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Bonds rally on encouraging CPI data

Jul 28 2010 17:58

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Johannesburg  South African bonds rallied on Wednesday after better than expected consumer inflation data for June, which traders say re-ignites hopes of another rate cut this year.

By 15:45 the benchmark R157 bond was at 7.580% after closing at 7.655% on Tuesday and the 10-year R207 was bid at 8.260% from 8.345% previously.

The long-term R186 was bid at 8.565% from 8.615% at its previous close.

The rand was bid at R7.3531 to the dollar from R7.3110 at its previous close.

"Bonds are rallying on the better than expected CPI data," a local bond trader said.

He said the assumption in the market was that this re-ignited hopes of another rate cut this year, something markets and economists of late have been ruling out.       

The increase in South Africa's consumer price index (CPI), which is used by the South African Reserve Bank (Sarb) for its inflation target, was 4.2% year-on-year (y/y) in June from 4.6% y/y in May, Statistics South Africa (Stats SA) said on Wednesday.

It remains well within the target band of between 3% and 6%. 

CPI was at 0.0% month-on-month (m/m) from 0.2% m/m in May. 

CPI was expected to have decreased to 4.5% y/y, according to a survey of leading economists by I-Net Bridge, with forecasts among the 10 economists ranging from 4.3% to 4.7%.

  - I-Net Bridge

 
 
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