News of analysis

Report: Losses from severe drought could exceed US$10 billion

20-01-2023 13:00 Economy Minister Sergio Massa meets with Mesa de Enlace to discuss the situation as soybean crop estimates are slashed; Agricultural losses for farmers expected to total US$10 billion, could knock two points off GDP this year.

Argentina’s US$1-billion bond buyback is baffling investors

19-01-2023 14:25 While repurchasing the bonds at a fraction of their face value could ultimately save the country hundreds of millions of dollars in interest and principal payments, investors point out that the government doesn’t have very much room in Central Bank coffers to fund such a lavish buyback.

2022: the errors of the economists

29-12-2022 02:31 The time has come to do what economists find so uncomfortable and what I find so useful: the annual balance sheet of predictions

by Gustavo González

Lawmakers head for early recess, leaving a host of pending bills

29-12-2022 00:10 With little chance of congressional activity resuming in the immediate future, Argentina's lawmakers are heading off for recess, leaving a host of bills pending.

Reset

13-12-2022 15:20 In May 2019, Cristina Fernández de Kirchner announced in a video that she was choosing Alberto Fernández as the Frente de Todos presidential candidate. Last week, she excluded herself from any candidacy in next year’s elections, once again shaking up the political status quo.

by Jorge Fontevecchia

Latin America debt set for a comeback as politics give a break

12-12-2022 09:59 Dollar-denominated debt from Latin American governments and companies has handed investors returns of more than 10% so far this quarter, outperforming all other regions in an emerging-market index.

Sergio Berni walks the line as the coalitions bend

26-11-2022 06:26 Sergio Berni is once again walking on the edge of a tightrope, a situation he knows all too well.

by Agustino Fontevecchia

South America rain offers hope for relief in world food prices

15-11-2022 21:28 Rain finally fell in Argentina over the weekend and soy farmers started revving up tractors to make up for lost planting time.

Sambas are not tangos

05-11-2022 06:22 Alberto Fernández raced to São Paulo to congratulate a victorious Luiz Inácio Lula da Silva yet no mirror of his own future awaited him in Brazil.

CFK hints at 2023 run in speech linking failed attack to Macrismo

04-11-2022 21:45 "I will do whatever I have to do so that our people can organise themselves into a project for a country,” declares former president in first public appearance since failed assassination attempt.

PASOs and presidential hopefuls – sources of tension for Frente de Todos

31-10-2022 12:57 President Alberto Fernández is willing to go to bat to defend the PASOs and will run as a candidate, despite pressure from his coalition allies. Dialogue has broken down with delays to definitions likely to be the end result.

by Rosario Ayerdi

Mauricio Macri: ‘Argentina is on the point of leaving behind decades of populism’

29-10-2022 06:48 Former president Mauricio Macri discusses his ideals, beliefs, Juntos por el Cambio’s chances in the 2023 elections, the last three years of President Alberto Fernández’s government and his four-year spell in office – and what he would do differently in retrospect.

by Jorge Fontevecchia

Third straight drought is upending key Argentine planting season

28-10-2022 14:39 A near-relentless drought is jeopardising soybean and corn growing in Argentina. The situation is so dire that the government needs to restrict shipments to ensure wheat-flour supplies at home.

‘Plan M’: Ratify leadership, promote competition and delay definitions

28-10-2022 14:28 Mauricio Macri has yet to answer whether he intends to run for a return to the presidency, a question he plans to resolve between next March and April. Meanwhile, he will continue encouraging competition while seeking to position himself as the leader insisting on the need to underwrite change.

by Gabriel Ziblat

Wage talks, inflation, union divisions: Orange alert as October heats up

12-10-2022 22:39 Runaway three-digit wage increases impact on multiple fronts. Tussle among unions to clinch the biggest wage hikes, conflict between the CGT and leftist groupings over increasingly poor wage-earners. The business world watches on, fearing escalation.

by Juan Pablo Kavanagh

Micaela Morán to replace Tolosa Paz in lower house

11-10-2022 14:37 Victoria Tolosa Paz to take on Social Development Ministry, with ex-Transport ministry official and Frente Renovador politician Micaela Morán entering the Chamber of Deputies.

Experts: Lula must fight for centre to win Brazil run-off

06-10-2022 01:30 Known as a deft politician, Luiz Inácio Lula da Silva will need to tap his acumen to strike alliances if he is to defeat Jair Bolsonaro in the October 30 showdown.

Election showed Brazil's far-right was sold short, say analysts

06-10-2022 01:20 Jair Bolsonaro was not the only one to have a surprisingly strong night in Brazil's elections: the far-right incumbent's allies also outperformed expectations in key congressional and governor's races.

Investors dodge Argentina bond pain by buying up YPF, provinces

27-09-2022 13:18 Quasi-sovereigns posting best returns in emerging markets; Meanwhile, Argentina’s sovereign bonds slumped more than 35%.

A Holy War is raging between Google, Facebook, and the media industry

24-09-2022 06:00 The power that Google, Facebook and a few other companies hold over the information ecosystem, where they’ve become the de facto gatekeepers, is troubling. Ultimately they've taken over an editorial role that used to be controlled by media companies, in particular news publishers.

by Agustino Fontevecchia