this is a big impact

Author

Pete Tan
October 16, 2025

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The U.S. just pulled off one of the boldest foreign market interventions in years and it’s sending ripples far beyond Buenos Aires. Let me walk you through what’s happening, why it matters, and how you can position for the next leg.

Also I am having LIVE Webinar tonight where I am sharing some important news.

Source: Reuters

1 | The U.S. Bails Out Argentina — Here’s What Happened

  • In early October, the U.S. Treasury confirmed a $20 billion currency‐swap / peso purchase intervention to stabilise Argentina’s collapsing currency and prop up President Javier Milei’s government.

  • This isn’t your run-of-the-mill IMF package. This is a direct, hands-on move: the U.S. is literally purchasing Argentine pesos and enabling dollar liquidity.

  • It’s also political. The aid is conditioned. U.S. support may be withdrawn if Milei's party flops in the upcoming legislative elections.

  • The move has triggered backlash at home: U.S. farmers, particularly soybean growers, are furious, accusing the administration of helping Argentina compete with American agriculture.

  • Critics also point out Argentina’s shaky track record with sovereign debt defaults, meaning this rescue could become a money-losing gamble if things go south again.

Bottom line: this is a high-stakes geopolitical bet. The U.S. is forcing its chips into the table, not just for ideology, but for influence in Latin America, trade, and global capital flows.

2 | Why It Matters for Global Markets (and You)

  • Dollar & EM dynamics: The injection of dollars and willingness to defend “fragile” currencies shifts risk appetites. Emerging markets may rally or wobble depending on perceived U.S. commitment.

  • Commodity markets shift: Argentina is a major agricultural exporter. Stabilizing its currency could amplify competition in sectors like soy, corn, and grains.

  • Investor confidence test: Taking such a bold step raises the bar for future crisis responses. Markets will compare U.S. resolve in Argentina to its behaviour in other trouble zones.

  • Political risk alert: Because support is conditional, any misstep (domestic or abroad) might trigger sudden capital flight or reversals.

  • Debasement of USD: This is perhaps the most important part. U.S. is printing fiat money to buy Argentina’s weak fiat money. This debasement of currency could lead to high asset price increase.

3 | What This Tells Us About What’s Going On Right Now

  • The U.S. isn’t just reacting, it’s proactively shaping the geopolitical and financial landscape.

  • We’re in a state of “strategic interventionism”: markets aren’t always allowed to collapse unassisted when the U.S. deems the stakes high.

  • Conditions matter more than ever. Bailouts, support, and policies will likely come with strings attached (e.g. reform demands, election outcomes).

4 | Join Me LIVE: “Making Sense of Chaos — Your 2025 Playbook”

📅 Thursday, 16 October
🕘 9:00 PM (SGT / UTC+8)
👉 Register now: Zoom Webinar Registration

In our session, you’ll get:

  • Real-time breakdowns of today’s biggest market stories (yes that includes Argentina)

  • What the latest earnings are really saying (beyond the headlines)

  • My precise portfolio shifts + tactical moves for the rest of 2025

This isn’t just theory — I’ll show you exactly what I’m doing with my own capital. No fluff, no jargon, just actionable insight.

Slots are limited, so secure your spot now.
Register →

Let’s make sense of the noise together.

Happy Hunting!

Meanwhile, check this out for your taxes:

It's not you, it’s your tax tools

Tax teams are stretched thin and spreadsheets aren’t cutting it. This guide helps you figure out what to look for in tax software that saves time, cuts risk, and keeps you ahead of reporting demands.

Pete
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🚨‼️ By the way, I’ll never PM anyone on telegram or any other social media platforms. If you receive any “Pete” messaging you, these are scammers impersonating me. Pls beware!

The information provided in this newsletter is for informational purposes only and does not constitute financial advice. Readers should seek their own independent financial advice before making any investment decisions. Please note that while Pete is a portfolio manager, the opinions expressed in this newsletter are his own and do not represent the views of any organization. Always perform your own research and due diligence before investing.