Local markets are pricing in 300-basis-points of rate cuts over the next two years.
Finally a rates smile...
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Fri, 15 Aug 2008 10:09
The South African Reserve Bank's decision not to hike its key
interest rate was a positive development for business and consumer
confidence, Business Unity SA said on Thursday.
"On a balance of risks, Busa sees holding interest rates unchanged
at this point in time as the right decision."
Although the short-term inflation trends suggested that inflation
would get worse before it got better, recent economic evidence
indicated the medium-term inflation outlook — on which inflation
targeting is based — had improved considerably.
"The fall in oil prices, the strengthening of the rand, the slowing
of consumer demand in the economy, and the changes in the way the CPIX
is to be calculated in future all indicate that inflation could be back
within its official three to six percent target range by the end of 2009."
Two-year lagBusa added that with ten rises in the SARB's repo rate since
mid-2006, it could take up to two
years for interest rate increases to
have an impact on the economy.
"There are inevitable time-lags in the implementation of monetary
policy," Busa said.
However, Busa believed that South Africa was relying too heavily on
interest rates to drive adjustments in the economy.
"The rapid and effective implementation of supply-side measures
through AsgiSA to boost production and a sensible 'administered prices'
policy would help to stabilise the economy," it said.