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US must tackle government deficit, says IMF report

Andrew Walker By Andrew Walker Economics correspondent, BBC World Service

There is an urgent need for the US to tackle the deficit in the government's

finances, according to the International Monetary Fund (IMF).

The organisation has warned that the size of the deficit risks creating

instability in the financial markets.

However, the global economic recovery is gaining strength, the IMF said.

In developed economies the private sector is increasingly replacing government

spending in driving that recovery, it added.

This reduces the risks of a renewed recession as governments continue to curb

their spending, the IMF's Fiscal Monitor said.

However the report warned that developed economies still needed to watch levels

of government debt.

"Among the advanced economies, the United States, in particular, needs to adopt

measures that would allow it to meet its fiscal commitments," the IMF warned.

"Market concerns about sustainability remain subdued in the United States, but

a further delay of action could be fiscally costly, with deficit increases

exacerbated by rising yields," it said.

The US federal deficit currently stands at $1.4 trillion ( 858bn) and is

expected to reach $1.5 trillion in the current fiscal year.

Deficit reduction

Speaking at the World Economic Forum meeting in Davos in January US treasury

secretary Timothy Geithner set out the US government's position on the federal

deficit.

Florida protesters March 2011 Efforts by some US states such as Florida to

tackle their deficits have been met with opposition

"There is a much greater recognition across the US political system that our

fiscal position is unsustainable in the long-run," said Mr Geithner.

"I know there are people who would like to make very deep cuts that would

undermine the recovery.

"You got to make sure that you don't hurt the recovery and take so much risk

that you damage the early expansion by shifting too prematurely to substantial

restraints.

"We're not going to let that happen. There are some people who like to move...

very quickly to do very deep cuts in spending, but it is not the responsible

way to do it."

Competitive currency

The IMF's twice-yearly assessment of the global economy also suggested that

risks were building in emerging countries.

It said some of them should allow their currencies to rise, which would help

contain inflation by making imports cheaper.

There was a strong implication that China is one country that the IMF has in

mind.

A stronger and therefore less competitive currency is something that many other

countries would like to see in China.

India is forecast to continue growing very strongly in the next two years,

though not as rapidly as in 2010, when the IMF's data shows it having grown

even faster than China.