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fomc
1,978
Well, I think that ought to be subject to a straight vote, Mr. Chairman. He is suggesting changing the recommendation to the inverse of whether or not that's--
33
fomc
1,978
I think that might be said about this recommendation, Mr. Chairman. We did look at this thing entirely aside from Humphrey-Hawkins. These last six months, however, have reflected some considerable thinking by the Subcommittee on the Directive, right or wrong, as to what the substance of this should be apart from Humphr...
70
fomc
1,978
Dave, you have [a comment]?
8
fomc
1,978
Yes, if I may speak just briefly.
9
fomc
1,978
Yes, please.
4
fomc
1,978
A good deal of what Paul referred to was produced in the Philadelphia Bank because we were concerned about the slippage between short-term and long-term [objectives]. We did a good deal of research on this and we were persuaded that the only way discipline could be introduced into the process was to have some very dire...
194
fomc
1,978
Well, how many prefer the--
7
fomc
1,978
May I ask a question before you take the vote, Mr. Chairman? May I ask what in your view, Chuck, Humphrey-Hawkins actually does require? You started out your comment that the new law "does not require" and Larry started his with the spirit of the new law "clearly requires." Maybe you could say literally that yours is c...
101
fomc
1,978
Well, he changes a sentence in another part of it. But I think what the new law requires us to do basically is to say what kind of economic results we are going to have--not what kind of monetary aggregates [in terms of] target estimates, but what kind of monetary aggregates we have in mind as a means in the process of...
109
fomc
1,978
What do you expect me to say?
8
fomc
1,978
Many [times in the] middle of the year it doesn't look as if we are going to have monetary aggregates for the year that we thought in February were appropriate. And the reason is that the way things have developed they are no longer appropriate and, therefore, we are changing our target for the year. I think that is qu...
90
fomc
1,978
Is this required? Do we have to have this one way or the other on this matter?
19
fomc
1,978
It's subject to change at any time.
8
fomc
1,978
I understand that.
4
fomc
1,978
But I think there needs to be some understanding on how we are going to be operating.
18
fomc
1,978
If we are going to have a fixed rule, we have to have it in place in February.
20
fomc
1,978
I'm certainly not prepared to vote for a fixed rule, but I'm not sure I'm prepared to vote for the other one either.
25
fomc
1,978
Would there be a way--and this is what I was driving at earlier--whereby those of us who saw fit could communicate to Chuck in writing a point of view on this? [I ask] because I always feel that we have mass resources in our research departments and I would like to have some of our professionals, who can articulate thi...
115
fomc
1,978
I have trouble with it on two counts. I don't see how the Committee can lay down a rule that requires future Committee members to vote a certain vote. I don't see how you can do that. As a matter of procedure, I don't see how you can vote today and say that next July every member of this Committee is now committed to a...
106
fomc
1,978
How we perform in February in setting the directive will be affected materially by what our attitude is on an issue such as this. All I am saying is that we should have as much background as possible made available to the Committee prior to taking whatever action it takes in February.
54
fomc
1,978
Yes, that's fine. It seems to me that what is being suggested is that at each meeting of the FOMC there will be available data as to a track that could return us to our range, if we are off it. And at that point members of the Committee can vote to get on the track or vote not to get on it. I think that's the only proc...
108
fomc
1,978
Also, Mr. Chairman, there's a question of what we decide at the meeting as to what we authorize the Manager to do. We think the time for the decisions is at the Committee meetings and not--
41
fomc
1,978
But if you present the choice, the Committee has a choice to decide to return on a 1-month basis, a 3-month basis, a 6-month basis, or to say in its reports that we have decided for factors that have come up to change our long-range objective.
58
fomc
1,978
But, Mr. Chairman--and I'll promise I'll hush up after this--
15
fomc
1,978
No, this is very important. Don't hush up.
11
fomc
1,978
It seems to me that the very reason that Chuck's committee developed this paper was to give some guidance to this process even though they can't bind future FOMCs. And if there's a purpose in this memorandum being circulated, I think there's a purpose in certain aspects of the memorandum being debated even though we ca...
69
fomc
1,978
Yes. Well, I think the point has certainly [been made]. I think Ernie Baughman had a [comment].
26
fomc
1,978
Mr. Chairman, it seems to me that a way of handling this today--and I would propose a motion unless there is already one on the table--is to accept number 6 as an interim posture but not as a policy action at this point in time. That will leave the door open for continuing exploration.
63
fomc
1,978
Yes, I think that's right.
7
fomc
1,978
[Unintelligible] and a number of others, which I suggested in the conversation. In fact, I'll have to admit that as I read the discussion pertaining to 6, I found it on balance a little more persuasive to come out a little differently on it than this specific recommendation. It seems to me there is something there and ...
95
fomc
1,978
Paul.
2
fomc
1,978
Well, I think this comment of Ernie's makes half the point I was going to make. I think there was a lot of sympathy, which should not be overlooked, on the subcommittee for paying more attention to the long-term averages. I felt that and I think some others did. That may not come through here very strongly because you ...
239
fomc
1,978
Well, what is your pleasure here? Do you want to vote on this or do you want to keep it as an open and continuing discussion from meeting to meeting? Or do you want to settle one?
41
fomc
1,978
I like Ernie's proposal.
7
fomc
1,978
I do too, Mr. Chairman. And I must say, going back at least three years ago, I have been harping on this lack of getting from the short run to the long run. And one time I suggested a mechanical rule, which got sympathy but no action, and a number of other people around the table have subsequently come up with various ...
195
fomc
1,978
Would that be satisfactory to everyone?
7
fomc
1,978
It's a big step forward, I think, Mr. Chairman.
13
fomc
1,978
To keep it open?
5
fomc
1,978
Well, no. To work in the direction that Chuck's committee has given us here.
18
fomc
1,978
I think that's absolutely right. And in any case, we will be getting options before us in every meeting. All right, we will proceed to 7--before we have another dissent.
38
fomc
1,978
I would like to dissent on number 6, Mr. Chairman.
14
fomc
1,978
You dissent on keeping it--
6
fomc
1,978
I'm not prepared to vote on that matter yet.
10
fomc
1,978
I don't think number 7 has to be decided. What it means, in effect, if we don't decide it, is that in February we will continue as we have today to have a short-run 2-month growth range that is the trigger range for determining action. We tried simply here to develop an arithmetic equivalent that will be more stable fo...
181
fomc
1,978
Before you do that, I'd like to strongly support that. Going back to the predecessor committee on which I served and the ideas that surfaced, we had all sorts of conversations about the instability you get in looking at a 2-month horizon. Not only the weekly numbers but even the monthly numbers are 90 percent random fl...
114
fomc
1,978
I feel much the same way, Mr. Chairman. I would say if number 6 was a great step forward, this is even a greater step forward.
32
fomc
1,978
Paul Volcker. Go ahead.
7
fomc
1,978
I don't want to prolong this, but I think there's a certain confusion here. I agree that looking at the trend over a period of time is the only way to make sense out of the way these numbers are moving. The question here, as I see it, is what you are looking at in a particular decision at a particular Committee meeting...
238
fomc
1,978
Let me add, the baloney is what the baloney is, no matter how you slice it.
21
fomc
1,978
I won't say anything about [unintelligible]. Frank Morris.
14
fomc
1,978
I want to support John Balles. I think this recommendation represents a big step forward. I think it will not only improve our performance and prospective monetary policy by adding a longer period for the short-term objective, but I think it will also make communications to the public much easier to understand.
58
fomc
1,978
That is the main intent.
6
fomc
1,978
For example, at the current meeting, the 6 to 10 on M2 in the directive for the 2-month period means [something] like 6 to 7-1/2 on the 3-month period. I submit that the latter will be much [easier] for the public to understand and will give us a better perspective of what we are doing than the 6 to 10. So I really str...
98
fomc
1,978
The [subcommittee] chairman was about to throw it out.
13
fomc
1,978
Yes.
2
fomc
1,978
Steve.
2
fomc
1,978
Mr. Chairman, I consider the [unintelligible] for M1 as against [M2] at the end--
26
fomc
1,978
I was talking about M2.
7
fomc
1,978
Yes, I understand, but it doesn't always come out the favorable way. And without speaking for or against one approach or another, I just wanted to be sure that the Committee understands that there is absolutely no difference between the two approaches. If we have done our math right, the Committee is going to be reacti...
103
fomc
1,978
I beg to differ on that point. And the reason is this. In the 3-month period you have three pieces of information plus one guess. That is, you have the one month that's known, the second month where we have a lot of information, and then the third month, which is sheer guess work and for which the information value is ...
118
fomc
1,978
There is nothing in this procedure that affects how much information you have. You know every past month, you know half of the present month, and you don't know the next month. Whether you add it up together or not, that's what you know.
50
fomc
1,978
It's like putting a constant in an equation; it doesn't make any difference.
15
fomc
1,978
I think the difference is that the longer the short-run guideline and the more months of information we have in that guideline, the more likely the Committee is to make up for any past undershoots or overshoots. And that I think is--
50
fomc
1,978
Dave has been trying to get the floor.
9
fomc
1,978
I would just like to say that I did, as Chuck indicated, have sympathy to this at the outset. I've had some reservation since and it seems to me it is not central to the whole Humphrey-Hawkins process and procedure. And I would suggest, given the differences that there are, that we not pass it at this time and come bac...
74
fomc
1,978
Why not even bring it right up into this text here?
12
fomc
1,978
Well, we'll bring it up into the text, then.
12
fomc
1,978
All right, now I want to hear from Bones.
11
fomc
1,978
Mr. Chairman, many of the regional Banks have [unintelligible] but we, too, heartily support this. I guess if there's anything that hasn't been said, it's that we feel any significant developments during that period would tend to balance out. Any one monthly variation would not have the significant impact, so we do sup...
90
fomc
1,978
Well, for something that is being tossed out, it sounds like there is a lot of support. Steve, do you have any preference?
28
fomc
1,978
I don't have any preference. I really believe strongly--and we thought about this [hard but] I don't know how to get it through to the Committee--that it makes not one bit of difference. We're narrowing the range to make up for the averaging process. The different multiplication, if we have done our math correctly, sho...
76
fomc
1,978
Were you saying that if the aggregates are too high, a longer period will keep them high longer?
20
fomc
1,978
No, it won't go as high, but they will be not as high longer.
17
fomc
1,978
Bob Mayo.
3
fomc
1,978
Mr. Chairman, I think it makes two bits of difference, if I may use the phrase, with regard to Frank's point on communications with the public. I think that is the main advantage of this. I hope we are all smart enough around this table that we can divide by 2 and divide by 3. [If] not, we are in trouble.
75
fomc
1,978
It isn't all that clear, because for example this time your M1 would be a very low range. You'd have to explain to the public that really, we are letting the growth in, but the growth is going to be in January. But it's going to be below because we are averaging January with a low November and December; you have that s...
73
fomc
1,978
But we always have this problem. Again, I'd rather use it that way--the bigger figure.
20
fomc
1,978
I move that we not pass 7.
9
fomc
1,978
Is everybody more or less willing to accept that at the moment, despite the preferences?
17
fomc
1,978
Just so it doesn't die.
6
fomc
1,978
It's not going to die; it's going to be immaterial. All right, put it in the Bluebook someplace.
24
fomc
1,978
The last recommendation, Mr. Chairman, is a non-recommendation. It had been proposed by some that we add to the long-term targets specified under the Humphrey-Hawkins bill something like reserves or the monetary base or one of the basic monetary aggregates. We can see no particular purpose for doing so because whatever...
111
fomc
1,978
Mr. Chairman, my stomach is too empty to argue vehemently, but I'd like to express a weak disagreement with Chuck.
26
fomc
1,978
I'm surprised it's weak. It's only physically weak. Does anybody else have any comment on that? Yes, Willis.
23
fomc
1,978
I, too, would share the feeling that this is sort of a back-of-the-hand treatment to a problem. I grant that it's not a good guide and I don't insist that it be in the targets or ranges, but I think we have made a mistake in the past in ignoring the supplemental information that this provides for us. And I'd like to se...
118
fomc
1,978
Mr. Chairman, if I may make a suggestion. We have been somewhat neglectful recently in the analysis of reserves and the monetary base in the Bluebook. And actually I think it might be desirable to put, without specific figures even, some analysis of what's going on in there.
57
fomc
1,978
That's really all I'm talking about.
7
fomc
1,978
Bob, you had a point.
7
fomc
1,978
I was just going to say that I agree the committee didn't have time to address this. But I would hope that it would continue to push on and address it not so much as a target but as an operating variable in lieu of, or in combination with, the fed funds rate.
57
fomc
1,978
We have been trying to do that. And I must say it's a very complex question.
18
fomc
1,978
I know it is. But there's a substantial volume of opinion that this will be a better way to [operate] and I think we need to explore it.
32
fomc
1,978
Henry.
2
fomc
1,978
I'd like to register some sympathy for reserves, not for the base. Particularly if we should have the Merrill decision going against us, I think we'd have to take a serious look at this.
38
fomc
1,978
As an operating variable.
5
fomc
1,978
As an operator.
4
fomc
1,978
We are going to look at the use of reserves as the operational variable, are we not, Mr. Chairman?
23
fomc
1,978
Your committee is going to be looking at that. That's very nice. Bob, is the memo that you circulated being handled in any way?
28
fomc
1,978
Well, I think this addresses many of the same questions.
12
fomc
1,978
That's what I was wondering.
6
fomc
1,978
And I really prefer this method of doing it. The reason I couched it in the form we had it before is that that's the way we've been discussing it.
33