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Inflation wheel turns
Article By:
Tue, 22 Jul 2008 17:35
A recent brightening in South Africa's longer-term inflation outlook
means consumers can start to expect the peak in the interest rate cycle
sooner rather than later, Old Mutual said on Tuesday.
"They can possibly look forward to quicker cuts in rates as well,
barring unexpected shocks," said Rian le Roux, head of economic
research at Old Mutual Investment Group SA in a statement.
There was good news for consumers in the latest developments around
the rand, the coming revamp of inflation data and even the sharp
slowdown in economic growth.
"Taken together, they have contributed to a notable lowering of our
inflation forecasts for 2009," he added.
This meant that South Africans could possibly look forward to an
earlier decline in interest rates in 2009 than previously expected.
Le Roux expected CPIX to peak at around 13.5 percent in the next few
months, and then to fall gradually through the end of 2008, with a
sharper
decline in 2009.
He expected that the three to six percent inflation target would be
met by the third quarter of 2009.
"The risk of further hikes has receded notably, although it has not
disappeared completely," he said.
"We have also brought forward our forecasts for interest rate
easing, now beginning from mid-2009 rather than late 2009."
Le Roux, however, said the down-cycle in interest rates should be
fairly gradual rather than sharp due to a number of obstacles like
increases in electricity prices, high inflation expectations and high
wage rises.
He said the surprisingly sharp economic slowdown seen recently had
shown that the past tightening in monetary policy was "working very
well to curb the consumer", and the latest 50-basis-points hike had yet
to make itself felt.