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Steady rand eyes inflation data

Jan 18 2012 09:09 Reuters

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Johannesburg - The rand gained slightly against the dollar in early Wednesday trade, supported by firmer commodity prices and an uptick in risk sentiment globally as investors waited for market-sensitive domestic inflation and retail sales data.

The rand was up at R8.028 to the dollar at 06:10 GMT, after closing at R8.04 in New York.

It traded as high as R7.9928 on Tuesday and looks set to test the psychologically important R8.0 level if data point to sustained growth in Africa's biggest economy.

Beyond R8.0, the rand is likely to meet resistance at R7.95, its December high.

Government bonds firmed after a good auction on Tuesday. Yields were down 4 basis points to 6.73% for the 2015 bond and 8.485% on the 2026 issue.

Inflation data due at 08:00 GMT will show the extent of an upwards trend in consumer prices, while retail sales numbers at 11:00 GMT should reveal the state of consumers’ pockets.

Economists expect an uptick to 6.2% in December inflation from 6.1% the previous month, while retail sales growth is expected to have slowed to 7.2% in November from 7.4% in October.

The purchasing managers’ index is also due at 09:00 GMT, with the leading manufacturing indicator seen in positive territory.

“If these data collectively reinforce our view that the South African economy is not in dire need of additional monetary accommodation over the coming months, then the cost of shorting the rand would remain relatively punitive and as a result help deter rand bears,” Absa Capital said in a note.

State power utility Eskom is also due to sell a total of R250m of its ES18 and ES26 bonds later in the session. 

 
 
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