FOMC press conference.

  • FOMC concerned restrictive fiscal policies will slow econ growth
  • Purchases continue to provide meaningful suport
  • Thorough discussions on risks and costs of asset buys
  • Considered risks to future remittances to treasury
  • Committee decided risk are manageable
  • Crossing thresholds in forecasts will not automatically lead to rate hikes.

On to Q&A;

  • Not able to give threshold for QE but may adjust flow rate m/m in line with economy.
  • Will not give specific levels of improvement that would reduce flow rate of asset buys. Keeping assesment broadbased.
  • On Cyprus: Situation difficult but doesn’t see major risk to the US. Impact so far not enormous.
  • Still needs to be active to improve employment.
  • In doing so,wants to ensure they don’t get into excessive risks.
  • Number of colleagues are concerned about financial stability
  • Too big to fail not solved yet.
  • If goal not achieved will have to take additional steps.
  • Concerned about mortgage regulation may have tightened credit in market
  • On stock market rises is he worried about bubbles? Not measuring success on stock prices.
  • Doesn’t see patterns out of line historically in stocks
  • Profits v earnings ratios not unusual at the moment.
  • Fiscal restraint reason for aggressive policy.
  • How to balance low growth forecasts with job creation? Have to watch how things go and keep trying to prop up the economy.
  • Any feeling whether enough is being done and whether further accommodation is possible? Can always increase but becomes difficult to do so.
  • One tool for stimulus is to lowering the unemployment rate threshold

Going to leave it for now unless anything major pops up.

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