Lucila Bonilla Lastman
@lucilabonilla.bsky.social
Economist, global emerging markets at Oxford Economics.
Argentina will get by with external payments in '24 as exports recover and boost depressed reserves. But neither Milei nor Massa can unequivocally avert default on '25. Only an unlikely combination of strong exports, deval/import compression, fiscal consolidation, and IMF support might do the trick.
November 7, 2023 at 1:10 PM
Argentina will get by with external payments in '24 as exports recover and boost depressed reserves. But neither Milei nor Massa can unequivocally avert default on '25. Only an unlikely combination of strong exports, deval/import compression, fiscal consolidation, and IMF support might do the trick.
Some seriously good souvenirs from @alphaville.ft.com quiz last night
November 3, 2023 at 2:10 PM
Some seriously good souvenirs from @alphaville.ft.com quiz last night
Disinflation momentum and weakening activity, domestic and in the EZ, raises risks of inflation undershoots in CEE. The region got ahead of the curve, keeping rates this high for too long could seriously hurt its economic outlook. Markets are pricing in too few rate cuts. NBP not so mad after all?
November 3, 2023 at 10:07 AM
Disinflation momentum and weakening activity, domestic and in the EZ, raises risks of inflation undershoots in CEE. The region got ahead of the curve, keeping rates this high for too long could seriously hurt its economic outlook. Markets are pricing in too few rate cuts. NBP not so mad after all?