英镑/南非兰特 (GBPZAR) 加自选

南非兰特上涨1.5%，至约17.5美元，为2024年11月以来的最高水平，受鲍威尔讲话拖累美元后金价上涨的推动。鲍威尔在杰克逊霍尔研讨会上表示，尽管通胀风险持续存在，但未来可能会降息。在国内，7月份通货膨胀加速，达到10个月来的最高点3.5%，仍在南非储备银行（SARB）的目标范围内。州长Lesetja Kganyago最近表示，预计未来几个月通货膨胀率将上升，然后在中期内逐渐恢复到3%左右。然而，中期前景仍然不确定，因为南非的通胀目标可能会被修订，以及与美国关税和其他全球不确定性相关的风险。

The South African rand climbed up to 1.5% to about 17.5 per USD, its strongest level since November 2024, Boosted by gains in gold prices after Powell’s remarks dragged down the dollar. Speaking at the Jackson Hole symposium, Powell signaled possible rate cuts ahead, even as inflation risks persist. Domestically, inflation accelerated in line with expectations to a 10-month high of 3.5% in July, remaining within the South African Reserve Bank’s (SARB) target range. Governor Lesetja Kganyago recently indicated hat inflation is expected to rise in the coming months before gradually returning to around 3% in the medium term. The medium-term outlook, however, remains uncertain amid a potential revision of South Africa’s inflation target and the risks associated with US tariffs and other global uncertainties.