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St. Louis Fed's Bullard Discusses U.S. Economy and Monetary
Policy
6/10/2013
MONTREAL – Federal Reserve Bank of St. Louis President James Bullard gave remarks
Monday on “The U.S. Economy and Monetary Policy,” as part of a panel discussion at
the 19th Annual Conference of Montreal, which was organized by the International
Economic Forum of the Americas.
During his presentation, Bullard discussed some aspects of U.S. economic
performance, noting that it can be characterized by slow but steady growth, improving
labor markets and limited nancial market excess at this point. However, “In ation in
the U.S. has surprised to the downside,” Bullard added. “This con guration of data
suggests that the Federal Open Market Committee (FOMC) can continue to pursue its
aggressive asset purchase program,” he said.
The U.S. Economy
Bullard noted that labor markets in the U.S. have improved relative to the data that were
available when the FOMC decided to initiate its QE3 program in September. For
instance, nonfarm payroll employment grew by an average of 190,000 per month from
September 2012 to May 2013, up from an average of 141,200 per month from March
2012 to August 2012.
While labor markets have been improving, in ation has been surprisingly low, Bullard
said. Commodity prices globally have been soft over the past year, he noted, explaining
that this may be due in part to the recession in Europe and slower-than-expected
growth in China. However, he added that core in ation (which excludes food and
energy prices) has also been low in the U.S. “Low in ation may give the FOMC more
leeway to continue its aggressive asset purchase program,” Bullard said.
He noted that the Fed remains vigilant about the potential for nancial market excess in
the U.S. “An important concern for the FOMC is that low interest rates can be
associated with excessive risk-taking in nancial markets,” Bullard said. “So far, it
appears that this type of activity has been limited since the end of the recession in
2009.” While the Dodd-Frank Act is meant to help contain some dimensions of this
activity, “Still, this issue bears careful watching: Both the 1990s and the 2000s were
characterized by very large asset bubbles,” he added.
U.S. Monetary Policy
Turning to monetary policy, Bullard noted that the FOMC is currently authorizing asset
purchases of $85 billion per month through its QE3 program. He added that the ow

rate of purchases is now widely regarded as the key aspect of meeting-to-meeting
policy choices.
“Labor market conditions have improved since last summer, suggesting the Committee
could slow the pace of purchases, but surprisingly low in ation readings may mean the
Committee can maintain its aggressive program over a longer time frame,” Bullard
concluded.

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