Bienvenido! Faltan hispanohablantes en esta red, poc a poc

Argentina will get by with external payments in '24 as exports recover and boost depressed reserves. But neither Milei nor Massa can unequivocally avert default on '25. Only an unlikely combination of strong exports, deval/import compression, fiscal consolidation, and IMF support might do the trick.

Some seriously good souvenirs from @alphaville.ft.com quiz last night

Great chart, not so great colouring :)

Unrelated to family roots, we should all be long Poland now

Sounds like someone is becoming obsolete and trying to remain relevant...

Disinflation momentum and weakening activity, domestic and in the EZ, raises risks of inflation undershoots in CEE. The region got ahead of the curve, keeping rates this high for too long could seriously hurt its economic outlook. Markets are pricing in too few rate cuts. NBP not so mad after all?