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fomc
1,979
The 2 billion is news to me.
9
fomc
1,979
It's news to the Bundesbank, too. So I think that is left to be discussed. But in general the Germans are agreeable to the United States--the Treasury or the Fed--building up a certain amount of balances.
45
fomc
1,979
Are there similar agreements with the Japanese?
8
fomc
1,979
No, we're going to come to that in a second.
12
fomc
1,979
Well, Chuck, there are policy issues. And there is also a question of buying [marks] without any place to invest them, which isn't very attractive. So we need a little cooperation because having the Treasury holding sterile balances of marks is not attractive.
51
fomc
1,979
Now we have reinvestment facilities for--
9
fomc
1,979
They can deny [us the use of] these investment facilities.
13
fomc
1,979
We could invest in the Euro market.
8
fomc
1,979
Yes, but that creates all kinds of [complications]. We've already agreed not to [do] that, so it's more complicated. There is no problem on the 4.1 billion, which just brings the Treasury back to where it was on November 1. The policy memo presented sets forth the recommendation of our task group that we authorize the ...
153
fomc
1,979
I think the Bundesbank has said that they have no problems if it's a small amount.
18
fomc
1,979
But we haven't crossed that bridge in terms of [understandings with1 us. The Japanese government, both their ministry of finance and their central bank, have been urging that we go into joint intervention with them to show a force in the marketplace. The Treasury has been urging this upon us. We have been consulting wi...
433
fomc
1,979
I think the idea of the joint intervention probably would be impressive to the market. I start with that. As far as the operational side is concerned, if we can really work out a flexible system where we keep to the right proportions but not day by day, I think we can do it. But, Gretchen, you may have more operational...
125
fomc
1,979
Gretchen, any particular comment?
8
fomc
1,979
I just wanted to say that on a day-by-day basis we are going to need operating flexibility because these formulae are very difficult to maintain in an ongoing operation.
33
fomc
1,979
Also with respect to the Treasury's share there would need to be flexibility.
15
fomc
1,979
Yes, Henry, I'm afraid we do need that. We've come into a tremendous amount of paperwork problems, particularly when the proportions are so tight as 10 percent and 20 percent.
37
fomc
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Yes.
2
fomc
1,979
Now, there are two questions before the Committee. I'm told by our Secretary that on the first one what we need is an understanding that the policy set forth in this memo is acceptable. We have not before had formal votes and Mr. Altmann's recommendation is that we not have a formal vote but have an understanding that ...
106
fomc
1,979
We have an authorization for $8 billion; this is a policy decision we would follow if the Committee agrees. The second issue is whether we should enter into an understanding with the Bank of Japan on this joint program and announce that we would be operating for our own account--the Treasury and the Fed--in coordinatio...
84
fomc
1,979
Can't we separate these two issues?
7
fomc
1,979
Surely. As I said, we're going to have two issues--
14
fomc
1,979
Well, my point is perhaps a little different from what you're thinking. I might be prepared to undertake a joint operation with the Japanese. But that's separate from the question of how much open position we can have in currencies, absent the special arrangements such as that.
52
fomc
1,979
Sure, we can decide not to have the--
10
fomc
1,979
We could stay with the $500 million [limit] on one [currency] and then have an additional $1 billion approved in a special arrangement. I just want to indicate that that's the way I probably would come out. I didn't want to--
50
fomc
1,979
Yes, Paul.
4
fomc
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I'm not sure it is going to help chuck, but it may help me. I have no problems with the first understanding, but I want to make explicit what seems to me implicit here. And that is that the balances we acquire we don't acquire for the sake of acquiring balances but mostly as the by-product of what we want to do in inte...
70
fomc
1,979
That's the only reason to acquire them--to counter the appreciatiation and work on both sides of the market.
23
fomc
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Whatever [side] it happens to be.
9
fomc
1,979
May I ask a question? Does the 10 percent refer to total United States participation--Treasury and Federal Reserve--or is it 10 percent for [each]?
34
fomc
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As I understand it--
5
fomc
1,979
Both. U.S. intervention would be a maximum of $1.2 billion. If the Committee wants to do a billion dollars, the Treasury is merely indicating [a willingness to do $200 million]. Why does the Treasury want to go in for such a small amount? Is it because they already have a large--
64
fomc
1,979
They have large amounts of yen already.
8
fomc
1,979
They got them through the sale of SDRs and through the IMF drawings. So it isn't that they're declining to hold yen balances; they really are showing good faith. They already have yen balances and that's why they would do a smaller amount at this point. Phil.
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fomc
1,979
M r . Chairman, I'm agreeable to the Committee approach [outlinedl in this memo. I would be much less happy with the Japanese approach because I'm not at all convinced that the Japanese yen is undervalued and I'm not at all sure I want to jump into a joint intervention for the purpose of improving the Japanese yen posi...
66
fomc
1,979
Well, why don't we separate the issues? First let's see what the sentiment of the Committee is regarding the recommendation on the agenda. I think the best thing is just to get a vote on it. MR. ALTMA". A vote?
48
fomc
1,979
I mean a count on whether we agree on the policy, not a vote.
16
fomc
1,979
This is on going to $ 2 billion [on outright holdings] and with these limits [on individual currencies]?
23
fomc
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Chuck, if you want to Suggest a modification You may.
12
fomc
1,979
Well, my preference would be $500 million. I think there's a great deal of exposure involved here. I believe the dollar may be considerably undervalued and that there could be a very considerable appreciation of the dollar over the next year, and I wouldn't like to see us lose this much money. I also have a feeling tha...
104
fomc
1,979
I'm laughing because all during the year up until November 1 we said it was up to the foreigners to straighten out the dollar.
26
fomc
1,979
Well, that's right. It finally went so far that I agreed to it. I think a country has its reservation points. And it seems to me that it ought to be the concern of the country as to what that reservation point [is when its currency is] on the decline.
57
fomc
1,979
Chuck, I didn't mean you had that atttitude; I meant that as a nation we were taking that attitude.
24
fomc
1,979
Well, I had that attitude, too. I was very much opposed to it until [the dollar's weakness] went so far that I knew it was oversold.
34
fomc
1,979
Let's run down [the list] and ask the members if they are for the policy and if so, if they have a preference for the $1 billion or the $500 million limit per currency.
40
fomc
1,979
[I would agree] with the memo.
8
fomc
1,979
The maximum is $2 billion in any case, but the question is whether you want a maximum of $1 billion per currency or $ 5 0 0 million.
35
fomc
1,979
I meant I wanted the $ 5 0 0 million in the aggregate.
17
fomc
1,979
In the aggregate? Oh, I misunderstood you. well, then we'll have to ask again.
19
fomc
1,979
That's what we have now.
6
fomc
1,979
Yes, we already have that. In other words, you would not want to expand it to $2 billion. Then the question is: Do you like the proposal in the memo? Paul.
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fomc
1,979
Yes, it is reasonable. MR. AL"N. President Balles.
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fomc
1,979
I share Chuck's view. I have real reservations about going up to $2 billion, based on a very skeptical attitude regarding decisions on what constitutes excessive movements one way or another vis-a-vis what the market is saying. I'd keep it where it is.
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fomc
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Okay. MR. ALTMA". President Black.
10
fomc
1,979
Mr. Chairman, I'd rather cut it in half. I worry about the Constitutional issues on this since the executive branch of the government clearly has the responsibility in the foreign area. And I worry about the point that Chuck raised about criticism we would get from taking any losses on this.
56
fomc
1,979
May I come back with an argument?
8
fomc
1,979
Well, it's not necessary. The Treasury is with us on this; we're working with the Treasury. MR. ALTMA". Governor Coldwell.
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fomc
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I'd be willing to go with the billion dollars. And I guess I could be talked into the half billion dollar limit on individual currencies.
27
fomc
1,979
In other words, you are going with the Black proposal. Anybody for the White proposal? MR. ALTMA". President Kimbrel.
28
fomc
1,979
Yes. MR. ALTMA". President Mayo.
10
fomc
1,979
Yes. MR. ALTMA". Governor Partee.
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fomc
1,979
No, I would remain with $500 million. MR. ALTMA". Governor Teeters.
19
fomc
1,979
I would go with this proposal.
7
fomc
1,979
Governor Wallich.
4
fomc
1,979
I would remind you that we didn't flinch when were short $6 billion but here suddenly, when we're gong to be long, $500 million gives us pause. I go with the [proposal in the1 memo.
44
fomc
1,979
We have 5 votes in favor and there are 10 members. That makes it very neat, doesn't it? They're not really votes but sentiments. I have a swing "vote"but I really don't think this sort of policy ought to be followed unless we're fairly uniform. Could we all agree on doing $1 billion with a $500 million limit at least t...
115
fomc
1,979
That's a $1 billion total limit?
8
fomc
1,979
Yes, for the total limit and $500 million per currency, except that which is approved outside of this. [Hearing no objection] let's turn now to Japan and take that as a discrete item. Apart from the authority we just granted, would it be your sentiment to enter into the program with Japan? Go down the list again. MR. A...
78
fomc
1,979
Yes, I would like to give that authority but we [now] have the limit so small.
20
fomc
1,979
This would be a separate understanding.
7
fomc
1,979
This is separate from the $1 billion?
9
fomc
1,979
This would mean [only] as to Japanese yen. we would go to $1 billion and be outside the authority, but no other yen would be held. We wouldn't add the $1 billion here and the $500 million and have [$1.5 billion]. This would be the sole authority for the yen.
63
fomc
1,979
We are making an exception to the policy just adopted.
11
fomc
1,979
This would be for yen [only]; and no yen would be held under the other policy.
19
fomc
1,979
I think that's a good way.
7
fomc
1,979
This would also be an exception to the total. MR. ALTMA". The current balances?
19
fomc
1,979
Including the present balances.
5
fomc
1,979
It would also be an exception to the total. That is, if the Manager had a billion dollars in yen he could still have $500 million in DM.
32
fomc
1,979
The first policy we just approved would no longer include yen. We'll pull yen out of that and approve a specific--
23
fomc
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What are the amounts involved for Japan, Mr. Chairman?
12
fomc
1,979
A maximum of $1 billion of balances [held by] the Federal Reserve.
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fomc
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Of which we have roughly $200 million.
9
fomc
1,979
It's $187 million, or about $200 million now.
12
fomc
1,979
So $800 million more--
6
fomc
1,979
It's $800 million.
5
fomc
1,979
And a couple of hundred million for the Treasury, so it's about $1.2 billion
18
fomc
1,979
In the program we described. Paul
7
fomc
1,979
Yes.
2
fomc
1,979
President Balles.
4
fomc
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Yes. MR. ALTMA". President Black.
10
fomc
1,979
I'd rather not go this far.
7
fomc
1,979
Governor Coldwell.
4
fomc
1,979
NO. MR. ALTMA". President Kimbrel.
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fomc
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Yes. MR. ALTMA". President Mayo.
10
fomc
1,979
Yes. MR. ALTMA". Governor Partee
10
fomc
1,979
This would be in concert with the Japanese? They would be in, doing 10 times what we're doing?
22
fomc
1,979
Ten times what this nation is doing--a combination of the Treasury [and the Federal Reserve].
19
fomc
1,979
That's your biggest exposure, Chuck.
7
fomc
1,979
Well, I know. On the other hand they've had quite a decline in their currency. So, yes. MR. ALTMA". Governor Teeters.
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fomc
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I have one question. Does this give us any idea at what level we're going to support the yen? Are we going down to the two hundred--
30
fomc
1,979
That I don't know. But certainly the Japanese feel that the yen has depreciated far too much. It's back toward the 2 0 0 level. Whether 2 0 0 is the [right] level I think one has to judge from what happens in the market.
58