💵 MERCADOS FESTEJAN EL ACUERDO CON EL FMI

HighlightNow

👉 En un contexto de incertidumbre internacional, Argentina se encuentra a la expectativa de un acuerdo con el Fondo Monetario Internacional (FMI). En los últimos días, los bonos argentinos han mostrado una notable recuperación, y el riesgo país ha disminuido significativamente. Se espera que el acuerdo incluya un desembolso mayor al anticipado, entre 10 y 12 mil millones de dólares. Este posible acuerdo podría influir en la estabilidad del mercado cambiario y en las políticas fiscales del país. La comunidad financiera está atenta a los detalles que se revelarán próximamente.

Transcript

00:00Well, there is a market, Antonio Cabrera La Semana,

00:03anxious to wait for an agreement with the Fund.

00:05This is important because in an international context

00:08of a lot of uncertainty in the markets,

00:10what was seen is that in the last few days

00:12Argentina got rid of that uncertainty,

00:14the bonuses went up a lot in dollars,

00:16the country's risk went down, it broke that floor that had 700 points,

00:20it missed 692 basic points on Friday.

00:23And what is seen in the market is that it has that carrot in front,

00:27which is that the details of the agreement with the Fund are known,

00:30which is expected to be a slightly greater disbursement

00:32than what was said.

00:34From 10 to 12.

00:35From 10 to 12 billion dollars,

00:37so it is a disbursement of fresh funds

00:39that we know are going directly to heal the balance of the Central Bank.

00:43Clarification, do not expect the Sepo to open immediately.

00:46No, Javier Mirís was very clear on that.

00:49On December 31st.

00:50Exactly, he said, this is going to help to ease restrictions,

00:55of course, and on December 31st this year, January 1st, 2026,

01:00this is basically going to cover the Central Bank's debt with the Treasury.

01:03Exactly.

01:04Do not expect any opening of the Sepo to be announced.

01:07Exactly, and I add to that line,

01:09on the weekend we saw tweets from different people in the economic team

01:13saying, with what pesos?

01:15There is so much talk that there is a delay in changing,

01:18that the dollar could rise,

01:19of course, what they say is,

01:20we with the reduction of the fiscal deficit,

01:23and that brings you the healing of the Central Bank,

01:26and reduce the monetary emission,

01:28with what pesos are they going to demand dollars?

01:30So many tweets literally said that,

01:32with what pesos?

01:33Well, they refer to that.

01:35Good.

01:36Sorry.

Category

Transcript

Recommended