米莱财政“紧箍咒”抑制阿根廷通胀传导 比索暴跌后物价涨幅小于预期

Core Insights - The Argentine peso has significantly depreciated this year, primarily due to weak consumer spending and President Milei's aggressive measures against inflation, which include deep budget cuts, strict currency controls, and the cessation of central bank financing for public spending [1] Economic Factors - The peso has depreciated over 20% against the US dollar since June [1] - Three factors may limit the impact of the recent peso depreciation on inflation: economic slowdown suppressing demand, a tighter fiscal and monetary stance from Milei, and the government's commitment to defend the peso's trading range [1] - If these effects persist, the Argentine economy may regain some competitiveness lost to inflation in recent years [1]