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FINWIRES

インフォメトリックスによると、ニュージーランド準備銀行(RBNZ)は2027年半ばまでに政策金利を4%に引き上げる見込み。

-- ニュージーランド準備銀行(RBNZ)は、7月から政策金利(OCR)を今年3回引き上げる見込みで、OCRは2027年半ばまでに4%、2028年前半には4.5%に達すると、インフォメトリックス社は金曜日のレポートで述べた。 インフォメトリックス社は、燃料価格の高騰によりインフレ率が第2四半期に年率4.8%に達すると予測している。これは中東紛争の直接的な影響であり、RBNZがほとんど対処できないものだ。 同社はさらに、たとえ燃料価格が下半期に落ち着いたとしても、インフレ率は2027年3月には年率3.9%、同年12月には3%に達すると予想しており、燃料価格高騰の二次的な影響は数四半期にわたって経済全体に波及すると付け加えた。 「今年の家計支出の伸び率はわずか0.8%にとどまると予想しており、これは紛争前の予測よりも2ポイント低い水準です」と、インフォメトリックスのチーフ・フォーキャスター、ガレス・キーナン氏は述べた。 インフォメトリックスによると、ニュージーランドの燃料供給に深刻な、あるいは長期的な混乱が生じないことを前提とした場合、国内総生産(GDP)の伸び率は従来の2.5%から1.3%に下方修正された。ただし、政府の燃料供給対策計画は、いずれかの段階でフェーズ2または3に引き上げられる可能性があると付け加えた。 キーナン氏は、今年の家計支出の伸び率は従来の予測よりも2ポイント低い0.8%にとどまると予想していると述べた。

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