de_a_poquito escribió:Subo el (nuevo) informe del JPM. Lo traigo de Saladx donde lo posteó Osvaldo.
"Corrigieron" el pronóstico de crecimiento del PBI a 4,5% en 2012...hace un par de meses habían dicho ¡1%!..(¿no piensan echar a nadie?..¡ah, no!...¿es que lo hicieron para llevar cupones baratos?..¡ah!...entonces se entiende!)

"In part this owes to the rebound in global financial and commodity markets.
Yet idiosyncratic factors are also relevant:
First, downside tail-risk to the outlook has diminished as recent change in weather alleviated drought conditions threatening Argentina’s soy crop.
Second, upside risk has increased due to policy changes aimed to lower capital flight and raise the trade surplus.
We revise our expectations for 2012 real GDP (private estimates) to 2.5% from a prior forecast of 1.0%
which —
considering INDEC’s reporting relevant for GDP warrant payments—is expected to translate into a 4.5% officially measured performance, from a prior forecast of 3.2%."
Según ellos...
Antes: 1% (real)+2,2%=3,2% (INDEC)
Ahora: 2,5% (real)+2%=4,5% (INDEC)
Que olor a OJF tiene esto.