Seeking stability with no takeoff in sight

ARGENTINA - Report 10 Jun 2026 by Joaquin Cottani

The debate surrounding Argentina's outlook increasingly revolves around a simple but consequential issue. Can the economy recover before inflation reaches truly low levels, or must inflation fall further before a meaningful recovery can occur? A weaker peso risks reigniting inflation. A stable peso risks prolonging weakness in domestic demand. The policy tradeoff is becoming increasingly visible.

In this report, we examine the most recent economic releases, how we see policy-making and the economy playing out after those releases, and what we conclude is the government's current path.

Now read on...

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