Salvador Di Stéfano analyzed what could happen to the relationship between the peso and the dollar. The possible effects of the international context.
The economist and financial analyst Salvador Di Stéfano, known as the “blue guru”recently shared his vision on the behavior of the dollar in Argentina for 2025, marking a panorama that combines stability and possible shocks due to internal and external factors. According to Di Stéfano, the key will be in the ability of Javier Milei’s government to implement privatizations, cut public spending and guarantee a fiscal surplus.
Di Stéfano highlighted that If the Government does not accelerate economic reforms, it will face a fiscal deficit that could lead to a jump in the dollar. However, he stressed that, in the current context, there is an oversupply of dollars in the market. This, added to the strength of certain economic policies, could keep the dollar at stable levels. Regarding the oscillations of the blue dollar, he pointed out that events such as the increase in trips to neighboring countries for holidays could generate specific peaks in demand, although without a significant long-term impact.
The impact of Brazil and the United States on the dollar
The analyst also highlighted the importance of the international context in the price of the dollar. In particular, the economic situation in Brazil, Argentina’s main trading partner, could generate complications. Di Stéfano warned about a potential devaluation of the Brazilian real, which could reach a ratio of 7 reais per dollar, which would directly impact the competitiveness of the Argentine peso.
Additionally, in an interview with AgroEducación, he linked the future of the dollar to movements in interest rates in the United States, especially under the leadership of President-elect Donald Trump. According to Di Stéfano, Trump would seek to pressure the Federal Reserve to reduce interest rates in 2025, which could influence the dynamics of financial markets and the value of the dollar in the world.
Despite these challenges, the economist projected that the blue dollar’s trend will be downward. The implementation of the “fiscal chainsaw” promised by the Government and an expected fiscal surplus would contribute to maintaining calm in the exchange market, as long as these policies are executed effectively.
In conclusion, Salvador Di Stéfano offered a mixed outlook for the dollar, combining short-term stability with potential risks linked to internal and external factors. His advice to savers is to take advantage of rising moments to sell, considering the oversupply of foreign currency and the general downward trend.
Source: Ambito
I am an author and journalist who has worked in the entertainment industry for over a decade. I currently work as a news editor at a major news website, and my focus is on covering the latest trends in entertainment. I also write occasional pieces for other outlets, and have authored two books about the entertainment industry.
