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10/21/2024

International Monetary and Financial Committee (IMFC) Statement by Secretary of the Treasury Janet L. Yellen | U.S. …

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International Monetary and Financial Committee (IMFC)
Statement by Secretary of the Treasury Janet L. Yellen
October 21, 2024

This yearʼs Annual Meetings come as we celebrate the 80th anniversary of the Bretton Woods
institutions and continue to reflect on the role of the International Monetary Fund (IMF). The
IMF has achieved much since its creation 80 years ago and has adapted to changes in the
international monetary system to address the needs of its members. From its original 30
members and 12-member Executive Board, the IMF has grown to 191 members, and we are
about to welcome the 25th Executive Director, increasing the representation of sub-Saharan
Africa. We have also seen the IMF respond to and learn from key events—from the
international debt crisis of the 1980s, the fall of the communist bloc, the Asian financial crisis
in the 1990s, and the Heavily Indebted Poor Countries Initiative for debt relief, to the global
financial crisis and Eurozone crisis. More recently, the IMF responded quickly and e ectively to
address two massive global shocks—COVID-19 and Russiaʼs war against Ukraine—through a
scale up of emergency financing, thoughtful program design for individual member countries,
and targeted improvements to IMF policy advice and surveillance. The global economy has
proven stronger and more resilient than expected, in no small part due to the strong
engagement and financial support of International Financial Institutions (IFIs) like the IMF.
Over the past four years, the United States has worked tirelessly to enable the IMF to adapt
to the changing landscape so that it remains a strong, quota-based, and adequately
resourced institution at the center of the global financial safety net. We were at the forefront
of e orts to make the IMF a more quota-based institution in the recent 16th General Review of
Quotas (GRQ) agreement, and I am resolved to secure Congressional approval for U.S.
participation in the 16th GRQ. I am also pleased to see the successful conclusion of recent
policy reviews of IMF charges and surcharges and reforms to the Poverty Reduction and
Growth Trust (PRGT), which the United States is further supporting a er securing bipartisan
authorization for a $21 billion loan.

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I am also proud of other recent achievements at the IMF to strengthen the lending toolkit,
such as the creation of the Resilience and Sustainability Trust (RST), reforms to the IMFʼs
precautionary facilities to allow for the permanent use of flexible credit lines for members
with strong macroeconomic fundamentals and policies, and updates to the IMFʼs policy
framework for lending to countries with o icial arrears. Together with other shareholders, we
have also pressed for continued improvements in policy advice and surveillance, including by
strengthening IMF engagement with Fragile and Conflict-A ected States and by modernizing
the IMFʼs framework regarding the use of capital flow management and macroprudential
measures.
Still, the work of the IMF and its members remains unfinished. We all continue to face complex
global challenges, with the intensifying conflict in the Middle East and Russiaʼs illegal war
against Ukraine, which has disrupted the global economy, creating a persistent source of
uncertainty and risk to the global economic outlook. The IMF and its members must remain
heavily engaged in regions impacted by these wars and conflicts. The United States stands by
Ukraine as it continues to defend itself against Russiaʼs immoral and unprovoked war.
Together with other G7 members, we have stepped up our support for Ukraine and will
continue to use all available tools to support Ukraine in its brave fight. We commend Ukraineʼs
e orts under its IMF program to stabilize its economy despite continued authoritarian
aggression and welcome the conclusion of the fi h review. The United States is also deeply
engaged in e orts to minimize the economic consequences from the conflict in the Middle
East, including by increasing humanitarian aid to Gaza and Lebanon, promoting economic
stability in the West Bank, and countering Iranʼs destabilizing proxies like the Houthis. We
continue to call for de-escalation.
For low- and middle-income countries in particular, external factors have put substantial
pressure on preexisting financing challenges, at a time when critical investments in
development and climate resilience are needed. Over time, increased liquidity stress could
even put these countriesʼ overall debt sustainability at risk. I believe that a more robust
response is needed, and the IMF must play a critical role in this e ort. For those countries
implementing strong macroeconomic reforms and undertaking investments in sustainable
development that support medium-term growth, the international community must ensure
that there is su icient bilateral, multilateral, and private sector financing to provide a bridge
during times of liquidity stress. We have termed this a “Pathway to Sustainable Growth.”

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Specifically, the IMF must work closely with other IFIs to mobilize the international community
to meet countriesʼ financing needs. As a first step, the United States warmly welcomes the
concerted e ort by the IMF and World Bank to implement their “three-pillar approach” to help
countries facing temporary liquidity challenges, but who otherwise have sustainable debt,
through domestic reforms and revenue mobilization, enhanced concessional financing, and
e orts to lower debt servicing costs. To be clear, this is di erent from the Common
Framework and is not meant to replace or undermine it. For the IMF, this starts with tailored
policy advice and well-designed programs. As part of this work, the IMF should ensure that
IMF programs protect critical social, climate, and development investments. The goal is to
have well-designed programs that do not result in temporary fiscal adjustments that could
lead to permanent harm due to cuts to high-quality investments that are necessary to raise
medium-term growth. In particular, for countries facing a liquidity problem, where debt and
fiscal policy is sustainable, temporary financing problems should not derail crucial
investments.
At the same time, this approach requires coordinated action and increased financing by all
actors—IFIs, o icial bilateral donors and creditors, and the private sector. Countries and
country teams must have confidence that necessary financing is available when designing
programs. Collectively, o icial bilateral donors should provide net positive financing flows
during IMF programs, and it will be important for the IMF to emphasize when financing
assurances are needed from bilateral creditors to smooth over temporary liquidity challenges
even when debt is sustainable. The IMF must also emphasize the importance of high-quality
financing that is transparent, on-budget, and timely. Creditors should be able to choose
between providing grants, new liquid budget support, or net present value-neutral
reprofilings.
External support should reinforce a country-led process to achieve development objectives.
Governments must be willing to undertake ambitious structural reforms and domestic
revenue mobilization to address any underlying macroeconomic imbalances. The United
States welcomes determined e orts by low- and middle-income countries to take on
ambitious macroeconomic reforms, and we look to the IFIs to help countries achieve those
goals. The launch of the joint IMF-World Bank Domestic Resource Mobilization Initiative
represents a crucial step toward helping countries implement fiscal reforms. At the IMF, welldesigned programs, alongside robust capacity development, can guide and support countriesʼ
domestic agendas. The IMF o ers invaluable advice as countries confront di icult policy
tradeo s, such as strengthening their fiscal positions to support debt sustainability, while still
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achieving progress on sustainable development goals and climate adaptation. Upcoming
reviews on key policy issues, including on the Debt Sustainability Framework for Low-income
Countries and program design and conditionality, will be an important opportunity for the IMF
to consider these issues.
Separately, for countries who face unsustainable debt burdens and need debt restructurings,
the IMF needs to continue to be a strong voice to strengthen the Common Framework. At the
G20, the United States has led e orts to improve the Common Framework so creditors can
more expeditiously deliver debt treatment to countries in crisis. While we have made much
progress, more needs to be done. The IMF must continue to help improve the debt
restructuring process – to make it swi er and more transparent – by helping to build
consensus across di erent stakeholders on di icult and technical debt issues in the Global
Sovereign Debt Roundtable as co-chair with the World Bank. The United States will continue
to push for stronger creditor coordination in debt restructurings of middle-income countries
outside of the Common Framework to make the process more e icient. The IMF should
continue to push all member countries to enhance debt transparency, which is a critical input
into debt restructurings and a necessity to mitigate a debt crisis.
The United States will continue to call on the IMF to be more consistent, thorough, and
transparent in program reports. This includes more consistent and transparent coverage of
bilateral financing assurances and whether these commitments are ultimately satisfied. I
appreciate the recent improvements made to the IMFʼs financing assurances policy and
suggest expanding this reform to all programs, not just cases where there are debt
restructurings. The IMF should also be clearer in its reporting and treatment of bilateral
currency swap lines, which should only be included in reserve assets if they are readily usable
by the authorities.
The IMF should also remain diligent in surveillance. Surveillance is a core tool of the IMF and is
indispensable for members to reveal systemic risks and vulnerabilities, and to provide a full
understanding of the economic and financial developments and policies of IMF members. The
United States calls on the IMF to provide more in-depth coverage of external sector issues,
including structural drivers of global imbalances, as part of its regular surveillance and its
flagship reports. This includes surveillance in key economies like China, where the IMF should
study the role of state-owned banks in managing the exchange rate, the gap between the
Peopleʼs Bank of Chinaʼs balance sheet and reserve transactions in balance of payments data,
di erences between customs and balance of payments trade data, and the scale of industrial
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policy. Since its founding, surveillance of external imbalances has been a core IMF
responsibility, and it must remain one.
The IMF must also continue adapting to growing global challenges that threaten growth and
external stability, such as the risks posed by climate change and pandemics. Climate disasters
have become more frequent and more intense, making climate adaptation and transition an
increasingly important part of the broader macroeconomic framework. This underscores the
role the IMF has to play in integrating climate risks into its surveillance, capacity development,
and lending functions, including through the RST, with support from the World Bank. I
welcome steps the IMF has taken to apply its expertise to strengthen global external
resilience to climate shocks in line with its core mandate. As with climate disasters,
pandemics can leave behind deep economic scars and an uneven recovery. To this end, the
United States welcomes the IMFʼs e orts to leverage the pandemic preparedness expertise of
the World Bank and World Health Organization, including the recently finalized broad
principles for coordination on pandemic preparedness, and we look forward to seeing the
integration of pandemic preparedness reforms in future RST-supported programs as soon as
possible.
Governance and anti-corruption also remain macro-critical issues core to the IMFʼs work. The
United States applauds countries that are taking action to address governance and
corruption challenges, and we will continue to press for the IMF to take concrete steps to
strengthen engagement on governance in programs, surveillance, capacity development, and
diagnostics, where macro-critical and related to the IMFʼs core expertise. The use of thirdparty implementation, coupled with capacity development, can be an important tool in
program design for those countries that face weak institutional capacity, and we encourage
the IMF to develop a formal policy on how third-party implementation should be used and
when it is most e ective. The IMFʼs governance diagnostic tool can also play a critical role in
strengthening countriesʼ governance capabilities, and we urge the IMF to leverage this tool in
its policy advice and program design.
On lending and financing, the United States welcomes recent reviews of the PRGT and the
IMFʼs charges and surcharges policies. The United States strongly supported a PRGT reform
package that allows for a larger annual lending envelope, alongside other policy reforms to
secure the financial self-sustainability of the PRGT. Much more work remains, and I call on the
entire membership to come together to secure the necessary assurances to e ect a
distribution of resources in the General Resources Account to the PRGT to help put the PRGT
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on a sustainable footing. The United States also supported a right-sized reform package to
alleviate the elevated financial burden of charges and surcharges while rea irming the
overarching policy incentives and objectives to safeguard the IMFʼs balance sheet and support
the revolving nature of IMF lending. It is worth underscoring that a strong IMF balance sheet
is necessary to ensure its ability to lend in a crisis.
As the IMF continues to adapt and change in an ever more interconnected world, it is
increasingly vital for the IMF to clearly and e ectively communicate its policies and decisions
to a broad audience. This is not only important for enhancing the traction of IMF policy advice,
but also for communicating with the public and civil society about the role and function of the
IMF and the objectives of its policy toolkit.
Meanwhile, as shareholders, we must do our part to strengthen the IMF. We are committed to
implementing the 16th GRQ to maintain the IMF as a quota-based institution, and we remain
focused on the importance of working toward a new quota formula. At the Board, the United
States warmly welcomes the creation of a 25th chair to provide a third chair for sub-Saharan
Africa; this is an important step toward strengthening the voice of emerging markets and
developing countries at the IMF Executive Board. We also continue to strongly urge members
to take concrete steps toward meeting gender diversity targets for Executive Directors and
Alternates.
The United States remains committed to making sure the IMF has the resources and tools it
needs to fulfill its mission. No other institution can do the work of the IMF, and as
shareholders, we must preserve, strengthen, and adapt the IMF so it can continue to deliver
for its membership in the face of an increasingly complex and dynamic global economy. I thank
IMF sta and management for their hard work to deliver on the IMFʼs mandate, and for their
close engagement with the United States and other shareholders as they endeavor to meet
the complex challenges of today, and in the years to come.
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