I read very good analysis of Milei's failure today. Very scary to read the things. The utility bills will go up so much. This say 500% increase. I hope wrong! AMBA asking 10 # the price for bus.
In December our number gave 26%, and for December it was 25.5%. Today, with the mid-month data, the month-on-month rate is still above 25%, so we see a very similar number for January, around 25%.
There are not many disagreements with other colleagues. And since
February a sequence of price adjustments begins that are long overdue, and several have already started, such as
gasoline ,
prepaid , moderately
transportation , everything that is
energy .
Electricity and gas bills will increase starting in strong February, in three installments (February, March and April) that can accumulate a floor of 500% increase on average, we still don't know, but it will be a powerful increase if it is They want to reduce subsidies. That
leaves a significant increase in prepaid bills; You have
transport , where
the buses in AMBA are asking for a multiplication by 10 of the price of the buses, so that also in transport
if you want to reduce subsidies you are going to have to make a very strong fare adjustment , and what we are already seeing is that
e salaries, the joint ventures, are adjusting for past inflation, that is, they do not want to lose with inflation, so that salaries also begin to travel at a very high speed. You have a lot of prices that are going to go well above inflation, so it is difficult to imagine that inflation will drop very dramatically. We are seeing that February is going to be a little lower than January and December, but I think it will be around 20% or 22%, something similar to March, but we must add Education, which makes a very strong jump seasonally. Our forecast is that inflation will be above 20% in March, and even in April.
El economista, docente y fundador de la firma Equilibra describió, en un diálogo con LA NACION, cuáles son los elementos que debería tener un plan tendiente a reducir la inflación; su visión sobre los primeros pasos de la gestión del actual gobierno y sobre la relación con el FMI
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