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I NTRODUCTION

QE E FFECTIVENESS

T HEORY AND D ATA

T RAPS

C ONCLUSIONS

D ISCUSSION OF “T IME C ONSISTENCY AND
THE D URATION OF G OVERNMENT D EBT,” BY
B HATTARAI , E GGERTSSON , AND G AFAROV
James Bullard
President and CEO
Federal Reserve Bank of St. Louis

SNB Research Conference
Zurich
27 September 2014
Any opinions expressed here are mine and do not necessarily reflect those of others on the Federal Open Market Committee.

I NTRODUCTION

QE E FFECTIVENESS

T HEORY AND D ATA

Introduction

T RAPS

C ONCLUSIONS

I NTRODUCTION

QE E FFECTIVENESS

T HEORY AND D ATA

T RAPS

C ONCLUSIONS

D ISCUSSION FOCUS
I will focus my discussion on three main areas.
First, I will talk about financial market accounts of the so-called
“taper tantrum” of 2013.
I will interpret these accounts as consistent with the signalling
theory of QE outlined by Bhattarai, Eggertsson, and Gafarov.

Second, I will talk about econometric characterizations of the
macroeconomic effects of monetary policy.
I will interpret rudimentary evidence in this area as inconsistent
with the Bhattarai et. al. signalling theory of QE.

Third, I will talk about the potential existence of a second steady
state in this and other analyses of the zero lower bound.
The profession is not paying enough attention to this possibility.

I NTRODUCTION

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T HEORY AND D ATA

T RAPS

C ONCLUSIONS

T HE RISE OF QUANTITATIVE EASING

In the U.S., the policy rate encountered the zero lower bound in
2008, about six years ago.
Key question in modern monetary policy: How to conduct a
systematic countercyclical monetary policy once the policy rate
is at zero?
Two answers:
Credibly promise to remain at the ZLB longer than would
otherwise have been anticipated.
Depart from interest rate targeting—“quantitative easing.”

I NTRODUCTION

QE E FFECTIVENESS

QE

T HEORY AND D ATA

T RAPS

EFFECTIVENESS

Is properly-run QE an effective substitute for ordinary
countercyclical monetary policy?
Some standard theories suggest no effects: Williamson (2012,
AER), Curdia and Woodford (2010, St. Louis Fed Review; 2011,
JME).
Event study econometric evidence suggests otherwise:
Krishnamurthy and Vissing-Jorgensen (2011, BPEA), Neely
(2014, working paper, St. Louis Fed).
Let’s look at the empirical evidence.

C ONCLUSIONS

I NTRODUCTION

QE E FFECTIVENESS

T HEORY AND D ATA

T RAPS

QE Effectiveness
and the Signalling Theory

C ONCLUSIONS

I NTRODUCTION

QE E FFECTIVENESS

T HEORY AND D ATA

T RAPS

C ONCLUSIONS

T WO NATURAL EXPERIMENTS
The FOMC graciously provided two natural experiments during
the summer of 2013, the heart of the so-called “taper tantrum.”
The Committee adopted a unexpectedly hawkish QE policy
announcement at its June 2013 meeting.
The Committee then reversed course with an unexpectedly
dovish QE policy announcement at its September 2013 meeting.
The financial market signature of these surprise announcements
match what would be expected from surprise announcements in
times of conventional monetary policy.
That is, tighter policy should be associated with higher real interest
rates, lower expected inflation, lower equity valuations, and a
stronger currency.

I NTRODUCTION

QE E FFECTIVENESS

R EAL INTEREST RATES

T HEORY AND D ATA

T RAPS

C ONCLUSIONS

I NTRODUCTION

QE E FFECTIVENESS

E XPECTED INFLATION

T HEORY AND D ATA

T RAPS

C ONCLUSIONS

I NTRODUCTION

QE E FFECTIVENESS

E QUITY PRICES

T HEORY AND D ATA

T RAPS

C ONCLUSIONS

I NTRODUCTION

QE E FFECTIVENESS

E XCHANGE RATE

T HEORY AND D ATA

T RAPS

C ONCLUSIONS

I NTRODUCTION

QE E FFECTIVENESS

T HEORY AND D ATA

T RAPS

B ERNANKE ASSESSMENT

“The problem with QE is that it works in practice, but not in
theory.”—Ben Bernanke, January 16, 2014.

C ONCLUSIONS

I NTRODUCTION

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T HEORY AND D ATA

T RAPS

C ONCLUSIONS

S PILLOVER TO FORWARD GUIDANCE

The FOMC thought that changes in the proposed pattern of asset
purchases should not affect the forward guidance of the
Committee concerning the path of the policy rate.
However, the policy rate path moved as well.

I NTRODUCTION

QE E FFECTIVENESS

T HEORY AND D ATA

S PILLOVER TO FORWARD GUIDANCE

T RAPS

C ONCLUSIONS

I NTRODUCTION

QE E FFECTIVENESS

T HEORY AND D ATA

T RAPS

C ONCLUSIONS

C ONNECTION TO B HATTARAI , E GGERTSSON , G AFAROV

Possibly QE provides a signal concerning the likely future path
of the policy rate, and it is this signal that links the theory with
the data.
This is the theory of Bhattarai, Eggertsson, and Gafarov.
I interpret the narrative just given as consistent with the
proposed theory.

I NTRODUCTION

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T HEORY AND D ATA

Theory and Data

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C ONCLUSIONS

I NTRODUCTION

QE E FFECTIVENESS

T HEORY AND D ATA

T RAPS

C ONCLUSIONS

G OVERNMENT DEBT

The model has a has a perpetuity bond with geometrically
declining coupons.
The duration parameter is given by ρ, with ρ = 0 a one-period
bond and ρ = 1 a perpetuity.
QE is modelled as reducing ρ for the private sector because the
monetary authority buys longer-term debt.

I NTRODUCTION

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T HEORY AND D ATA

T RAPS

AVERAGE DEBT MATURITY IN THE DATA

Is the average debt maturity of the U.S. government an
important macroeconomic variable?
The conventional wisdom in macroeconomics has been “no.”
This variable does not show up in typical econometric
characterizations of the U.S. macroeconomy.
This is because the correlation with key variables is low.

C ONCLUSIONS

I NTRODUCTION

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T HEORY AND D ATA

T RAPS

C ONCLUSIONS

D EBT IN THE U.S. AFTER 2008

We can think of U.S. federal debt as a ratio to GDP. This number
rose after 2008 from about 0.8 to about 1.2.
Fed holdings of federal debt plus mortgage-backed securities
rose dramatically, from about 5 percent of GDP to over 20
percent of GDP.
These movements are associated with the Fed’s QE programs.

I NTRODUCTION

QE E FFECTIVENESS

T HEORY AND D ATA

D EBT MOVEMENTS SINCE 1984

T RAPS

C ONCLUSIONS

I NTRODUCTION

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T HEORY AND D ATA

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C ONCLUSIONS

AVERAGE MATURITY STRUCTURE OF THE DEBT

The average maturity structure of the debt has not been highly
correlated with real variables like GDP.
The correlation may be better (more positive) since 2008.

Still the average maturity of the debt held by the public seems to
have been rising since the advent of QE, not falling as suggested
by the theory.
This leaves open the question of how to reconcile what
happened during the QE era in the U.S. versus the signalling
theory outlined by the authors.

I NTRODUCTION

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T HEORY AND D ATA

T RAPS

AVERAGE MATURITY OF THE DEBT AS A MACRO
VARIABLE

C ONCLUSIONS

I NTRODUCTION

QE E FFECTIVENESS

T HEORY AND D ATA

Traps

T RAPS

C ONCLUSIONS

I NTRODUCTION

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T HEORY AND D ATA

T RAPS

C ONCLUSIONS

T RAPS

Research by Benhabib, Schmitt-Grohe and Uribe (2001, JET)
suggests an important perspective on the zero lower bound.
Their model includes the following features:
A Fisher relation.
The zero lower bound on nominal interest rates.
A policymaker committed to using a short-term nominal interest
rate to conduct monetary stabilization policy.

Many modern macroeconomic models have these three generic
features.

I NTRODUCTION

A

QE E FFECTIVENESS

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C ONCLUSIONS

SECOND STEADY STATE

Benhabib, Schmitt-Grohe and Uribe wanted to emphasize a
global analysis.
They showed that in their economy, a second steady state exists.
This second “unintended” steady state is characterized by very
low inflation (or mild deflation), and very low nominal interest
rates.
This steady state coexists with the “targeted” steady
state—characterized by higher nominal interest rates and higher
inflation—which is the one most monetary policy analyses focus
upon.

I NTRODUCTION

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C ONCLUSIONS

I GNORING THE UNINTENDED STEADY STATE

For some purposes, especially those that mainly concern local
dynamics about the intended steady state, it may be reasonable
to ignore the existence of the unintended steady state.
But for situations involving very low nominal interest rates and
very low inflation rates of the type that would normally be
observed in the unintended steady state, it is no longer practical
or reasonable to ignore the unintended steady state.
It has to be made a fundamental part of the analysis.

I NTRODUCTION

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C ONCLUSIONS

M ONETARY POLICY CONSEQUENCES
Failing to properly address the dynamics of the model with two
steady states may lead to poor policy advice.
Much of the policy advice stemming from this model and those
related to it is of the form, “When the ZLB is encountered, the
policymaker must commit to remain at the ZLB even longer than
expected in order to generate higher inflation expectations.”
Yet too much of a commitment to remain at the ZLB—in
particular a permanent commitment—can only be consistent
with the unintended steady state outcome, in which inflation
remains permanently low and interest rates remain permanently
at the ZLB.
It may not always be good to double down on the low nominal
interest rate commitment.

I NTRODUCTION

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T HEORY AND D ATA

T RAPS

C ONCLUSIONS

I NTEREST RATES AND INFLATION IN THE U.S. AND J APAN

I NTRODUCTION

QE E FFECTIVENESS

T HEORY AND D ATA

T RAPS

I NTEREST RATES AND INFLATION IN THE E URO A REA
AND J APAN

C ONCLUSIONS

I NTRODUCTION

QE E FFECTIVENESS

T HEORY AND D ATA

T RAPS

C ONCLUSIONS

I NTEREST RATES AND INFLATION IN S WITZERLAND AND
J APAN

I NTRODUCTION

QE E FFECTIVENESS

T HEORY AND D ATA

Conclusions

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C ONCLUSIONS

I NTRODUCTION

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T HEORY AND D ATA

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C ONCLUSIONS

C ONCLUSIONS

The financial market description of recent quantitative easing
moves seems to be consistent with the signalling theory of QE
laid out by the authors.
The emphasis on the maturity structure of the U.S. federal debt
seems to be inconsistent with macroeconometric descriptions of
the effects of U.S. monetary policy.
Ignoring the possible existence of a steady state at exactly the
key focal point—zero nominal interest rates and low
inflation—is problematic for the analysis.