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The Run to Mars's avatar

I gave me a lot of joy to see how you built this on Phoebe Bridgers fragments. *Slowclap*

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Andrew VanStee's avatar

Sounds like the most likely way they were going to pull this off and find the money was to be able to stomach a harder devaluation of the currency now that that solution is off the table you are left with figuring out how to borrow more money on the international market as a high risk borrower, attract foreign investment super fast, or find a way to raise additional revenue (hopefully they don't decide to tax exports again). The crypto shenanigans and stunts with Elon make them seem like the remaining the country that exists to show others what not to do on macro management but this is the best macro management they have had in a while.

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Emmanuel M's avatar

"The problem is that, if the deficit remains stable, then eventually you just run out of borrowers" I think you meant to say "lenders".

Other than, I would assume that what the government would buy through the MLC enough dollars to cover the reserve requirements. That is assuming there is enough liquidity in both the peso or dollar side of the MLC to allow the treasury to buy at the schedule proposed by the IMF.

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Farah's avatar

If I understood correctly, you're comparing accrued interest on a zero coupon bond -payable at maturity- with current primary surpluses. In a high inflation country like Argentina, that comparison doesn't seem appropriate. Correct me if I'm wrong.

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Michael M's avatar

Currently studying for my international macro final, so this is right on theme!

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