『Weekly Wrap-Up, Week of March 30 | Russian Op Exposed, Poverty Hits 7-Year Low, Iran Expelled, Vaca Muerta Booming | Argentina Brief』のカバーアート

Weekly Wrap-Up, Week of March 30 | Russian Op Exposed, Poverty Hits 7-Year Low, Iran Expelled, Vaca Muerta Booming | Argentina Brief

Weekly Wrap-Up, Week of March 30 | Russian Op Exposed, Poverty Hits 7-Year Low, Iran Expelled, Vaca Muerta Booming | Argentina Brief

無料で聴く

ポッドキャストの詳細を見る

A packed week for Argentina — geopolitics, economics, and legal drama all at once.We start with an unusual story: leaked Russian intelligence documents allege a coordinated campaign to destabilize the Milei government throughout 2024, spending over $600,000 on real and fabricated content. The revelations come as Argentina's geopolitical alignment gets even sharper — with the expulsion of Iran's chargé d'affaires this week.On the economic front, poverty fell to 28.2%, the lowest since 2018 and down nearly 25 points from the post-devaluation peak. But analysts are warning the decline may have hit a floor, with wages now trailing inflation.Foreign investors keep leaning in. Non-resident bond holdings hit their highest since June 2023, and Chile's LarrainVial resumed Argentina coverage for the first time since Macri — comparing the stabilization to Chile in the 1990s, not Mexico's 1994 crisis.Meanwhile, Vaca Muerta keeps booming: the RIGI pipeline now has over $23 billion in projects under review, and Vista Energy raised $500 million in 12-year bonds. The peso — defying EM peers — appreciated 2.3% since the Iran war began, fueled by record grain harvests.But it wasn't all smooth sailing. A federal court suspended 81 articles of the labor reform after the CGT's constitutional challenge. And Cabinet Chief Adorni saw his legal troubles deepen.Finally, Argentina tested the market's appetite for post-Milei risk with a new 2028 bond — which sold at 8.9%, a 380bp premium over bonds maturing before his term ends.—Host: Francisco Aldaya

adbl_web_anon_alc_button_suppression_c
まだレビューはありません