Expectations regarding inflation and the dollar according to the BCRA REM · MileiHoy

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What happened The Market Expectations Survey (REM) by the Central Bank of Argentina, published on November 5, reveals the expectations of 45 analysts regarding the dollar and inflation. Economists have adjusted their projections, estimating that the dollar could close at $1,590 by the end of the year, despite rising country risk reaching 925 basis points. In addition, inflation expectations have been raised, projecting 30.4% for 2026, which contrasts with forecasts of a lower depreciation of the peso.

How each medium covered it Perfil, in its article titled "REM del BCRA: The price that 45 market players put on inflation and the dollar," highlights the "negative revision" of economic forecasts, stressing concerns about inflation and growth, leading to an estimated IA framing of 80% left, 20% center, and 0% libertarian. In contrast, iProfesional, in "In the midst of rising country risk, the BCRA revealed the dollar price forecasted by 45 analysts," presents a more balanced view, addressing the expectation of a downward trend in the dollar price and the need to reactivate the economy, with an estimated framing of 30% left, 50% center, and 20% libertarian.

Where they agree and where they differ Both media outlets agree that inflation is expected to remain high and that the dollar price could stabilize or decrease by the end of the year. However, Perfil focuses more on negative projections and criticizes current policies, indicating a "slower deceleration." In contrast, iProfesional offers a broader context on the need to balance fiscal and monetary policies, without highlighting criticisms of the government as much. Perfil more clearly mentions recession and negative data, while iProfesional centers on the expected improvement of the dollar and concerns about reserves.

Analysis written by AI from each outlet's story and its estimated framing. It may contain errors.

The original stories

Finance
Central Bank REM: The price of inflation and the dollar by 45 market actors
The Market Expectations Survey (REM) from the Central Bank, published on November 5, indicates that analysts have adjusted their forecasts for the dollar toward a slower depreciation, while raising their inflation expectations. By the end of 2026, annual inflation is predicted to reach 30.4%, and economic growth has been revised downward, projecting a GDP increase of only 0.7%. These data suggest that while a deceleration in the peso's devaluation is expected, inflation could remain resistant to decline in the short term.
By PerfilNov 6
Finance
As country risk rises, Central Bank reveals dollar price forecast from 45 analysts
The Central Bank of Argentina released its new Market Expectations Survey (REM), where 45 analysts predict a downward trend for the wholesale dollar price by the end of the year, estimating it will close at $1,590. Despite the rise in the country risk to 925 basis points and economic uncertainty, the expected inflation stands at around 30.4% for 2026. The need to reactivate the economy and improve reserve purchases is emphasized, with significant challenges ahead of next year's presidential elections.
By iProfesionalNov 5

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