CHICAGO (Reuters) - U.S. Federal Reserve
Chairman Alan Greenspan warned of dangers if the
U.S. economy should enter a period of falling prices,
reinforcing beliefs he is not inclined to raise interest
rates.
In his most detailed talk yet on the potential for
deflation, Greenspan said on Saturday a debate on the
issue was hampered by faulty price measures and
lacked clarity.
"Some observers have begun to question whether
deflation is now a possibility," the central bank chief
told the annual meeting of the American Economic
Association (AEA).
"Even if deflation is not considered a significant
near-term risk for the economy, the increasing
discussion of it could be clearer in defining the
circumstance," he added.
Deflation has not occurred in the United States on
a broad scale since the Great Depression of the
1930s.
Greenspan declined to say whether there was an
imminent risk of a deflationary cycle, but said it could
be at least as bad for the economy as inflation.
"Both rapid or variable inflation and deflation can
lead to a state of fear and uncertainty that is
associated with significant increases in risk premiums
and corresponding shortfalls in economic activity," he
said.
Economists listening to Greenspan's speech were
struck by the attention on deflation after decades in
which the Fed has made the fight against rising prices
its overriding mission.
"Today, he devoted a full 15 minutes to discussing
the negative consequences of deflation," said Peter
Kretzmer, an economist at NationsBank.
"It indicates that Greenspan will take a lot of care
before he decides to tighten monetary policy and there
is even a possibility of an easing."
Inflation, running at 2.1 percent, is at its lowest
level in a generation and Fed research suggests even
that figure may be double the actual rate of price
increases.
Asia's financial crisis has put a spotlight on
deflation as producers in the battered region are
expected to unload a glut of cheapened goods, bringing
down global prices.
Before the Asian troubles mounted, Fed
policymakers were leaning in favor of higher interest
rates because of worries that the nation's tight labor
market would generate wage pressures that could
feed inflation.
Allen Sinai, chief economist at Boston-based
Primark Decision Inc., said Greenspan's remarks on
Saturday clearly showed that deflation was at least on
the Fed's radar screen.
"It's a tip-off they will not raise interest rates," he
said. "The Fed will be on guard in either direction."
Fed policymakers next meet on Feb 3-4 to consider
interest rates. The key overnight federal funds rate
currently stands at 5.5 percent and has remained
unchanged since last March.
Discussing deflation, Greenspan drew a distinction
between declines in the prices of assets, such as
stocks and houses, and those of goods and services.
He said a gradual fall in asset prices had
contributed to the recent troubles in Asia but that in
most cases this type of deflation could be absorbed by
the economy.
"But historically, it has been very rapid asset price
declines -- in equity and real estate, especially -- that
have held the potential to be a virulently negative force
in the economy," he added.
The Fed is charged with seeking an environment of
stable prices, in which neither inflation nor deflation is
a threat, while maintaining the maximum level of
employment.
Greenspan said the "remarkable progress" that had
been made in bringing down inflation had brought the
issue of price measurement into especially sharp
focus.
He said there were "uncertainties surrounding the
accuracy of our measured price indexes," adding his
weight to criticism of the main U.S. inflation gauge,
the consumer price index.
Inflation had declined to the point where even an
upward bias of a few tenths of a point mattered, he
said. "Inflation has become so low that policymakers
need to consider at what point effective price stability
has been reached," he noted.