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. . . inspecting the global underbelly: privacy, money laundering, espionage.


"What forbids us to tell the truth, laughingly?"--Horace, Satires, I.24


Today's News Articles


Interest Rates


Up, Up, and Away!


Fed Funds rate headed to 7.5 percent.

WASHINGTON - With the U.S. economy continuing to boom despite five Federal
Reserve Board increases in the key interest rate, many financial analysts
recently have increased their estimates of how high rates eventually will
have to go to slow the economy's headlong rush.

The new predictions run as high as 7.5 percent, a percentage point and a half
higher than the current 6 percent target for the federal funds rate, the
interest rate financial institutions charge one another on overnight loans.

Only a few weeks ago, many observers were debating whether the Fed could stop
at 6.25 percent or 6.5 percent. But now a large majority expect the Fed to
lift the target Tuesday by half a percentage point rather than its usual
quarter-point.

Policymakers are not expected to be swayed by a Labor Department report
Friday that producer prices fell 0.3 percent in April, the first decline in
more than a year. The so-called core rate, which excludes volatile food and
energy prices, rose 0.1 percent.

Part of the shift in expectations on rate increases has come from the sheer
strength of recent economic news. A more subtle reason comes from the growing
realization that when the economy's efficiency is increasing rapidly, it may
take a higher level of inflation-adjusted interest rates - or ''real''
interest rates - to provide much braking power.

When the Fed's top policymaking group, the Federal Open Market Committee,
raised the target to 5.75 percent on Feb. 2, the panel was acting, according
to minutes of the meeting, ''to avert rising inflationary pressures in the
economy.''

''Relatively high real interest rates would be required to accomplish this
objective, given the effects of increasing productivity and profits on the
demand for capital goods and, through the wealth effect, on consumption
spending,'' the minutes said.

A lot of attention has been given to the latter point. Alan Greenspan, the
Fed chairman, has argued that large gains in stock market wealth and home
equity values have encouraged rapid increases in consumer spending and helped
keep the economy operating at levels that sooner or later are likely to cause
inflation to get worse.

But more recently, Fed officials have been saying in speeches, congressional
testimony and interviews that the accelerating growth of productivity - the
amount of goods and services produced for each hour worked - has also lifted
the bar for interest rates.
International Herald Tribune, May 13, 2000


Currency Markets


China's Foreign Exchange Chief Murdered


Thrown out of a hospital window. (Hint: sell the renminbi.)

The official in charge of China's $156.8bn in foreign exchange reserves
committed suicide this week by jumping from the seventh storey of a hospital
in Beijing, official sources said on Friday.

The death of Li Fuxiang, a reformist proteg� of Zhu Rongji, the prime
minister, fuelled speculation in financial circles as to what prompted him to
take his own life.

He had checked into hospital number 304, an elite military facility, on
Monday seeking treatment for diabetes. He leapt to his death on Wednesday and
was taken into the hospital morgue said the official, who declined to be
identified.

People who met him recently said that Mr Li, 47, a former currency dealer who
worked at the Bank of China's branch in New York and spoke rapid-fire English
with a slight Brooklyn accent, did not appear unwell.

Chinese language Hong Kong newspapers cited speculation that Mr Li's suicide
may have been related to "inappropriate activities" at his office or stress
at work. This could not be independently confirmed.

Nevertheless, his mysterious death has focused attention on some of the
unanswered questions that have swirled around the management of China's
foreign reserves, entrusted to the State Administration of Foreign Exchange
(SAFE) - the body that Mr Li had headed since November 1998.

The most glaring question has been why the growth of China's reserves has
failed to keep pace with healthy inflows of foreign investment and large
trade surpluses.

In 1999, foreign reserves climbed by just under $10bn, while the combined
total of foreign investment and the trade surplus was $76bn.

Officials have put some of the discrepancies down to capital flight from the
country, an abuse which SAFE has launched a public campaign to halt.

Financial officials said that in fact municipal and provincial offices of
SAFE have been approving letters of credit to facilitate imports by rings of
government-backed smugglers mainly in south-eastern China.

"The local offices of SAFE have actually been aiding illegal activities that
have exacerbated capital flight," said one Chinese official.

There have also been questions over the deployment of China's reserves, the
details of which are kept as a state secret. Chinese bankers and officials
have, however, confirmed that SAFE has extended funds from the reserves as
policy loans to troubled Chinese institutions.

Mr Li insisted last year that SAFE maintained stringent internal controls and
keeps its foreign exchange investments on international markets in high
quality and high liquidity portfolios.

But foreign observers noted that the suicide of Mr Li, who was personally
acquainted with the managers of some US hedge funds, comes shortly after
significant corrections on US equity markets.

Some financial industry officials in Beijing linked Mr Li's demise to another
high profile but unresolved case; that of Zhu Xiaohua, Mr Li's boss at SAFE
in the mid-1990s who resigned his post as the head of China Everbright Bank
last year without giving any reasons.
The Financial Times, May 13, 2000
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