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“Fed admits QE does almost nothing”

Well, not really “nothing.”  I mean, it’s actually been quite effective as a scheme to enrich cronies in exchange for a later collapse in the currency and inflation that will essentially end the US economy.  Which is a tradeoff their willing to make.

So let’s not be too quick to judge.  NetRightDaily: [my emphasis]

“[W]e estimate that the second LSAP program, known as QE2, added about 0.13 percentage point to real GDP growth in late 2010 and 0.03 percentage point to inflation.”

That was the San Francisco Federal Reserve’s take on the impact the central bank’s second round of quantitative easing, totaling $600 billion of U.S. treasuries purchases.

At the time $600 billion comprised about 3.9 percent of the entire then-$15.2 trillion economy. Yet it only produced three hundredths that amount of growth, and seven thousandths that amount in inflation.

Yet, the Fed has the gall to still pretend that “The program’s goal was to boost economic growth and put inflation at levels more consistent with the Fed’s maximum employment and price stability mandate.”

[…]

In reality, the Fed’s claim of statutory authority to pursue the bond purchasing program is entirely self-serving — nothing more than legal cover for an otherwise ineffective program at restoring growth, reducing unemployment, or achieving much of anything else was said about it.

Except for bailing out banks, that is. Since August 2007 when the crisis began, the Fed has increased its balance sheet by $2.7 trillion — purchasing $1.3 trillion of mortgage-backed securities and $1.4 trillion of treasuries.

That money winds up directly on bank balance sheets, and about 75 percent of it has been simply stockpiled as $2.03 trillion excess reserves by financial institutions. There it earns 0.25 percent interest from the Federal Reserve, or about $5 billion. Easy money.

In the meantime, banks got to unload a lot of risky assets they might have otherwise taken major losses on. For example, a 2010 Fed audit revealed that of the $1.25 trillion of mortgage-backed securities the central bank purchased after the housing bubble popped, some $442.7 billion were bought from foreign banks.

According to the Fed, the securities were purchased at “Current face value of the securities, which is the remaining principal balance of the underlying mortgages.” These were not loans, but outright purchases, a direct bailout of foreign firms that had bet poorly on U.S. housing.

They included $127.5 billion given to MBS Credit Suisse (Switzerland), $117.8 billion to Deutsche Bank (Germany), $63.1 billion to Barclays Capital (UK), $55.5 billion to UBS Securities (Switzerland), $27 billion to BNP Paribas (France), $24.4 billion to the Royal Bank of Scotland (UK), and $22.2 billion to Nomura Securities (Japan). Another $4.2 billion was given to the Royal Bank of Canada, and $917 million to Mizuho Securities (Japan).

According to the New York Fed’s website, the purpose of the program was to “foster improved conditions in financial markets.” Now we know by that the Fed meant in foreign countries, too.

In that context, the program had almost nothing to do with boosting growth or improving the economy — it was to prop up the privileged few power elite.

Would that be, like, the 1%?

Sometimes I forget who I’m supposed to hate hate hate:  is it the small business man who isn’t paying his fair share? Or the ruling class client base, who seems to do quite fine despite being filthy rich thanks to government / private sector partnerships.

Which we used to all fascism.

Oh, how the lines have blurred!  Or, as we used to say in less surreal times, you need a program to tell who the players are nowadays?  Or at least, which team they’re playing for.

 

13 Replies to ““Fed admits QE does almost nothing””

  1. sdferr says:

    So it’s like that village again, eh? (hi there, Detroit!) We have to bail it out to burn it out.

  2. leigh says:

    I suggest Quantitative Easing involve the freeze on pay to all persons in Congress, including staffers, until they produce a budget.

  3. geoffb says:

    The MIT [fiscal] Engineers.

    Since 2007, central banks have flooded the world financial system with more than $11 trillion. Faced with weak recoveries and Europe’s churning economic problems, the effort has accelerated. The biggest central banks plan to pump billions more into government bonds, mortgages and business loans.

    Their monetary strategy isn’t found in standard textbooks. The central bankers are, in effect, conducting a high-stakes experiment, drawing in part on academic work by some of the men who studied and taught at the Massachusetts Institute of Technology in the 1970s and 1980s.

    While many national governments, including the U.S., have failed to agree on fiscal policy—how best to balance tax revenues with spending during slow growth—the central bankers have forged their own path, independent of voters and politicians, bound by frequent conversations and relationships stretching back to university days.

    All our recent policies, domestic, fiscal, foreign seem to have one thing in common, they came from the leftist taken over academe of the late 70s early 80s.

  4. Dale Price says:

    Say what you will about the Ruling Class, but they make sure to look out for each other.

    Gotta learn that secret handshake one of these days…

  5. dicentra says:

    Which is a tradeoff they’re willing to make.

    “Tradeoff” implies that one of the options is not favorable to them.

    On the front end they make their bux, and when the economy collapses they are the only ones left standing.

    win-win

  6. dicentra says:

    I suggest Quantitative Easing involve the freeze on pay to all persons in Congress, including staffers, until they produce a budget.

    Levin proposes increasing their salaries if they’ll vacate Washington and never come back.

  7. leigh says:

    That works also.

  8. Ernst Schreiber says:

    In Modern Times, Paul Johnson, relying primarily upon Murray Rothbard, makes a pretty good case that the Fed caused the Great Depression.

  9. Ernst Schreiber says:

    Actually, that’s not accurate. The Fed caused the monetary bubble which resulted in the stockmarket collapse. The Keynesians in the Hoover and Roosevelt administration caused the Great Depression.

    My mistake.

  10. sdferr says:

    Somewhere I’d got the idea that Bernanke’s own studies of the Depression had led him to believe that monetary contraction by the Federal Reserve was a highly significant contributor to kicking the collapse into a higher gear. But that wouldn’t account for the idiotic policies of the Roosevelt administration to follow later, prolonging the whole ordeal by squeezing the life out of commerce.

  11. happyfeet says:

    it made the stocks go more higher

    wealth effect fuck yeah

    bubble bubble toil and trouble

  12. geoffb says:

    This below is a sidebar to the piece I linked which I copied from the original paper.

    The Massachusetts Institute of Technology in the 1970s and 1980s was the center of a generational shift in economic thinking that ascribed substantial influence to central banks for managing economic turbulence.

    MIT, in Cambridge, Mass., became home to many “New Keynesians,” economists immersed in the real-world complexities of markets and sympathetic to government intervention. They helped modernize the work of Depression-era economist John Maynard Keynes, whose views had come under attack for advocating a strong government hand.

    Their activist and pragmatic approach became “dominant among the central bankers today,” said Stanley Fischer, head of the Bank of Israel, and a former MIT professor. With words and deeds, the MIT economists say, central banks can jolt households and businesses out of deflationary downturns and stimulate shortrun economic growth.

    Economists at MIT focused on the minds of consumers and business owners-how expectations of the future can affect economic behavior today. Public statements issued by central banks,for example, are carefully crafted to shape expectations.

    The MIT economists adopted some ideas from so-called freshwater economists whose challenge of
    Keynes gained force in the 1970s. Economists at universities in Chicago, Rochester and Minnesota nicknamed for their proximity to the Great Lakes-saw markets as efficient, driven by households and businesses holding rational expectations for the future. They rejected a government role, inl part, because they believed markets were always a step ahead of government planners.

    The MIT economists embraced the forward-lookinq focus on expectations but saw a world still prone to market breakdowns. Mr.Fischer wrote a paper showing why monetary policy was sometimes needed to jolt slow-adjusting
    wages and prices, breaking ranks with freshwater economists.

    Federal Reserve Chairman Ben Bernanke and European Central Bank President Mario Draghi received their economics Ph.D.s from MIT in the late 1970s. Mr. Fischer was their adviser. Charles Bean, deputy governor of the Bank of England followed shortly after. Mr. Bernanke and Bank of England Governor Mervyn King shared an office as MIT professors in the
    early 1980s.

    Mr. Bernanke, the academic star of his class, wrote a dissertation explaining why businesses held back on investment during uncertain times-a problem many say is now restraining the economy. His later academic work showed damage from disruptions in credit markets, a problem in the 2008 crisis. Mr. Bernanke and Mr. Draghi now try to manage economies not
    just by controlling the flow of money but also by bending public expectations. Mr. Draghi sought to calm markets in July, saying, “Believe me, it will be enough,” regarding the potency of a coming ECB program. The Fed said in September it would keep buying mortgage bonds until the US job market improved-a message intended to spur spending and investment.

    Their ideas may have had some relevance in the late 70s economic environment but the world of finance now is not the one of 1978 any more than an Apple II is a modern computer system.

  13. palaeomerus says:

    ‘ Quantative easing = making you p0or and destroying the value of your liquid saving gradually instead of doing it in one abrupt cataclysmic jolt. It’s about easing us down to the new sucky normal (which supposedly gives us time to adapt and change our plans), not easing our economic suffering. It’s about reducing the impulse of the drop not halting the descent. You still end up at the lower notch/bottom at the end.

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