Overview
- Private analysts told a Cámara Argentina de Comercio audience that consumption should stabilize rather than surge in 2026–2027, despite a post‑election lull in uncertainty.
- Ecolatina’s Federico Moll reported that household saving has climbed from about 6.2% of income in November 2023 to over 16%, while fixed costs rose to 27.8%, leaving roughly 55% for discretionary outlays.
- CAC chief economist Matías Bolis Wilson expects a modest pickup in spending in November and December after the elections, yet he does not foresee a boom.
- C&T’s Camilo Tiscornia highlighted the post‑election chance to entrench a fiscal surplus, crediting reduced money issuance to cover deficits with the slowdown in inflation.
- Moll warned that a proposed tax reform could initially weigh on disposable incomes and said employment is shifting from formal salaried jobs toward self‑employment, with INDEC unemployment cited at 7.6%.