南非兰特兑美元微涨至19.5左右,此前4月7日跌至19.6以上,创2023年新低,主要原因是在持续的贸易紧张局势下,贵金属,尤其是黄金价格上涨。然而,投资者仍然关注南非的政治格局,特别是联合政府的未来,正在进行讨论以解决预算分歧。在3月份预算案获得批准后,GNU面临内部冲突,ANC、DA和其他政党就增值税(VAT)的拟议增加发生冲突。在货币政策方面,南非储备银行预计将在5月份保持利率不变,因为它评估了美国总统特朗普贸易政策对通胀的潜在影响。在全球不确定性和美联储谨慎的立场下,央行在3月份选择保持利率稳定。
The South African rand edged up to around 19.5 per USD, following a dip to over 19.6 on April 7, marking a 2023-low, mainly driven by rising prices of precious metals, particularly gold, amidst ongoing trade tensions. Investors, however, remained focused on the political landscape in South Africa, particularly the future of the coalition government (GNU), with discussions underway to address disagreements over the budget. Following the Budget’s approval in March, the GNU has faced internal strife, with the ANC, DA, and other parties clashing over a proposed increase in the value-added tax (VAT). On the monetary policy front, the South African Reserve Bank is expected to keep interest rates unchanged in May as it assesses the potential impact of US President Trump’s trade policies on inflation. The central bank opted to hold rates steady in March, amid global uncertainty and a cautious US Federal Reserve stance.