Goldman, Morgan Stanley’s South Africa Inflation Call Undercuts Central Bank

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Why This Matters

Goldman Sachs and Morgan Stanley predict that South Africa's inflation forecast for 2026 may be lowered, which could influence the Reserve Bank's interest-rate decision.

Market Impact

Market impact analysis based on bearish sentiment with 80% confidence.

Sentiment
Bearish
AI Confidence
80%
Time Horizon
Short Term

Article Context

Note: This is a brief excerpt for context. Click below to read the full article on the original source.

Goldman Sachs Group Inc. and Morgan Stanley see room for the South African Reserve Bank to lower its inflation forecast for 2026, as policymakers prepare for their first interest-rate decision of the year later this week.

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Original article published by Bloomberg on January 27, 2026.
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