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Argentina Announces 2029 Dollar Bond to Refinance January Debt as Markets Rally

The Dec. 10 auction will gauge investor appetite, setting the true cost after a first market rally.

Overview

  • Treasury will auction the Bonar 2029N on Dec. 10 with settlement on Dec. 12, a four‑year bullet paying a 6.5% semiannual coupon under Argentine law with subscription and payment in dollars.
  • Proceeds are aimed at partially refinancing more than US$4.2 billion due on Jan. 9, 2026 on AL29/AL30 and related issues, and Minister Luis Caputo said the sale will not cover the full amount.
  • Markets reacted positively to the announcement, with sovereign bonds rising, JPMorgan country risk narrowing to roughly 619–620 basis points, and dollar exchange rates easing.
  • Analysts broadly expect a placement in the US$1.5–2.0 billion range with yields around the high single to low double digits depending on the clearing price.
  • Officials cite backstops including a proposed bank repo line of up to US$7 billion and a US Treasury swap facility totaling US$20 billion, of which US$2.5 billion is activated.