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Federal Reserve Bank of St. Louis
Post Office Box 442
St. Louis, MO 63166-0442
www.stlouisfed.org

James Bullard
President and Chief Executive Officer
(314) 444-8301

February 23, 2010

The Honorable Evan Bayh
United States Senator, Indiana
131 Russell Senate Office Building
Washington, DC 20510
The Honorable Jim Bunning
United States Senator, Kentucky
316 Hart Senate Office Building
Washington, DC 20510
The Honorable Bob Corker
United States Senator, Tennessee
185 Dirksen Senate Office Building
Washington, DC 20510
Dear Senators Bayh, Bunning and Corker:
The financial markets of the United States have seen considerable improvement over the past 18
months. This improvement is due in large part to actions taken by the Federal Reserve to avert a
complete financial collapse, which would have had dire consequences for employment and
economic growth. The Federal Reserve’s ability to deal effectively with this crisis is directly
attributable to the expertise and information that it acquires as a supervisor of banks and bank
holding companies. It is now my understanding that the Senate Banking Committee may be
considering legislation that would remove the Federal Reserve from the supervisory process.
The Federal Reserve’s involvement in the supervision of both large and small banks arms it with
the information and knowledge needed to carry out its role as lender of last resort, a role that is
mandated by Congress. A testimonial to how this involvement can pay off is the successful and
innovative lending programs the Fed implemented in the fall of 2008. Our experience in the
supervisory process was also vital in getting the Term Auction Facility (TAF), up and running
within weeks in late 2007. Since the implementation of TAF, the Federal Reserve has extended
more than $3.5 trillion in secured short-term credit to provide liquidity to healthy institutions. I
am quite confident that we would have seen more liquidity failures, including failures of midsized financial institutions, had the Fed not been able to respond so quickly.

The Federal Reserve Bank of St. Louis
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Page 2
February 23, 2010
The link between supervisory knowledge and financial stability was also evident in the Fed’s
response to the devastating crisis of Sept. 11, 2001. Had the Fed not fully understood all of the
vital components of the payments system and the linkage to financial institutions, the system
would have locked up, threatening U.S. and global financial stability. Our hands-on knowledge
allowed us to push liquidity where it was needed so that payments were settled by day’s end.
Both large and small banks benefited.
Some suggest that the Federal Reserve could rely on information provided by other supervisors
to carry out its role in financial stability. My primary concern with this idea is simple: In a
financial crisis, there is no time to acquire information from other sources. Moreover, there
could be a question as to the reliability of information acquired elsewhere, possibly leading to
hesitancy in accepting the data, which would further delay needed action. If another regulator did
not provide the Fed with complete and timely information, the Fed might risk lending to a
troubled institution. In its 97 years, the Fed has never lost money on discount window loans or,
more recently, its Term Auction Facility. Why introduce incentives now that would expose the
Fed to risks akin to those of a subprime lender?
A critical function in any modern economy is to have a central bank that can effectively and
independently help stabilize financial markets in times of turmoil by carrying out its role as a
lender of last resort. Removing bank supervision authority from the Federal Reserve would, in
my view, adversely impact this effectiveness. As the president of the Minneapolis Federal
Reserve Bank, Narayana Kocherlakota, recently said, “Stripping the Federal Reserve of its
supervisory role would needlessly put a Great Depression on the menu of possibilities for our
country.”
Sincerely,

James Bullard
President
cc:

Eighth District Senators
Eighth District Directors
Eighth District State Banking Associations
Eighth District State Banking Commissioners