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Prepared by:

Mr.

Mr. Murphy
Mr. Bans

319

PARTMENT

INTER OFFICE COMMUNICATION

DATE September 17,
TO

FROM

1941

Secretary Morgenthau
Mr. Haas

Subject: Current Developments in the High-grade Security Markets;
Maturity Preferences of Various Classes of Investors in
Government Securities

SUMMARY

(1) Government securities have shown only small
price movements since September 2, with
bonds and short-term notes fractionally lower
and long-term notes unchanged (Chart I). The

average yield of long-term partially tax-exempt
bonds, moving inversely to prices, rose from
1.92 percent on September 2 to 1.95 percent
at yesterday's close.
(2) So far this month the corporate and municipal securities markets have been very quiet
with little price movements (Charts II and
III) and an extremely small volume of new
offerings. For the two weeks ending
September 12, new public offerings totaled

only $10.6 millions with the volume of the

past week the smallest since June 1940.

(3) The Treasury Survey of Ownership of Government Securities shows that the apparent con-

centration of short-term securities in

commercial banks as a class 18 largely the
result of the extreme concentration of such
securities in several large New York City
banke (Chart IV). These New York City

institutions are in a stronger position to
meet a rise in interest rates than the

banks outside New York City which hold longerterm portfolios. Such banks outside New York

City, being more vulnerable to a decline in
bond prices, would be apt to view a sharp

rise in interest rates with mixed feelings.

320
Secretary Morgenthau 3

Secretary Morgenthau 2

321

II. Other High-grade Security Markets

I. United States Government Securities
Government securities have shown only small price movements since September 2, with bonds and short-term notes
fractionally lower and long-term notes unchanged (Chart I).
The taxable bond issues declined less than tax-exempt bonds,
sustaining, on average, only one-half the small losses of
the latter.

The high-grade security market has been very quiet so

far this month. Not only has there been little price move-

ment, but the volume of new bond and note offerings on the
New York market has been extremely small. The Treasury
average yield of five high-grade corporate bonds has moved
within a range of only one basis point since September 2
and, at yesterday's close, was down just one point from the
beginning of the month (Chart II).

Tax-exempt notes were weaker than taxable ones for

near-term maturities and slightly stronger for longer-term

The price movement of municipal securities this month
has been only slightly greater than the negligible movement
of corporate bonds. The Dow-Jones weekly average yield of
municipal bonds declined three basis points the first week
of September and has since remained constant at 2.02 percent

ones.

The following table shows price changes by maturity
classes since September 2 for taxable and tax-exempt notes

and bonds:

(Chart III). This is only one point above the record low

yield for this average achieved the weeks of August 2 and 9.
Average price change

September 2 September 16

-

Taxable : Tax-exempt : All issues
(In thirty-seconde)

new public offerings totaled only $10.6 millions, with the
week ending September 12 having the smallest volume since

(

Notes

1 3 years
3 5 years

-2
0

-

8

+1

6

The August lethargy in the volume of new offerings continued into September For the two weeks ending September 12,

early June 1940. More than half of these two weeks' volume
consisted of $5.8 millions New York, Chicago and St. Louis
Railroad Company equipment trust certificates allotted by

competitive bidding and reoffered at prices to yield 0.402.40 percent for 1-10 year maturities. This issue has all
been sold.

Bonds

5 - 15 years to call

*

15 years and over to call

-16

-14

-13

-13

None outstanding.

The average yield of long-term partially tax-exempt
Treasury bonds, moving inversely to prices, rose from
1.92 percent on September 2 to 1.95 percent at yesterday's
close.

week.

The fall pick-up, however seems to have begun this
Yesterday two issues, $14.7 millions St. Paul Union

Depot Company refunding bonds and $2.1 millions Wichita
Union Terminal Railway Company bonds, were offered for com-

petitive sale. Both of these issues were purchased by
syndicates headed by Salomon Bros. & Hutzler, and are being
reoffered today at prices to yield 3.00 percent for the
30 year St. Paul Union Depot bonds and 0.40-2.88 percent
for the 1-20 year Wichita Union Terminal Railway bonds.

III. Maturity Preferences of Various Classes of
Investors in Government Securities

It has long been known that commercial banks have
preferred hear-term issues of Government securities, while
insurance companies and mutual savings banks have followed

policy of holding greater percentages of the medium- to
longer-term issues. New data secured by the Treasury Survey

.

322
Secretary Morgenthau - 4

of Ownership of Government Securities shows that a surprisingly
large share of the preference for short-terms by commercial
banks as a group is accounted for by the extreme preference for

such securities by a few large New York City institutions.

The Treasury Survey shows that on July 31 the three banks
in New York City having over $2 billions each of assets
(Chase National Bank, National City Bank, and Guaranty Trust
Company) had their Government security portfolios almost

completely invested in securities with first call or maturity

dates of 5 years or less. Ninety-three - percent of the holdings of Government securities (including guaranteed securities)

by these institutions were in this maturity class. All other
New York City banks, on the other hand, held only 58 percent

of their Government security portfolios in maturities of under
5 years, although 51 percent of the total outstanding marketable debt consists of such securities.
The following table compares the percent distribution of
maturities of all outstanding marketable Government seouri-

ties with the maturity distribution of the portfolios of the
leading institutional investors:
Total out-

standing
marketable
issues

Three Other

Banks

Mutual
savings

Insur-

NYC

NYC

outside

banks

banks

NYC

11%

26%

15%

14%

1 - 5 years

40

67

43

36

29

31

Under 5 years

51

93

58

50

33

34

5 - 10 years

22

26

26

32

27

6

10 15 years

19

13

18

29

20

1

Under 1 year

15 - 20 years

00

100

100

6

banks

4%

6

ance

companies

3%

19

3

100

100

100

100

323
Secretary Morgenthau - 5

It will be noted from the table and from Chart IV that
the distribution of maturities of the commercial banks out-

side of New York City approximates the distribution of maturities of all marketable Government securities outstanding,
indicating that these banks possess a representative cross

section of all maturities.

The well-recognized concentration of bank portfolios in

short-term issues is to be found, therefore, not in the portfolios of banks outside New York City, but in the holdings of
the New York City institutions, particularly the three largest
banks. This concentration of New York City banks in shortterms places them in a stronger position to meet a rise in

interest rates than those banks outside New York City with
longer-term maturities. Because of their large commitments
in short-term Governments the large New York City institutions
would not be severely affected by the decline in bond prices
which would necessarily accompany such a rise in interest rates,
while at the same time they would be able to derive a substantial benefit from such a rise, both on their commercial loans
and through reinvesting their Government security portfolios
as they mature during the next few years. Interior banks,
which hold longer portfolios and consequently are more vulnerable to a decline in bond prices, would be apt to view a sharp

rise in interest rates with more mixed feelings.

Attachments

324
Chart I
CHANGES IN THE PRICES OF U.S. SECURITIES
Points Plotted Represent the Difference from December 20, 1940 Price of Each Maturity Class
1941
MAR.

MAY

1941

1942

SEPTEMBER

AUGUST

JULY

JUNE

SEPT.
POINTS

POINTS

(NET CHANGE)

Saturday Quotations

(NET ORANGE)

Daily

II

+14

+3

+1

+1
+2

+1

Boans.

OVER 15 Yes. TO CALL

+1

+
NOTES

NOTES

3-5 Yes.

THE
1-3
Yes.

0

0
0

-

-

-1

NOTES

1-3 Yrs.

NOTES
3-5 Yas

-1

-13

L

-3

BONDS

5-15 Yes. TO CALL
-1

BONDS,
5-15 Yes

+

TO CALL

-11

BONDS

-2

OVER Yes

-5

TO CALL
-24

-21

-24
-6

-2)

-24
-24

-7

-3

-

-34
-6

-

H

H

-9

-34

-4

-10

-4

-4

- - Statistics

JULY

SEPT.

1942

7

the Secretary of the Treasury

MAY

mm

will
14
21

JUNE

26

$

MAR.

-4)

19

12

JULY

26

2

JAN.

JAN.

16

9

-11

NOV.

AUGUST

23

30

$ 13

4
20

SEPTEMBER

1941

F 153

305
Chart II

AVERAGE YIELDS OF LONG-TERM TREASURY AND CORPORATE BONDS
1941

FEB

1940

..

MAR

MAY

JUNE

1941

JULY

AUG

OCT.

SEPT.

NOV.

APP

PEC

JAN

FEE

MAR

APR

MAY

JUNE

JULY

SEPT.

AUG

OCT

NOV

AUG

JULY

DEC

SEPT

Inverted Scele
PER CENT

PER CENT

WEEKLY. Saturday Quotations

1.8

18

.

2.0

20
20

Long Term
Treasury
2.2

22

Partially tax-exempt

22

Treasury Bonds

or years or more to earliest call detail

2.4

24

2.4

2.6

26
20

Corporate

20

2.8

28

High-Grade

3.0

3.0

Corporate Bonds

30

3.2

3.2

32

3.4

1.4

14

3.6
3.6

36

PER

PER

CENT

CENT
PER
CENT

100

100
1.00

Spread between Treasury

and Coporate Bonds

.80

80

80

Spread
60

60

60

40

40

40

20

20

20

0

a

Just

-

UNE

JUNE

AUG SEPT OCT. NOV bet JAN FOR MAR APR MAY JUNE

194

-

is

the Secretary the Treatury

. Change in composition of Long Term Treasury average

.

MAY

DEC

.

APR

NOV

JULY

24

.

MAR

OCT

"

FEB

SEPT

1940

-

to

10

-

AUS

AND
1941

.

JAN

0

1

AUX

aller

SEPT

87

o

Chart III

AVERAGE YIELDS OF LONG-TERM TREASURY AND MUNICIPAL BONDS
Yields Based on Saturday Quotations
1940
MAR

JAN

1941

SEPT

APR

DEC FEB APR JUNE JULY AUG SEPT OCT NOV DEC

OCT

Inverted Scale

Inverted Scale

PER CENT

PER CENT

Partially tax-exempt Treasury Bonds
(12 years or more to eprivest call date)

18

18

2.0

2.0

2.2

2.2

2.4

2.4

26

2.6

Dow-Jones Average

Twenty 20-Year Municipal Bonds
2.8

2.8

30

3.0

32

3.2

PER
CENT

CENT

PER

60

60

Spread between Treasury

and Municipal Bonds

40

40

20

20

JAN

FEB

---

MAR

APR

MAY

-

III

.....

o

-

AUG SEPT OCT NOV DEC
10

AND

JULY

1940

AUG

SEPT

OCT

IT

NOV

DEC

JAN

FEB

MAR

APR

MAY

JUNE

JULY

T

1941

"Break - line indicates change in compension of Lang Term Treasury average

offer the Secretary the Treasury
F-134-B

0

Chart IV

327
MATURITY DISTRIBUTION OF GOVERNMENTAL SECURITY
HOLDINGS" OF SELECTED INVESTORS
As Percentage of Total Held

1-5

5-10

10-15

15-20

YEARS

YEARS

YEARS

YEARS

UNDER
YEAR

PCR

PER

CENT

CENT

90

90

80

x

80

x

x

x

70

70
x
x

x

x

x

60

60
x
x

x

x

x

xx

x

50

x

50

x

x
x

x

x

x

x

x

x

x
x

x

x

x

x

x

x

x

x

x

x

x

x

x

40

x

x

40

x

x
x

x

x

x
x

x

x

x

x

x

x

x

x

x

x

x

x
x

x

x

x

x

x

x

x

x

x

x

30

x

x

x
x

x

x

x

30
x

x

x

x

x

x

x

x

x

x

x
x

x

x

x

x

x

x

x

x

x

x

x

x

x

x

x

x

x

x

20

x

x

x

x

x

x

x

x

xx

x

x

x

x

x

x

x

x

x

20

x

x

x

x

x

x

x

x

x

x

x
x

x

x

x

10

10
x

x

x

x

x

0

N.Y.C.

OTHER

BANKS

MUTUAL

TOTAL

BANKS

N.Y.C.

SAVING

MARKETABLE

OUTSIDE

N.Y.C.

BANKS

0

ISSUES

OVER

BANKS

INSURANCE
COMPANIES

$2 BILLIONS

. INCLUDING GUARANTEED SECURITIES

- and -

Secretary of the Treasury

F 209

September 17, 1941

328

My dear Mr. Minister:
I wish you would thank Lord
Beaverbrook for his very kind message
and extend to him my warmest greetings.
Yours sincerely,
(Signed) H. Morgenthau. Jr.

The Honorable

Sir R. I. Campbell, K.C.M.G.,C.B.,
Minister Plenlpotentiary,
British Charge d'Affaires ad interim,

British Embassy,
Washington, D. C.

By Messenger 3:00

file n.m.C.

September 17, 1941

329

My dear Mr. Minister:
I wish you would thank Lord
Beaverbrook for his very kind message
and extend to him my warmest greetings.
Yours sincerely,

(Signed) H. Morgenthau, Jr.

The Honorable

Sir R. I. Campbell, K.C.M.G.,C.B.,
Minister Plenlpotentiary,
British Charge d'Affaires ad interim,

British Embassy,
Washington, D. C.

By Messenger

:00

September 17, 1941

330

My dear Mr. Minister:
I wish you would thank Lord
Beaverbrook for his very kind message
and extend to him my warmest greetings.
Yours sincerely,
(Signed) H. Morgenthan, Ja.

The Honorable

Sir R. I. Campbell, K.C.M.G.,C.B.,
Minister Plenlpotentiary,

British Charge d'Affaires ad interin,

British Enbassy,

Washington, D. C.
By Messenger 3:00

331
BRITISH EMBASSY,
WASHINGTON.

September 15th, 1941.

Dear Mr. Secretary,

I have just received a telegram
from the Foreign Office asking me to convey
the following message to you from Lord
Beaverbrook:"The measures you have taken

recently to reduce the time involved in
completing purchases under the Lease-

Lend bring us reciprocal help and
immense encouragement. Our gratitude

to you is deep. We owe much indeed to

all the generous assistance you give and
the benefits you confer on us.' "
Believe me,

Dear Mr. Secretary,

Very sincerely yours,
The Honourable

Henry Morgenthau, Jr.,
United States Treasury,
Washington, D. C.

R.I. Capbell

332

TREASURY DEPARTMENT
INTER OFFICE COMMUNICATION
DATE

September 17, 1941

Secretary Morgenthau

TO

Mr. Kamarck

FROM

Subject:

Airplane Deliveries to the British

Summary

1. A total of 51 planes shipped is reported in the
latest statement received. All of the planes went to the

United Kingdom.

2. Seventeen Bell Airacobra (P-39) planes were shipped

to the British during the week. This is by far the largest

shipment of the type to date. The British now have 48 Aira-

cobras in England.

Division of Monetary

-2-

333

Research

Airplane Shipments to the British

(From February 1 to September 13 by air
January 11 to August 23 by sea)
Table A.

- Shipments by Area
Total

Latest

Reported
To Date

Week

To the United Kingdom
Light and medium bombers

Heavy bombers

Naval patrol bombers
Pursuit

34

857

0

43

73

O

17

57

Total to United Kingdom

1,030

51

To the Middle East
Light and medium bombers

Pursuit

190

o

516

0

Total to Middle East

706

0

To the Far East
Light and medium bombers

Naval patrol bombers
Pursuit
Trainers

6

0

9

o

0

145

0

55

Total to Far East

215

0

Totals

Light and medium bombers

Heavy bombers

Naval patrol bombers
Pursuit
Trainers
Grand Total

1,053

34

43

0

82
0

718

17

55

0

51

1,951

334

Division of Monetary

-3-

Research

Table B. - Shipments by Types
Latest
Week

Bell Airacobra (P-39)
Boeing B-17

Brewster Buffalo
Consolidated Catalina
Liberator
Curtiss Tomahawk

Douglas Boston I
Boston II

Boston III

Glenn Martin Maryland
Grumman Martlet II
Lookhead Hudson I

Hudson III
Hudson IV

Hudson V

North American Harvard II
United Chesapeake

Grand Total - All Types

17

O

o

Total
Reported

To Date
48
21

145

0

82

o

22

O

516

o

O

5

0

1

72

213
150

0
9

0

1

29

203

0

18

0

344

O

55

0

51

51

1,951

Division of Monetary
Research

335

Table C. - Plane Deliveries to the British by Weeks
Light

Heavy
Bombers

Feb. 8*
Feb. 15*
Feb. 22*
Mar. 1*
Mar. 8*
Mar. 15*
Mar. 22*
Mar. 29*

22

25

-

Apr. 5*
Apr. 12*
Apr. 19*
Apr. 26*

21

-

Bombers

Pursuit

Trainers

Total

-

-

-

25

-

100

-

139

-

27

3

39

-

35

-

62

-

25

5

16

26
17

4

37

-

10

-

3

29

-

-

1

31

-

22

-

2

21

2

20

101

-

27

2

3

46

-

73

7

41

-

18

3

4

-

52

-

32

5

23

2

1

36

1

13

30

10

July 6*
July 13*
July 20*
July 27*

19

2

8

61

June 1*
June 8*
June 15*
June 22*
June 29*

-

28

56

15

27

106

10

-

3

61

28

19

7

-

25

65

-

21

5

55

100

-

59

-

5

37

2

-

45
45

29
34

1,053

52
50

1

3

-

3

-

-

-

-

48
32

-

24

-

11

-

15

-

-

1

51
84

96

-

20

1

1

36

44

4

-

53
49

20

-

34

41

4
1

-

45

46

-

7

26
28

-

-

Aug. 3*
Aug. 10*
Aug. 17*
Aug. 24*
Aug. 30*
Sept. 6*
Sept. 13*

Patrol

7

May 3*
May 10*
May 17*
May 25*

*

(

Bombers

Naval

-

Week

Ended

and Medium

42

-

85

-

74

-

69

-

56

-

12
11

69

-

61

-

48

-

49

5
-

-

4
-

-

43

34

-

1

-

17

82

718

51

-

55

1,951

The date given is for shipments by air. Shipments by water start
three weeks earlier. That is, the statement reporting the shipment

of planes by air for the week ending September 13 would report the
shipment of planes by water for the week ending August 23.

336
C

0

P

Y

FEDERAL RESERVE BANK

of New York

September 17. 1941.

Mr. H. Merle Cochran,
Treasury Department,
Washington, D. C.
Dear Mr. Cochran:

At Mr. Knoke's suggestion, I am enclosing for

your and Mr. Pehle's information a copy of a letter to
the Board of Governors of the Federal Reserve System,

analysing international movements of United States currency during recent months. Another copy will undoubtedly
be forwarded to the Treasury Department by the Board.

Very truly yours,

/s/ Walter H. Rozell, Jr.
Walter H. Rozell, Jr.

Enclosures

Copy:mew 9/18/41

FEDERAL RESERVE BANK OF NEW YORK

September 16, 1941.

Sirs:
Pursuant to the Board's request of March 14, 1941,

I should like to comment, rather briefly, on the movement of
United States currency between the Second District and abroad

since my letter of April 29, 1941.
As can be seen from the enclosed monthly reports,

covering the period from April to August, the export of American
bank notes continues to be limited almost entirely to Western
Hemisphere countries, the only exception being $100,000 which
were shipped to Portugal during April. Of the Western Hemisphere

countries, the principal recipient of American currency in recent
months has been Cuba, which, according to the reported figures,

received a total of $7,075,000 between the end of April and the
end of August. These shipments, most of which apparently were
consigned to the Cuban branches of large New York banks, were in

bills of large denominations (over $20). In investigating these
shipments, we were told that it is the practice of the American
banks in Cuba to settle their clearing balances in cash. During
certain seasons, therefore, there is a rather heavy demand for
American bank notes in Cuba. The recent shipments, however, have

337

-2 -

September 16, 1941.

338

FEDERAL RESERVE BANK OF NEW YORK

been substantially larger than the movement for comparable periods

in past years. In fact, the only previous year in which there have
been heavy shipments to Cuba during the May to August period was

1940, when a total of $5,306,000 was shipped. At that time, it
will be remembered, freezing regulations had just been promulgated

here and rumors of their further extension were current. Some of
the foreigners, whose accounts here had not yet been affected, were

therefore inclined to withdraw their funds from this country, often,
for reason of concealment, transferring actual cash abroad. The
shipments during the past four months may reflect, in part, a resump-

tion of this flight of funds as a result of our freezing Orders of
June 14 and July 26, together with the publication of the "Proclaimed

List," which had the effect of extending the freezing control to
certain Latin American firms. There may be an additional factor,
however, in the recent shipments of our currency to Cuba. According to the press, wealthy Cubans may now be hoarding United States

paper currency in an attempt to evade the Cuban export tax on
capital.
An examination of the movement of American currency be-

tween this country and Cuba during recent years seems to provide

further evidence that the heavy shipments last year and again this
year were associated with a hoarding demand (arising from attempts

to evade either our freezing regulations or Cuban taxes) rather
than with a seasonal movement in connection with the settlement

of clearing balances by American banks in Cuba. If the latter
- ==vegent would be expected to be in both directions.

3.

September 16, 1941.

FEDERAL RESERVE BANK OF NEW YORK

with the currency going to Cuba during certain periods of the year,
such as the sugar grinding season, and returning during the slack
seasons. This, however, is not the case. The movement has been

predominately in one direction during recent years. Since the beginning of 1936. a reported total of $30,556,000 has been shipped

to Cuba, but only $2,374,000 of American currency, probably left
there by American tourists, has returned to the United States
through reporting channels since that time.
The Dominican Republic, Puerto Rico, and Canada were the

only other Western Hemisphere countries to which any appreciable
amount of American currency has been shipped in recent months.
However, since these shipments were composed mostly of smaller
denomination bills and were part of a two-way movement between the

United States and these countries, the element of hoarding does not

appear to be present in this case.
As might be expected, receipts of United States currency

from abroad have likewise been limited primarily to imports from

this Hemisphere. Of total receipts of $6,774,000 during the last
five months, nearly two thirds, or $4,098,000, came from Canada.
These receipts were well in excess of the shipments to Canada,
mentioned above, and presunably represented to a large extent the
return flow, through banking channels, of American bank notes taken

abroad by tourists. There has also been an inflow of United States
currency from Argentina, which, although not excessive, may be of

some significance. Following negligible receipts from Argentina in
previous months, $66,000 of American currency was reported to have

339

340
4.

September 16, 1941.

Federal Reserve Bank of New York

been imported from Argentina in June and these receipts increased

to $301,000 in July. An additional import of $275,000 from Argen-

tina in August increased the total for the past three months to
$642,000. Of this amount, $424,000 was consigned to a New York

bank by one of the leading foreign currency dealers in Buenos Aires.
This Argentine firm is not on the #Proclaimed List" and apparently

is financed by Argentine capital. The remainder of the recent imports from Argentina was composed largely of currency returned by
the Buenos Aires branch of a New York bank.

There are certain factors which raise the question as to
whether some part of the bills coming in during the past three
months may not represent currency which Germany seized in occupied

territory and has been able to dispose of by selling it in South
American markets against either dollars or local currency. In the
first place, going back to 1935. there has been no month in which
imports of United States paper currency from Argentina has exceeded

the movement in either last July or August. Except for $225,000
in October, 1939 and $134,000 in the following November, reported
monthly receipts from Argentina normally ranged from $1,000 to

$70,000. The timing of the recent receipts may also be important.
It will be recalled that in November, 1940 $180,000 of American bank
notes were received from Germany by air mail via South America and

that these shipments continued at the rate of $120,000 a month
through February, 1941, when this practice was stopped. There were,

on the other hand, no receipts from Argentina until February, when
19,000 was received. Since that time, the isports have cont imand,

5.

September 16, 1941

FEDERAL RESERVE BANK OF NEW YORK

although it was not until July that the amounts were large
enough to arouse suspicion. The evidence available at present,
however, is not strong enough to reach any definite conclusions,

except on empirical grounds. I have already inquired informally
of the Argentine Central Bank as to the reason for the recent
increase in Argentine shipments of American bank notes to us and

I shall forward to the Board any additional information this inquiry may produce.

Receipts of American bank notes from other Latin American

countries have been small during the past five months, with the
exception of $310,000 from the Canal Zone in August. It is not

unlikely that this may be associated with a return of bills taken
there by our military forces and defense workers in that region.
Faithfully yours,

L. W. Knoke,

Vice Prosident.

Board of Governors of the
Federal Reserve System,
Washington, D. C.
Enclosures
WHR:EC

Copy:mew:bj:alm:wec:9-18-41

341

AND RECEIPTS OF U. S. PAPER CURRENCY

FOREIGN COUNTRIES I MONTH OF AUGUST, 1941
SHIPMENTS

By 10 Monthly Reporting Banks
$5 to $20
Over $20

81 & $2 Bills

Bills

Bills
? R Notes

7 R Notes

*By Other
Banks and

Total

Firms

Total
Shippents

ries

Nic

$1,000,000

$1,000,000

$1,000,000

$25,000

$160,000
240,000

15,000

200.000
240,000

200,000
240,000

12,500

50,400
$450.400

8,000

70.900

$32.000

102,900

31,510,900

32.000

$1,542,900

37.500

31,023,000

RECEIPTS

10 Reporting Banks

f 14,000
on

bite

35,000
37,900
26,000

98,900

orion

275,000
4,500
310,300
46,500

636,300
2,016,600
133,000
14,000

$2,912,800
1,542,900
1,369,900

seipts

peate

Crez Shipments

10 Questionnairee sent out - monthly series
7

S

had transactions

RENT no transactions

343

10 Monthly Reporting State
83 to 130
over $80

to & $2 Billa F. R. Notes
Tie

$20,000
40,000

18.750
VE 750

Total

7.

$800,000
$130,000
207,000

3,000

15,000

16,000

30,950

16.500

60.800

370,950

39.500

10 Reporting Banks

0 19,000
6,500
52,500
44,000
40,000

Lea

16,500
300,000
25,000
15,000
55,000

41,000

Indies 8,000

$ 800,000

WORK

150,000
847,000

REDUCTION

dies

By Other

Billa

Butta

145,000

I

.

RECEIPTS or U. 8. PAPER CURRENCY

TO AND OM FOR ET COUNTRIE IN MORTH OPEN 1941
SHIPMENTS

By 10 Monthly Reporting Banks
$5 to $20

$1 & $2 Bills

Bills

F. R. Notes

Over #20

*By Other

Bills

7. R. Notes

Total

ries
Jublic

$100,000

$395,000

$3,875,000
55,000

Banks and
Firms

33,875,000
550,000

Total
Shipments
$3,875,000
550,000

America
$25.500

5,700
$105,700

tol

28,000

423,000

23,000

23,000

14,300
$3,967,300

4,496,000

48,000

40.000
74.500

25,500
23,00
97.00

4,570.50

RECEIPTS

10 Reporting Banko

1.000

tries

Indies
epublic
ada

50,300
9 000
44,000

otal

103.800

65,500
3 000
17,000

tal

85,500

Bent Indies

otal

43,000
5,000
3,400

51,400
3,000
367,400
612,100

otal Receipts
Total Shipments

hipments over Receipts

10 Quostionnaires sent out - monthly sories
8 Banks had transactions
2 Banks had no transactions

of currency shipped not known

4,570,500
3,958,400

345

By 10 Monthly Reporting Banks
15 to 120
Over 120

Bills
X & $2 Bills 7. R. Notes

7. R. Notes

$ 25,000
180,000

36,000
$243,500

Total
Shipments

$ 25,000

1,400,000

1,400,000

10,000
50,000

230,000
50,000

230,000
50,000

25,000
30,000

2,500
25,000
30,000

2,500
25,000
30,000

2,500

6,500
$46,500

Total

Banks and
Firms

$ 25,000

$1,400,000

$40,000

Lie

*By Other

Bills

10,000
$1,525,000

52,500

$1,815,000

$45,000
$45,000

97,500

$1,860,000

RECEIPTS

10 Reporting Banks

$ 5,000
las

Indies 80,000
110

39,000
111,000
64,000
294,000
3,000
17,000

20,000
231,200

36,000
5,000

$1.000
5,000

eceipts
Hipments

over Receipts

10 Questionnaires sent out -monthly - perios
?

Banks had transactions
had no Free nations

596,800
1,860,000
1,263,800

346

By 10 Monthly Reporting Banks
Over $20
$5 to $20

Bills

a & $2 Bills

Has

public

1

F. R. Notes

*By Other

Bills

7. R. Notes

Total

Shipments

$100,000

$100,000

85,000
150,000
55,000

I 25,000

$ 25,000
$40,000
20,000

50,000

360,000
35,000

150,000
55,000

12,800
$72,800

31 200
3106,200

4,000
$99,000

48,000
$278,000

Total

Banks and
Firms

55,000
$155,000

105,000
$433,000

RECEIPTS

10 Reporting Banks

3 10,000

untrios

It Indies 147,000

Republic
to

lands

71,900
166,000
30,000

414.900

tal
D. America

oa

2,000
2,000
2,900
19,000
34,500

60,400
212,600

Total

-

49,000
6,000

55,000
1,800

Total

Total Shipments
Total Receipts
Receipts over Shipments

10 Questionnaires sent out - monthly series
6 Banks had transactions
4 Banks had no transactions

$58.000
154.700
381,700

COPY

347
London

Undated

Rec'd. September 17, 1941
6:20 a.m.

Secretary of State,
Washington.
4348.
CONFIDENTIAL FOR SECRETARY MORGENTHAU.

In accordance with the recent statement of British
export policy on Lend-Lease goods contained in the White

Paper, the Board of Trade which administers exports will
have to determine what goods are in short supply in the
United States and what goods cannot be obtained in the

United States. The Board of Trade is desirous that the
United States Government should have in London a man who

will be familiar with these situations. They are also,
I believe, suggesting to Washington through other channels

that there be set up a committee to which can be referred

the difficult cases on exports.
This question is doubtless of interest to several
Departments in Washington.

Coe will be back in Washington in a few days and will

give you further details.
I would appreciate a copy of this message going to
Mr. Hopkins and your discussing this problem with him.
WINANT.

Copy:hr: 9-18-11.

C

348

W.T.1117/204/41
BRITISH EMBASSY

Confidential

WASHINGTON, D.C.

September 17th, 1941

Dear Cochran,

We have been informed by London that general

certification has been given to banks in the United Kingdom to debit sterling account (whether kept at London Office or at a branch in China) of British firms and British
nationals resident in China for the purpose of making payments to or for account of individuals and firms resident
in sterling area.
Sterling balances of branches in China of Chartered
Bank of India, Australia and China, Hong Kong and Shanghai
Banking Corporation, Mercantile Bank of India, E.D. Sassoon
Banking Company, Ltd., Chase National Bank of City of New
York and National City Bank of New York have been freed for
payments in sterling area against receipt of undertakings
to block sterling balances held with them in China and se-

curities or gold held in sterling area on behalf of residents
of China and Japan.

Such branches have also been authorized (a) to purchase sterling by debit of Chinese accounts whether blocked

or not in order to enable account holders to meet their
normal obligations in China. The phrase "normal obligations"
is intended to cover all normal day to day transactions including payments for goods shipped to China from sterling

area, (b) to honour drawings under travelers letters of credit, (c) to debit blocked Chinese accounts in Shanghai to
meet inward document bills from sterling area. Export bills
under any credit authorized by Bank of England will automatically carry a license to charge a blocked Chinese account,
(d) to give instructions necessary to liquidate sterling
contracts entered into before July 29th, 1941.
Mr. Merle Cochran,
U.S. Treasury Department,
WASHINGTON, D.C.

349

We are prepared when approached, to extend

the same authority to Dutch banks.

Subject to normal exchange control regulations
Chinese accounts whether blocked or not may be credited.
Yours sincerely,

(Sgd.) R. J. Stopford

Copy:wec: 9-18-41

c

350

TERASURE DEPARTMENT

UNIVERS STATES COAST GHARD

Y

WASHINGTON

17 September 1941.

From:

Spagent, Shanghai, China.

To :

Underecerotary Doll.

In reference to your radio of the 8th, you are advised
that this office and its Hengkeng breach, acting on Mr. Cochrea's isstructions, have been cooperating with Fox and his assistants since

their arrival is China. During Mr. Taylor's visit to Shanghai, August
12th to 27th, the writer provided his with office space and gave his
undivided attention morning. seen, and night, Sundays and holidays.
Tayler's work is Shanghai was a complete success. He gained the respect

and confidesce of the local beaking community of all nationalities. and
11 is indood infortunate that his services is Shanghai have been discontinued. Our Shoughai office has and is working long hours handling

Fex's extraordinary cable traffic. and the coding, deceding, and dietribution of the board's instructions of September 7th to the local beaks
was accomplished w this office without upsetting the market and without
arousing any conflist between the banks. We shall be pleased to fursich Fee with copies of our daily exchange of messages to the depart-

ment, and otherwise cooperate of our ability. We
understand that Horse Smith of the Classifilate has been designated
to set as limises between the board11and
consulate.
EEthe
IS M
10 18
(signed) NICHOLSON.

Copy:bj:9-17-41

SECREE

RECEIVED

C

0

P

351

STABILIZATION BOARD OF CHINA

Y

Central Bank Building
TAOMENKOU, CHUNGKING

VIA AIR MAIL

17th September, 1941.
CONFIDENTIAL

Mr. H. Merle Cochran,

Director of the Stabilization Fund,

U.S. Treasury, Room 279,
WASHINGTON, D.C.,
U.S.A.

My dear Cochran,

I should have liked very much to have written you and

others in the Treasury but time does not permit. I desire, however, briefly
to call you attention to a few matters.
I little dreamed when I accepted the appointment as a Mem-

ber of the Stabilization Board that 80 many difficulties would be encountered.
Sone of these, of course, have been unavoidable. Communications have been
unbelievably bad. I am enclosing the wrapper of a package you sent me on
June 26th which was handed to me on September 12th. It had gone to Peiping
by mistake.

The most distressing problem facing the Board at the present

time is the uncertainty of its operations by reason of the creation of the Exchange Control Commission or Agency as provided in the exchange of letters of

April 25th. This unquestionably, as I pointed out in Manila, creates a Frankenstein which is going to make for really serious trouble. Just as we are
finally succeeding in working out a fairly satisfactory arrangement regarding
Shanghai, there emanate from Chungking almost daily press statements which

could not help but keep the market uneasy and stirred up. I do hope that
either the plan reported to me in Manila or some other arrangement will have
been worked out by the time this letter reaches you.
While in Shanghai we heard considerable criticism from American businessmen of the Universal Trading Corporation because of their fear

that it was encroaching upon their territory. From all I have observed
since I would say that the operations of the Universal instead of being curtailed should be greatly expanded. The stories I heard in Manila and in
Hongkong about trucks and the commissions charged in the acquisition of them

are really fantastic. If the practice as revealed in dispatches from the

High Commissioner regarding such commissions are true, every effort should be

made to extend the field of operations of Universal.

For some time past we have been hearing rumours in Chung-

king about the return of K.C. Li of the Wahchang Trading Company. I under-

352
Mr. H. Merle Cochran

-2-

17th September, 1941.

stand that he is being brought back by Dr. Kung to become head of the
Ministry of Foreign Trade which Ministry would absorb the Foreign Trade
Commission, and that P. W. Tsou, the very capable Vice-Chairman of the Foreign
Trade Commission, intends to resign. This will do the Universal no good.

From my angle the trip to Manila was well worth while
for it helped to clarify many problems that would otherwise have been very
difficult to handle by cable. I cannot over-emphasise the value of our
Manila conversations which have already had beneficial psychological repercussions here and I should like again to express my gratitude to you and
Bernstein for all you have done. I wish it were possible to take advantage
of such opportunities more often. It convinced me of the urgent necessity

of taking time out as soon as things are running fairly satisfactorily to

return to Washington for a week or two in accordance with my original plan.
I find some American experts here who have become anchored for a very long

time but I am not at all in sympathy with such a procedure and will not personally become a party to it.
With kindest personal regards to the Under-Secretary
and you, I am,

Very sincerely yours,
(Signed) A. Manuel Fox
A. Manuel Fox

P.S. Southard, who has spoken highly of you on a number of occasions,
would want to be remembered if he knew that I was writing.

C

0

SHANGHAI

P

353

Y

September 17. 1941.

To: Secretary Morgenthau
From: Mr. Fox

"Following is translation of final draft of principles of
organization of the Exchange Control Commission which it is confidently
expected will be adopted today in Chungicing."

Article 1. The National Government of the Republic of
China shall set up an Exchange Control Commission

for the purpose of controlling matters related to
foreign exchange.

Article 2. The Exchange Control Commission shall be vested

with power and authority to deal with matters re-

lating to:
lv The Study and Formulation of the Policy or
Exchange Control;

2- The examination and approvel of applications
for the purchase of Foreign Exchange;

3- The control over the compulsory sales of
foreign exchange derived from exports;
4

The supervision and direction of the remittances of the overseas Chinese;

5- The disposition of the Foreign Exchange assets

frozen in foreign countries;

6- The distribution and utilization of foreign
loans and credits;

7- The planning and supervision of the collection

--

354

of gold and silver;
8- The investigation and research on problems of Exchange
Control.

Article 3. Exchange Control Commission shell consist of 11 to 15
members to be appointed by the National Government of

the Republic of China,with the Minister of Finance
acting concurrently as its Chairman and 5 to 7 standing
members to be chosen from among the members.

Article 4. The Exchange Control Commission shall have one secretary
general two deputy secretaries general, who shall have

charge of the office in accordance with the instructions
of the chairman.

Article 5. The Exchange Control Commission shall have four departments
and subdivisions thereof:

1- The first department
2- The second department

3- The third department

4 The fourth department.
Article 6.

The first department shall have charge of matters relating

to the examination and approval of the applications for the
purchase of Foreign Exchange.

Article 7.

The second department shall have charge to matters relating

to the control over the compulsory sales of foreign exchange
derived from exports and immigrant remittances and the

planning and supervision of the collection of gold and silver.

355
Article 8. The third department shall have charge of matters relating to the disposition of the foreign exchange assets
frozen in foreign countries and disposition of foreign
loans.

Article 9. The fourth department shall have charge of the drafting,
correspondence, receipt and delivery of mails, office
seals, custody of archieves, personnel, office accounts,

general affairs and other affairs which do not specially
fall under the jurisdiction of the other departments.
Article 10. The Exchange Control Commission shall have four directors

and four vice directors to be in charge of the affairs
of the respective departments, to be assisted by a number

of divisional chiefs, members and assistants.
Article 11. The Exchange Control Commission shall have two secretaries

and a number of technical experts, inspectors and translators.
Article 12. The Exchange Control Commission may, when deemed necessary,

establish offices at suitable places in China and forwarding
offices abroad. The regulations for the organization of
these offices shall be separately drafted.
Article 13. The Exchange Control Commission shall have regular meeting
of the standing members once weekly and regular meeting of
the whole commission once monthly and special meetings, when

necessary, subject to call by the Chairman.

Article 14. The Exchange Control Commission shall file reports on its
work with the Ministry of Finance for record.

356
Article 15. The detailed regulations governing the procedures of
the work of the Exchange Control Commission shall be

separately drafted.

Article 16. These principles shall come into force from the date
of promulgation?

Section two to follow.

Copy: bj:9-20-41

357
SHANGHAI

September 17, 1941
To:

Secretary Morgenthau

From: Mr. Phlox ? (Fox)
"Sent by Board through Hong Kong Committee (Fund A) to

Hong Kong and Shanghai Banking Corporation Shanghai for distribution.

1. As from Monday August 18, 1941 the Stabilization

Board of China will provide U. S. Dollars at the
rate of 5-11/16 for cash delivery to the banks
licensed under U. S. Treasury General License 59

and 61 against legitimate imports to China, provided
that such sales satisfy the requirements and conditions of U. S. General License 59.

2. (Omitted is ? (in) instructions to banks not licensed
by United Kingdom) as from Monday August 18, 1941 the

Stabilization Board of China will provide pounds

sterling cover at the rate of 3-3/16d for cash delivery
to the following banks for legitimate imports to China:
Hong Kong and Shanghai Banking Corporation, Charted

Bank of India Australia and China, Merchantile Bank
of India, National City Bank of New York, Chase Bank,
Central Bank of China, Bank of China, Bank of Communications
and Farmers Bank of China provided that such imports are

from the Sterling Area and that the beneficiary is a
resident in the Sterling Area.

-

3. The banks referred to in paragraph one and two who
require such cover should make application to the
temporary office of the Board at 104,105 and 106
Hong Kong Bank Building Hong Kong through their Hong-

Kong offices or agents and give a written undertaking
to the Board in the following terms: - The Bank or
agent on behalf of the applicant undertakes to furnish
the Board within two weeks with duly executed

application forms in triplicate and agrees to resell
any exchange purchased from the Board which may sub-

sequently be found to have been used for other than
authorized imports as specified in paragraph one and

two or for goods found to be on the prohibited list
published by the Chinese Maritime Customs on July 4,
1939 with subsequent additions and amendments.

4. U. S. Dollars and pounds sterling cover will be provided through an application ? (applicant's) branch
or agent in Hong Kong. Upon receipt of the Boards

notification that an application ? (applicant's) cover
has been provided the Bank or agent shall then

confirm to the Board in its usual form of confirmation
to the effect that payment of the equivalent amount of
fapi has been effected by telegram to the Shanghai

offices of the National City Bank of New York or
the Chase Bank in the case of U.S. dollars
and to the Shanghai offices of the Hong Kong

358

-and Shanghai Banking Corporation and the Chartered Bank of India

Australia and China in the case of pounds sterling"

Copy bj:9-19-41

359

360
EJ

GRAY

Hong Kong via N.R.
Dated September 17, 1941

Rec'd 11:18 a.M., 18th

Secretary of State,
Washington.

366, September 17, 2 p.m.
STRICTLY CONFIDENTIAL FROM FOX FOR TREASURY.

"Hall-Patch states that United Kingdom Treasury

is compiling a list of European undesirable consignEES because London in granting Export licenses for

China wishes 'to facilitate transactions beneficial
to China and to hanper transactions from which the

Japane SE derive any advantage'. As a first step in
this program the following message from their London

offices is being passed through Hall-Patch to the
three British banks operating in China.
'At the request of authorities WE instruct you
to make EVERY Endeavor to avoid financing trans-

actions likely to benefit Japanese Either directly
of indirectly. You should also KEEP in constant
touch with Embassy and give Embassy all possible

help and information in regard to standing and affiliations of merchants and others likely to have
Japanese

361

-2- #366, September 17, 2 pens, from Hong Kong

via II. R.

Japanese interest as well as in regard to transactions generally in favor Japanese'. I recomend
that parallel action be taken by the Treasury and
that the American institutions be notified Either
directly from Washington or through American Consulates in Shanghai and Hong Kong or both.
SOUTHARD
RR

362

CORRECTED COPY
GRAY

RS

Hong Kong via N.R.
Dated September 17, 1941

Rec'd 11:20 a.m., 19th.

Secretary of State,
Washington.

367, September 17, 3 p.m.
CONFIDENTIAL FROM FOX FOR SECRETARY OF STATE:

Delighted to learn that country committee has

been appointed to Explore possibilities of trade
between the United States and China. Find genuine

interest in many quarters here in such an agree-

ment. Needless to say I am nevertheless vitally
interested in the program and anything I can do
to advance the progress of agreement I shall be

only too happy to find the time to do. Cable from
Honduran Legation indicates that Venezuela has

decided to publish report prepared by United States

mission two years ago. I shall greatly appreciate details regarding this and if you deem it
advisable have the American Ambassador, Dr. Frank

Corrigan, for whose abilities I have great respect,
convey to the President of the Republic of Venezuela
and the

363

-2-, #367 from Hong Kong, September 17, 1941;

Rec'd 11:20 a.m., 19th.

and the Minister of Finance my deep appreciation

and thanks for this decision.
SOUTHARD

CSB

364

C

0

P

Y

AF

GRAY

Chauncey

Shanghai via N. R.
Dated Sept. 17, 1941

Rec'd 1:23 p.m.; 19th

Secretary of State,
Washington.

1298, September 17, 9 a.m.
Reference Department's 629, September 16, 5 p.m.
and my 1268, September 13, noon.
Moscow Norodny Bank Shanghai reports it seldom

has any need to purchase exchange in any large amount

and probably no occasion to apply for stabilization
funds, but rather supplies exchange to Shanghai market
to cover Union of Soviet Socialist Republics commitments

for shelter, repairs, and other official expenses, in
amounts in the past up to as much as United States dollars

500,000 monthly, but may be less in future. It sells against
its New York credits to Charters Bank, Shanghai at sta-

bilisation rates. Norodny Bank is willing to turn these
funds over to board through any channel desired. If
board desires different procedure than that now followed,
Moscow Norodny Bank would appreciate special advices as

desires cooperate fully.
LOCKHART

NPL

Copy:bj:9-23-41

365

TEM

GRAY

Hong Kong via N. R.
Dated September 17, 1941

Rec'd 11:05 p.m. 19th

Secretary of State,
Washington.

365, September 17, noon.
FOLLOWING FOR FOLEY, ACTING SECRETARY TREASURY

FROM AIKIN.

"Impact freezing on American and Chinese normal

trade negligible. Operation general licenses satisfactory, however, important Chinese commercial banks

including Bank of East Asia, third largest in Hong
Kong resent failure to have been specifically named
in general license 59 Especially since several unimportant foreign banks included in the general
license. Some Chinese apprehensive possibility
Treasury may take action based on TFR_300 reports

the ultimate Effects of which will be to force
surrender their United States assets to Central
Bank of China.

Inclusion of Hong Kong in sterling area presents
real

366
-2- #365, September 17, noon, from Hong Kong via N. R.

real problem and predicts serious interference EX
tropoot finance and trade of Hong Kong. Chinese
resent necessity of reporting United States assets

to British authorities and possibility they will be
obliged to surrender their United States assets to
Hank of England. If obliged to surrender, many
Chinese prefer Bank of England to Central Bank of
China.

Southard and Fox approve my departure September

27 Clipper to Manila, where I plan consult with
Sayre and Aarons prior to returning Washington on
Clipper scheduled leave Manila October 3, subject
to accommodations made available through Pan Ameri-

can Airways Priority Board, San Francisco and your
approval. If
SOUTHARD

NK

367
PM

Tokyo

Dated September 17, 1941

Rec'd 1:20 a.m.

Secretary of State,
Washington.
URGENT.

1470, September 17, 1 p.m.
Embassy's 1465, September 16, 5 p.m.

As the Japanese note verbals appears responsive
to our side memoire of August 9 and of SEptEmbEr 9,

the Embassy assumes that there is no objection to

proceeding with the fulfillment of the conditions
therein in order that the Consular officers and the
Embassy may negotiate drafts and checks.

Instructions would, however, be appreciated

at the Department's earliest convenience.
GREW.

KLP

368

TREASURY DEPARTMENT
INTER-OFFICE COMMUNICATION

DATE September 17. 1941
TO

Secretary Morgenthau

FROM

Mr. Cochran

CONFIDENTIAL

Registered sterling transactions of the reporting banks were as follows:
Sold to commercial concerns

L 62,000

Purchased from commercial concerns 1133,000

Of the latter amount, 1100,000 reportedly represents proceeds of machinery exports.

Open market sterling, after opening at 4.03-3/4, returned to 4.03-1/2 and
remained there throughout the day. The only reported transaction consisted of
11,000 purchased from a commercial concern.

The Argentine free peso again moved off to close at e low of .2360.

In New York, closing quotations for the foreign currencies listed below

were as follows:

Canadian dollar

10-5/8% discount

Colombian peso
Mexican peso

.0505
.5800
.2070
.2755

Cuban peso

7/16% discount

Brazilian milreis (free)
Venezuelan bolivar
Uruguayan peso (free)

4400

There were no gold transactions consummated by us today.
No new gold engagements were reported.

Spot and forward silver were again fixed in London at 23-1/2 d and 23-7/16d
respectively. The U.S. equivalents were 42.67 and 42.55.
The Treasury's purchase price for foreign silver was unchanged at 35d.
Handy and Harman's settlement price for foreign silver was also unchanged at
34-3/44.

We made one purchase of new production silver amounting to 60,000 ounces

under the Silver Purchase Act. This silver, which was bought for forward
delivery, came from various foreign countries.

m.p.

Re
369
BRITISH EMBASSY,
WASHINGTON.

PERSONAL

AND SECRET

September 17, 1941.

Dear Mr. Secretary,

I enclose herein for your personal

and secret information a copy of the latest
report received from London on the military
situation.
Believe me,

Dear Mr. Secretary,

Very sincerely yours,

R. I. Campbell
The Honourable

Henry Morgenthau, Jr.,
United States Treasury,
Washington, D.C.

370

SEPARATE 19th,3941

Assess - / off Kerkenah was continued by

- / - September 18th-15th and by Wellingtone
Laber the - night. Security of results one morehant ship
6,000 tons seriously damaged, one merchant ship damaged, one
mirahant ship 18,000 tons sunk by Blenhaims one damaged, one

6,000 tons on fire and two damaged by Swordfish, one 10,000
tons on five and three others damaged by Wellingtone.
Debeh submarine reports having sunk by gun five
S.

1,800 ton - Sepque and torpedoed mrsahant ship estimated
at 6,000 tons which appeared sinking. Both were south bound

fully Inden.
8.

British 8,000 ton tanker experienced heavy are

plosion off outer Dewsing night of September 14th-15th. She

was blem in two, both parts afloat.
Night of September 15th-14th. Results of air
attack on Breat could not be seen but 174 tons high explos-

4.

ives were dropped in target area,
Night of September 15th-14th. Nearly 13 tons of
3.

high explosives were dropped on shipping at Tripoli.
The final Vichy repatriation convoy has sailed
6.
from Beisus.
7.

Reinformament of air craft has arrived safely

at Malsa.
8.

September 12th-13th. Wellingtons

dropped 19 tons of boabs on two Oretean aerodromes causing

fires at both.
Gorman Air Force September 11th-12th.
9.
September 12th-15th. Tobruk boubed and same damage to
12th Rodina area barbed but

371

-

10.

Pincers from South East Comel and North

from Krenonchug closing. Further German advance
Berislav towards Perokop.

372
NO OBJECTION TO PUBLICATION IN SERVICE JOURNALS

MILITARY INTELLIGENCE DIVISION

TENTATIVE LESSONS BULLETIN
No. 159

WAR DEPARTMENT

Washington, September 17, 1941

G-2/2657-235

NOTICE

The information contained in this series of bulletins
will be restricted to items from official sources which are
reasonably confirmed, The lessons necessarily are tentative
and in no sense mature studies.
This document is being given an approved distribution,

and no additional copies are available in the Military Intelligence Division. For provisions governing its reproduction,
see Letter TAG 350.05 (9-19-40) M-B-M.

GERMAN STRATEGICAL PICTURE
OF SMOLENSK AND KIEV

SOURCE

This bulletin is based upon a translation of an article which
appeared on August 17, 1941, in Presse-Gebedienst, a German news service.

In reading this bulletin, intended propegandistic effects should

be borne constantly in mind.

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-

373
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GERMAN STRATEGICAL PICTURE
OF SMOLENSK AND KIEV

The strategical picture of the two great encirclement battles of

Smolensk and Kiev is characterized by the two concepts, wedge and Kessel.*
These expressions are applicable also to the double battle at Bialystock
and Minsk; in fact, to the whole of the German operations in the East.
The official report of German Army Headquarters described as

follows the essential parts of the battle of Smolensk, that splendid
example of the art of military leadership:

During the breakthrough to the east and northeast of Smolensk

by Panzer formations and motorized infantry divisions, in spite of the
heaviest counterattacks, the infantry divisions, in closed ranks - by
making extraordinary marches and fighting magnificently - covered the
flanks of the shock wedge, which was attacked time and again by the

enemy. In addition, these infantry divisions carried out the encircle-

ment of the enemy forces, which had been broken through by the mobile
formations, and defeated them in groups which were still capable of
action. Hence, in an area 250 kilometers wide and 150 kilometers deep

a mighty battle took place, the key points of which were the towns of
Vitebak, Polotsk, Nevel, and Mogilev, all near Smolensk, For almost
four weeks the enemy forces sought to regain their freedom, fighting
with the courage of desperation and suffering enormous losses, while new

troops were thrown into the battle to relieve them. But all these attempts failed because of the flexibility and tenacity of the German
troops.

The form of the battle of Smolensk is typical of that of the
whole operations in the East, as well as of the predominant part played
by the two great concepts, wedge and Kensel. From the first day of
fighting, and continuing throughout the operations, Panzer wedges were
a prominent feature: they thrust themselves into the enemy front like
arrow points and penetrated through. Oftentimes these shock wedges
executed their breakthrough operations with extraordinary boldness, many
times with flanks uncovered and with the enemy on the right, on the left,
in front, and to the rear - where the Russians would again assemble after
the passing of the wedge.
The wedges were a necessary preliminary for the Kessel operations

in that they formed the wall which separated the parts of the Soviet
*The German word Kessel is A hunting term, applied to an action in which
the game is completely encircled, driven in towards the center of the

ring, and destroyed. G-2.

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-2- -

374
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front and divided the enemy into groups.
These wedges of mobile troops were widened and covered by the in-

fantry divisions, which had to execute almost superhuman march performances in order to keep up with the Panzer formations and to be able to
cover the flanks of the shock wedge and carry out the encirclement and
destruction of the enemy groups that were cut off.
In the great battle of Smolensk there were many combat centers,
and the manifold nature of the separate operations WAS terribly con-

fusing for the observer outside and rather confusing for the individual
soldier, who was not acquinted with the operation as a whole. The network of operations covered R large area; there were strong points of
resistance and encircled areas of various sizes in which Russians were
destroyed. As a rule these encirclement operations were carried out in
the following manner: After splitting off an enemy group, the shock
wedge would swing to the right or to the left and, by quick turns, cut
out a sector from the enemy front: this would then be surrounded on all
sides with extraordinary rapidity, before the enemy realized what had
happened.

The Russians tried many times to save the situation by attacking
the German wedge on the flanks and by trying to break through the German
encircling movement. They attacked the German encircling forces from
the rear, and they endeavoured to carry out encircling operations themselves. Accordingly, there were times when the course of the front was
known only to the command, when the individual soldier thought that the

front was everywhere, in front, behind, to the right, and to the left.

The tenacity of the Russian defense and the manner in which
Russian troops were urged to fight and die, rather than to surrender,

caused every encircled area to become a bloody battlefield. If it is

remembered that the Russians are very skilled in the construction of
field works, that they are masters of camouflage and know how to exploit

to the fullest the possibilities of every terrain, then it can be understood that the desperate, surrounded masses made use of the space for

defense as effectively as possible. Every village, every house, every
wall, every strong point, every natural obstacle was utilized and
Russian organization completed the defense with barriers. Each encircled
area or Kessel was, then, like a fortified area, in which there were not
only considerable masses of men for defense, but also large quantities
of arms and material,

The German soldiers, therefore, after completing an encirclement

operation, often had to use strong forces to capture the fortified area

within - and we can inagine that the enemy increased his resistance when

he realized the hopelessness of his situation.

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375
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Wherever they were surrounded, the Russians were like game driven

together, trying to break out in every possible direction. In the rage
of utter desperation they were willing to hazard anything. If it is
borne in mind that at one German bridgehead, where the Russians made a

desperate attempt to break out, only three hundred Russians were captured
while two thousand were killed, then an idea can be had of the desperate

resistance offered by the masses which were encircled. If further kept
in mind the fact that in the great encirclement battles of Smolensk or
Kiev fighting was raging simultaneously in many such areas, the offectiveness and destructive power of such operations, when both sides use
enormous masses of men and materiel, can be realized. The narrowing of

those areas is the final stage in the strategy of encirclement and destruction, that strategy which was executed with such extraordinary
success by the German command in the East and which aims not only to de-

feat and drive back the giant masses of the Soviet armies, but to sur-

round and destroy them as well.

It goes without saying that this system of wedge and Kessel presupposes a superior quality of troop leadership, one that can act with
lightning like rapidity, and presupposes soldiers, who in training and
battle power, possess the excellent qualities of those in the German army.

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-

RESTRICTED

376

G-2/2657-220; No. 495 M.I.D., W.D. 11:00 A.M., September 17, 1941

SITUATION REPORT

I.

Eastern Theater.

Ground: German forces of the Army Group of General Field
Marshal Leeb have captured Volkhovstroi (Zvanka), a town 73 miles
east of Leningrad and the junction of the Murmansk and Vologda railroads.

There is no specific information with regard to

operations on the central front, but it is evident that the vigor

of the Russian counterattacks has diminished.

German mechanized forces of the central and south-

ern army groups have effected a junction at a point about 20 miles
northeast of Lubny. Lubny is a town 120 miles southeast of Kiev, on
the Kiev--Poltava railroad. The towns of Lubny and Khorol were captured by German forces which had crossed the Dnepr River near Kremenchug.

To the northeast of Kiev, other German columns have

captured Nezhin and are approaching Priluki from the northeast.
On the lower Dnepr River, one German column has ad-

vanced to the Russian fortified line on the isthmus of Perekop.

Other columns are advancing from the bridgeheads

of Nikopol and Berislav in the general direction of Melitopol.
Air: Recent action on the Leningrad front has been characterized by strong air supported attack, as well as defensive air
activity. The Russian communique reports the use of parachutists and
air-borne troops in the second German attack on the island of Oesel.
II.

Western Theater.

Air: The R.A.F. made night raids on Karlsruhe and docks
at Le Havre. Southeast England was bombed by the Luftwaffe during
the night.

III.

Middle Eastern Theater.
Ground: No developments.

Air: Cairo was subjected to its first raid of the war yesterday. Tobruk was raided heavily by German planes while the British
raided Tripoli and Benghazi.
RESTRICTED

CONFIDENTIAL

Paraphrase of Code
at the War Cablegram
Received Department
on September 17, 1941

377

London, filed: 4:03 p.m., September 17, 1941.

1. British Air Activity over the Continent.
a. Night of September 15-16. The amount of bombs dropped

was as follows: on Hamburg, 140 tons of HE, including 5 - 4000
pound bombs, 144 - 50 pound incendiaries, 144 - 25 - pound incen-

diaries and 9400 - 4 pound incendiaries; and on Le Havre, 60
tons of HE and 3400 incendiaries.

b. Day of September 16. A total of 482 fighters were em-

ployed as follows: 218 in the protection of shipping, 77 on interception patrols, 67 on offensive missions and 20 on special
operations. A B-17 dispatched to attack Cologne abandoned its
mission because of bad weather. 12 Blenheims sank a small motor

vessel during an attack on shipping off the Dutch coast. Another
flight of 6 Blenheims operated against enemy shipping, but without results.
C. Night of September 16-17. 55 bombers were dispatched

to attack the industrial area of Karlsruhe and 10 to Le Havre.

Most of these aircraft attacked their primary targets. The
weather was good.

2. German Air Activity over Britain.
a. Day of September 15. 15 reconnaissance aircraft and 10
long range bombers were used.

b. Night of September 15-16. 2 night fighters, 10 long
range bombers and 20 mine laying aircraft were employed,

C. Day of September 16. Defensive fighter patrols were
maintained.

CONFIDENTIAL

CONFIDENTIAL

-2-

d. Night of September 16-17. Operations on a slightly in-

378

creased scale occurred, consisting of raids over Yorkshire by
long range bombers, operations against shipping in the Bristol
Channel and from Selsey to Dover off the south coast, sea mining

in the Thames Estuary and night fighter activity over East
Anglia and the area of Calais.

3. Aircraft Losses Reported.
a. British losses. On September 16, 2 Spitfires and
pilots and 1 Blenheim were lost. No bombers were lost the night
of September 16-17.

b. Axis losses. On September 16 these were as follows : 6
Me-109's shot down. 1 Me-109 probably destroyed and 1 Me-109

damaged. A British Havoc destroyed a Ju-88 the night of September 16-17.

4. British Air Activity, Other Theaters.
a. North African Theater. Benghazi was bombed by 3 Wellingtons the night of September 14-15. The same night 2 Wellingtons and 4 Albacores attacked Gambut airdrome, destroying 8 Axis

aircraft and probably destroying 8 more. Hits were claimed on

the docks at Tripoli during an attack by 10 Wellingtons the night
of September 15-16.

5. Axis Air Activity, Other Theaters
a. North African Theater. On September 14, Axis aircraft
bombed Tobruk. Abrassia was attacked the night of September 14-

15, resulting in some military casualties.
LEE

I. B. # 3 9:45A, 9/18/41
CONFIDENTIAL

-3-

Distributions
Chief of the Army Air Forces

CONFIDENTIAL

379

State Department (2)

Assistant Chief of Staff, G-2

War Plans Division

Office
G.
H. Q.of Naval
Record Section

Intelligence (2)

Intelligence Branch
Secretary of Treasury

O.A.S.W.
A.S.W.A.

Section File
Collection Section
B.E.

0-3
A.C.
CE,B &NE

CONFIDENTIAL