# Argentina's Disinflation Stalls

With monthly inflation stuck near 2% and the peso managed, Argentina's real exchange rate keeps strengthening, which squeezes local industry and builds pressure for either faster monetary tightening or a later devaluation.

- Conviction: 42 / 100 (strengthening)
- Horizon: Emerging (watchlist)
- Tracking since: 2026-11-11T00:00:00.000Z
- Last updated: 2026-11-12T14:14:59.278Z
- Canonical: https://polylog.news/trends/argentina-disinflation-plateau
- Publisher: Polylog
- Affected regions: Latin America

## Recent score history

- 2026-11-11: 40
- 2026-11-12: 42

## Recent evidence

- [confirms] Argentina's Treasury Releases Pesos After Rolling Over Less Than All Maturing Debt (2026-11-12): Argentina's Economy Ministry reported a 103% debt rollover by excluding two inflation-linked bonds. Analysts who counted them put it near 84%, which leaves about 1.7 trillion pesos in the market. Adding peso liquidity, and using flattering accounting, works against further disinflation and adds to pressure on the managed peso.
- [confirms] Argentina Awaits October Inflation Data With Monthly Price Growth Stuck Near 2% (2026-11-11): Analysts expect Thursday's October CPI to show a 1.8% monthly rise, still stuck near 2%. Textile output is down almost 34% in three years and about 1,000 textile firms have closed under Milei, the squeeze on local industry from a strengthening real exchange rate that the thesis predicts.