Reports
| Date | Report | Type |
|---|---|---|
| 17/02/2020 | Argentina Fixed Income MarketUncertainty surrounding the restructuring process would continue in the short term as Economy minister Martin Guzman did not disclose any details regarding a proposal for the debt restructuring in his address to the Congress. On the fiscal side, Guzman said that no further adjustments would be carried out, worsening the outlook for a potential proposal to bondholders. |
Fixed Income Weekly |
| 17/02/2020 | Aluar 2Q19-20Adequate performance despite domestic devaluation and low International price |
Equity Report |
| 11/02/2020 | Argentina Equity MarketCompanies with a high percentage of dollar denominated revenues, lower operating exposure to domestic market and low debt levels would act as a hedge in the current scenario. |
Equity Weekly Report |
| 11/02/2020 | International Macroeconomic PerspectivesFed points to performing economy to back its wait and see approach, despite coronavirus outbreak |
Macro Economy Weekly |
| 11/02/2020 | Argentina Macroeconomic PerspectivesDespite lower estimated inflation, real interest rates remain negative |
Macro Economy Weekly |
| 10/02/2020 | Argentina Fixed Income MarketUncertainty surrounding the restructuring process would continue in the short term. Axel Kicillof’s disclosure about Buenos Aires Province 2021 bond brought some relief about the government’s willingness about debt payments. |
Fixed Income Weekly |
| 04/02/2020 | International Macroeconomic PerspectivesThe Fed left rates unchanged although a slowdown in the first half due to the coronavirus spread could point to another rate cut |
Macro Economy Weekly |
| 04/02/2020 | Argentina Macroeconomic PerspectivesThe Central Bank cut again the floor of the monetary policy rate, hence, FX spreads widen as investors dollarized portfolios |
Macro Economy Weekly |
| 04/02/2020 | Argentina Equity MarketCompanies with a high percentage of dollar denominated revenues, lower operating exposure to domestic market and low debt levels would act as a hedge in the current scenario |
Equity Weekly Report |
| 03/02/2020 | Argentina Fixed Income MarketThe debate in Congress regarding the debt sustainability law project would take place this week, meaning a formal launch of sovereign debt restructuring negotiation, although no proposal has been disclosed yet. Uncertainty surrounding the restructuring process would continue in the short term, added to the extension of the Buenos Aires Province’s consent solicitation term up to February 5th. The Province improved the offer, including a 30% of the partial principal payment due on January 26th. On the fiscal side, expectations are based in the implementation of a comprehensive plan that makes restructuring sustainable in the long term and not just a short-term relief due to their CACs. |
Fixed Income Weekly |
| 28/01/2020 | Argentina Equity MarketCompanies with a high percentage of dollar denominated revenues, lower operating exposure to domestic market and low debt levels would act as a hedge in the current scenario. |
Equity Weekly Report |
| 28/01/2020 | International Macroeconomic PerspectivesUS: Fed is expected to leave rates unchanged amid solid economic figures |
Macro Economy Weekly |
| 28/01/2020 | Argentina Macroeconomic PerspectivesUncertainty regarding the debt restructuring offer drove country risk above 2140 points |
Macro Economy Weekly |
| 27/01/2020 | Argentina Fixed Income MarketThe debate in Congress regarding the debt sustainability law project would take place this week, meaning a formal launch of sovereign debt restructuring negotiation, although no proposal has been disclosed yet. Uncertainty surrounding the restructuring process would continue in the short term, added to the extension of the Buenos Aires Province’s consent solicitation term. On the fiscal side, expectations are based in the implementation of a comprehensive plan that makes restructuring sustainable in the long term and not just a short-term relief due to their CACs. |
Fixed Income Weekly |
| 21/01/2020 | Argentina Equity MarketCompanies with a high percentage of dollar denominated revenues, lower operating exposure to domestic market and low debt levels would act as a hedge in the current scenario. The first steps to reduce uncertainty regarding the sovereign debt restructuring were taken today, as Minister Martin Guzman disclosed that he would send the project to the Congress in the next few days. |
Equity Weekly Report |