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Argentina Launches CPI-Indexed FX Bands as Official Dollar Nears 1,500 Pesos

The CPI-linked framework resets the currency band each month, lifting official rates on day one as investors watch for reserve buildup ahead of a roughly US$4.2 billion debt due.

Overview

  • The Banco Nación rate rose ARS 15 to ARS 1,495 for sale and the wholesale dollar added ARS 20 to ARS 1,475 in the regime’s first session.
  • The central bank set the band ceiling at ARS 1,529.03, with January’s limits moving about 2.5% based on November CPI and pointing toward roughly ARS 1,563–1,564 by month-end.
  • Financial and informal markets were steady to slightly higher, with MEP around ARS 1,504–1,506, CCL near ARS 1,540–1,542, and the blue at about ARS 1,530.
  • Country risk eased to the mid‑500s basis points (around 556–557), sovereign bonds mostly advanced abroad, and Argentine equities showed mixed moves.
  • Authorities outlined a reserve‑accumulation program for 2026—reports cite a conditional goal near US$10 billion—but no notable central bank purchases were seen on day one, with a sizable external payment due next week.