Milei's K Economy, the "Pacientometer" and the Bet on Lower Rates

Seúl

Factuality

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We returned after two weeks, not like others. Many topics to comment. We started with the war, which is increasing levels of financial volatility, causing inflation to rise everywhere. And it not only affects the prices linked to energy but also the costs of fertilizers, travel and much more. Argentina wins on the export side, but loses with uncertainty. There may be a very long-term bonus for the geopolitical bonus that gives a region away from…

El Economista

Factuality

Ownership

Econviews and Borenstein agree: no macros look good, but employment, consumption and credit tell another story. The government takes advantage of exchange rate calm to inject liquidity. The question is how long the ox geno lasts.