Rodrigo Eyzaguirre Miraglia

Capex opportunities remain concentrated in the public housing, mining, and security sectors Although consumer spending…

Despite significant inflation pressures and a decline of 1.5% QOQ in Q4 2023, private consumption…

Without the clarification of FX policies and gradual ease of capital controls, FX and inflation…

While we do not foresee elections in 2024, we maintain our view of high political…

Despite significant inflation pressures and a decline of 1.5% QOQ in Q4 2023, private consumption…

The 2024 growth outlook is contingent on the continued decrease in inflation and the mitigation…

The government's priorities, such as pension and tax compliance reforms, will likely be approved The…

High political and regulatory uncertainty will set the tone in 2024, given the government's lack…

The government will not advocate for a third constitutional process, as the intended reforms can…

Milei faces notable governability challenges due to a lack of support from governors and a…

Milei's recent announcement has helped dissipate dollarization fears; however, his proposed fiscal shock will likely…

While the second round appears more competitive than initially anticipated, Milei will likely moderate his…

We maintain our view of further currency devaluation after the presidential election and more severe…

Given the increasing macroeconomic misalignments, we maintain our view of a further currency devaluation after…

While the current economic crisis amplifies support for far-right stances, risky policies could deter private…