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Argentina Markets Jump to Records as BCRA Loosens Reserve Rule, Dollar Strength Drags Mexican Peso; Puig Shares Leap

Fed signals lifted the dollar, reshaping currency flows.

Overview

  • Buenos Aires stocks rallied with the S&P Merval topping 3 million points in nominal pesos, while Argentina’s country risk fell to about 647, the lowest since February.
  • The Central Bank of Argentina issued Communication A 8350 to compute bank reserve requirements on a monthly basis from November 1, preserving a 95% daily floor to improve liquidity management.
  • The Mexican peso weakened for a fourth straight session to roughly 18.55–18.58 per dollar as traders digested a Q3 GDP contraction and a firmer greenback.
  • Comments from Fed Chair Jerome Powell reduced market odds of a December rate cut, and Dallas Fed President Lorie Logan said cuts should not resume this year, reinforcing dollar strength.
  • The ECB kept its policy rate at 2% for a third meeting as European shares saw mixed moves, while Spain’s Puig reported €3.596 billion in sales to September, reaffirmed 2025 targets and jumped about 8–9%.