🐂 Not all bull runs are created equal. November’s AI picks include 5 stocks up +20% eachUnlock Stocks

Market divided on Colombia interest rate decision - hold or raise?- Reuters Poll

Published 04/21/2023, 10:02 AM
Updated 04/21/2023, 10:06 AM
© Reuters. FILE PHOTO: General view of Colombia's central bank in Bogota, Colombia October 9, 2019. Picture taken October 9, 2019. REUTERS/Luisa Gonzalez/File Photo
MS
-

By Nelson Bocanegra

BOGOTA (Reuters) - Analysts are divided on whether Colombia's central bank board will hold the interest rate steady for the first time in 18 months or back one more increase in a tightening cycle meant to fight inflation, a Reuters poll showed on Friday.

Fifteen of 26 analysts predicted the seven-member board will hold the rate at 13% at its meeting next week, while the remaining 11 projected a 25 basis point increase to 13.25%.

The majority believed inflation will have reached its peak in March, when it rose to an unexpected 12-month figure of 13.34%, more than four times the bank's 3% target rate.

"We expect policymakers to stay on hold, but we do not rule out the possibility of a final +25bps move in light of the elevated March CPI reading," said Morgan Stanley (NYSE:MS) in a note.

The board has raised borrowing costs by 1,125 points since September 2021 as economic growth sent inflation soaring. Colombia's economy expanded 7.5% last year.

Some analysts, however, are not convinced consumer prices have peaked, giving board members justification for one last hike.

"Core inflation, which responds purely to demand pressures and which the bank watches most, indicates that it could keep rising, including until mid-year," said Fabio Nieto, head of economic studies at Banco Agrario.

Finance Minister Jose Antonio Ocampo said on Thursday he was confident of lowering inflation.

"We expect a general fall in inflation this month and for that to facilitate monetary policy that helps (economic) reactivation," he said, adding he expects the bank to begin rate cuts in the second half.

© Reuters. FILE PHOTO: General view of Colombia's central bank in Bogota, Colombia October 9, 2019. Picture taken October 9, 2019. REUTERS/Luisa Gonzalez/File Photo

Economic growth will slow to 1% this year, according to median figures from the poll, 2.3% in 2024 and 3% in 2025.

The analysts predicted the interest rate will remain steady until September or October, ending the year at 11.5%, 2024 at 6.75% and 2025 at 5.25%.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers.
© 2007-2024 - Fusion Media Limited. All Rights Reserved.