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Milei of Argentina — 19 Comments

  1. Time will tell. It appeared that Argentina had beaten the hyperinflation “virus” 30 years ago, but it reappeared this year with 140% inflation. In the early 1990s Peronista President Menem killed inflation by getting rid of many government-owned companies that ran perpetual deficits. And the Peronistas brought inflation back thirty years later.

    I have seen a number of his video performances. I like the way he pulls no punches against the “zurdos de mierda.” (sh*** lefties) Big (Peronista) government over the last 8 decades has failed Argentina, and he has no hesitation in saying so. Maybe, just maybe, this will start the death knell of the Peronistas.

    (Talk about country caught between a rock and a hard place, Argentina in the 1970s: the Peronistas versus the guerrillas versus the military)

    Can he get rid of those gvt. departments he has proposed doing? It will be a grand battle.

  2. “Milei’s landslide win over an entrenched left-wing political machine…”

    Anyone who imagines that Argentina’s “entrenched left-wing political machine” is going to peacefully accept the changes and reforms Milei plans to make is engaging in wishful thinking. He’ll be lucky if he’s simply deposed.

    Leftists fully agree with Erdogan’s view of democracy; “Democracy is like a streetcar. When you come to your stop, you get off.”

  3. I believe that would help the value of the American Dollar, or at least slow down it’s decline. Of course, all the excess government spending will continue to hurt it.

  4. In the early 1990s Peronista President Menem killed inflation by getting rid of many government-owned companies that ran perpetual deficits.
    ==
    Such a program might have been salutary, but it does nothing contra inflation. You stop inflation by controlling the growth of monetary aggregates. Argentina IIRC instituted an updated version of the gold standard called a ‘currency board’. That later proved disastrous.
    ==
    Balance your budget or keep your deficits modest enough that you can borrow from the domestic capital markets at non-usurious rates. Do not finance your deficits by having the central bank purchase debt issues in the primary or secondary market. Arrange your discount rate, the rate you pay on reserves on deposit, and the growth rate of the monetary base so the annual growth rate in prices is kept to under 2%.

  5. Menems budget cutting was undercut by provincial spending and the whole thing by greenspans rate hikes for 99-01
    Which ballooned their foreign debt

  6. Gringo

    In the early 1990s Peronista President Menem killed inflation by getting rid of many government-owned companies that ran perpetual deficits.

    Art Deco in reply:

    Such a program might have been salutary, but it does nothing contra inflation. You stop inflation by controlling the growth of monetary aggregates.

    Argentina had 100%+ annual inflation for nearly 20 years. From the World Bank

    Year Inflation,%
    1985 607
    1986 77
    1987 128
    1988 381
    1989 3046
    1990 2078
    1991 141
    1992 16
    1993 -4
    1994 3
    1995 3
    1996 0

    What happened in 1991? In April 1991, a Currency Board was instituted. The Monetary and Fiscal History of Argentina, 1960 2017. From Page 16:

    The government was in default at the time*, however, so the ability to borrow abroad was severely limited; that was why inflation was unavoidable during the 1980s, given the high fiscal deficits. Thus, the currency board strategy was to put all eggs in the same basket: only fiscal surpluses would make the currency board viable. And so it was. As can be seen in figure 3 (page 26), the deficit was practically eliminated in 1991 and 1992, and a surplus was generated in 1993. One factor that explains this behavior is the privatization of state-owned companies in the beginning of the decade, which directly added to available resources.12 The government accepted its own bonds as a means of payment in the auctions, so to some extent, the privatization process was a state company stocks-bond swap.

    *April 1991, when the Currency Board was instituted.
    The hyperinflation in Allende’s Chile was primarily caused by the nationalized companies running in the “red,” shall we say, and the government’s printing money to offset their deficits. Ditto Argentina: telecom, airlines, railroads, petroleum, all government-owned.
    Art Deco

    Argentina IIRC instituted an updated version of the gold standard called a ‘currency board’. That later proved disastrous.

    No disagreement from me on that point. But breaking the back of hyperinflation was primarily the result of privatizing the deficit-ridden government enterprises.

  7. Argentina IIRC instituted an updated version of the gold standard called a ‘currency board’. That later proved disastrous.

    Not really a version of the gold standard, they simply pegged the peso to the dollar. It worked for a few years to give Argentina’s economic policy credibility and discipline, of which they had zero. The problem later was that, they started running deficits again, and the dollar appreciated relative to the currencies of Argentina’s trading partners, making their exports (and dollar-denominated debt) more expensive. They could have modified the peg gradually to alleviate that problem, but instead they just stuck with it and then abandoned it cold turkey, and the peso collapsed.

  8. “Hope it spreads here in 2024.”

    Unfortunately, that’s only possible in nations with a valid electoral system. In third world Banana Republics like ours, the elections are rigged and the legal system is corrupted to ensure the leftist wannabe dictators can maintain their power.

  9. As bad as some of those inflation figures were for Argentina that’s far from the worst in that part of the world. I remember getting ready to go on a business trip to South America back in the mid 1980s and was very surprised I could not buy several local currencies at the currency exchange houses in the L.A. area. Once I got there, I understood: Bolivia at the time had a 20,000% inflation rate. As a result, almost all local business was conducted in U.S. dollars in cash. I was amused that even the nuns who ran the parochial school where one of my colleagues had his kids attending insisted on being paid that way.

  10. But breaking the back of hyperinflation was primarily the result of privatizing the deficit-ridden government enterprises.
    ==
    Inflation is a monetary phenomenon and selling off state enterprises does nothing to address defective monetary policy.

  11. Neo,
    All things pass, all things. It’s the things that keep returning that bother me. For instance Leftist ( Socialist) ideology is extremely potent on the front end( it’s when you get to the end do realize it’s mistakes). Socialism is one of those that will always return, go away and return.

  12. “………….adopting the dollar as its de facto currency.”

    Might rethink that. I would choose the Swiss Franc. It’s tied to Gold.

  13. Interesting. The left has long promoted the belief that Latin Americans were all leftists and up in arms about US capitalism. It’s nice to know that’s not true. Argentina was a country with two left-wing parties (Peronists and Socialist anti-Peronists), and it’s good if that’s changing as well.

    Years ago, I got messages from an Argentinian student who got stuck back home by the hyperinflation and wanted me to intercede with his professors. It didn’t go that well. I was just the person answering the phone, not someone professors would listen to. Writing this now, I realize I probably should have suggested that he talk with a dean or something. Anyway, I’m surprised there wasn’t a reaction to the economic mess a lot sooner.

  14. the problem is the peronists still have the majority of seats, macri a romney type was in charge for a while, but then Cristina spanish hillary crawled back in

  15. Argentina is such a prominent case of how socialism/Marxism/statism can ruin a country which would otherwise be economically well off. Argentina has fertile farmlands, excellent ranch lands, a deepwater port, sufficient timber, a diversified geography, attractive tourist spots (Iguazu Falls, ski resorts, world class trout fishing, to notch mountain climbing, etc.), and deposits of shale gas. In other words, all the resources to be an economic success.

    What they haven’t had is a free-market economy and a government that encourages private businesses.

    Inflation has been such an ongoing problem that when we visited there in 2009, the locals we talked with said they considered the American dollar (imagine that) and real estate as the only places to put their money.

    I wish Senor Milei all the best.
    Viva Argentina, a nation of great promise. However, the Peronistas will not go easily.

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