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NAM: Key Fed policymaker suggests delay in rate increase

The Wall Street Journal (8/27, Derby, Subscription Publication) reports that New York Fed President William Dudley said on Wednesday that the likelihood of the Fed starting to raise rates in September had dropped considerably as overseas concerns have grown. Dudley said that the argument for raising the rates at the Fed’s September meeting “seems less compelling to me than it did several weeks ago. But normalization could become more compelling by the time of the meeting as we get additional information” about the state of the US economy.

JPMorgan’s chief US economist, Michael Feroli, according to the New York Times (8/27, Appelbaum, Subscription Publication), said Dudley “left the door open to September just a tad, which makes sense given that markets and payrolls can surprise in a bunch of ways.” Meanwhile University of Oregon economist Tim Duy “said that the Fed, in effect, was already tightening domestic financial conditions by standing still while central banks in other countries, including China, were racing to stimulate their economies. Raising domestic interest rates under those conditions, he said, would be ‘too much, too fast.’”

According to The Street (8/27, English), Dudley “remained optimistic about raising interest rates this year, as long as the job market continues to improve and the economy meets the Fed’s 2% inflation goal.”

Associated Industries of Missouri is the sole official designated partner of the National Association of Manufacturers in Missouri.

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