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Back美연준 해맥 "금리 소폭·잦은 조정 바람직…인플레 고착 위험"
美연준 해맥 "금리 소폭·잦은 조정 바람직…인플레 고착 위험"
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연합뉴스2 hours agoBusiness2 min readSouth KoreaView translation

美연준 해맥 "금리 소폭·잦은 조정 바람직…인플레 고착 위험"

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베스 해맥 미국 클리블랜드 연방준비은행 총재는 AI 인프라 확충으로 인한 수요 증가가 물가 상승 압력을 광범위하게 일으키고 있다고 진단하며, 소폭의 금리 조정을 선호한다고 밝혔다. 그는 적절한 통화정책을 펴도 물가상승률이 2%로 복귀하는 데 시간이 걸릴 것이라고 전망했다.

AI-generated summary

Why It Matters

미국은 현재 기준금리를 연 3.75~4.00% 수준에서 유지하고 있으며, 물가상승률은 2% 목표 달성을 향해 진행 중이다. 클리블랜드 연은은 지역 경제 동향을 분석하는 연방준비은행 중 하나이다.

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(뉴욕=연합뉴스) 임수정 특파원 = 베스 해맥 미국 클리블랜드 연방준비은행(연은) 총재는 12일(현지시간) 금리를 한꺼번에 큰 폭으로 조정하기보다 "소폭으로 자주 조정하는 것"이 인플레이션 심리의 고착화를 막는 데 도움이 된다는 견해를 밝혔다.

해맥 총재는 이날 오하이오주 클리블랜드에서 열린 전미실물경제협회(NABE) 연례회의 연설에서 "물가 상승 압력이 특정 부문에 집중되기보다 상대적으로 광범위하게 나타나고 있다"고 진단하며 이같이 말했다.

그는 "가능하다면 정책 조정을 미루다가 더 큰 폭의 궤도 수정이 필요해질 위험을 감수하기보다는, 비교적 신속하게 소폭의 조정을 단행하는 것이 더 바람직하다고 생각한다"고 밝혔다.

해맥 총재는 에너지 가격 이외 부문에서도 인플레이션 압력이 나타나고 있다고 우려했다.

그는 "올해 유가와 휘발유·경유 가격 상승이 주목받았지만, 이것이 전부는 아니다"라며 관할 지역 기업들이 원가 상승률보다 더 큰 폭으로 판매가격을 인상할 계획이라고 전했다.

특히 인공지능(AI) 인프라 확충에 따른 수요 증가가 컴퓨터·전자·첨단기술 부품 가격을 끌어올리면서 데이터센터뿐 아니라 항공·발전·건설 분야의 비용 부담도 높이고 있다고 지적했다.

클리블랜드 연은 연구진이 추정한 미국의 기조적 물가상승률은 현재 2%대 중후반 수준이라고 해맥 총재는 설명했다.

해맥 총재는 "적절한 통화정책을 시행하더라도 물가상승률이 2%로 돌아오는 데는 시간이 걸릴 것"이라며 "물가상승률을 적시에 2%로 되돌리기 위해서는 제약적인 통화정책 기조가 적절하다"고 강조했다.

다만 오는 27∼28일 열리는 미국 연방준비제도(Fed·연준)의 연방공개시장위원회(FOMC)에서 추가 금리 인상을 지지할지는 명확히 밝히지 않았다.

시장에서는 연준이 기준금리를 현행 연 3.75∼4.00%로 동결할 것으로 예상하고 있다.

What to Watch

AI outlook — possibilities, not facts

  • 미국 연방준비제도가 오는 27~28일 FOMC 회의에서 기준금리를 동결할 것

    Likely · Within days

  • 물가상승률이 2%로 복귀하는 데 수개월 이상의 시간이 걸릴 것

    Likely · Within months

Open Questions

  • 오는 FOMC 회의에서 금리 동결 여부가 확정될지
  • AI 인프라 확충으로 인한 물가 압력이 어느 정도 지속될지
  • 에너지 가격 외 부문의 인플레이션이 얼마나 확산될지

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This article was originally published by 연합뉴스.

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