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Ep #147 Fausto Spotorno, Dir. OJ Ferreres & Asoc.: De Macrolandia a Microlandia

EPISODE · Jan 4, 2025 · 32 MIN

Ep #147 Fausto Spotorno, Dir. OJ Ferreres & Asoc.: De Macrolandia a Microlandia

from Sentido Económico, un Podcast Federal sobre Economía, Mercados, Finanzas y Empresas. · host Sentido Económico

Charlas con Sentido – Fausto Spotorno En este episodio recibimos a Fausto Spotorno, Economista y Director de la consultora Orlando J. Ferreres, quien analiza el cierre de 2024 y las perspectivas económicas para 2025. 📊 Cierre de 2024: Mejora en inflación, actividad económica y resultados fiscales, pero con desafíos pendientes como el CEPO cambiario. 💰 Mercados y blanqueo: Éxito del blanqueo y su relación con el ahorro en dólares. Análisis de bonos y acciones en un contexto de menor riesgo país. 📈 Perspectivas 2025: El paso de "Macrolandia" a "Microlandia", con foco en inversiones sectoriales y microeconómicas. 🌍 Contexto internacional: Impacto de las tasas de interés y precios de commodities. Expectativas sobre la política fiscal de EE.UU. y su influencia en Argentina. 🌾 Sector agrícola: Retenciones, precios internacionales y su efecto sobre las empresas exportadoras. Un episodio imperdible para entender los desafíos económicos que enfrenta Argentina y el mundo en este nuevo año, en el que las empresas deberán trabajar mucho por la rentabilidad.

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Ep #147 Fausto Spotorno, Dir. OJ Ferreres & Asoc.: De Macrolandia a Microlandia

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