Latest reportAugust 28, 2026
Nº 08/2026 · MONTHLY
IEF – august 2026
August Review: Exchange Rate Policy, July Inflation, Industrial Activity, and Private-Sector Financing.
Macroeconomic analysis · Vexina
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Nº 08/2026Latest
august 2026
Aug 28, 2026
August Review: Exchange Rate Policy, July Inflation, Industrial Activity, and Private-Sector Financing.
View reportNº 07/2026
july 2026
Jul 31, 2026
Second-Half Review: Exchange Rate Developments, June Inflation, Economic Activity, and Capital Market Opportunities.
View reportNº 04/2026
april 2026
Apr 25, 2026
BCRA Monetary Policy, Reserve Trends, Inflation, Industrial Activity, and the Financial Outlook.
View reportNº 03/2026
march 2026
Mar 28, 2026
Fiscal Consolidation, Dollarization of Savings, and Local Asset Performance in the First Quarter.
View reportNº 02/2026
february 2026
Feb 27, 2026
BCRA Agenda, National Budget, Sovereign Bond Performance, and the International Context.
View reportNº 01/2026
january 2026
Jan 30, 2026
2025 Macroeconomic Overview, Economic Program Objectives, and Annual Outlook for 2026.
View reportNº 12/2025
december 2025
Dec 29, 2025
Year-End Review: Fiscal Balance, Reserve Accumulation, Annual Inflation, and 2026 Outlook.
View reportNº 11/2025
november 2025
Nov 28, 2025
Exchange Rate Pressures, the Gap with the Blue-Chip Dollar, Peso-Denominated Debt Rollover, and Construction Activity.
View reportNº 10/2025
october 2025
Oct 30, 2025
Midterm Elections: Market Impact, Sovereign Risk Spreads, and Foreign Capital Response.
View reportNº 10/2025
october 2025 Elections
Oct 20, 2025
The report analyzes Argentina’s economic situation ahead of the October 26, 2025 elections, highlighting the Milei administration’s fiscal progress and disinflation efforts against a backdrop of exchange-rate fragility and economic stagnation. The electoral outcome is emerging as a turning point that will shape macroeconomic stability and the country’s political direction in the months ahead.
View reportNº 09/2025
september 2025
Sep 26, 2025
Exports at a Seven-Year High, Record Harvest, Foreign Currency Inflows, and Their Impact on BCRA Reserves.
View reportNº 08/2025
august 2025
Aug 29, 2025
Third Quarter Under Review: Monthly Inflation, Real Exchange Rate, Domestic Consumption, and Investment Outlook.
View reportNº 07/2025
july 2025
Jul 31, 2025
Inflation, BCRA Monetary Policy, and Economic Activity Trends at Mid-Year.
View reportNº 06/2025
june 2025
Jun 30, 2025
Exchange Rate Dynamics, Sovereign Debt Market, and Economic Activity in the Second Quarter.
View reportNº 05/2025
may 2025
May 28, 2025
Interest Rates, Private Credit, and the Fiscal Outlook at the Start of the Second Quarter.
View reportNº 04/2025
april 2025
Apr 25, 2025
April Review: BCRA Monetary Policy, Reserve Trends, Inflation, Industrial Activity, and the Financial Market Outlook.
View reportNº 03/2025
march 2025
Mar 28, 2025
First-Quarter Review: Fiscal Performance, Exchange Rate Dynamics, Cumulative Inflation, and the Outlook for the Second Quarter of the Year.
View reportNº 02/2025
february 2025
Feb 28, 2025
Early-Year Review: Exchange Rate Developments, January Inflation, Economic Activity, and the Local and International Capital Markets Outlook.
View reportNº 01/2025
january 2025
Jan 31, 2025
Argentina closed out a challenging year with signs of stabilization: inflation slowed significantly, country risk fell below 600 basis points, and private-sector credit continued to expand. However, key challenges remain, including negative net reserves and the need to accelerate efforts to reduce the “cost of doing business in Argentina” in order to improve corporate competitiveness.
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