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Argentina’s Central Bank Unveils 2026 Plan With Inflation‑Indexed FX Bands and Pre‑Announced Dollar Buys Starting Jan. 1

Reserve buildup targets depend on Treasury rollover capacity plus external financing.

Overview

  • The BCRA published its 2026 framework for monetary, exchange‑rate, financial and credit policy, prioritizing disinflation via strict control of the monetary base and remonetization.
  • From January 1, the exchange rate will float within bands whose floor and ceiling update monthly by the INDEC inflation index with a two‑month lag.
  • A pre‑announced reserves purchase program also begins January 1 with daily operations initially equal to 5% of FX market volume and with the option of block purchases.
  • BCRA President Santiago Bausili signaled planned purchases of between US$10 billion and US$17 billion, contingent on the Treasury rolling over maturities and securing market funding.
  • Authorities will release CERA deposits under US$100,000—estimated at more than US$20 billion—while continuing to relax currency controls and promote dollar‑denominated debt issuance.