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Interest rate hike on horizon

Dec 16 2009 08:06

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Johannesburg - The possibility of near-term positive inflation surprises remains, given the rand's continued strength, but beyond the middle of next year, the outlook is decidedly more worrying, according to economists.

"We thus remain comfortable with the view that rates have bottomed and that the next likely move will be up," says economist from Cadiz, Adenaan Hardien.

"Although consumer inflation will likely breach the target in December, the latest report again confirms the possibility of near-term positive surprises. Inflation is expected to move higher due to the unwind of positive base effects, a 27 cents per litre petrol price hike and the inclusion of the bi- annual surveys of rentals and owner's equivalent rent," he says.

"We expect consumer inflation to peak in January and slip back into target by the end of the first quarter. But we expect consumer inflation to again breach the target from the fourth quarter of 2010. This will largely be the result of the inclusion of residential electricity tariff adjustments from July," says the economist.

Economist from Efficient, Freddie Mitchell, says "lower inflation rate levels may disappear in 2010 onwards when the Eskom tariff hike take effect in March 2010 to 2012".

At the moment, though, he says that weaker consumer demand coupled with a stronger rand and decreasing producer prices is taking its toll on sales by businesses and retailers within the economy and consequently "pushing down" prices.

It is not likely that near-term surprises will entice the central bank to cut rates again.

- I-Net Bridge

 
 
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