Thursday, May 19, 2011

Bethel Finances: Goldman Sachs warns of regional impact on Israel's economy

www.bethelfinance.com

"Ongoing political developments across the Middle East and North Africa are relevant for Israel and need to be monitored closely. Also, Iran's nuclear program poses additional longer-term risks," cautions Goldman Sachs in a new review on the shekel. However, the investment bank remains "constructive" about the shekel, as it shows steady appreciation on the back of widening demand and interest rate differentials, a more hawkish shift in monetary policy, and a solid external position, particularly over the next six months.

Goldman Sachs revised its forecasts for the shekel's exchange rates against the dollar and euro. It predicts that the shekel-dollar exchange rate will be NIS 3.50/$ (down from NIS 3.52/$) in three months, NIS 3.37/$ (up from NIS 3.35/$) in six months, and NIS 3.30/$ (up from NIS 3.25/$) in twelve months.

Goldman Sachs predicts that the Bank of Israel will raise the interest rate from the current 3% to 3.25% at the end of June, 4.25% at the end of 2011, and 5.25% in 2012.

It predicts that the shekel-euro exchange rate will be NIS 5.08/€ in three months, NIS 5.06/€ in six months, and NIS 5.12/€ in twelve months.

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