15/06/2026 03:04 - Internacionales
Barcos petroleros navegando por el Estrecho de Ormuz con cielo despejado y aguas tranquilas, simbolizando la reapertura del comercio internacional y la paz
The United States and Iran reached a historic peace agreement on Sunday, June 14, 2026, ending more than three months of conflict that kept the international community on edge. President Donald Trump announced on his Truth Social network: "The deal with the Islamic Republic of Iran is now complete. Congratulations to all!".
The agreement establishes "immediate and permanent" cessation of military operations on all fronts, including Lebanon. The official signing ceremony will take place on June 19 in Geneva, with the possible presence of Vice President JD Vance and even Trump himself.
| Indicator | Variation | Current Value |
|---|---|---|
| Brent Crude Oil | -4.3% | USD 84/barrel |
| Gold | +1.91% | Rising |
| US Dollar (DXY) | -0.26% | Weakening |
| Nasdaq | +1.61% | Euphoria |
| DAX (Germany) | +1.77% | Rising |
The Strait of Hormuz is a strategic maritime passage located between the Persian Gulf and the Gulf of Oman. Approximately 20% of the world's oil supply and a significant portion of liquefied natural gas transits through it. Its closure during the conflict caused a significant increase in fuel prices globally, affecting supply chains and generating inflationary pressures in multiple countries.
Trump stated: "I fully authorize the toll-free opening of the Strait of Hormuz and, simultaneously, authorize the immediate lifting of the United States naval blockade. Ships of the world, start your engines. Let the oil flow!".
UN Secretary-General Antonio Guterres celebrated the agreement through a statement: "The Secretary-General hopes that the parties will take advantage of this new momentum and redouble their efforts towards a final resolution of the conflict".
Pakistani Prime Minister Shehbaz Sharif announced the agreement, thanking Washington and Tehran "for finding a diplomatic solution to the conflict". He also recognized the role of Qatar, Saudi Arabia and Turkey as mediators.
French President Emmanuel Macron indicated that the agreement will be a key point of discussion at the G7 summit beginning Monday in France, where he will receive Trump and other world leaders.
Note: Argentina is South America's second-largest economy and has been undergoing significant economic reforms under President Javier Milei's administration since 2023.
The peace agreement has significant implications for Argentina's economy. According to consultancy EconViews, led by Miguel Kiguel (former Central Bank president), the improved debt rating for Argentina (S&P raised from CCC+ to B-) keeps the country above Ecuador (400 basis points sovereign spread).
Consultancy FMyA highlights that Argentina's country risk fell to 437 basis points, the lowest level since May 2018. May inflation stood at 2.1% monthly, and for June a deceleration to 1.9% is projected.
The Central Bank of Argentina (BCRA) accumulated more than USD 10.6 billion in net purchases during 2026, strengthening international reserves. The peso weakened to 1,430 per dollar, with the Central Bank selling exchange coverage for almost USD 2 billion in two weeks.
However, consultancies like FMyA and Criteria warn that sectors of the real economy still do not see the fruits of macroeconomic improvement. April activity data showed monthly declines of 2.1% in industry and 4% in construction.
The Third Gulf War began on February 28, 2026 with coordinated attacks by the United States and Israel against Iran. Tehran responded with attacks on Israel and regional allies, in addition to blocking the Strait of Hormuz. The conflict left more than 3,700 dead in Lebanon according to verified data. Global strategic oil reserves were depleted during more than 100 days of conflict, with the International Energy Agency releasing 400 million barrels.
Consultancy Criteria indicates that dual CER-TAMAR bonds offer real yields of 4.5-6.1% over CER or 7.8-9.4% over TAMAR, with upside potential if inflation continues to decline.
The market anticipates that if the peace agreement is confirmed, global inflationary pressure would ease and the risk of new interest rate hikes would recede. The Federal Reserve maintains its rate at 4.5%, and the European Central Bank has already raised its benchmark rate due to war inflationary pressures.
Country Risk: A measure indicating the risk premium investors demand for a country's debt compared to US Treasury bonds. Lower values indicate better creditworthiness.
CER (Reference Stabilization Coefficient): An Argentine inflation-indexed unit used for financial instruments, reflecting accumulated inflation.
TAMAR: A reference interest rate in Argentina's bond market.
Alfredo S. Quiroga
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