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Argentina Returns to Dollar Markets With Bonar 2029N, Targeting $1 Billion

The sale is widely seen as a test of access to hard‑currency financing before heavy January debt falls due.

Overview

  • Economy Minister Luis Caputo set a $1 billion goal with guidance around 9% for the new Bonar 2029N, the first dollar sovereign of this kind since 2018.
  • The four‑year bond carries a 6.5% semiannual coupon, with market pricing implying yields closer to about 10.8% according to current curves.
  • Proceeds are intended to help cover January maturities estimated at roughly $4.2–$4.5 billion, with the auction scheduled for Wednesday and settlement on Friday.
  • FX gauges were steady to firmer into the sale: the official dollar hovered near $1,465, blue around $1,445, MEP near $1,468, and CCL roughly $1,503–$1,510, below the BCRA’s band ceiling of $1,515.50.
  • Sovereign bonds and equities eased and country risk held near 634 bps, underscoring investor caution as the auction outcome is expected to shape near‑term reserve and exchange‑rate dynamics.