Iván Weigandi

@AlejandroPh_C @FazzariSteven Mis felicitaciones al BCRP!

Ecstatic to share that I will join the Central Bank of Peru as a research economist this Spring. The job market was brutal, and I couldn't have done it without @FazzariSteven, Philipp Grubener and Martin Garcia-Vazquez, excellent advisors. On to push the boundaries of science!

@GuidoZack Guido, muy interesante el reporte. En este gráfico tiene sentido usar el TC oficial para los que mencionas como asociados al turismo (restaurantes, etc)? Tanto para turistas en Arg, como para argentinos afuera, el costo relativo no debería usar el TC tarjeta/MEP/Blue para 2023?

Se fueron ordenando, pero todavía falta. En el gráfico se ve que los rubros en los que somos caros nos abaratamos, y que en Vivienda y servicios somos más baratos y nos encarecimos (acá impacta el aumento de las tarifas de servicios públicos).

¿Argentina está cara en dólares? No. Según el nuevo índice de precios relativos de @fundarpoliticas, en dic-2025 Argentina estaba 8% más barata que el promedio de América Latina. Abro hilo 🧵 fund.ar/publicacion/in…

New working paper: Demand Shocks in Equity Markets and Firm Responses Institutional investors now allocate huge amounts of global capital. When they mechanically buy/sell stocks, do firms actually change behavior? 🧵

New #IFDPPaper shows that lower retail inventories raise price margins, and incorporating inventories into the Phillips curve greatly improves its fit—capturing both the 2009–2011 missing disinflation and the COVID-era surge. federalreserve.gov/econres/ifdp/r…

Feliz día

Sumate!!! Mañana martes 12 de agosto al Ciclo de Seminarios Permanentes organizado por @EconUdesa Mas info en eventos.udesa.edu.ar/138842/detail/…

@EconSanti Buenas. Tienen WP o filminas que se puedan compartir? estoy trabajando el tema

It was so much fun to be back at UBA to present at the first Buenos Aires Macro Workshop. Trippy to be presenting in the same classrooms I taught in 10-12 years ago. Even trippier, someone in the audience told me I was their TA in 2014!

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Aca el paper y su gráfico papers.ssrn.com/sol3/papers.cf… El ciclo fue cambiando con el tiempo, por eso el gráfico no se parece tanto al original arc.hhs.se/download.aspx?…

Este gráfico de @Marangus77 me hizo acordar al propio de Cieslak, Morse y Vissing-Jørgensen (2019), donde documentan un ciclo en los retornos de EUA en torno al calendario del FOMC. Como se ven los retornos del Merval en ese mismo ciclo? Me da masomenos asi

@Lbaini Leeds no olvida

¿GALACTUS TIENE TATUADO EL SOL DE MAYO ARGENTINO? Escuchen las palabras de Ralph Ineson sobre su tatuaje y el amor por Marcelo Bielsa. Otra coronación de gloria en #CuatroFantasticos

New #FEDSNote: The International Role of the U.S. Dollar – 2025 Edition: federalreserve.gov/econres/notes/… #EconTwitter

Our new paper explores the role of global banks' macroeconomic expectations on their credit supply using syndicated loan data. Macro expectation matters for financial intermediations and credit cycle. papers.ssrn.com/sol3/papers.cf…

BREAKING: The @federalreserve has implemented #ISO20022 for Fedwire to improve cross-border payments, reports @BankingExchange. This is the first report indicating that the migration was apparently successful. bankingexchange.com/news-feed/item…

New #FEDSNote using novel data on dealers and banks finds that the U.S. repo market is over $12 trillion in outstanding: substantially larger than previously estimated: federalreserve.gov/econres/notes/… #EconTwitter

In recent years, the strength of the dollar and high currency hedging costs due to elevated short-term dollar interest rates had discouraged non-US investors from hedging their US dollar exposures. bit.ly/4ngvMI3 #hedging #dollar #forex #markets #BISBulletin

FX swaps are a key barometer of risk-taking and global financial conditions. FX derivatives like swaps and forwards connect global #BondMarkets, enable cross-border #Investments and transmit financial shocks globally #Finance #GlobalMarkets bis.org/publ/work1273.…

A new survey across 29 economies shows #Inflation bursts can leave a lasting imprint on households’ inflation expectations. bit.ly/4k7Cxct #BISBulletin

In my column today, I express skepticism that the U.S.'s trade deficit or its net external position tell us anything about how low the dollar can go. For one, the large negative NIIP and the expensive dollar are both related to U.S. equity outperformance. wsj.com/finance/curren…

🧵1/ 🚨Thrilled to share my new article “A balance of payments model with non-reserve currency: long-run real stability and short-run financial instability,” just published in REPE link.springer.com/10.1007/s43253…