The Carusos Lombardis arrived

Two months ago we said that this government was going to need Dibus – to save penalties – and Carusos (Lombardis) – to avoid relegations. It is clear that he learned to save penalties and will continue to need a character who says “look, I eat you” for a long time. But it remained to know if he also had Carusos. Now you have them. I present them to you. They are Julia Cordero – auditor of the ANAC– and Eugenio Curia – national coordinator of the Program to Combat Money Laundering and Terrorist Financing (within the FIU).

The first will save us from having Argentine airports downgraded, thereby preventing the open skies policy from collapsing. The deficit in the area came from the time of the Calabrian, it persisted during Alberto, and the first libertarian official of the ANAC slept the sleep of the righteous for 7 months. That’s why the agency had to intervene. The second – who is the one who really knows about the subject in the UIF because the boss is very lazy – allows the government to continue dreaming of returning to the international capital markets and for “the libertarian world leader” not to play the military role in the gray list together with earthly paradises like Haiti, Yemen and Syria.

The slogan of a well-known credit card says that “belonging has its privileges.” Well, in this case, the contacts at the highest level, plus the technical solidity of the mentioned officials, acted in full to avoid bad news to a country clearly allied to the United States (where the most important beans in the world are cooked). , and also because no one wants to make annoying decisions in an administration that ends in 90 days. Argentina still has to continue doing a lot of homework, but the “waivers” obtained in both cases allow it to gain time to normalize what is necessary.

Thus the government continues to enjoy good news, and the president said that from now on there will only be that and not the bad. It is estimated that October inflation will go down again, a very slight improvement was recorded in the monthly economic estimator, the trickle of deposits in dollars was stopped, it rained enough to improve expectations for the next harvest, new credits from the World Bank (those from the IDB were already there), the Central Bank beats a historical record for green purchases, the carry trade dance continues and several investors said that it is time to buy in Argentina. The reactivation does not appear in supermarkets, which remains ironed. “Happiness, happiness, in spring it will return,” Los Iracundos sang.

Chacarita enlarged

This state of official ecstasy that we described last week is the absolute opposite of what happens to Peronism / Kirchnerism and radicalism. Both are broken, in the broad sense of the term. This is the result of the ground opening under their feet, and they are at risk of being swallowed by the earth. The geological fault has been going on for decades, it’s just that it is manifesting itself on the surface more than ever. The block of UCR deputies directly fractured into 3, not just 2, and unusually one of the ruptures was promoted by the president of the National Committee himself.

Boss Cristina decided to fight and count the votes, no matter what. It does well. At least now it will be known who has how much and if they are facing a ghost or a hidden monster. If in the end you do not have 100, but you have 90%, that is not bad, but of course, it also denotes that the “outcry operation” did not have the expected effect. Along the way, the argument will have won that there is nothing more democratic than consulting the bases. However, you should also take note that this is the beginning of the end. There will be many martyrs along the way until the true hero appears. Some think that Quintela, Kicillof and allies are wrong about the timing. Could be. But someone has to start blowing the horns if the walls of Jericho are to be torn down.

The other great actor in this comedy is the former Emir of Cumelén, who seems to be gaining positions with the inclusion of former officials of his government in this administration. I say it seems, because the game is much more complex than it appears on the surface. Firstly, several reliable sources – some have even been reported in the media – indicate that the new energy official hardly knows Macri, and that he found out about the appointment from the newspapers. Secondly, it is true that a request for collaboration was underway in that area, where the engineer has more interests than improving libertarian management (an issue in which the stocks prevent foreigners from coming and the RIGI does not move the ammeter). . Thirdly, there would be people from the PRO occupying third line positions in the ministry of human capital, especially in the labor area.

Is this the payment for preventing presidential vetoes from falling? Without a doubt, but there are three aspects that should be taken into account. The first is that, to the extent that Macri becomes more committed to Milei – and even explains his psychological excesses – his chances of swerving if things do not go well are reduced. The second is that the creator of the PRO came and went with tricks to his own troops – as happened in the senate with a retirement update – to show the nails to the “cuddly kitten” regarding his capacity for damage (he is Calabrian, don’t forget). . And third, that Macri’s games can collide with the interests of his governors, as is already happening in CABA with cousin Jorge (Frigerio got tough in IDEA with the commitments not fulfilled by the government). Which of the two cheaters will be right?

While the colossus’ reform agenda advances at full speed – a clever strategy of permanent announcements to show that the flame is still alive – sharp pro-government economists put the magnifying glass on the budget sent to Congress. Strikingly (or not so strikingly) they found that Toto decided to pause the adjustment during the election year. Necessity has the face of a heretic.