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5.57k
fomc
1,980
Mr. Chairman, I think it's more than the process. There is a very fundamental issue at this stage. The way this meeting is going and the way opinion is apparently evolving, we are getting right back to setting interest rate ranges and the stabilization of interest rates, and I could not go along with that. I think we'r...
81
fomc
1,980
There is no compromise, either.
7
fomc
1,980
Right.
2
fomc
1,980
We will unquestionably have a difference of opinion at that end of the table, anyway. But I think we've got to resolve it.
26
fomc
1,980
Mr. Chairman, there's another question we need to deal with, and that is whether we mention specific short-run numerical targets in the directive. If we narrow the ranges and don't mention any targets, it's going to be viewed as more than cosmetic when people find that out. I think they will conclude essentially what L...
95
fomc
1,980
We have been doing that, haven't we?
9
fomc
1,980
Yes we have.
4
fomc
1,980
[I thought] 7 percent growth in M-1A was the target.
16
fomc
1,980
Well, we have a [draft] directive that is written in more general language. I'm not sure I'm completely happy with it but I can't think of an alternative. Mr. Axilrod could not think of an alternative. If someone has a bright idea, we can--
55
fomc
1,980
The alternative was to put down 7 percent, say, if that's what you voted for. It would be stated in the Policy Record very clearly that 7 percent was the target but that you would permit some overshoot. Our thought behind not putting specifically in the directive a number for growth over a two- or three-month period wa...
168
fomc
1,980
The presumption was that the specifics that Steve had in mind would be in the Policy Record. The alternative was putting in at least 7 to 7-1/2 percent [in the directive] and some language saying that we'd tolerate some growth above that. Now, we're talking about the period before the next meeting only.
66
fomc
1,980
Yes, that's the other thing that bothered me a little because [that would cover] only two months and that seemed like a very short period to focus on particular aggregates. It gives a sense of short-run control over the aggregates.
46
fomc
1,980
I suppose we could say just what you have here: "In the short run, the Committee seeks expansion of reserve aggregates consistent with growth of M-1A...." Maybe we should leave out the "over a period of months." And then we can say that in the period before the next meeting, or over the two months, the aim will be to a...
95
fomc
1,980
I think it's a bad precedent to start being that specific in the public record. I'm not arguing now for any particular policy. I'm just talking in terms of the long run.
35
fomc
1,980
We're going to miss it, you know, one way or the other.
15
fomc
1,980
We might miss it and, of course--
9
fomc
1,980
We could say: "...seeks expansion over the next two months of M-1A, M-1B and M2 at rates high enough to promote achievement of the Committee's long-run objectives." It implies higher growth than the long-run targets without being at all specific about it.
58
fomc
1,980
We can say "growth over the first nine months of 1980" or something like that, essentially what we've done in the past.
28
fomc
1,980
I vote for keeping Steve's language. I think we'll get into less trouble later on.
18
fomc
1,980
Well, it's really not at all specific.
9
fomc
1,980
What was your language, Governor Partee?
9
fomc
1,980
"Seeks growth in these aggregates over the next two months at rates high enough to promote achievement of the Committee's longer run objectives." Then we could [cite] the monetary growth over the first nine months of the year, or something like that.
50
fomc
1,980
We'd have to put in some modifier about over what period of time, because otherwise it would sound as if in the next two months we are going to--
32
fomc
1,980
Well, to seek growth over the next two months at a rate high enough to promote achievement of the Committee's long-run objectives implies the whole year. Or you could go to a nine-month [figure]. We were trying to avoid deciding at this point whether you were getting back in the range by September or December.
63
fomc
1,980
Maybe it ought to be modified.
7
fomc
1,980
I think we ought to be specific and say "promote its longer-run objectives for the year" or something like that.
25
fomc
1,980
Yes, that's what we had in mind.
9
fomc
1,980
Everybody has a gut feeling. My gut feeling is that we're going to find M2 and M3 coming up better than Ml in terms of the targets.
31
fomc
1,980
Well, they did when the money supply was running so fast last summer. They've been within their targets all along.
23
fomc
1,980
M3 has touched the upper end and the lower end, but has remained well within the [band] on average, which is more than M1 has done. Well, we have a substantive question to decide here. I take it that wording of the directive is reasonable?
55
fomc
1,980
But we have to have point estimates for our growth targets for May-June in order to establish some reserve [objectives]. You never specified what you wanted those to be.
35
fomc
1,980
Well, no I didn't.
6
fomc
1,980
Those point estimates would appear in the Policy Record?
10
fomc
1,980
No, for voting purposes.
6
fomc
1,980
I'm saying 7 to 7-1/2 percent, I suppose, but with tolerance on the up side.
24
fomc
1,980
What about M-1B?
7
fomc
1,980
I'm just working off Steve's numbers. You had what--a little less than 8 percent for M-1B?
25
fomc
1,980
Well, 7-1/2 to 8 percent [for M-1B] would be consistent with 7 to 7-1/2 percent for M-1A. And for M2 I would say 7-3/4 to 8-1/4 percent would be consistent.
64
fomc
1,980
So you are going the alternative A route?
9
fomc
1,980
This is broadly consistent with alternative A, with a willingness to overshoot.
15
fomc
1,980
If fortune should smile on us.
7
fomc
1,980
At this point I don't know what fortune
8
fomc
1,980
What is the M2 consistent with that?
9
fomc
1,980
Around 8 percent.
5
fomc
1,980
We're talking about figures for the actual path. That's not quite the equivalent of the figures [mentioned here], which are for a longer period. We're just talking about now through the meeting date in July.
40
fomc
1,980
Yes.
2
fomc
1,980
Logic would have [unintelligible].
9
fomc
1,980
In a completely symmetrical world, but I'm not playing in a symmetrical world right now.
17
fomc
1,980
Well, you have taken the fed funds range that is consistent with the staff's alternative B.
19
fomc
1,980
With "B." That is correct.
8
fomc
1,980
In fact, if you want to make the switch, I think we could do it the other way.
21
fomc
1,980
And you want to put in a 9 percent funds rate with consultation at 9-1/2 percent, did you say?
27
fomc
1,980
Yes, [we'd consult] before we get there, figuring that that's more than a full [percentage point] drop in the federal funds rate. It may well come next week. I don't know for sure whether it will. It will depend on what our money supply figures show, so we don't know yet. And the significance of what rate we put in the...
111
fomc
1,980
A show of hands?
5
fomc
1,980
Yes, a show of hands on acceptability is what we're looking for at this point. Are the specifications clear? These do not appear in the directive, [except] the one for the federal funds range. On the others, we have the general language in the directive. We have a reserve target which we expect is almost certainly cons...
172
fomc
1,980
It's 10-1/2 to 19 percent.
12
fomc
1,980
We still have 19?
6
fomc
1,980
We lowered that.
4
fomc
1,980
No we didn't; it was only [lowered from] 20 to 19 percent.
19
fomc
1,980
Well, we're making this tremendous 5 percentage point drop in interest rates, Larry! It's an enormous tolerance, which we really--
26
fomc
1,980
In other words, we're narrowing the range significantly, Mr. Chairman.
14
fomc
1,980
We're back to where we started out in October.
10
fomc
1,980
How many find that acceptable? One, two, three, four, five. I thought it was you who proposed it, Emmett?
28
fomc
1,980
No. The funds rate range is what I proposed, but not the money growth target.
18
fomc
1,980
You want a higher path?
6
fomc
1,980
Yes.
2
fomc
1,980
The [problem] is that [a higher path] is inconsistent with this funds rate.
18
fomc
1,980
I want alternative B both with respect to the aggregates and the funds range. I have accepted the funds range specified here as consistent with the [higher] growth ranges [of alternative B].
37
fomc
1,980
We're not talking about this September/ December question. We're talking about the rest of May, June, and the early part of July.
27
fomc
1,980
I know, but that relates to whether we're going to get back [to the target range] in September or in December.
25
fomc
1,980
You're taking it off of alternative A rather than alternative B.
12
fomc
1,980
Also, an implication is that if the numbers come in higher, we are not going to push the funds rate up.
24
fomc
1,980
That is correct. Well, who has an alternative?
11
fomc
1,980
My alternative would be to raise the point [targets] for M-1A, M-1B, and M2 to make them essentially the midpoints between alternative A and alternative B for the 2-month period and to establish an 8 percent lower end on the funds rate rather than 9 percent. That would be my suggestion.
69
fomc
1,980
Quick consultation, say, at 9-1/2 percent?
14
fomc
1,980
We would be reviewing it. The Chairman could call for a telephone conference as we got down into the lower end of the funds range, yes. I wouldn't want to be too specific because Murray might make us put it in the Policy Record. But the Chairman could have a call at 9-1/2 percent, as the rate was moving from 9-1/2 to 9...
92
fomc
1,980
I don't think that represents a reasonable compromise. I am sympathetic with the Chairman's need to form some kind of consensus, given the difference in views. That tips it very heavily toward the view you expressed earlier, Chuck; it's not a reasonable compromise.
50
fomc
1,980
Well, I'd compromise between alternative A and alternative B. I spoke in terms of alternative B. I would rather have a funds rate of 7 percent; I just specified a funds rate of 8 percent. I compromised compared with what I would otherwise have done. He asked if there were any suggestions and that was my suggestion.
66
fomc
1,980
Another thing we can do to compromise further is to take your specifications of 7 to 7-1/2 percent and so on for the Ms and to make [the funds range] 8-1/2 to 14 percent.
49
fomc
1,980
With consultation at 9-1/2.
10
fomc
1,980
With consultation at 9-1/2.
10
fomc
1,980
I could go that far.
6
fomc
1,980
Your proposal, Nancy, says what about the aggregate targets?
12
fomc
1,980
The aggregate targets would be 7 to 7-1/2 percent for M1, 7-1/2 to 8--
29
fomc
1,980
Everything is the same with an 8-1/2 percent [lower limit on the funds range] instead of 9.
26
fomc
1,980
I couldn't accept that.
5
fomc
1,980
I think that's good; I would go with that.
11
fomc
1,980
I can accept Chuck's, but I couldn't accept 8-1/2 percent. It looks like fine-tuning.
25
fomc
1,980
I'd go along with that in the interest of a consensus.
12
fomc
1,980
Well, that's about as far as I can go. Let's try that one.
16
fomc
1,980
Chuck's was 8 percent?
7
fomc
1,980
We're voting on Paul's specifications [with a] drop in [the lower limit on] the funds rate to 8-1/2 percent?
29
fomc
1,980
Should we put that one to a vote?
9
fomc
1,980
This is with consultation as we approach 9-1/2 percent?
15
fomc
1,980
We'll see whether Mr. Axilrod's judgment here is correct.
14
fomc
1,980
Chairman Volcker Yes Vice Chairman Solomon Yes President Guffey Yes President Morris Yes Governor Partee No Governor Rice Yes President Roos No Governor Schultz Yes Governor Teeters Yes Governor Wallich Yes President Winn Yes It's 9 for, 2 against.
51
fomc
1,980
Okay.
2
fomc
1,980
We may have a long day ahead of us. If we don't use it all up with the Open Market Committee meeting, we'll use it up [discussing] monetary reform legislation. With that in mind, we will have lunch around the table in a convivial atmosphere. I am told that people worry about food and drinks being spilled on the rug. We...
109
fomc
1,980
Either that or the Governors can't have [a rug]; it's one of the two.
17
fomc
1,980
I'd like to welcome Governor Gramley officially to this august body in a new guise. He is completely unfamiliar with the table; I believe we literally have a new table since you were last here. So we welcome you to the table literally and figuratively.
51