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St. Louis Fed's Bullard Discusses Whether the Fed Should "Put
More Weight" on Unemployment
4/17/2013
NEW YORK – Federal Reserve Bank of St. Louis President James Bullard gave remarks
Wednesday on “Some Unpleasant Implications for Unemployment Targeters” at the
22nd Annual Hyman P. Minsky Conference.
During his presentation, Bullard noted that the U.S. unemployment rate remains high by
historical standards and that it has declined about 0.7 percentage points per year from
its post-recession peak level. “At this pace, the unemployment rate will be in the low 7
percent range by the end of 2013,” he said.
Given this current high level of unemployment, some have suggested that the Federal
Open Market Committee (FOMC) should “put more weight” on unemployment in its
decision-making process, Bullard said. “However, frontline research suggests that ‘price
stability’ remains the policy advice even in the face of serious labor market
ine ciencies.” In Bullard’s view, the results from this recent research, by economists
Federico Ravenna and Carl Walsh, should be considered as an important benchmark for
contemporary monetary policy.
Price Stability
Bullard noted that the New Keynesian macroeconomics literature has been
extraordinarily in uential in monetary policy. The standard policy advice from this
literature is “price stability,” he said, explaining that “practically speaking, this means
‘focus on keeping in ation close to target.’”
Technically, Bullard said, the policy advice is to maintain a price level path that is
consistent with the in ation target. The FOMC has maintained such a price level path
since 1995, which he has discussed previously. (See, for example, Bullard’s speech on
Sept. 20, 2012, “A Singular Achievement of Recent Monetary Policy.”)
Thus, actual FOMC monetary policy during the past 18 years seems to have mimicked
the policy advice from the New Keynesian literature. However, Bullard noted that the
standard model does not include unemployment. In light of today’s high level of
unemployment, he said that the main question is whether the FOMC should adopt a
policy rule that “puts more weight” on this variable.
Unemployment
To determine how the policy advice changes when unemployment is included in the
model, Bullard examined recent research by Ravenna and Walsh. In a 2011 paper1, they

found that “the optimal policy is still very close to price stability, even with
unemployment explicitly in the model,” Bullard said. That is, the policymaker should still
“keep in ation as close to target as is practicable,” he explained. “Expressed as a
Taylor-type rule, it would mean putting almost all the weight on the in ation term.”
Furthermore, the authors suggest that deviating from this policy can lead to
substantially worse outcomes for households, Bullard said. “The idea that the Fed
should ‘put more weight’ on unemployment does not fare well in this analysis. Such an
approach may be highly counter-productive,” he stated.
In a 2012 paper2, Ravenna and Walsh asked why price stability remains close to
optimal. “Attempts to address the various labor market ine ciencies solely with
monetary policy do not work very well because improvements on one dimension are
simultaneously detriments on other dimensions,” Bullard said, which means that other
policy tools are needed.
“The essential nding is that monetary policy alone cannot effectively address multiple
labor market ine ciencies, and so one must turn to more direct labor market policies to
address those problems,” Bullard said.
1

Ravenna, Federico and Walsh, Carl E. “Welfare-Based Optimal Monetary Policy with

Unemployment and Sticky Prices: A Linear-Quadratic Framework.” American Economic
Journal: Macroeconomics, April 2011, 3(2), pp. 130-62.
2

Ravenna, Federico and Walsh, Carl E. “Monetary Policy and Labor Market Frictions: A

Tax Interpretation.” Journal of Monetary Economics, March 2012, 59(2), pp. 180-95.

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