每日新闻更新 — 阿根廷的困境 The Daily Update – Argentina’s woes

昨天,阿根廷总统毛里西奥·马克里(Mauricio Macri)公开宣布,南美国家需要国际货币基金组织(IMF)加速支付救助金以阻止其债务越陷越深,之后阿根廷比索下跌超过7%,创下了新低。这是比索自2015年12月被允许浮动以来发生的最大单日跌幅。今年到目前为止,比索兑美元已经损失了约45%的价值,使其成为2018年表现最差的新兴市场的货币。两周前,阿根廷中央银行在一次非计划会议上将其 Leliq 政策利率从40%上调至45%,以试图减缓货币贬值。

今年早些时候,国际货币基金组织同意向阿根廷提供500亿美元的信贷额度,这是该组织历史上给出的最大的信贷额度。作为三年期备用协议的一部分,政府已收到第一笔150亿美元的贷款,下一批款项将在下个月到位。国际货币基金组织总裁克里斯蒂娜·拉加德(Christine Lagarde)在马克里的讲话之后说,“有关负责部门将努力修改该政府的经济计划,重点是更好地保护阿根廷免受近期全球金融市场变化的影响”。她补充说,当国际货币基金组织和阿根廷在6月份达成协议时并未“完全预料到”“国际市场状况会更加糟糕”。

使得阿根廷的困境雪上加霜的是,周二穆迪将阿根廷的 GDP 增长率预测下调至-1%,而此前的预期为3%。此外,对这种局面不利的事情是,9月25日,阿根廷最大的工会 — 全国劳工联合会(CGT)呼吁进行一次24小时的全面罢工,以抗议政府的紧缩措施。除此之外,一些较小的工会表示他们也将从9月24日开始进行36小时的罢工。

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