Date:   Mon, 11 Aug 2003 14:06:16 -0500 
From:   "Wray, Randall" <[EMAIL PROTECTED]>
Subject:   RE: Question 2

bill
no, you still don't have it. size of govt is not 
relevant. the balance is arbitrary. once established, 
any deviation means there has been a reserve effect.
-------
[reply]  Yes, but again I thought that's what I said.  
I think we are in agreement on this point.  Any 
deviation means there has been a reserve effect.  But 
if there is in fact a continuous balance of 5 billion 
or whatever there has been no reserve effect.  If I 
understand the argument, deficit spending in HPM is 
from Treasury's account at the Fed.  Prolonged 
deficit spending should be reflected in an 
increasingly negative balance or overdraft to 
Treasury's account.  You should see almost an exact 
correspondence between deficits and surpluses and 
credits and debits to Treasury's account (factoring 
the foreign sector from the equation).  We had 
prolonged deficits and then surpluses for a while and 
now we're back to deficits.  That should be reflected 
by the changing balance in the account almost 
exactly.  During prolonged deficits the account 
should be going increasingly negative.  During 
surpluses it should be going positive.  Does it?  It 
either does or it doesn't which is an empirical 
question.  It should be answerable from the actual 
numbers.  I think the theory stands or falls on what 
the numbers show (I will find out what they do show 
once I find time to research the matter hopefully in 
the next few days).  If it doesn't stand or fall on 
that please tell me what I have missed. Please tell 
me soon so I don't waste my time looking for the
irrelevant numbers. 
--

evidence? well, the fed hits its overnight target. 
show me a 2-3 month stretch in which fed has not hit 
its target--that would be evidence that fed and treas 
don't coordinate activities.

randy
-------
[reply]  It could merely mean that the Fed has the 
monopoly of HPM like everyone thought, in which case 
it wouldn't need coordination because Treasury's 
fiscal policy has no effect on HPM.

Bill

--

--------- Original Message ---------

DATE: Mon, 11 Aug 2003 14:06:16
From: "Wray, Randall" <[EMAIL PROTECTED]>
To: <[EMAIL PROTECTED]>,<[EMAIL PROTECTED]>,<[EMAIL PROTECTED]>,<[EMAIL PROTECTED]>
Cc: 

>bill
>no, you still don't have it.
>size of govt is not relevant. the balance is arbitrary. once established, any 
>deviation means there has been a reserve effect.
>
>evidence? well, the fed hits its overnight target. show me a 2-3 month stretch in 
>which fed has not hit its target--that would be evidence that fed and treas don't 
>coordinate activities.
>
>randy
>
>



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