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AdCap
AdCap

Promoting financial development

SEIDO
SEIDO

Specialized in macroeconomic research, high-frequency inflation tracking, and Latin American public opinion surveys

Econviews
Econviews

Vast experience in macroeconomics and financial markets.

gra consultora
gra consultora

Specialists in economic analysis, decision making, and scenario evaluation

CREEBBA
CREEBBA

El Centro Regional de Estudios Económicos de Bahía Blanca, CREEBBA, es un organismo privado, independiente, apolítico y sin fines de lucro, cuyo objetivo es el estudio de la economía de Bahía Blanca y su zona de influencia.

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Community updates

  • Exuberancia irracional?

    Parece mucho Inteligencia Artificial Hablamos del que sin dudas es el tema del momento, el que está generando más entusiasmo, debate y hasta preocupación en la sociedad global, la inteligencia artificial. Esta nueva tecnología que parece destinada a cambiar nuestras vidas y que por el momento muestra un impacto limitado a mejorar y automatizar ciertas tareas, también está impactando fuertemente en los mercados, A ChatGPT, la aplicación pionera en la materia diseñada por la empresa Open AI con apoyo financiero de Microsoft, le llevó sólo 2 meses alcanzar los 100 millones de usuarios en todo el mundo, Tal es el nivel de interés que el tema suscita. Si bien por ahora el mayor número de contribuciones de esta tecnología ha sido la de búsqueda de información o respuesta a todo tipo de interrogantes el potencial de esta tecnología es enorme y genera también preocupación su posible impacto negativo sobre el empleo, al menos en el corto plazo. Se supone que muchas empresas podrían reemplazar miles de posiciones actualmente ocupadas por humanos por algoritmos basados en AI. Luego también aparecen ciertos temores hacia el avance descontrolado de esta tecnología que podrían terminar en un futuro distópico dominado por los robots. Pero...

  • Resumen RG 962 CNV - Dólar MEP

    Más versiones del dólar MEP Dólar MEP en AL30 a $460 - Brecha con oficial mayorista: 95% Dólar CCL en AL30 a $482 - Brecha con oficial mayorista: 103% Dólar MEP en Ledes a $467 Dólar Tarjeta $428 Dólar Qatar a $489 Brecha Cable-Mep: 4.5% Riesgo País: 2590 puntos básicos RG 962 de la CNV. La semana pasada se publicó esta nueva regulación que apunta a subsanar un efecto no deseado de las regulaciones anteriores. En la tanda anterior de normas se prohibió a la cartera propia de los agentes operar dólar MEP/CCL en el segmento prioridad precio-tiempo (donde opera la inmensa mayoría de los inversores) es un intento por correr esa demanda hacia otros instrumentos facilitando de esta manera la intervención de este mercado a las entidades públicas. Esto efectivamente sucedió y empezó a canalizarse gran parte del volumen del mercado hacia otros instrumentos no alcanzados por la norma como las Letras del Tesoro, más conocidas como Ledes. Esto a su vez generó una brecha en las cotizaciones que llegó a ser de 20 pesos en algún momento y abrió oportunidades de arbitraje o rulos. Esta es la génesis del nacimiento de esta nueva regulación que apunta a segmentar...

  • Semana 20 - El país de los rulos

    Desatado el verde🔥 Dólar MEP en AL30 a $476 - Brecha con oficial mayorista: 105% Dólar CCL en AL30 a $494 - Brecha con oficial mayorista: 113% Dólar Tarjeta $423 Dólar Qatar a $483 Brecha Cable-Mep: 3% Riesgo País: 2594 puntos básicos Dólar y Rulos. Desde este humilde espacio lo destacamos la semana pasada: la intervención oficial en el mercado de bonos venía dando lugar a diferencias en las cotizaciones de los dólares financieros, abriendo nuevas brechas y oportunidades de arbitraje. El dólar MEP en los bonos AL30 o GD30 se podía obtener a 433 pesos mientras que en otros activos como Ledes cotizaba 14 pesos más caro. O sea, el mismo producto dólar MEP con una diferencia del 3% haciéndolo por bonos o Ledes y a sólo unos clicks de distancia. ¿Por qué sucedía esto? Por las últimas regulaciones del Gobierno que obligaron a los ALyCs a operar para cartera propia en activos que no fueran bonos soberanos como AL30, GD30 o similares. Los funcionarios habrán estimado que corriendo dicha demanda del mercado de estos bonos la intervención de los dólares financieros sería más sencilla y menos onerosa. Pasó lo previsible y se generó una discrepancia en las cotizaciones...

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  • Carry Trade: The Return of the King

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    By Mariano Sanchez Moreno "The carry trade is back, long live the carry trade. Throughout Treasury's auctions we might see that when the rates in pesos were positive after hedging through FX futures (ergo investing in ARS yields USD gains) the FX faced less devaluation pressures. During the lasy weeks, the carry trade helped to “calm down” the dollar, which appreciated by 22% from the peak of ARS 244 at the end of last January. Will this FX peace last? The rate hiking by BCRA turned the spotlight on carry trade strategies, but it is currently offset by both rising futures’ prices and an accelerating inflation. Besides, there is an additional variable that could push-up the depreciation pace of the peso: the BCS’s cost, which is at a 15-month low. That said, it could encourage investors to take advantage of the state of affairs and to wire their USD abroad." Related dataset Financial - Argentina - Carry...

  • Bitcoin-to-Gold Ratio

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    by Finanzas Argy "🔴Bitcoin: due to the crisis in Ukraine, the market does not regard it as a hedging asset and analysts expect it may drop to USD 30,000 🔹Investors prefer to hedge in traditional assets such as gold 🔹The bitcoin-gold ratio is at its lowest level since mid-2021" Related Datasets Financial - Global - Currency - Daily Financial - Global - Commodities -...

  • LATAM GDP

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    by Robin Brooks "LatAm real GDP growth: Q4 2019 to Q4 2021 Chile (red): +10.1% Colombia (pink): +8.0% Argentina (black): +5.0% Peru (dots): +2.1% Brazil (blue): +1.1% Mexico (orange): -2.5%" Related Datasets Activity - Argentina - INDEC - Monthly Gross Domestic Product Estimate (EMAE) - Monthly_Long Activity - Brazil - BCB - Gross Domestic Product Activity - Chile - BCCh - Monthly Gross Domestic Product - Monthly Activity - Colombia - DANE - Monthly Gross Domestic Product - Monthly Activity - Mexico - INEGI - Monthly Gross Domestic Product...

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Alphacast

  • Tracking Mexico's Diverse Bond Market with Alphacast

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    By Martina Mas(mmas@alphacast.io) Read more Alphacast Highlights here Multiplicity of Mexican bonds, such as UDIBONOS, Bonos G, CETES and Bonos D represent a crucial source of funding for the Mexican government's operations and provide an investment option that supports the country's economic growth while generating investment returns In order to that, the Bank of Mexico (Banxico) plays a privoral role in collecting, analyzing, and synthesizing extensive data related to the diverse range of government securities held by different entities in the economy. Let us take a closer look at each of these instruments and the available information to analyze the bond´s market in Mexico. Fixed-income securities Bondes D, also known as Development Bonds of the Federal Government, are medium-term fixed-rate bonds issued by the government to finance development projects and social works in the country. All these instrument are issued in the Mexican market but denominated in US dollars. Here our dataset Markets - Mexico - Banxico - Bondes D collects daily nominal stock data in millions of pesos. Stock values for different categories are provided like residents, banking sectors, investment funds, insurance and surety companies, and others. Also information is available for the last month and year, and there...

  • Exploring Mexico's Money Market Interest Rate with Alphacast

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    By Francisco Fernández Access Money Market Interest Rate data here With Alphacast you can monitor accurately and in real time the interest rates of the money market in Mexico. A key information when analyzing the Mexican financial market. Our data comes from Banxico, guaranteeing accurate and reliable information for financial decisions. Real rates In Alphacast charts are automatically updated. You will be able to clearly and visualize the evolution of interest rates in real-time. In addition, Alphacast allows you to use several datasets at the same time and customize the variables as you wish. For example, you can get the real money market rate and have a complete overview of the financial context. We suggest you to give a quick read to how to calculate variables and a full list of all fuctions. Read more Alphacast Dashboards...

  • Exploring Argentina's Gasoline Prices with Alphacast

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    By Francisco Fernández Access Gasoline Prices data here Want to stay informed about gasoline price fluctuations in Argentina? Then you're in the right place! AlphaCast gives daily access to accurate and reliable data from the Secretary of Energy, which allows monitoring the value of gasoline with high frequency. Let's see what happened lately Do you know that the price of gasoline can reveal clues about government strategies? When the real price lags, it may mean that the government is seeking to increase the population's purchasing power. Alternatively, if the real price rises, it is likely that the government is adjusting its accounts and correcting relative prices. So if you really want to stay informed about Argentina's macroeconomy policy you can't miss this data source. The price of fuels has shown a declining trend throughout the presidency of Alberto Fernández, with a certain deepening during the last months. The real prices of Regular Gasoline and Premium Gasoline are approximately 25% below the values registered in December 2019. Measured at the financial FX, the liter of Regular Gasoline went from an average value of USD 1.1 during 2016/2019 to USD 0.5 in the last time. The reduction of Premium Gasoline was from...

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