Interpreting Financial News
Interpret the following comments made by Wall Street analysts and portfolio managers.
a. “The Fed’s future monetary policy will be dependent on the economic indicators to be reported
this week.”
b. “The Fed’s role is to take the punch bowl away just as the party is coming alive.”
The Fed attempts to prevent the economy from becoming too strong by slowing the economy
c. “Inflation will likely increase because real short-term interest rates currently are negative.”
Negative real short-term interest rates imply that the inflation rate exceeds the existing nominal
Managing in Financial Markets
As a manager of a large U.S. firm, one of your assignments is to monitor U.S. economic conditions so
that you can forecast the demand for products sold by your firm. You realize that the Federal Reserve
implements monetary policy—and that the federal government implements spending and tax policies, or
fiscal policy—to affect economic growth and inflation. However, it is difficult to achieve high economic
growth without igniting inflation. Although the Federal Reserve is often said to be independent of the
administration in office, there is much interaction between monetary and fiscal policies.
Assume that the economy is currently stagnant and that some economists are concerned about the
possibility of a recession. Yet some industries are experiencing high growth, and inflation is higher this
year than in the previous five years. Assume that the Federal Reserve chairman’s term will expire in four
months and that the president of the United States will have to appoint a new chairman (or reappoint the
existing chairman). It is widely known that the existing chairman would like to be reappointed. Also
assume that next year is an election year for the administration.
a. Given the circumstances, do you expect that the administration will be more concerned about
increasing economic growth or reducing inflation?
While answers may vary among students, the administration is normally most concerned with
b. Given the circumstances, do you expect that the Fed will be more concerned about increasing
economic growth or reducing inflation?