Category: Argentina
-
Argentina Macro Brief: August 2025
Rates unleashed, inflation tamed – and Phase 3 quietly begins Monetary Policy The Central Bank has officially let go of the steering wheel. In early July, the Banco Central de la República Argentina (BCRA) scrapped its benchmark interest rate and shifted to a market-determined pricing system. Rates are now floating, guided by liquidity auctions and…
-
Argentina Macro Brief: July 2025
Rates unleashed, inflation tamed – and Phase 3 quietly begins Monetary Policy The Central Bank has officially let go of the steering wheel. In early July, the Banco Central de la República Argentina (BCRA) scrapped its benchmark interest rate and shifted to a market-determined pricing system. Rates are now floating, guided by liquidity auctions and…
-
Argentina Macro Brief: June 2025
Inflation is falling, reserves are rising and Argentina is entering a new phase of reform. Rates are now market-set, capital controls remain relaxed and a quiet push is underway to lure hidden savings back onshore. If momentum holds, Milei may not just steady the ship – he might actually start to turn it around.… Read…
-
Argentina Macro Brief: May 2025
Stabilisation, liberalisation, and a renewed search for Argentina’s hidden ‘mattress dollars’. Argentina is now entering a new phase of reforms and rebuilding but a quieter campaign is also underway: coaxing billions in undeclared cash back into the formal economy. This could be transformative. Monetary Policy The Central Bank cut rates again in April - this…
-
Argentina Macro Brief: April 2025
Argentina is turning the page. Currency controls are out, the peso is floating and inflation is finally easing. The central bank has started cutting rates, IMF cash is flowing and reserves are building. Overseas card use is back, though capital controls on businesses remain – for now. Early moves toward digital finance hint at deeper…