CHAPTER 12

THE FEDERAL RESERVE

MONETARY POLICY

 

GENERAL INFORMATION

-        THE FED WAS CREATED IN 1913 TO AID IN RESTORING CONFIDENCE IN THE BANKING SYSTEM

 

STRUCTURE OF THE FED

-        THERE ARE 12 FEDERAL RESERVE DISTRICTS

o      PHILADELPHIA IS THE CLOSEST

 

-        THE BOARD OF GOVERNORS ARE APPOINTED BY THE PRESIDENT FOR 14 YEAR TERMS

o      THIS CREATES INDEPENDENCE FROM THE EXECUTIVE

o      BEN BARNAKE IS THE CURRENT CHAIRMAN

§       SOMETIMES REFERRED AS AN ECONOMIC CZAR

§       2ND MOST POWERFUL POSITION IN THE U.S.

 

-        THE FOMC ( FEDERAL OPEN MARKET COMMITTEE) MAKES DECISIONS AFFECTING THE GROWTH OF THE MONEY SUPPLY

o      BUYING AND SELLING BONDS

 

-        THE FED IS OWNED BY THE MEMBER BANKS WHO ARE REQUIRED TO MAINTAIN RESERVES WITH THE FED

o      ENABLES THE FED TO EXERT MONETARY CONTROL

 

GENERAL DUTIES OF THE FED

 

-        MAINTAIN OUR MONETARY SYSTEM

 

-        KEEP OUR MONEY SOUND

 

o      STABLE, RELIABLE AND VALUABLE

o      IT ATTEMPTS TO CONTROL THE VOLUME OF MONEY (CREDIT) IN CIRCULATION

 

SPECIFIC DUTIES OF THE FED

 

-        SUPERVISE

o      MEMBER BANKS

o      BANK HOLDING COMPANIES

o      INTL. BANKS THAT DO BUSINESS IN THE U.S.

 

-        CLEARING HOUSE FOR CHECKS

 

-        ENFORCES CONSUMER LEGISLATION

 

o      TRUTH IN LENDING ACT – REGULATION “Z”

§       SIZE OF DOWN PAYMENT

§       THE NUMBER AND SIZE OF MONTHLY PAYMENTS

§        TOTAL AMOUNT OF INTEREST TO BE PAID

§       THE A.P.R. (ANNUAL PERCENTAGE RATE)

 

-        PRINT AND COIN MONEY

 

-        SET MARGIN REQUIREMENT (SEC)

 

o      THE % OF DOWN PAYMENT NEEDED TO BUY STOCK

§       INTENDED TO STOP SPECULATION

§       USUALLY SET AROUND 50 – IT COULD BE SET AT 100

 

MONETARY POLICY Monetary Policy.htm

 

-        INTENDED TO

o      CONTROL THE EXPANSION AND/OR CONTRACTION OF THE MONEY SUPPLY

 

o      INFLUENCE THE COST AND THE AVAILABILITY OF MONEY

§       THEREBY INFLUENCING ECONOMIC ACTIVITY

§       CONTROLS THE VOLUME OF MONEY IN CIRCULATION

 

-        IN THE U.S. BANKS OPERATE UNDER THE FRACTIONAL RESERVE SYSTEM

 

o      THEY ARE ONLY REQUIRED TO MAINTAIN A SMALL AMOUNT OF MONEY ON HAND WHILE BEING ABLE TO LEND THE REMAINING AMOUNT OF DEPOSITS

 

§       THE MORE MONEY THAT A BANK CAN LEND OUT, THE MORE INCOME IT CAN MAKE

o      THE FRACTIONAL RESERVE SYSTEM ALLOWS THE MONEY SUPPLY TO GROW SEVERAL TIMES THE AMOUNT OF MONEY HELD IN DEPOSITS

 

o      MONEY SUPPLY  =  TOTAL RESERVES  /  RESERVE REQUIREMENT

 

§       EXAMPLE    $5000  =  $1000 / .20

·       THE MONEY SUPPLY IN THEORY CAN EXPAND 5 TIMES WITH A RESERVE REQUIREMENT OF 20%

 

o     TOOLS OF MONETARY POLICY

 

§       RESERVE REQUIREMENT (INCLUDES VAULT CASH PLUS DEPOSITS WITH THE FED)

·       Def – AN AMOUNT OF MONEY THAT A BANK IS PROHIBITED FROM LENDING

·       THIS SPECIFIC MONETARY POLICY COULD POTENTIALLY HAVE THE GREATEST IMPACT UPON THE MONEY SUPPLY

o      RESERVES ACT AS A RESTRAINT ON THE POWER OF BANKS TO MAKE LOANS AND EXPAND THE MONEY SUPPLY

 

§       REDISCOUNT RATE

 

·       Def – THE INTEREST RATE CHARGED BY THE FED TO MEMBER BANKS

o      THE REDISCOUNT RATE IN TURN AFFECTS SUCH RATES AS THE PRIME RATE

§       Def – THE INTEREST RATE CHARGED TO A BANK’S BEST CUSTOMERS

 

·       THIS WILL AFFECT THE WILLINGNESS OF THOSE WHO MIGHT WANT TO BORROW MONEY

 

·       A BANK’S MARGINAL PROFIT (SPREAD) IS USUALLY

     2%  OR 3 %

 

§       OPEN MARKET OPERATIONS

 

·       THE BUYING AND SELLING OF GOVERNMENT BONDS BY THE F.O.M.C.

·       THE QUICKEST WAY TO AFFECT THE MONEY SUPPLY

 

§       MORAL SUASION

·       THE USE OF PUBLIC PRONOUNCEMENTS TO INFLUENCE THE PUBLIC

·       SOMEWHAT A “TRIAL BALLOON”

 

UTILIZATION OF MONETARY POLICY

 

-        COMBATING INFLATION

o      RAISE RESERVE REQUIREMENT

o      RAISE REDISCOUNT RATE

o      SELL BONDS

 

-        COMBATING DEFLATION

o      LOWER RESERVE REQUIREMENT

o      LOWER REDISCOUNT RATE

o      BUY BACK BONDS

 

-        IT IS MUCH EASIER FOR THE FED TO COMBAT INFLATION THAN DEFLATION

o      CURING DEFLATION IS LIKE “PUSHING A STRING

 

-        IN THE SHORT RUN, MONETARY POLICY AFFECTS INTEREST RATES AND THE AVAILABILITY OF CREDIT BUT IN THE LONG RUN, IT AFFECTS INFLATION AND DEFLATION

 

THE QUANTITY THEORY OF MONEY

 

-        THE SUPPLY OF MONEY DIRECTLY AFFECTS THE PRICE LEVEL IN THE LONG RUN

 

-        SHORT TERM EFFECT OF MONETARY POLICY

 

o      AN INCREASE IN THE SUPPLY OF MONEY WILL EXERT DOWNWARD PRESSURE ON INTEREST RATES

o      A DECREASE IN THE MONEY SUPPLY WILL EXERT UPWARD PRESSURE ON INTEREST RATES

 

-        LONG TERM EFFECT OF MONETARY POLICY

o      THE EFFECT WILL BE ON PRICES  - I.E. – INFLATION OR DEFLATION

 

-        MONETIZING THE DEBT

 

o      AN ATTEMPT BY THE FED TO OFFSET THE UPWARD PRESSURE ON INTEREST RATES CAUSED BY DEFICITS

§       IT AMOUNTS TO PRINTING MORE MONEY

·       DANGER OF HYPERINFLATION

 

-        TIMING AND BURDEN ARE TWO IMPORTANT CONSIDERATIONS THAT THE FED TAKES INTO ACCOUNT WHEN ESTABLISHING MONETARY POLICY

 

o      AN INCREASE IN INTEREST RATES MIGHT UNINTENTIONALLY BURDEN THE HOME CONSTRUCTION AND AUTO INDUSTRIES

o      THE IMPACT OF MONETARY POLICY IS TIME UNPREDICTABLE

§       IT IS VARY DIFFICULT TO FINE TUNE MONETARY POLICY

 

-        THE FED IS FOLLOWING A “TIGHT MONEY” WHEN IT RESTRICTS THE MONEY SUPPLY BY RAISING INTEREST RATES

 

-        THE FED IS FOLLOWING A “LOOSE MONEY” POLICY WHEN IT ENCOURAGES AN INCREASE IN CREDIT IN ORDER TO ENCOURAGE BUSINESS EXPANSION

 

FISCAL POLICY

 

-        POLICY OF GOVERNMENT WHICH ATTEMPTS TO AFFECT THE VELOCITY OF MONEY

 

o      THE SPEED AT WHICH MONEY IS EARNED AND SPENT

o      EXAMPLES

§       TAX POLICY

§       DEFICIT SPENDING – PUMP PRIMING

§        

-        IN MOST INSTANCES, MONETARY POLICY WILL BE INITIALLY ATTEMPTED BECAUSE IT IS EASIER TO IMPLEMENT THAN FISCAL POLICY

 

DEFINING MONEY (refer to chart on p 315 in text)

 

-        MONEY INCOME IS A FLOW WHEREAS MONEY IS A STOCK

 

-        M 1 -  (TRANSACTIONAL MONEY) MONEY USED AS A MEDIUM OF EXCHANGE

 

o      JINGLING

o      FOLDING

o      CHECKBOOK

§       EXPANSIVE AND CONTRACTIVE PART OF THE MONEY SUPPLY (MONEY STOCK)

·       INCREASES OR DECREASES AS COMMERCIAL BANKS EXPAND OR CONTRACT LENDING

o      TRAVELERS CHECKS

o      N.O.W. ACCOUNTS AND CREDIT UNION DRAFTS

 

-        GENERALLY SPEAKING, M 2 = M1  +  NEAR MONEY

 

o      SAVINGS DEPOSITS

o      SMALL DENOMINATION TIME DEPOSITS

o      MONEY MARKET FUNDS

 

 

POLICY LAGS

-        Def – PROBLEMS ASSOCIATED WITH TIMING OF MACROECONOMIC POLICY

 

-        INSIDE LAGS – DELAYS IN IMPLEMENTING POLICY

 

o      IT TAKES TIME TO IDENTIFY AND RECOGNIZE A PROBLEM

o      ONCE THE PROBLEM IS IDENTIFIED, IT TAKES TIME TO ENACT APPROPRIATE POLICY

§       THE PROBLEM IS MORE SEVERE WITH FISCAL POLICY BECAUSE BOTH CONGRESS AND THE PRESIDENT MUST AGREE WHEREAS THE F.O.M.C. CAN ACT RATHER QUICKLY BECAUSE IT MEETS REGULARLY (8X/YEAR)

 

-        OUTSIDE LAGS

o      TIME IT TAKES FOR POLICY TO BECOME EFFECTIVE

§       SHORT PERIOD OF TIME FOR FISCAL POLICY AND A LONG PERIOD OF TIME FOR MONETARY POLICY

WHY

§       MONETARY POLICY AFFECTS BUSINESS INVESTMENT WHICH CAN NOT BE READILY ACCOMPLISHED

·       IT TAKES TIME TO BUILD NEW FACTORIES

 

ADDITIONAL INFORMATION

-        THE DEMAND FOR MONEY DEPENDS UPON ITS EXPECTED VALUE

o      PEOPLE WILL SPEND MONEY IF THEY EXPECT ITS VALUE TO FALL

-        PREFERRED MONEY BALANCES

o      THE AMOUNT OF MONEY AN INDIVIDUAL IS WILLING TO HOLD AS STOCK (NOT SPENT)

o      MORE MONEY PRODUCES MORE SPENDING