¿Qué va a pasar con el dólar?

Sin dudas hoy esta es la pregunta del millón. No caben dudas que el BCRA, con Reservas por más de u$s63.000 millones, tiene `poder de fuego´ y que en el corto plazo eso hace pensar que estamos lejos de una corrida cambiaria. Pero hay factores adicionales a tener en cuenta […]

Sin dudas hoy esta es la pregunta del millón. No caben dudas que el BCRA, con Reservas por más de u$s63.000 millones, tiene `poder de fuego´ y que en el corto plazo eso hace pensar que estamos lejos de una corrida cambiaria. Pero hay factores adicionales a tener en cuenta si queremos mirar más allá de los 12 meses.

 

Por Walter Morales *

El año que viene es electoral y si bien Macri hoy no tiene un adversario fuerte, tampoco enamora a un electorado que es cada vez más reacio a pagar el costo del ajuste sin que la economía despegue, baje la inflación e ingresen inversiones. Para colmo, Moyano ahora es un claro opositor (o busca negociar algo). Ojo, no es que detrás del camionero se vaya unificar el sindicalismo (no lo quieren), pero si lo van aprovechar su arremetida para mejorar su posicionamiento. Lo mismo va hacer el PJ.

Si las dudas políticas ganan espacio, los inversores se van acordar de que la Argentina tiene déficits gemelos importantes, y frente a esto el poder de fuego del Banco Central puede llegar a ser visto como escaso. Para colmo, hay un gran atraso cambiario.

Hay una realidad de la que no se escapa: una economía con fuertes desajustes macroeconómicos ajusta con un dólar alto o con una tasa de interés alta. Hasta hace 60 días el ajuste pasaba por el costo del dinero.

Ahora, el repunte del dólar nos obliga a pensar es si estamos frente a una cambio en las premisas del Gobierno (el ajuste pasará por el tipo de cambio), porque si es así, debemos repensar la estrategia de nuestras empresas.

*Walter Morales es presidente de Wise Management

169 thoughts on “¿Qué va a pasar con el dólar?

  1. I’ve recently started a website, the info you provide on this website has helped me tremendously. Thank you for all of your time & work. “The more sand that has escaped from the hourglass of our life, the clearer we should see through it.” by Jean Paul.

  2. Thank you for sharing superb informations. Your web site is so cool. I’m impressed by the details that you’ve on this web site. It reveals how nicely you perceive this subject. Bookmarked this website page, will come back for extra articles. You, my pal, ROCK! I found just the info I already searched everywhere and simply couldn’t come across. What a perfect site.

  3. I beloved as much as you will obtain carried out proper here. The caricature is tasteful, your authored material stylish. however, you command get bought an edginess over that you want be handing over the following. unwell indubitably come further previously once more as exactly the same nearly a lot continuously within case you defend this increase.

  4. I have been exploring for a little for any high quality articles or weblog posts on this kind of space . Exploring in Yahoo I eventually stumbled upon this site. Studying this info So i am happy to exhibit that I’ve an incredibly good uncanny feeling I came upon just what I needed. I such a lot unquestionably will make certain to do not put out of your mind this site and give it a look regularly.

  5. Magnificent goods from you, man. I have understand your stuff previous to and you are simply extremely fantastic. I actually like what you have received right here, really like what you’re stating and the way through which you assert it. You make it enjoyable and you still take care of to stay it wise. I cant wait to learn far more from you. That is really a tremendous website.

  6. I’ve read several just right stuff here. Certainly price bookmarking for revisiting. I surprise how much attempt you set to create this kind of excellent informative site.

  7. That is the correct weblog for anyone who needs to search out out about this topic. You realize so much its virtually onerous to argue with you (not that I actually would need…HaHa). You positively put a new spin on a subject thats been written about for years. Great stuff, simply great!

  8. Hi, Neat post. There is a problem with your website in internet explorer, would test this… IE still is the market leader and a big portion of people will miss your excellent writing due to this problem.

  9. Hi there very cool site!! Man .. Beautiful .. Amazing .. I will bookmark your web site and take the feeds also…I’m satisfied to search out so many useful info here in the submit, we want develop more strategies on this regard, thanks for sharing. . . . . .

  10. Thank you for sharing superb informations. Your web site is so cool. I’m impressed by the details that you have on this website. It reveals how nicely you perceive this subject. Bookmarked this web page, will come back for extra articles. You, my pal, ROCK! I found simply the information I already searched all over the place and simply couldn’t come across. What an ideal site.

  11. What i don’t realize is in fact how you are not actually much more well-favored than you may be now. You are very intelligent. You realize thus considerably in terms of this matter, produced me individually believe it from a lot of varied angles. Its like men and women are not fascinated unless it is something to do with Girl gaga! Your individual stuffs excellent. All the time take care of it up!

  12. Have you ever considered about adding a little bit more than just your articles? I mean, what you say is important and all. However just imagine if you added some great photos or videos to give your posts more, “pop”! Your content is excellent but with pics and video clips, this website could undeniably be one of the greatest in its field. Superb blog!

  13. My husband and i felt very fulfilled that Chris managed to deal with his analysis because of the ideas he got while using the web page. It’s not at all simplistic to just be giving freely hints men and women may have been selling. And we all see we’ve got you to give thanks to because of that. Most of the illustrations you have made, the straightforward website menu, the friendships your site help promote – it is all impressive, and it is assisting our son and us feel that the topic is satisfying, which is truly serious. Many thanks for everything!

  14. Thank you for some other informative website. Where else could I am getting that kind of info written in such a perfect method? I have a venture that I am just now working on, and I’ve been on the look out for such info.

  15. hello there and thank you for your info – I’ve certainly picked up anything new from right here. I did however expertise a few technical points using this web site, since I experienced to reload the web site lots of times previous to I could get it to load properly. I had been wondering if your web hosting is OK? Not that I am complaining, but sluggish loading instances times will often affect your placement in google and can damage your high quality score if advertising and marketing with Adwords. Anyway I am adding this RSS to my e-mail and can look out for much more of your respective intriguing content. Ensure that you update this again very soon..

  16. I wish to point out my respect for your kindness supporting folks that actually need help with this particular question. Your special commitment to passing the message all over was extremely effective and have without exception allowed guys and women like me to achieve their desired goals. Your entire important publication denotes this much a person like me and somewhat more to my office workers. Regards; from each one of us.

  17. Nice post. I was checking continuously this blog and I am impressed! Extremely useful information specifically the last part 🙂 I care for such information a lot. I was looking for this certain information for a long time. Thank you and good luck.

  18. The other day, while I was at work, my sister stole my apple ipad and tested to see if it can survive a thirty foot drop, just so she can be a youtube sensation. My iPad is now destroyed and she has 83 views. I know this is totally off topic but I had to share it with someone!

  19. I think this is among the most significant information for me. And i’m happy reading your article. But want to observation on some basic things, The site style is wonderful, the articles is really excellent : D. Excellent activity, cheers

  20. Thank you a lot for giving everyone an extremely splendid possiblity to read from this website. It is often very useful and as well , packed with a lot of fun for me and my office peers to visit your blog particularly thrice in one week to read through the latest secrets you will have. Not to mention, we’re at all times contented with the superb methods you serve. Some 3 facts in this post are honestly the most effective we have all had.

  21. Wow! This could be one particular of the most useful blogs We have ever arrive across on this subject. Basically Wonderful. I’m also an expert in this topic therefore I can understand your effort.

  22. Heya! I’m at work surfing around your blog from my new iphone 4! Just wanted to say I love reading through your blog and look forward to all your posts! Keep up the excellent work!

  23. Hey there! This post couldn’t be written any better! Reading this post reminds me of my old room mate! He always kept chatting about this. I will forward this post to him. Pretty sure he will have a good read. Thank you for sharing!

  24. I discovered your blog site on google and check a few of your early posts. Continue to keep up the very good operate. I just additional up your RSS feed to my MSN News Reader. Seeking forward to reading more from you later on!…

  25. I do like the manner in which you have presented this matter plus it really does present me personally some fodder for thought. Nevertheless, because of what precisely I have observed, I simply just trust as other opinions stack on that people today stay on issue and not get started on a tirade of the news of the day. Anyway, thank you for this superb point and even though I can not really agree with this in totality, I regard your standpoint.

  26. I want to express some thanks to the writer for bailing me out of this type of circumstance. Right after searching throughout the search engines and coming across methods which are not productive, I assumed my entire life was gone. Being alive devoid of the approaches to the problems you’ve solved through the guideline is a crucial case, and ones that might have in a wrong way damaged my entire career if I hadn’t discovered your website. That understanding and kindness in handling every aspect was tremendous. I’m not sure what I would’ve done if I had not discovered such a thing like this. I can also now look ahead to my future. Thank you so much for this specialized and sensible guide. I will not think twice to suggest the sites to anybody who would like recommendations about this topic.

  27. Please let me know if you’re looking for a author for your blog. You have some really good posts and I believe I would be a good asset. If you ever want to take some of the load off, I’d love to write some material for your blog in exchange for a link back to mine. Please shoot me an email if interested. Many thanks!

  28. Aw, this was a very nice post. In idea I want to put in writing like this moreover – taking time and precise effort to make an excellent article… but what can I say… I procrastinate alot and by no means seem to get something done.

  29. I loved as much as you’ll receive carried out right here. The sketch is tasteful, your authored material stylish. nonetheless, you command get bought an edginess over that you wish be delivering the following. unwell unquestionably come more formerly again as exactly the same nearly a lot often inside case you shield this hike.

  30. Great goods from you, man. I’ve keep in mind your stuff prior to and you’re just extremely magnificent. I actually like what you’ve received right here, certainly like what you’re saying and the way by which you say it. You make it enjoyable and you still care for to keep it wise. I cant wait to learn much more from you. This is actually a great website.

  31. You could definitely see your expertise within the work you write. The world hopes for more passionate writers like you who are not afraid to mention how they believe. All the time follow your heart. “Everyone has his day and some days last longer than others.” by Sir Winston Leonard Spenser Churchill.

  32. Appreciating the time and energy you put into your site and detailed information you present. It’s nice to come across a blog every once in a while that isn’t the same outdated rehashed information. Excellent read! I’ve bookmarked your site and I’m including your RSS feeds to my Google account.

  33. Simply want to say your article is as amazing. The clarity on your put up is simply great and that i can suppose you are a professional in this subject. Fine along with your permission let me to grasp your feed to stay updated with impending post. Thank you one million and please keep up the enjoyable work.

  34. I am not sure the place you’re getting your info, however good topic. I must spend a while finding out more or understanding more. Thanks for wonderful info I was searching for this info for my mission.

  35. What i do not understood is in reality how you’re not actually a lot more well-favored than you may be now. You’re very intelligent. You understand thus significantly in terms of this subject, produced me individually consider it from a lot of numerous angles. Its like men and women aren’t interested unless it is something to do with Woman gaga! Your individual stuffs great. Always take care of it up!

  36. obviously like your web site however you have to test the spelling on quite a few of your posts. Several of them are rife with spelling problems and I in finding it very troublesome to tell the reality then again I’ll certainly come again again.

  37. Heya are using WordPress for your site platform? I’m new to the blog world but I’m trying to get started and create my own. Do you need any coding expertise to make your own blog? Any help would be greatly appreciated!

  38. you are truly a just right webmaster. The web site loading velocity is incredible. It sort of feels that you are doing any unique trick. In addition, The contents are masterpiece. you have done a fantastic job in this matter!

  39. you’re really a good webmaster. The site loading speed is incredible. It seems that you’re doing any unique trick. In addition, The contents are masterwork. you’ve done a excellent job on this topic!

  40. It’s a shame you don’t have a donate button! I’d definitely donate to this fantastic blog! I suppose for now i’ll settle for bookmarking and adding your RSS feed to my Google account. I look forward to fresh updates and will talk about this site with my Facebook group. Chat soon!

  41. I was just seeking this information for some time. After 6 hours of continuous Googleing, finally I got it in your site. I wonder what’s the lack of Google strategy that do not rank this type of informative web sites in top of the list. Usually the top websites are full of garbage.

  42. Thanks so much for providing individuals with an extremely splendid opportunity to read critical reviews from this web site. It’s usually so terrific plus full of a great time for me personally and my office colleagues to search your web site at least three times every week to see the latest secrets you will have. And of course, I am usually amazed with all the perfect information you serve. Certain two facts in this posting are definitely the most suitable we have had.

  43. Nice post. I learn something more challenging on different blogs everyday. It will always be stimulating to read content from other writers and practice a little something from their store. I’d prefer to use some with the content on my blog whether you don’t mind. Natually I’ll give you a link on your web blog. Thanks for sharing.

  44. What i don’t realize is in fact how you are now not actually much more smartly-favored than you may be now. You are so intelligent. You recognize therefore significantly in relation to this matter, made me in my opinion consider it from a lot of various angles. Its like men and women don’t seem to be interested until it is one thing to do with Woman gaga! Your personal stuffs outstanding. Always take care of it up!

  45. Very efficiently written information. It will be supportive to anyone who utilizes it, including yours truly :). Keep up the good work – for sure i will check out more posts.

  46. Virtually all of the things you say happens to be supprisingly appropriate and that makes me ponder the reason why I had not looked at this in this light previously. Your article really did turn the light on for me as far as this particular topic goes. Nevertheless there is actually 1 point I am not necessarily too comfy with so whilst I make an effort to reconcile that with the actual core theme of the point, allow me observe just what the rest of the subscribers have to say.Very well done.

  47. Hey terrific website! Does running a blog similar to this require a lot of work? I’ve absolutely no knowledge of programming however I had been hoping to start my own blog in the near future. Anyhow, should you have any suggestions or tips for new blog owners please share. I know this is off subject but I simply had to ask. Thank you!

  48. certainly like your web site however you have to check the spelling on quite a few of your posts. A number of them are rife with spelling problems and I to find it very troublesome to tell the reality on the other hand I¦ll surely come back again.

Deja una respuesta

Tu dirección de correo electrónico no será publicada. Los campos obligatorios están marcados con *

Siguiente nota

Suba del dólar: El Gobierno ya tiene que retocar el ProCrear

Jue Feb 1 , 2018
Para paliar el impacto de la suba del dólar, el gobierno aumentará el tope para los montos del ProCreAr El Gobierno debió actualizar el valor máximo de la propiedad para los créditos hipotecarios: “El tope hoy es de $ 2.000.000, y ahora será cercano a los $ 2.300.000”, señaló Iván […]

¿Qué va a pasar con el dólar?

tiempo de lectura: 1 min