Monday, 24 October 2011

Fed could target housing to help economy: Dudley (Reuters)

NEW YORK (Reuters) ? The weak housing sector continues to pose a strong headwind to the U.S. economic recovery, and the Federal Reserve could potentially do more to drive down mortgage rates to support the sector, a top Federal Reserve official said on Monday.

William Dudley, president of the New York Federal Reserve Bank, also warned about the risks of "spillover" effects from Europe's debt crisis.

Dudley's comments marked the second time in a week that a Fed policy maker highlighted the possibility that the U.S. central bank could do more to support the housing market.

Housing has been a persistent headwind to the U.S. economic recovery. A glut of foreclosed homes on the market and tight credit have contributed to a sector virtually stuck in the mud and unable to gain traction.

"Breaking this vicious cycle is one of the most pressing issues facing policy makers," Dudley said in a speech at Fordham University's Gabelli School of Business in New York.

"Clearly we've indicated our interest in supporting the housing market in keeping mortgage rate spreads, and spreads between mortgage rates and Treasury yields, from getting too elevated," Dudley said.

"Depending on how the world evolves, we potentially could move to do more in that direction."

Dudley, who as head of the New York Fed has a permanent voting seat on the Fed's policy-setting committee, said the U.S. central bank will continue to do everything within its power to help the economic recovery.

Dudley's comments come on the heels of remarks by Fed Governor Daniel Tarullo last week that there was "ample room" for policy makers to do more to spur economic growth and that more mortgage-related securities purchases should be on the table.

Faced with the worst recession in decades, the Fed in late 2008 cut rates to near zero and has since bought $2.3 trillion in bonds to spur a recovery.

U.S. central bank officials regularly cite housing as having hamstrung the recovery from the worst recession in decades. But the purchase of mortgage securities was a controversial part of the first round of quantitative easing in 2009, and some officials criticize it for propping up a specific sector of the economy.

Speaking in the New York City borough of the Bronx, Dudley called the housing market "a serious impediment" to a stronger recovery, which this year has been plagued by "quite disappointing" growth in gross domestic product.

Yet the rebound has been weak and is now threatened by Europe's debt crisis, casting doubt on the central bank's strategy and effectiveness but also raising some expectations for more asset purchases.

"The Fed is doing -- and will continue to do -- everything within its power to promote jobs and price stability," said Dudley.

"Without robust growth, the economy is more vulnerable to negative shocks, which unfortunately seem to keep coming," he added. "It is like riding a bicycle -- at a slow speed, the bicycle wobbles and the risk of falling rises."

Another Fed regional president, Richard Fisher of the Dallas Fed, said he would be reluctant to endorse more aid to the housing sector.

"There are other initiatives that the fiscal and other authorities can take that would possibly pick housing up off the floor, but I think it is going to be a very long-term process," said Fisher, who spoke in Toronto. "I think we have to be careful not to get into fiscal initiatives at the central bank."

INFLATION VS UNEMPLOYMENT

Europe, meanwhile, threatens to drag the world into another recession as policymakers there wrangled this past weekend over a possible Greek default and its impact on the European banking system.

Dudley, citing the effect on stock markets and on bank lending, warned, "To date, these effects have been much more acute in Europe than in the United States, but there are spillovers to our nation, and we need to monitor them carefully."

Dudley, however, said he sees the inflation rate, which has been higher than the Fed's preferred level of 2 percent, falling, barring more energy price jumps. "I believe that underlying fundamentals will help to subdue inflation over the next few quarters," he said.

Another Fed regional president, whose dissenting votes on recent Fed easing put him on the opposite end of the policy spectrum from Dudley, agreed.

"Inflation is not the problem in the United States right now," said Richard Fisher, of the Dallas Fed, adding that high unemployment is the biggest problem facing the U.S. economy.

But he did not advocate more action by the Fed. Repeating his long-held view, Fisher said the Fed has filled the economy's "gas tank," and adding any more heft to the Fed's $2.8 trillion balance sheet would be of "questionable efficacy."

Last month, the Fed announced a plan, known as Operation Twist, to replace $400 billion of short-term securities in its portfolio with longer-term debt in order to lower longer-term rates and stimulate the economy.

(Additional reporting by Andrea Hopkins in Toronto and Ann Saphir in Chicago; Editing by Leslie Adler)

Source: http://us.rd.yahoo.com/dailynews/rss/economy/*http%3A//news.yahoo.com/s/nm/20111024/bs_nm/us_usa_fed_dudley

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