La diferencia entre los votos de LLA para senadores y diputados CABA es una proxy del valor electoral de tener buenos candidatos. Muy poco en esta eleccion, solo 3pp.

El riesgo país de Argentina en 652 puntos básicos parece ser por ahora la mejor y más inesperada noticia del mercado, en medio del rally post-electoral. Una baja de 429 unidades en un día.

Dos síntomas de persistente frustración con la clase política: baja participación, como dice Ana Iparraguirre, y los notables porcentajes de FIT en CABA (9%, arriba de Lousteau) y PBA (5%).

Sheinbaum is facing a $500 billion crossroads: if she plays her cards right, by stoking domestic industries, attracting foreign investment and avoiding Trump's punitive tariffs, the economy could grow by 2.2% a year through 2030. But... bloomberg.com/news/features/…

If she expands the government’s control over industry and get drawn into a trade war with the US, a much less favorable outcome is likely: five years of stagnation marked by zero growth. Here's the story, with Felipe Hernández and Jimena Zuniga

The year is coming to a close, but geopolitical tensions are still running hot. Join my team 12/11 for a tour of global flashpoints, where they stand, where we think they’re headed in 2026, and what it means for businesses and investors. Register here: Bloomberg.com/faultlines2026

Today’s Bloomberg Big Take: “Trump’s Ouster of Maduro Shows America’s New World Order Is Here,” featuring analysis from Jimena Zuniga on the economic and strategic implications of the recent US operation to capture Maduro. Gift link: bloomberg.com/news/features/…

What’s next for Venezuela, and what does it mean for markets, the region, and global oil prices? Join Bloomberg Economics, Bloomberg Intelligence and BloombergNEF senior experts for a special briefing, tomorrow at 12 pm ET: bloom.bg/49sidiF. Free, doesn’t require Terminal

Impresionante pitch the Maria Corina Machado en Fox News sobre como la oposicion haria de Venezuela un hub de energia y fuerte aliado de EEUU en seguridad caracaschronicles.com/el-feed/the-ro…

Me repito. Qué manera de desincentivar q los verdaderamente honestos vayan a la función pública. Pocas personas más íntegras y decentes q 🇦🇷 lucas llach 🇺🇦.

Miss this webinar, but interested in the analysis? Find a replay here: bloomberg.com/professional/i…

Thanks so much to Philip Glamann for interviewing me for the Next China newsletter. We talked about what China took away from the US operation to capture Maduro, whether Trump wants to divide the world into spheres of influence, & what all this means for US allies globally.

Gift link: bloomberg.com/news/newslette…

En Venezuela el 68% quiere nuevas elecciones y más del 90% piensa que estas deben ser en un año o menos. Fuente: The Economist

It's not surprising that Mexico is at the bottom of this list For obvious reasons, Mexicans are more sensitive to US military interventions, plus the country didn't experience the impact of the Venezuelan diaspora as South America did..

No matter what happens in Iran next, the Islamic Revolutionary Guard Corps is likely to remain a key player. Amid the deadliest anti-government unrest in Iran since 1979, Dina Esfandiary gives us a deep dive into this group and how it could shape the country’s future.

Gift link: bloomberg.com/news/features/…