南非兰特兑美元汇率约为17.2,为9月23日以来的最高水平,因为黄金的持续走强掩盖了美元的温和涨幅。与此同时,交易员们监测了全球风险,包括美国政府长期停摆及其对利率的潜在影响。在当地,南非储备银行预计将在11月保持利率不变,旨在将通胀锚定在其3%-6%目标区间的下限,这是其新的首选目标。该行的预测显示,通货膨胀率在2025年最后一个季度达到4%的峰值,然后在2027年降至3%。与此同时,在《非洲增长与机会法案》(AGOA)上周到期后,人们的注意力也集中在与美国的贸易关系上。该法案于2000年颁布,为南非约17%的出口产品提供免税准入,支持汽车、纺织和农业等关键行业。据报道,特朗普总统支持延长一年,但美国政府关门导致行动停滞。
The South African rand traded around 17.2 per USD, its highest level since September 23, as the ongoing strength in gold overshadowed the dollar’s modest gains. Meanwhile, traders monitored global risks, including the prolonged US government shutdown, and its potential impact on interest rates. Locally, the South African Reserve Bank is expected to keep rates unchanged in November, aiming to anchor inflation at the lower end of its 3%–6% target range, its newly preferred goal. The bank’s forecasts show inflation peaking at 4% in the final quarter of 2025 before easing to 3% by 2027. Meanwhile, attention is also focused on trade relations with the US following the expiration of the African Growth and Opportunity Act (AGOA) last week. Enacted in 2000, it provided duty-free access for about 17% of South African exports, supporting key sectors such as vehicles, textiles, and agriculture. President Trump reportedly backed a one-year extension, but the US shutdown stalled action.