DJI46,558.47-0.26%
GDAXI23,447.29-0.60%
GSPC6,632.19-0.61%
HSI25,465.60-0.98%
IXIC22,105.36-0.93%
N22553,819.61-1.16%
AAPL250.12-2.21%
AMZN207.67-0.89%
CL98.71+3.11%
EURUSD1.1423-0.82%
GBPUSD1.3223-0.93%
GC5,061.70-1.25%
GOOG301.46-0.58%
JPM283.44+0.19%
META613.71-3.83%
MSFT395.55-1.58%
NVDA180.25-1.59%
TSLA391.20-0.96%
DJI46,558.47-0.26%
GDAXI23,447.29-0.60%
GSPC6,632.19-0.61%
HSI25,465.60-0.98%
IXIC22,105.36-0.93%
N22553,819.61-1.16%
AAPL250.12-2.21%
AMZN207.67-0.89%
CL98.71+3.11%
EURUSD1.1423-0.82%
GBPUSD1.3223-0.93%
GC5,061.70-1.25%
GOOG301.46-0.58%
JPM283.44+0.19%
META613.71-3.83%
MSFT395.55-1.58%
NVDA180.25-1.59%
TSLA391.20-0.96%
DJI46,558.47-0.26%
GDAXI23,447.29-0.60%
GSPC6,632.19-0.61%
HSI25,465.60-0.98%
IXIC22,105.36-0.93%
N22553,819.61-1.16%
AAPL250.12-2.21%
AMZN207.67-0.89%
CL98.71+3.11%
EURUSD1.1423-0.82%
GBPUSD1.3223-0.93%
GC5,061.70-1.25%
GOOG301.46-0.58%
JPM283.44+0.19%
META613.71-3.83%
MSFT395.55-1.58%
NVDA180.25-1.59%
TSLA391.20-0.96%
CYBERETIKAGLOBAL FINANCIAL INTELLIGENCE
LIVE
ARG Ambito Financiero ES

El mercado ve un "círculo vicioso" que impide que baje la inflación

La fase 4 del programa monetario preveía una suba de demanda de pesos que no se produjo. Ahora el BCRA compra reservas pero tiene que esterilizar los pesos que emite. Los analistas no ven un cambio en lo inmediato.

Mar 09, 2026 &03300909202631; 15:30 UTC www.ambito.com Trending 2/5
Read original on www.ambito.com ↗
↘
Negative for markets
Sentiment score: -65/100
High impact Medium-term (weeks)
WHAT THIS MEANS
Argentina's central bank faces a monetary policy dilemma as Phase 4 of its program fails to generate expected peso demand, forcing the BCRA to sterilize newly issued pesos while purchasing reserves. This vicious cycle prevents inflation from declining despite monetary tightening efforts, with analysts seeing no near-term resolution.
AI CONFIDENCE
75% High
SENTIMENT GAUGE
NEWS POWER SCORE
AFFECTED ASSETS
↑
Euro / US Dollar
EURUSDCurrency
Expected to rise
Argentine peso weakness against major currencies due to monetary policy ineffectiveness and persistent inflation pressures
↑
USDARS
USDARSCurrency
Expected to rise
Continued depreciation of Argentine peso as central bank struggles with inflation control and reserve sterilization
⇅
MERV.BA
MERV.BAIndex
High volatility expected
Argentine equity market faces headwinds from persistent inflation and monetary policy uncertainty
PRICE HISTORY
Loading chart...
⚡ SUGGESTED ACTION
Avoid Argentine peso exposure and consider hedging positions against further ARS depreciation. Monitor BCRA communications for policy adjustments; current framework appears insufficient to break inflation cycle.
KEY SIGNALS
Monetary policy transmission failure in Phase 4Peso demand shortfall limiting disinflationCentral bank forced into continuous sterilization operationsInflation persistence despite tightening measuresNo immediate policy solution visible
SECTORS INVOLVED
Financial ServicesCurrency MarketsEmerging Markets
Analysis generated on Mar 09, 2026 at 15:44 UTC
Disclaimer: This analysis is generated by artificial intelligence for informational purposes only and does not constitute financial advice, investment recommendation, or solicitation. Original reporting by Ambito Financiero. Always conduct your own research and consult a qualified financial advisor before making investment decisions.

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