Overview

• The Central Bank barred buyers of official dollars from operating in MEP and CCL for 90 days, reinstating the cross‑restriction known as the “cepo al rulo.”
• Banco Nación closed the week at $1,300/$1,350 for the official dollar, the blue traded near $1,420/$1,440, the MEP around $1,431 and the CCL about $1,470.
• Treasury block purchases were estimated near US$1.35 billion in a key operation and roughly US$1.8 billion in total, helping lift gross reserves by about US$1.889 billion to US$41.238 billion.
• Agro exporters have liquidated roughly US$3.6 billion under the 0% retentions window, with about US$2.6–2.7 billion still expected to be sold toward the stated target.
• Financial assets weakened as the measures hit markets, with sovereign bonds down roughly 2.6%–3.6%, country risk near 1,058 points, and stablecoin prices such as USDT quoted above the blue.