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U.S. Treasury Confirms Argentina Activated Swap To Unwind Pre‑Election Support

Market estimates put the undisclosed first tranche near $2.7 billion, converting short‑term relief into new dollar debt.

Overview

  • Scott Bessent said a first slice of the U.S.–Argentina swap was triggered and described the operation as profitable for Washington.
  • Reporting indicates roughly $1.9 billion reimbursed U.S. dollar sales before the vote and about $870 million helped meet an IMF payment, totaling an estimated $2.1–$2.755 billion.
  • Central‑bank balance‑sheet shifts point to new liabilities and lower net reserves under confidential terms that authorities have not fully disclosed.
  • With the wholesale rate trading close to the upper band, Luis Caputo ruled out a free float and pledged a reserves‑build and debt‑buyback plan to be unveiled within roughly 30 days.
  • Financial assets extended gains as the risk premium fell below 600 basis points and local bonds and equities advanced, even as scrutiny of reserves persists.