
南ア中銀、0.25%利下げ 貿易戦争の潜在的影響を議論
[プレトリア 30日 ロイター] - 南アフリカ準備銀行(SARB、中央銀行)の金融政策委員会(MPC)は30日、政策金利のレポ金利 (ZAREPO=ECI), opens new tab を25ベーシスポイント(bp)引き下げて7.50%とした。3回連続の利下げとなる。不透明な世界情勢をにらみ、貿易戦争の潜在的影響についての議論に時間をかけた。
利下げは市場の予想通りだった。
委員会では4人が25bpの利下げを主張し、2人が据え置きを支持した。
同中銀は声明で「委員会は最終的に、政策の引き締め度合いを緩和し、スタンスをやや中立的にすることが可能だとの点で合意した。委員全員が不透明な世界経済の見通しを懸念していた」と述べた。
声明によると、委員会は、米国の関税が一律10%ポイント引き上げられ、他国が報復措置を取るという貿易戦争のシナリオの検討に時間を費やした。
このシナリオでは、通貨ランドが1ドル=21ランド近くまで下落し、国内インフレ率が5%に達すると予測した。中銀の発表後、ランドは1ドル=18.44ランド付近で取引されている。
ロイター調査によると、19人のエコノミスト全員が25bpの利下げを予想していた。ただトランプ米政権の政策がどのように具体化するかを見守るため、今後の利下げは段階的になる可能性が高いとの見方が多い。
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Bhargav Acharya
トムソン・ロイター
Based in Johannesburg, Bhargav reports on breaking news across Sub-Saharan Africa. He has covered several high-profile stories on the continent, including former Paralympic star Oscar Pistorius's parole and release and the BRICS summit. Previously he spent three and a half years in Bengaluru, India, as part of Reuters' Global News Monitoring team. He has a master's degree in International Studies.
Tannur Anders
トムソン・ロイター
Tannur Anders, based in Johannesburg, is a Breaking News Correspondent covering Sub-Saharan Africa. She has covered Johannesburg Stock Exchange-listed companies, the BRICs Summit of emerging economies and the South African central bank's interest rate decisions. Anders holds an undergraduate Politics, Philosophy and Economics degree and a post-graduate degree in Journalism and Media Studies. She is passionate about political-economic stories that highlight social issues. Her career highlight is interviewing the youngest-ever Nobel Peace Prize winner Malala Yousafzai.
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