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Milei Lands in Miami as U.S. ESF Cash Flows and Private Tranche Stalls Over IMF–Bank Clash

Private lenders want collateral and payment priority the IMF rejects, leaving a potential second loan awaiting Treasury clearance as Fund disbursements hinge on reserves and fiscal reforms.

Overview

  • Washington has enabled $20 billion through the Exchange Stabilization Fund to stabilize Argentina’s currency market, according to recent reports.
  • A bank consortium led by J.P. Morgan has prepared an additional loan reported up to $20 billion, but it remains unsigned due to demands for collateral and seniority that the IMF opposes.
  • Banks are negotiating higher rates of roughly 7%–9% and shorter 5–7 year maturities compared with the IMF’s cheaper, longer-term financing.
  • President Javier Milei arrived in Miami to speak at the American Business Forum, attend a CPAC gala in Palm Beach, and then meet investors in New York at the Council of the Americas.
  • J.P. Morgan CEO Jamie Dimon praised Milei’s economic program in a Reuters interview and said the bank is willing to consider financing if Argentina seeks it.