贝森特：美财政部准备买阿根廷美元债，正讨论200亿美元货币互换额度

Core Points - The U.S. Treasury Secretary, Becerra, announced support for Argentina, revealing details of a $20 billion currency swap agreement and plans to purchase Argentine dollar bonds to assist President Milei during a critical election period [1][3] - Following Becerra's announcement, Argentina's financial markets rebounded, with the peso appreciating against the dollar and dollar bonds rising significantly, alleviating liquidity concerns [1] - Analysts believe U.S. financial support will enhance Argentina's chances of returning to the international bond market by early 2026, reducing uncertainties surrounding Milei's economic plan [1][4] Group 1 - The U.S. is negotiating a $20 billion currency swap with Argentina and is prepared to provide significant backup credit through a currency stabilization fund [3] - Becerra emphasized that the U.S. will not allow market volatility to hinder Milei's major economic reforms, indicating confidence in Milei's leadership despite recent market turbulence [3][4] - Argentina's central bank reduced the one-day repo rate by 10 percentage points to 25%, which limited the peso's gains, reflecting a delicate balance between exchange rate stability and inflation pressures [2] Group 2 - The $20 billion swap exceeds the $18 billion swap agreement with the Chinese central bank, highlighting geopolitical considerations in Latin America [5] - Some U.S. economists criticize Washington's support for Milei's economic policies, warning of potential pitfalls similar to those faced by the IMF in the past [6] - Argentina has faced three debt defaults since 2001 and has struggled to comply fully with IMF program requirements, raising concerns about the sustainability of Milei's market interventions [6]