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Peru
While we do not foresee elections in 2024, we maintain our view of high political risk […]
Despite significant inflation pressures and a decline of 1.5% QOQ in Q4 2023, private consumption avoided […]
The 2024 growth outlook is contingent on the continued decrease in inflation and the mitigation of […]
The government’s priorities, such as pension and tax compliance reforms, will likely be approved The first […]
High political and regulatory uncertainty will set the tone in 2024, given the government’s lack of […]
The government will not advocate for a third constitutional process, as the intended reforms can be […]
Milei faces notable governability challenges due to a lack of support from governors and a legislative […]
Argentina's government
Milei’s recent announcement has helped dissipate dollarization fears; however, his proposed fiscal shock will likely face […]
While the second round appears more competitive than initially anticipated, Milei will likely moderate his anti-establishment […]
We maintain our view of further currency devaluation after the presidential election and more severe inflation […]
Given the increasing macroeconomic misalignments, we maintain our view of a further currency devaluation after the […]
Argentina's government
While the current economic crisis amplifies support for far-right stances, risky policies could deter private sector […]
The Argentine presidential election is shaping up to be a three-way race, with Milei in the […]
Consumer spending and private investment are expected to recover in the upcoming months, given lower financial […]
Given high FX pressures and lower export income, we anticipate net reserves to remain negative throughout […]