Capital Markets Argentina

Capital Markets Argentina

Coverage: Argentina
Capital Markets Argentina is a leading financial services group in Argentina and Uruguay, offering trading, research, mutual funds and wealth management services to domestic and international individuals and institutional investors.
Location: Buenos Aires
Some articles from this channel are only available to Insights Pro clients.
Have an account? Log in

Latest articles from Capital Markets Argentina

Fixed Income Analysis / Global

Argentina: High inflation expectations, rising rates amid tight FX controls

Local assets rallied last week boosted by improved international confidence and progress in negotiations with creditors. However, the strong recession and weak fiscal numbers result in high uncertainty levels.Hence, the focus continues to be on the C...
Capital Markets Argentina Nicolás Viveros
Nicolás Viveros @ Capital Markets Argentina 10 June 2020
Equity Analysis / Argentina

Argentina banks: An opportunity if the macro agenda improves

Despite the recovery seen in recent weeks, domestic stocks are still following an uncertain path, influenced by the developed markets’ volatile performance and the potential disclosure of a new sovereign debt restructuring offer, to avoid a “hard” de...
Capital Markets Argentina Juan José Guma
Juan José Guma @ Capital Markets Argentina 10 June 2020
Macro Analysis / Global

Argentina: Gap between official peso and ‘blue chip swap' rates now over 60%

Excess liquidity and uncertainty result in a gap in excess of 60% between the official peso and ‘Blue chip swap rates’In just two days, a combination of factors led the blue-chip swap exchange rate to exceed $110. Adding to the uncertaint...
Capital Markets Argentina María Teresa Leiva
María Teresa Leiva @ Capital Markets Argentina 15 April 2020
Macro Analysis / Global

International macroeconomic perspectives

Just days before the scheduled monetary policy meeting, the Federal Reserve cut the range of the benchmark interest rate to 0.00%-0.25%. This is the second rate reduction in less than two weeks, following US government´s implementation of tight...
Capital Markets Argentina María Teresa Leiva
María Teresa Leiva @ Capital Markets Argentina 18 March 2020
Equity Analysis / LatAm

Argentina Equity Strategy Weekly

Domestic stocks have strongly corrected across the board, in line with the international trend, driven by the coronavirus outbreak and oil crisis. Companies with a high percentage of dollar-denominated revenues, lower operating exposure to the domest...
Capital Markets Argentina Juan José Guma
Juan José Guma @ Capital Markets Argentina 11 March 2020
Macro Analysis / LatAm

Argentina Macroeconomic Perspectives

The primary budget deficit reached ARS3.8b during January, deteriorating significantly from last year´s ARS16.7b surplus. The negative result was the consequence of primary spending growing 50.6% yoy, more than 10 percentage points above income...
Capital Markets Argentina María Teresa Leiva
María Teresa Leiva @ Capital Markets Argentina 4 March 2020