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U.S. Confirms Argentina Activated Dollar Swap, Triggering Fresh Scrutiny of Central Bank Reserves

The acknowledgment spotlights liquidity risks, with private tallies turning net reserves negative once the new obligation is included.

Overview

  • U.S. Treasury’s Scott Bessent said a first tranche of the bilateral facility was used and that the United States “already obtained a gain.”
  • Market estimates put the draw at roughly US$2.7–2.755 billion from a US$20 billion line.
  • Analysts say the funds reimbursed U.S. pre‑election FX operations and helped meet IMF charges, with DEG flows indicating about US$796–870 million covered the Fund payment.
  • Private calculations suggest net international reserves could be near US$12 billion below zero when liabilities are deducted, even as gross reserves hover around US$40.3–40.4 billion.
  • Economy Minister Luis Caputo reaffirmed the exchange‑band regime and outlined a 30‑day window to rebuild reserves and buy back debt, and officials have not disclosed full swap terms with added detail expected from a BCRA worksheet on November 20.