Eliana Scialabba
Eliana ScialabbaMacroeconomics, finance, and equity research across Latin America and global sectors including mining, oil, and energy. Focused on Argentina’s economy, markets, and policy shifts shaping investment opportunities.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 45 | Subscribers | Read | elianascialabba.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Big Tech Earnings Beat Expectations, But This Quarter Changed What the Market Cares About
Going into this earnings season, I was not particularly focused on whether the large technology companies would beat expectations. At this point, that almost feels like the baseline.
Argentina High Conviction Lab – Week 5
After the first few weeks, the Argentina trade felt relatively clean. Even when dispersion started to appear, there was still enough broad participation to hold the portfolio together and keep performance relatively stable.
What Are Major Banks Signaling About the U.S. Economic Cycle?
The latest earnings from the largest U.S. banks are not just strong in absolute terms, they provide one of the clearest real time signals on the state of the economic cycle. In a context where soft data like consumer confidence continues to...
Portfolio Lab #1: Week 6
Week 6 made the split between the three portfolios much clearer. At the beginning of this experiment, the idea was to track three different ways of approaching the market: conservative, aggressive and emerging markets. After six weeks, the ...
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Authors
The writers behind this newsletter.
Macroeconomics, finance, equity research, and doing business across Latin America. Focused on Argentina’s economy, markets, policy shifts, and the practical realities shaping investment and operating decisions.
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