by VT Markets
Jul 23, 2026
크리스틴 라가르드는 유럽중앙은행(ECB)이 7월 통화정책회의에서 핵심 정책금리를 동결했다고 밝히는 한편, 상방으로 기울어 있는 인플레이션 위험을 평가하고 있다고 말했다. 그는 에너지 충격이 더 심화될 가능성을 언급하며, 에너지 가격이 높은 수준을 더 오래 유지할 경우 2차 파급효과를 유발할 가능성이 더 크다고 경고했다.
그는 또한 기후위기와 연관된 극단적 기상현상이 식료품 가격을 끌어올릴 수 있다는 가능성도 지적했다.
6월 결정 이후 ECB는 비교적 양호한 전개를 관찰했다고 밝혔다. 여기에는 MOU 이후 브렌트유 가격이 예상보다 빠르게 하락한 점 등이 포함된다. ECB의 평가는 공급 충격의 강도, 지속성, 전파 경로에 초점을 맞췄다.
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