Monday, October 15, 2012

Bernanke Defends Fed Stimulus as China and Brazil Raise Concerns

Federal Reserve Chairman Ben Bernanke on Sunday said it was far from clear that the U.S. central bank's highly stimulative monetary policy hurts emerging economies, defending a policy raising concerns in China, Russia and Brazil.

In a blunt call for certain emerging economies to allow their currencies to rise, he also said that foreign exchange intervention encouraged destabilizing inflows of foreign capital, but he did not specify China by name.

"The perceived advantages of undervaluation and the problem of unwanted capital inflows must be understood as a package - you can't have one without the other," Bernanke said in Tokyo.

Bernanke has often defended Fed actions against domestic critics, who argue the policy of keeping interest rates near zero while ramping up asset purchases hurts savers and risks future inflation.  But in the Tokyo speech, Bernanke addressed critics abroad, saying stronger growth in the United States bolsters global prospects as well, countering the likes of Brazil's Finance Minister Guido Mantega who has labeled the Fed's latest stimulus effort "selfish".

Critics say the Fed's unorthodox policies weaken the U.S. dollar and boost the currencies of developing countries, hurting their ability to export.  "It is not at all clear that accommodative policies in advanced economies impose net costs on emerging market economies," Bernanke said at an event sponsored by the Bank of Japan and the International Monetary Fund. While the speech was delivered in private, the Fed provided a text to the media.

Restating a theme that he has addressed in the past, the Fed chief also said that if emerging economies stopped intervening and allowed their currencies to rise, this would help insulate their financial systems from external pressure.  "Under a flexible exchange-rate regime, a fully independent monetary policy, together with fiscal policy as needed, would be available to help counteract any adverse effects of currency appreciation on growth," Bernanke said.

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