Acá la tabla de ayer, dadas las tasas actuales y el FX MEP de 1232, así da los rendimientos DIRECTOS en a distintos escenarios de FX a finish.
Hagan lo suyo y compartan.
Acaba de presentar resultados 📊 del Q4 y FY 2024 (terminado en marzo de 2024) el gigante 🇨🇳 de E-commerce 🛍️🛒Alibaba Group $BABA.
¿Qué sorpresas nos tiene preparada la compañía?
¡Vamos a analizarlos! 📡
Adelante hilo 🧵 (Gracias por compartir ❤️🔃)
The upside move in diesel does have outsized implications for headline and core inflation should it continue further.
Food and food services prices are especially vulnerable.
The idea that Argentina's record trade deficit is due to weak exports is nonsense. Look at June 2019 when Argentina had a trade surplus of +$1.1 bn. Exports (blue) in June 2019 were the same then as now. The plunge into a -$1.7 bn deficit is entirely about unsustainable imports.
Price changes over last year (CPI report)...
Transportation: +13.9%
Electricity: +10.2%
Food away from home: +8.8%
Food at home: +8.4%
Shelter: +8.2%
New Cars: +6.1%
Gas Utilities: +5.5%
Overall CPI: +5.0%
Medical Care: +1.0%
Used Cars: -11.2%
Fuel Oil: -14.2%
Gasoline: -17.4%
🤩🚀🇦🇷Una de las primeras compañías seleccionadas por Endeavor, es reconocida globalmente entre las #TOP10 marcas más fuertes del sector IT. Un verdadero orgullo @Globant ¡Felicitaciones a todo el equipo! - @guibert@migoya