Overview

• Private consultoras now project monthly CPI of roughly 2.0% to 2.4% for September, above the BCRA REM forecast of 1.8%.
• LCG reports month-to-month inflation above 2% with food and beverages leading; fruits account for one quarter of the increase and baked goods plus meats explain about half.
• Analytica estimates a 2.1% rise for the general price level, while Inveq’s four‑week moving average also points to 2.1%.
• EcoGo projects 2.4% and highlights moderate pass‑through with increases concentrated in cigarettes and telephony rather than food.
• Consultants cite exchange‑rate volatility linked to Buenos Aires provincial election dynamics and BCRA dollar sales to defend the band; INDEC will publish the official figure on October 14.