George Selgin on Fed Master Accounts, Central Bank Independence, and the Fed’s Balance Sheet

乔治·塞尔金谈美联储主账户、央行独立性和美联储资产负债表

Macro Musings with David Beckworth

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2024-05-27

57 分钟
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George Selgin is a senior fellow and director emeritus of the Center for Monetary and Financial Alternatives at the Cato Institute. George is also a frequent guest of the podcast, and he rejoins Macro Musings to talk about some of the recent developments in the monetary and fiscal policy space. Specifically, David and George discuss recent updates regarding Fed master accounts, the problematic aspects of the Fed’s balance sheet, why a second Trump term would threaten central bank independence, and much more.   Transcript for this week’s episode.   George’s Twitter: @GeorgeSelgin George’s Cato profile   David Beckworth’s Twitter: @DavidBeckworth Follow us on Twitter: @Macro_Musings   Check out our new AI chatbot: the Macro Musebot! Join the new Macro Musings Discord server!   Join the Macro Musings mailing list! Check out our Macro Musings merch!   Related Links:   Caitlin Long’s tweet regarding the Fed’s special treatment for approving master accounts   *Public comments on the Proposed Guidelines for Evaluating Requests for Accounts and Services* by George Selgin   *Custodia Bank Inc v. Federal Reserve Board of Governors* Court documents from the Wyoming District Court   *Annual Report on Open Market Operations (2023)* by the Federal Reserve Bank of New York   *Trump Allies Draw Up Plans to Blunt Fed’s Independence* by Andrew Restuccia, Nick Timiraos, and Alex Leary   *Trump Advisers Discuss Penalties for Nations That Move Away From the Dollar* by Saleha Mohsin, Jennfier Jacobs, and Nancy Cook   *Hayek versus Keynes on How the Price Level Ought to Behave* by George Selgin   *The Menace of Fiscal QE* by George Selgin   *George Selgin on False Dawn: The New Deal and the Promise of Recovery* by Macro Musings   Timestamps:   (00:01:36) – Intro   (00:06:26) – Updates on Fed Master Accounts and the Custodia Case   (00:17:57) – Problematic Aspects of the Fed’s Balance Sheet   (00:22:50) – The Importance of the Overnight Unsecured Interbank Lending Market   (00:34:26) – Responding to the Jared Bernstein Incident   (00:46:33) – Donald Trump, Central Bank Independence, and Dollar Dominance   (00:56:54) – Outro
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  • Hey, macro musing listeners, a quick update to today's show.

  • George Selgin and I discuss, among other things, the ongoing custodia case against the Federal Reserve regarding Custodia's pursuit of a Fedmaster account.

  • Soon after we finished recording the show, we learned that another fintech firm named Numisma had received conditional approval for access to a Fed master account.

  • Like Custodia, Numisma is a non FDIC, insured, non federally regulated bank.

  • But unlike custodia, Numisma is getting a fed master account.

  • This has raised some eyebrows since Numisma is associated with a former Fed governor.

  • The only other non FDIC, insured, non federally regulated bank to receive a Fed master account called reserve trust, was also associated with the former Fed governor.

  • This creates the impression that they were only given a Fed master account because of Fed connections.

  • Now, it is important to note that Numisma is not in the same type of fintech business as custodia.

  • Numismas business is shipping hard currency overseas.

  • The number of firms in this business has been shrinking and are largely foreign, which creates problems for us government policy objectives overseas.

  • This may be an important part of the story, even though the optics do not look great.

  • Still, as you can imagine, folks at custodia are livid, and we have a link to the response from the CEO of Custodia, Caitlin Long, in the show notes.

  • So check it out.

  • So rest assured, fintechs and master accounts at the Fed will continue to be a hot topic going forward, and we will have it covered here on the podcast.

  • Now onto the show.

  • Welcome to Macro musings, where each week we pull back the curtain and take a closer look at the most important macroeconomic issues of the past, present and future.

  • I am your host, David Beckworth, a senior research fellow with the Mercator center at George Mason University.

  • And I'm glad you decided to join us.

  • Our guest today is George Selgin.