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BCRA Sets 2026 Plan With US$10–17 Billion Reserve Target and Inflation‑Linked FX Bands

Any loosening of corporate FX limits will hinge on a steadier currency market with Treasury access to external debt.

Overview

  • The central bank aims to buy US$10–17 billion in reserves in 2026, capping daily purchases at 5% of MLC turnover while retaining the option for block operations.
  • The exchange rate will continue to float between bands that update monthly at the pace of the latest INDEC inflation reading with a two‑month lag.
  • Further easing of company restrictions on dividends and pre‑2025 commercial debts will be considered only after progress toward FX market equilibrium and clear Treasury access to global funding.
  • Monetary policy will keep a contractive bias while local inflation exceeds international levels, using open‑market operations and repos and continuing to normalize bank reserve requirements.
  • The framework describes a re‑monetization phase that supplies pesos primarily through reserve purchases, advances private‑credit growth and payment‑system upgrades, and restores a Quarterly Monetary Policy Report from January.