👉 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.
Category
🗞
NewsTranscript
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.