re-election would be, Brazil’s financiers and economists quickly regrouped and began suggesting that Brazil’s economy would be OK after all, just as long as the president picked a Finance Minister the market liked. Now … Continue reading
Posted in Blog
Tagged 2015, brazil, Dilma Rousseff, economy, inflation, Joaquim Levy, Minister of Finance, unemployment
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Central banking policy: beyond inflation, Brazilian style
With all the recent talk of Ben Bernanke’s recent new unemployment rate-related and GDP growth focused-monetary policy mandate for the Federal Reserve, and comments from soon-to-be Bank of England governor Mark Carney reinforcing this shift away from myopic inflation-targeting, it is perhaps … Continue reading
Posted in Blog
Tagged Ben Bernanke, brazil, Brazilian Central Bank, Central Banking policy, exchange rates, inflation, Mark Carney, unemployment
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