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Retail sector deeper into recession
10/17/2008 12:00 AM
Retail sales for August confirmed that the retail sector remains firmly in recession (see graph). Available data indicate that the slowdown in consumer demand accelerated into 3Q08, with retail sales in July and August more than 3% down on the 2nd quarter. The slowdown in consumer demand is one of the reasons the SARB should keep interest rates unchanged. However, continued high inflation should prevent any cut in interest rates until well into 2009.