Filter all of our publications to find the ones you are most interested in by content language, date, geography and/or topic.
Sort our publications chronologically from newest to oldest, regardless of geography and/or topic matter.
Sort publications according to the number of time reads by our users, regardless of geography and/or topic matter.
November 16, 2024
A lower deficit will promote more stability of the public debt-to-GDP ratio in the future, but the optimistic assumption of economic growth prompts us to foresee a Historical Balance of Public Sector Borrowing Requirements (HBPSBR) of 52.9% vs. 51.4% of GDP anticipated by the Finance Ministry.
June 27, 2024
After a weak GDP growth of 0.4% in 2023, activity will grow 3.2% in 2024 due to the recovery of the agricultural sector, hydroelectric power generation and private consumption. Even so, reforms are needed to gain competitiveness and maintain a sustainable growth path.
March 8, 2024
Javier Milei's government took office aiming to have a less regulated and more market friendly economy with the private sector as the main driver of economic growth. The core of his macroeconomic policy is to achieve fiscal equilibrium and eliminate monetary issuance to cover public spending as of 2024.
May 29, 2023
The rules versus discretion debate is back on the table, focusing not only this time on monetary policy (where central banks are having a hard time convincing the markets that inflation will return to target), but also on the reform of European fiscal rules.
March 28, 2023
2023 is a year with a heavy electoral calendar, in a context of growing social concern regarding macroeconomic imbalances and a historic drought. We expect sustained pressures in the FX market throughout the year, with consequences on the GDP and financial volatility.
October 13, 2022
With a better than expected 2022, Argentina will face a complex 2023, with a drop in the level of activity and high inflation that will lead to a stagflation scenario. The main challenges will be the rollover of debt in the local market for challenging amounts and the vulnerability of the FX rate scheme.
July 21, 2022
The deviations from the targets agreed with the IMF triggered a deterioration of expectations and the economic situation, deepened by political tensions. Economic activity will slow down more than expected in the coming quarters.
July 28, 2021
The Government submitted, the fiscal reform bill that includes social measures, mostly transitory, to mitigate the effects of the pandemic on the most vulnerable and raises tax collection by 15.2 trillion pesos permanently, of which 70% from corporate taxes and the rest from anti-evasion and austerity measures.
January 21, 2021
The Peruvian economy will grow around 10% in 2021, largely due to a “rebound effect”, but also supported by the favourable external environment and despite both regulatory and electoral uncertainty. In 2022, when the local vaccination process has been broadly deployed, an expansion of 4.5% is expected.
November 21, 2020
The data corresponding to the third quarter shows a smaller output contraction in line with the recovery following the pandemic, higher public deficit due to the fiscal effort to mitigate the impact and a lower current account deficit.
