-Caveat Lector-

<http://www.nytimes.com/2001/01/04/opinion/04THU1.html>

EDITORIAL

January 4, 2001

The Fed Moves First

The juxtaposition of economic activities yesterday was striking.
In Austin, Tex., a hand-picked bunch of corporate chief
executives sat around with President-elect George W. Bush
discussing the need for tax cuts and interest rate reductions.
But while they talked, Alan Greenspan and the Federal Reserve in
Washington took bold and carefully calibrated action to stimulate
the economy.

The Fed's decision to cut a key short-term interest rate, timed
to counteract a recent plunge in consumer confidence and poor
earnings reports, provided powerful evidence that the nimble Fed
can do far more to combat the economic slowdown through monetary
policy than the incoming Bush administration can hope to achieve
through its enormous proposed tax cut. Mr. Bush tried gamely
yesterday to argue that the Fed's recognition that the economy is
in trouble actually underscored the need to go ahead with his tax
cut as well. But that rationale seemed increasingly dubious given
that the proposed 10-year, $1.3 trillion tax cut � actually $1.9
trillion, when interest costs are factored into the estimate �
with cuts backloaded to the later years, would not take hold for
quite some time, perhaps well after any stimulus is needed.

The Federal Reserve rarely changes interest rates between
official meetings of its policy committee, and even when it does
it rarely moves rates by more than a quarter of a percentage
point. That is why the Fed's decision yesterday, several weeks
before its next meeting, to cut rates by half a percentage point
rocked financial markets and sent the Dow up more than 300 points
within minutes of the announcement. The dramatic move told
investors that the Fed recognized that it had clamped down too
hard when the economy was roaring along at close to a 6 percent
rate of growth at the beginning of last year, and that the Fed
wanted the public to know now that it was committed to keeping
the economy from slipping into recession.

The Fed's move is a welcome inoculation against economic
deterioration that becomes more visible with each day's release
of the latest indicators. The economy grew during the summer at
less than half the rate of the winter and spring. Claims for
unemployment insurance have risen to some of the highest levels
in four years. A major index of manufacturing activity has fallen
to its lowest level in 10 years, and some of the nation's biggest
retailers are announcing disappointing sales figures.

The Fed wisely decided to strike before slower growth slides into
actual contraction. The Fed's only reason for hesitating might
have been fear of making inflation worse. But outside of the
energy sector, prices are tame and pose no serious threat of
taking off. Despite yesterday's surprising action, the economy
will not turn around quickly. Ordinarily it takes at least six
months for rate cuts to filter through the economy, cutting
borrowing costs and making more loans available for families to
buy more consumer goods and businesses to invest more in new
equipment and structures. Rising employment and incomes follow.

In addition to its economic impact, the Fed's action also
carried, intentionally or not, a potent political signal.
Clearly, Mr. Greenspan wanted to get out ahead of Mr. Bush's
argument that Congress needs to pass a big tax cut, aimed
overwhelmingly at upper-income families, to ward off recession.
There is a valid role for tax cuts at a time of large budget
surpluses, especially if they are tailored for an important
purpose � for example, helping low- income families buy health
insurance.

But unless an economic downturn is prolonged, the impacts of tax
cuts are very hard to time. By the time cuts are proposed by an
administration and passed by Congress, they can easily wind up
stimulating an economy that has already pulled itself out of the
doldrums and is speeding along. Such tax cuts might actually
overheat the economy, making the Fed's task of keeping the
economy on an even keel even harder.



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             Kadosh, Kadosh, Kadosh, YHVH, TZEVAOT

  FROM THE DESK OF:
                     *Michael Spitzer*  <[EMAIL PROTECTED]>
                      ~~~~~~~~~~~~~~~
  The Best Way To Destroy Enemies Is To Change Them To Friends
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