- Says a “little disturbed” by other countries “beggar they neighbor” policies on FX rates
- Japan seems to have a more specific FX policy
Really? Did he really just blame others for playing beggar they neighbor while saying the Fed’s policies aren’t designed with the dollar in mind. He’s right about that, but it also happens to be a very welcome side effect. That’s not going to play well in the central bankers’ sandbox….
- Worry a lot about inflation but so far not a problem
- Continue an aggressive monetary policy while staying aware of inflation risks
