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Argentina’s Central Bank Unveils 2026 Framework to Slow Inflation and Rebuild Reserves

Any loosening of corporate FX curbs hinges on a stronger external balance plus Treasury access to global debt markets.

Overview

  • The BCRA set a 2026 target to accumulate between US$10 billion and US$17 billion in liquid international reserves.
  • The exchange rate will float within bands that adjust monthly at the pace of the latest available inflation reading with a two‑month lag.
  • Daily reserve purchases will be capped at 5% of foreign‑exchange market liquidity, with block purchases allowed to prevent market disruption.
  • Monetary policy will keep a contractionary bias while local inflation exceeds international levels, using open‑market operations and repos to manage liquidity.
  • The bank will resume its Quarterly Monetary Policy Report in January and will design a tool for collecting household loan installments usable by banks and non‑bank lenders.