Shock Inference Lab

Argentina IMF $50bn rescue

2018-06-07 · Argentina · default · severity 4/5

Peso crisis; record IMF programme; Argentine yields spike.

Pre/post market reaction

WindowAR 10Y ΔUS 10Y ΔSpread Δ
1d0.00pp0.00pp0.00pp
1w0.00pp0.00pp0.00pp
1m+1.25pp+0.04pp+1.21pp
3m+4.26pp+0.25pp+4.01pp

Yields at monthly resolution; sub-month windows interpolated. pp = percentage points.

Default risk repricing

Sovereign credit stress dominates.

Inference scores

amplifying
confidence: high

Post-event stress amplifies beyond pre-event move on a crisis backdrop.

Early warning38/100

Abnormal yield move before the event (90d proxy).

Reaction100/100

Abnormal yield move after the event (1m / 3m).

Constraint48/100

Lead/lag band: reactive.

Amplification100/100

Post-event move beyond pre, on a crisis backdrop.

Confidence90/100

Severity × benchmark coverage × data coverage.

v1 scores use a simple factor model on monthly yields. See docs/METHODOLOGY.md.

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