IBOV 176,589 ▼ 0.43% IPSA 10,747 ▼ 0.73% IPC MEX 69,198 ▲ 1.37% MERVAL 2,924,356 ▲ 2.75% COLCAP 2,228.30 ▲ 4.48% BVL PERÚ 19,767 ▲ 0.37% USD/BRL 5.03 ▼ 0.05% USD/MXN 17.29 ▼ 0.09% USD/CLP 893.35 ▼ 0.24% USD/COP 3,668 ▲ 0.97% USD/PEN 3.41 ▲ 0.01% USD/ARS 1,410 ▼ 0.04% USD/UYU 40.01 ▲ 1.50% USD/PYG 6,131 ▲ 2.87% USD/BOB 6.85 ▲ 2.04% USD/DOP 58.91 ▲ 1.32% USD/CRC 449.72 ▲ 1.52% USD/GTQ 7.62 ▲ 2.27% USD/HNL 26.62 ▲ 1.72% USD/NIO 36.62 ▲ 0.69% USD/VES 538.69 ▲ 1.67% USD/PAB 1.00 ▲ 2.20% USD/BZD 2.00 ▲ 1.63% USD/JMD 156.59 ▲ 0.34% USD/TTD 6.72 ▲ 1.01% EUR/BRL 5.86 ▲ 0.60% BRENT 93.36 ▼ 6.25% WTI 90.10 ▼ 4.04% IRON ORE 161.91 — — COPPER 6.40 ▲ 0.58% GOLD 4,521 ▲ 0.47% SILVER 75.68 ▼ 0.83% SOY 1,187 ▲ 0.06% CORN 455.50 ▼ 0.44% WHEAT 626.75 ▼ 1.38% COFFEE 267.95 ▼ 2.21% SUGAR 14.33 ▼ 1.44% ORANGE JUICE 173.00 ▲ 0.90% COTTON 76.59 ▼ 1.01% COCOA 4,264 ▲ 2.28% BEEF 239.30 ▼ 4.01% CATTLE 349.38 ▼ 0.14% LITHIUM 86.35 ▲ 1.25% PETR4 43.44 ▲ 0.09% VALE3 83.07 ▼ 0.62% ITUB4 40.06 ▼ 0.64% BBDC4 17.84 ▼ 1.27% ABEV3 16.59 ▲ 1.16% BBAS3 21.11 ▼ 2.54% B3SA3 16.94 ▼ 1.85% WEGE3 43.44 ▲ 0.30% PRIO3 64.75 ▲ 0.68% SUZB3 41.68 ▲ 0.65% RENT3 43.70 ▼ 2.67% AZZA3 20.50 ▼ 1.87% CSAN3 4.28 ▼ 2.51% RAIZ4 0.40 ▼ 2.44% PCAR3 2.01 ▼ 2.90% GMAT3 4.28 ▼ 3.82% PSSA3 48.89 ▼ 0.71% CVCB3 1.72 ▼ 3.37% POSI3 4.17 ▲ 1.71% SLCE3 16.13 ▼ 0.55% NATU3 10.40 ▼ 1.23% BRKM5 11.68 ▼ 5.81% RANI3 7.91 ▼ 1.49% CSNA3 6.69 ▼ 0.45% CMIN3 4.51 ▲ 0.45% USIM5 9.66 ▼ 3.59% GGBR4 23.61 ▼ 2.36% ENEV3 25.06 ▼ 0.63% NEOE3 33.80 — 0.00% CPFE3 43.59 ▲ 0.67% CMIG4 11.20 ▼ 0.62% EQTL3 38.60 ▲ 0.26% LREN3 15.04 ▼ 2.40% VIVT3 33.85 ▲ 0.92% RAIL3 14.25 ▼ 0.77% KLABIN 16.61 ▲ 0.36% RAIA DROGASIL 18.01 ▼ 2.54% RDOR3 35.00 ▲ 1.42% HAPV3 12.60 ▲ 1.61% FLRY3 16.05 ▲ 0.82% SMTO3 17.15 ▼ 0.92% UGPA3 27.87 ▼ 2.00% VBBR3 31.87 ▼ 1.27% BBSE3 34.72 ▲ 0.29% BPAC11 55.50 ▼ 0.72% CURY3 32.08 ▲ 0.63% AERI3 2.32 ▼ 1.28% VIVARA 22.27 ▼ 2.02% COMPASS 26.85 ▼ 1.50% VAMOS 3.24 ▼ 3.86% SANB11 27.32 ▼ 1.16% ASAI3 9.11 ▼ 0.11% SBSP3 28.77 ▼ 1.13% WALMEX 54.48 ▼ 1.30% GMEXICO 213.64 ▲ 3.90% FEMSA 211.09 ▲ 0.50% CEMEX 22.67 ▲ 2.72% GFNORTE 193.33 ▲ 2.49% BIMBO 58.74 ▲ 1.35% TELEVISA 9.87 ▲ 2.28% AMX 22.48 ▲ 0.90% GAP 422.49 ▼ 0.64% ASUR 309.57 ▲ 2.59% OMA 220.55 ▼ 2.94% KOF 187.97 ▲ 0.90% GRUMA 296.82 ▲ 0.42% KIMBER 37.73 ▲ 0.03% SQM-B 72,594 ▼ 1.25% COPEC 6,390 ▼ 0.47% BSANTANDER 71.99 ▲ 0.57% FALABELLA 5,864 ▼ 1.09% ENELAM 79.00 ▲ 0.64% CENCOSUD 2,122 ▼ 3.55% CMPC 1,121 ▼ 2.09% BANCO CHILE 172.99 ▲ 0.48% LATAM AIR 23.39 ▼ 1.52% YPF 72,100 ▲ 1.51% GGAL 6,795 ▲ 5.27% PAMPA 4,790 ▲ 0.16% TXAR 654.00 ▲ 3.15% ALUAR 967.00 ▲ 3.04% TGS 8,685 — 0.00% CEPU 2,155 ▲ 3.76% MIRGOR 16,375 ▲ 0.15% COME 44.31 ▲ 1.40% LOMA NEGRA 3,415 ▲ 4.20% BYMA 289.00 ▲ 1.31% TELECOM ARG 3,790 ▲ 8.52% ECOPETROL 14.86 ▲ 7.29% BANCOLOMBIA 71.69 ▲ 8.82% GRUPO AVAL 4.66 ▲ 10.17% CREDICORP 351.75 ▲ 5.22% SOUTHERN COPPER 189.88 ▲ 5.68% BUENAVENTURA 35.09 ▲ 4.87% MERCADOLIBRE 1,648 ▼ 0.98% NUBANK 12.98 ▲ 1.96% XP 17.22 ▲ 2.38% PAGSEGURO 9.22 ▲ 0.88% STONE 11.29 ▲ 2.64% GLOBANT 38.42 ▼ 4.26% TECNOGLASS 42.03 ▲ 2.11% GAP AIRPORT 243.68 ▲ 1.36% ASUR 309.57 ▲ 2.59% OMA AIRPORT 102.20 ▼ 0.97% AMX ADR 25.98 ▼ 0.61% FEMSA ADR 121.92 ▲ 0.53% CEMEX ADR 13.10 ▲ 4.26% PETROBRAS ADR 19.40 ▼ 2.51% VALE ADR 16.50 ▲ 0.12% ITAU ADR 7.94 ▲ 1.53% SANTANDER BR 5.46 ▲ 1.30% AMBEV ADR 3.27 ▲ 2.19% CSN 1.33 ▼ 1.48% GERDAU 4.68 ▼ 1.47% LATAM ADR 52.26 ▲ 4.75% BTC 75,838 ▲ 0.02% ETH 2,084 ▲ 0.64% SOL 83.78 ▲ 0.23% XRP 1.33 ▲ 0.20% BNB 653.64 ▼ 0.30% ADA 0.24 ▼ 0.13% DOGE 0.10 ▲ 0.99% AVAX 9.15 ▲ 0.22% LINK 9.37 ▼ 0.07% DOT 1.26 ▲ 1.01% LTC 52.28 ▲ 0.81% BCH 343.84 ▲ 0.20% TRX 0.37 ▼ 0.68% XLM 0.15 ▼ 0.24% HBAR 0.09 ▼ 0.64% NEAR 2.48 ▼ 2.30% ATOM 2.23 ▲ 0.98% AAVE 85.14 ▼ 0.63% SELIC 14.50% EMBRAER 72.38 ▼ 1.23% EMBRAER ADR 57.90 ▲ 0.56% JBS 12.98 ▼ 1.74% JBS BDR 65.00 ▼ 2.18% MBRF3 16.36 ▲ 0.74% MBRFY 3.26 ▼ 2.40% INTER 6.34 ▲ 2.92% IBOV 176,589 ▼ 0.43% IPSA 10,747 ▼ 0.73% IPC MEX 69,198 ▲ 1.37% MERVAL 2,924,356 ▲ 2.75% COLCAP 2,228.30 ▲ 4.48% BVL PERÚ 19,767 ▲ 0.37% USD/BRL 5.03 ▼ 0.05% USD/MXN 17.29 ▼ 0.09% USD/CLP 893.35 ▼ 0.24% USD/COP 3,668 ▲ 0.97% USD/PEN 3.41 ▲ 0.01% USD/ARS 1,410 ▼ 0.04% USD/UYU 40.01 ▲ 1.50% USD/PYG 6,131 ▲ 2.87% USD/BOB 6.85 ▲ 2.04% USD/DOP 58.91 ▲ 1.32% USD/CRC 449.72 ▲ 1.52% USD/GTQ 7.62 ▲ 2.27% USD/HNL 26.62 ▲ 1.72% USD/NIO 36.62 ▲ 0.69% USD/VES 538.69 ▲ 1.67% USD/PAB 1.00 ▲ 2.20% USD/BZD 2.00 ▲ 1.63% USD/JMD 156.59 ▲ 0.34% USD/TTD 6.72 ▲ 1.01% EUR/BRL 5.86 ▲ 0.60% BRENT 93.36 ▼ 6.25% WTI 90.10 ▼ 4.04% IRON ORE 161.91 — — COPPER 6.40 ▲ 0.58% GOLD 4,521 ▲ 0.47% SILVER 75.68 ▼ 0.83% SOY 1,187 ▲ 0.06% CORN 455.50 ▼ 0.44% WHEAT 626.75 ▼ 1.38% COFFEE 267.95 ▼ 2.21% SUGAR 14.33 ▼ 1.44% ORANGE JUICE 173.00 ▲ 0.90% COTTON 76.59 ▼ 1.01% COCOA 4,264 ▲ 2.28% BEEF 239.30 ▼ 4.01% CATTLE 349.38 ▼ 0.14% LITHIUM 86.35 ▲ 1.25% PETR4 43.44 ▲ 0.09% VALE3 83.07 ▼ 0.62% ITUB4 40.06 ▼ 0.64% BBDC4 17.84 ▼ 1.27% ABEV3 16.59 ▲ 1.16% BBAS3 21.11 ▼ 2.54% B3SA3 16.94 ▼ 1.85% WEGE3 43.44 ▲ 0.30% PRIO3 64.75 ▲ 0.68% SUZB3 41.68 ▲ 0.65% RENT3 43.70 ▼ 2.67% AZZA3 20.50 ▼ 1.87% CSAN3 4.28 ▼ 2.51% RAIZ4 0.40 ▼ 2.44% PCAR3 2.01 ▼ 2.90% GMAT3 4.28 ▼ 3.82% PSSA3 48.89 ▼ 0.71% CVCB3 1.72 ▼ 3.37% POSI3 4.17 ▲ 1.71% SLCE3 16.13 ▼ 0.55% NATU3 10.40 ▼ 1.23% BRKM5 11.68 ▼ 5.81% RANI3 7.91 ▼ 1.49% CSNA3 6.69 ▼ 0.45% CMIN3 4.51 ▲ 0.45% USIM5 9.66 ▼ 3.59% GGBR4 23.61 ▼ 2.36% ENEV3 25.06 ▼ 0.63% NEOE3 33.80 — 0.00% CPFE3 43.59 ▲ 0.67% CMIG4 11.20 ▼ 0.62% EQTL3 38.60 ▲ 0.26% LREN3 15.04 ▼ 2.40% VIVT3 33.85 ▲ 0.92% RAIL3 14.25 ▼ 0.77% KLABIN 16.61 ▲ 0.36% RAIA DROGASIL 18.01 ▼ 2.54% RDOR3 35.00 ▲ 1.42% HAPV3 12.60 ▲ 1.61% FLRY3 16.05 ▲ 0.82% SMTO3 17.15 ▼ 0.92% UGPA3 27.87 ▼ 2.00% VBBR3 31.87 ▼ 1.27% BBSE3 34.72 ▲ 0.29% BPAC11 55.50 ▼ 0.72% CURY3 32.08 ▲ 0.63% AERI3 2.32 ▼ 1.28% VIVARA 22.27 ▼ 2.02% COMPASS 26.85 ▼ 1.50% VAMOS 3.24 ▼ 3.86% SANB11 27.32 ▼ 1.16% ASAI3 9.11 ▼ 0.11% SBSP3 28.77 ▼ 1.13% WALMEX 54.48 ▼ 1.30% GMEXICO 213.64 ▲ 3.90% FEMSA 211.09 ▲ 0.50% CEMEX 22.67 ▲ 2.72% GFNORTE 193.33 ▲ 2.49% BIMBO 58.74 ▲ 1.35% TELEVISA 9.87 ▲ 2.28% AMX 22.48 ▲ 0.90% GAP 422.49 ▼ 0.64% ASUR 309.57 ▲ 2.59% OMA 220.55 ▼ 2.94% KOF 187.97 ▲ 0.90% GRUMA 296.82 ▲ 0.42% KIMBER 37.73 ▲ 0.03% SQM-B 72,594 ▼ 1.25% COPEC 6,390 ▼ 0.47% BSANTANDER 71.99 ▲ 0.57% FALABELLA 5,864 ▼ 1.09% ENELAM 79.00 ▲ 0.64% CENCOSUD 2,122 ▼ 3.55% CMPC 1,121 ▼ 2.09% BANCO CHILE 172.99 ▲ 0.48% LATAM AIR 23.39 ▼ 1.52% YPF 72,100 ▲ 1.51% GGAL 6,795 ▲ 5.27% PAMPA 4,790 ▲ 0.16% TXAR 654.00 ▲ 3.15% ALUAR 967.00 ▲ 3.04% TGS 8,685 — 0.00% CEPU 2,155 ▲ 3.76% MIRGOR 16,375 ▲ 0.15% COME 44.31 ▲ 1.40% LOMA NEGRA 3,415 ▲ 4.20% BYMA 289.00 ▲ 1.31% TELECOM ARG 3,790 ▲ 8.52% ECOPETROL 14.86 ▲ 7.29% BANCOLOMBIA 71.69 ▲ 8.82% GRUPO AVAL 4.66 ▲ 10.17% CREDICORP 351.75 ▲ 5.22% SOUTHERN COPPER 189.88 ▲ 5.68% BUENAVENTURA 35.09 ▲ 4.87% MERCADOLIBRE 1,648 ▼ 0.98% NUBANK 12.98 ▲ 1.96% XP 17.22 ▲ 2.38% PAGSEGURO 9.22 ▲ 0.88% STONE 11.29 ▲ 2.64% GLOBANT 38.42 ▼ 4.26% TECNOGLASS 42.03 ▲ 2.11% GAP AIRPORT 243.68 ▲ 1.36% ASUR 309.57 ▲ 2.59% OMA AIRPORT 102.20 ▼ 0.97% AMX ADR 25.98 ▼ 0.61% FEMSA ADR 121.92 ▲ 0.53% CEMEX ADR 13.10 ▲ 4.26% PETROBRAS ADR 19.40 ▼ 2.51% VALE ADR 16.50 ▲ 0.12% ITAU ADR 7.94 ▲ 1.53% SANTANDER BR 5.46 ▲ 1.30% AMBEV ADR 3.27 ▲ 2.19% CSN 1.33 ▼ 1.48% GERDAU 4.68 ▼ 1.47% LATAM ADR 52.26 ▲ 4.75% BTC 75,838 ▲ 0.02% ETH 2,084 ▲ 0.64% SOL 83.78 ▲ 0.23% XRP 1.33 ▲ 0.20% BNB 653.64 ▼ 0.30% ADA 0.24 ▼ 0.13% DOGE 0.10 ▲ 0.99% AVAX 9.15 ▲ 0.22% LINK 9.37 ▼ 0.07% DOT 1.26 ▲ 1.01% LTC 52.28 ▲ 0.81% BCH 343.84 ▲ 0.20% TRX 0.37 ▼ 0.68% XLM 0.15 ▼ 0.24% HBAR 0.09 ▼ 0.64% NEAR 2.48 ▼ 2.30% ATOM 2.23 ▲ 0.98% AAVE 85.14 ▼ 0.63% SELIC 14.50% EMBRAER 72.38 ▼ 1.23% EMBRAER ADR 57.90 ▲ 0.56% JBS 12.98 ▼ 1.74% JBS BDR 65.00 ▼ 2.18% MBRF3 16.36 ▲ 0.74% MBRFY 3.26 ▼ 2.40% INTER 6.34 ▲ 2.92%
since 2009
Wednesday, May 27, 2026

Latin America Argentina

Argentina’s Stock Market Jumps 2.8% on Its Holiday Reopen

By · May 27, 2026 · 5 min read

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Wednesday, May 27, 2026 · Covering Tuesday May 26 session
Summary

Argentina stock market report: the S&P Merval jumped 2.75% to 2,924,355.74 on Tuesday May 26, its first session back after Monday’s national holiday, opening exactly at Friday’s close and running to a new local high. The reopen priced two days of news at once: the Iran oil relief that lifted the region while Buenos Aires was shut, plus Argentina’s own reform momentum. The move cleared the 200-day line, extending the best week in Latin America, with country risk near the symbolic 500 mark and reserves close to a record.

The Big Three

1.
The Merval closed Tuesday at 2,924,355.74 (+2.75%, +78,135 pts) on a breakout candle that opened at 2,846,220, exactly Friday’s close. The first session after the May 25 holiday cleared the 200-day line and the moving-average cluster that had capped the tape.
2.
The reopen priced two days at once. While Argentina was closed Monday, the region rallied on the weekend Iran framework, and the Merval came back Tuesday to capture that move plus its own momentum, with the energy complex around YPF and the Vaca Muerta thesis the natural leaders.
3.
The structural case did the underlying work. Country risk sits near the symbolic 500-basis-point threshold that marks a return to international borrowing under Milei, and BCRA reserves are close to a Milei-era record with the US Treasury backstop behind them. A favorable MSCI reclassification is the next potential inflow catalyst.
Merval
2.92M
+2.75%
Country risk
~500 bp
Near threshold
BCRA reserves
$46.8B
Near record
200-DMA
2.83M
Cleared

02 Session Data

Metric Value Change Context
Merval close 2,924,355.74 +2.75% First session post-holiday
Intraday range 2,846,220–2,933,344 +78,135 pts Opened at Friday’s close
200-DMA 2,832,806 Cleared Closed back above the line
RSI (fast/slow) 57.64 / 47.41 Fast > slow Sharp thrust above midline
MACD (hist/line/signal) +13,954 / −2,537 / −16,491 Line > signal Bullish cross strengthening
Country risk ~500 bp At threshold Sub-500 is the durable signal
BCRA reserves $46.8B Near record $20B US backstop behind it
Source: BYMA, BCRA, JP Morgan, Ámbito, TradingView. Snapshot: May 27, 2026 06:23 UTC.
Live Market IntelligenceArgentina — Live Market BoardInside: market breadth, the sector heatmap, currencies & rates, the Latin America scoreboard and the full instrument board.

Rio Times · Live Market Intelligence

Argentina — Live Market Board

BYMA · Buenos Aires
May 27, 2026 · 06:49

S&P MERVAL · benchmark
2,924,356
+2.75%
+23.35% over 12 months

Market breadth · 13 names
85% advancing

11 ▲ advancing2 declining ▼

Currencies, rates & key inputs
USD / ARS
1,410
-0.04%

Brent crude
93.36
-6.25%

Soybeans
1,187
+0.06%

Sector heatmap · average move today
Telecom
+8.52%
TELECOM ARG

Materials
+3.62%
ALUAR, LOMA NEGRA

Mining
+3.15%
TXAR

Financials
+2.66%
GGAL, COME, BYMA

Utilities
+1.96%
PAMPA, CEPU

Energy
+0.76%
YPF, TGS

Consumer Disc.
-0.42%
MIRGOR, MERCADOLIBRE

Technology
-4.26%
GLOBANT

Latin America scoreboard
IndexLastTodayStrength
IbovespaBrazil
176,589
-0.43%

S&P/BMV IPCMexico
69,198
+1.37%

S&P IPSAChile
10,747
-0.73%

S&P MERVALArgentina
2,924,356
+2.75%

MSCI COLCAPColombia
2,228.30
+4.48%

BVL S&P PerúPeru
19,767
+0.37%

Full instrument board
Instrument Last Change YoY Prev. High Low Volume
MERVAL 2,924,356 +2.75% +23.35% 2,846,220
USD/ARS 1,410 -0.04% +23.31% 1,411 1,410 1,410
YPF 72,100 +1.51% +67.09% 71,025 72,800 70,300 306,112
GGAL 6,795 +5.27% -7.30% 6,455 6,825 6,490 4,898,251
PAMPA 4,790 +0.16% +25.56% 4,783 4,858 4,730 1,170,150
TXAR 654.00 +3.15% -7.03% 634.00 659.00 630.00 903,264
ALUAR 967.00 +3.04% +19.68% 938.50 970.50 920.00 407,494
TGS 8,685 +0.00% +19.30% 8,685 8,740 8,500 376,239
CEPU 2,155 +3.76% +33.44% 2,077 2,170 2,066 699,054
MIRGOR 16,375 +0.15% -29.72% 16,350 16,500 16,050 2,754
COME 44.31 +1.40% -40.63% 43.70 44.50 43.50 9,880,532
LOMA NEGRA 3,415 +4.20% +3.72% 3,278 3,425 3,283 392,992
BYMA 289.00 +1.31% +31.62% 285.25 290.00 283.00 8,113,472
TELECOM ARG 3,790 +8.52% +55.33% 3,493 3,800 3,520 174,264
GLOBANT 38.42 -4.26% -62.20% 40.13 39.84 38.00 1,461,256
MERCADOLIBRE 1,648 -0.98% -35.50% 1,664 1,660 1,616 484,612

Largest moves today
TELECOM ARG
3,790
+8.52%
GGAL
6,795
+5.27%
GLOBANT
38.42
-4.26%
LOMA NEGRA
3,415
+4.20%
CEPU
2,155
+3.76%
TXAR
654.00
+3.15%
ALUAR
967.00
+3.04%
MERVAL
2,924,356
+2.75%

The session read
The S&P MERVAL rose 2.75%, with breadth positive — 11 of 13 names higher. Telecom led, while Technology lagged.

03 Why It Rose

Local Driver: the reopen captures two days in one

The candle tells the story. The Merval opened at 2,846,220, exactly Friday’s close, because Monday was a national holiday. While Buenos Aires was shut for Día de la Revolución de Mayo, the region rallied on the weekend Iran framework, and the reopen let Argentina price two days at once, the imported relief riding the reform momentum leading the index.

External Trigger: the oil relief Argentina missed on Monday

The weekend Iran framework pushed Brent lower, but Argentina, closed for the holiday, could not trade that relief on Monday as its neighbors did. By Tuesday the regional tape had turned mixed, with Brazil giving back its bounce, yet Argentina was reopening into the cumulative move, and the result was a gain that led Latin America for the session.

§04 · Market Commentary

Clearing the 200-day line on the first session back turns the prior week’s base into a more convincing trend. The structural case underneath is the strongest in the region: a fiscal surplus, reserves near record, and a reform agenda markets have rewarded since the October midterms.

The caveat has shadowed every Argentine rally this cycle: the gap between equities and bonds. Stocks run on domestic flows, but the durable signal is country risk sustaining below 500. Until bonds confirm what equities are pricing, the rally carries a question mark, and the Merval’s rich valuation versus its peers means it leans on the reform story delivering.

05 Technical Snapshot

S&P MERVAL daily chart BYMA May 26: close 2,924,355.74 (+2.75%, +78,135.52) on a breakout candle that opened at 2,846,220.22, exactly Friday's close, and ran to a 2,933,344.17 high. The first session after the May 25 holiday cleared the 200-DMA near 2,832,806 and the moving-average cluster from 2,802,337 to 2,838,921, with support at 2,821,606 and 2,802,337 below and 2,703,188 deeper. Resistance toward 2,933,344 then the prior 2,906,000 gate and the January high near 3,296,502. MACD bullish cross strengthening with line -2,537 above signal -16,491 and a +13,954 histogram. RSI fast 57.64 above slow 47.41, a sharp thrust above the midline.

S&P MERVAL Index daily, BYMA. TradingView · May 27, 2026 06:23 UTC

The Merval at 2,924,355.74 has cleared the 200-day line near 2,832,806 and the moving-average cluster from 2,802,337 to 2,838,921 in one breakout candle, flipping that band into support, with 2,703,188 the deeper floor below and the January high near 3,296,502 the longer-run target. Momentum confirms the move: the MACD line at −2,537 has pushed above signal −16,491 with the histogram firmly green at +13,954, a strengthening bullish cross, while RSI fast 57.64 sits well above slow 47.41 and clear of the midline — a constructive posture, the question whether bonds follow.

Resistance: 2,933,344 (Tue high) · 3,000,000 (round) · 3,296,502 (Jan ATH)
Support: 2,838,921 (cluster) · 2,832,806 (200-DMA) · 2,802,337 · 2,703,188
Invalidation: A close back below the 2,832,806 200-DMA negates the breakout and reopens 2,802,337.

06 Forward Look

Watch · Country risk toward 500
A sustained break below 500 basis points is the durable re-rating signal the equity rally is front-running.
Rolling · MSCI reclassification
A favorable decision would trigger passive foreign inflows into Argentine equities on top of the reform premium.
Rolling · Oil and Vaca Muerta
Lower oil is double-edged for an energy-led tape; a renewed spike would test the YPF leadership.
October · The reform mandate
The next political horizon, where the durability of the Milei agenda meets the ballot box.

07 Questions & Answers

Why did the Merval jump on the reopen?
It priced two days at once. Buenos Aires was closed Monday for a national holiday and missed the region’s Iran oil-relief rally, so the reopen captured that move plus Argentina’s own reform momentum in one candle.
What is the structural case behind the rally?
The Milei reform program: a fiscal surplus, reserves near a record, country risk pressing the symbolic 500 mark, and the US Treasury backstop, with a favorable MSCI reclassification a potential inflow catalyst on top.
What is the main risk to the move?
The equity-bond divergence. Stocks run on domestic flows, but the durable signal is country risk sustaining below 500. Until bonds confirm, the rally carries a question mark, and the index trades richly.

Verdict

Argentina came back from its holiday and did exactly what the chart had set up: it cleared the 200-day line on a breakout candle as the reopen priced the two days of regional relief Buenos Aires had missed. The structural case remains the region’s strongest. The single caveat is unchanged and it matters: equities are front-running a bond market that has not confirmed the re-rating. A sustained break below 500 would settle the argument; until then, the move belongs to the reform story holding.

Related: Best-week recap · The breakout base · Country-risk vs YPF.

A reopen this strong is the calendar paying back what the holiday delayed.

Disclaimer: This report is editorial market analysis based on publicly available data. It is not investment advice. Markets carry risk; consult a licensed professional before trading.

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