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Argentina Reenters Dollar Markets With 2029 Bond as Peso Firms and Risk Falls

Investors now look to the Dec. 10 auction to judge whether inflows will shore up reserves before large January dollar payments.

Overview

  • Economy Minister Luis Caputo called a Dec. 10 tender for a four‑year Bonar 2029N under local law, offering a 6.5% annual coupon and bullet repayment at maturity on Nov. 30, 2029.
  • Following the announcement, the official dollar at Banco Nación slipped to 1,460 pesos and the wholesale rate to about 1,435, marking another day of declines.
  • Argentina’s JPMorgan country‑risk spread eased into the low‑600s, with readings around 613–623 points as dollar bonds gained.
  • Officials highlighted additional liquidity options, including a potential bank REPO line of up to USD 7 billion and a USD 20 billion U.S. Treasury swap framework with roughly USD 2.5 billion already activated.
  • The move comes ahead of roughly USD 4.2–4.3 billion in January 2026 maturities and against a global backdrop of expected Fed easing, which has weakened the dollar and lifted emerging‑market currencies such as Mexico’s peso to about 18.18 per dollar, its best in 17 months.