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Argentine FX Recedes to Post‑Election Levels as Fed’s Stance Lifts the Dollar Against the Mexican Peso

Fresh peso liquidity from a 57% debt rollover pushed quoted exchange rates lower in Argentina in moves traders describe as flow‑driven rather than fundamental.

Overview

  • Banco Nación quoted the dollar at ARS 1,410/1,460, the wholesale rate hovered around ARS 1,436–1,446, the blue traded near ARS 1,440/1,460, and financial rates were about ARS 1,469–1,475 (MEP) and ARS 1,484–1,487 (CCL).
  • The Treasury’s October auction adjudicated ARS 6.867 trillion for a 57.18% rollover, leaving roughly ARS 5 trillion in the market and easing short‑term rates.
  • BCRA international reserves were reported near US$40.765 billion, and analysts stressed the need to rebuild buffers as recent FX relief reflects temporary liquidity.
  • After a poselection surge, Argentine stocks and sovereign bonds extended gains earlier in the week, then showed a brief pause Thursday as dollar futures fell and bands held below the ARS 1,495 ceiling.
  • The Fed cut 25 bps and Chair Jerome Powell cooled expectations of another near‑term cut, helping the dollar firm as the Mexican peso traded around MXN 18.46–18.51 per US$ and Peru’s sol opened at S/3.3866 on Oct. 29.