[HN Gopher] Deposit Outflows Shine Light on Fed Program That Pay...
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       Deposit Outflows Shine Light on Fed Program That Pays Money-Market
       Funds
        
       Author : lxm
       Score  : 22 points
       Date   : 2023-04-07 02:36 UTC (20 hours ago)
        
 (HTM) web link (www.wsj.com)
 (TXT) w3m dump (www.wsj.com)
        
       | spullara wrote:
       | I think it is a terrible that most retail bankers are getting
       | basically no interest in their bank account while the banks are
       | earning nearly 5%. If you are too big to fail you should also
       | have a minimum interest rate for deposits that tracks the federal
       | reserve rate. Specifically, this should be regulated more
       | tightly:                   Bank of America Advantage Savings+
       | Standard Pricing         Account Balance Rate % APY %
       | Less than $2,500 0.01% 0.01%         $2,500 and over 0.01% 0.01%
        
         | xnx wrote:
         | It seems like that is the retail bankers' choice to take a low
         | rate. Viobank money market has 4.77% interest currently.
        
         | roenxi wrote:
         | There is no reliable process for anyone to work out what a
         | proper rate of interest should be. The best policy is to break
         | banks that are "too big to fail" up until they aren't that big
         | any more. And then stop giving them free money.
         | 
         | Pooling huge amounts of resources under the control of people
         | who don't know how to manage it is pure waste, for no good
         | reason. Giving them money on autopilot is even worse. And the
         | whole idea of the federal reserve setting interest rates is
         | bizarre, why is this market of all markets is the one where
         | people want to try central planning? It is the perfect time to
         | try a free market based approach. The US has been fighting the
         | market on the price of money for decades and it is just putting
         | them in a worse and worse spot.
         | 
         | Was the fall of the Soviet Union not enough to convince people
         | that economic central planning is a mistake? What on earth will
         | it take.
        
         | all2 wrote:
         | Wealth front cash accounts net up to 4.8%.
        
           | gresrun wrote:
           | Currently, cash accounts get 4.30%[0]
           | 
           | [0] https://www.wealthfront.com/blog/why-is-wealthfront-cash-
           | acc...
        
             | quickthrowman wrote:
             | If you can convince someone to sign up with a referral
             | link, you earn an extra 50 bps for 3 months, and you can do
             | this 4 times. I'm earning 4.8% on my Wealthfront balance
             | right now.
        
         | JumpCrisscross wrote:
         | > _if you are too big to fail you should also have a minimum
         | interest rate for deposits that tracks the federal reserve
         | rate_
         | 
         | There is more to banking than deposit rates. Most Americans
         | care about those other factors. If you care about rates, there
         | are a plethora of options available to you.
        
         | jjoonathan wrote:
         | Whenever we stimulate the economy, economists trip over each
         | other to explain how giving money to poor people has high
         | monetary velocity and causes maximum inflation, so instead we
         | should give the stimulus to rich people.
         | 
         | When we want to rein in inflation by paying people to save, I
         | hear a thundering silence on the prospect of preferentially
         | tackling the highest velocity money to obtain the most
         | inflation control per dollar. Instead, we let banks get away
         | with _this_ (see parent post) and focus on paying rich people
         | to save, when by the previous logic we ought to be doing the
         | exact opposite.
         | 
         | Hmmmmmm. It almost feels like the driving force here isn't good
         | stewardship but rather the self-interest of well-heeled
         | economic forces.
        
           | JumpCrisscross wrote:
           | > _Whenever we stimulate the economy, economists trip over
           | each other to explain how giving money to poor people has
           | high monetary velocity and causes maximum inflation, so
           | instead we should give the stimulus to rich people_
           | 
           | This is the opposite of the mainstream economic consensus.
           | The point of stimulus is to stimulate. Velocity makes fiscal
           | stimulus more efficient. Even the Fed, in the depths of
           | crises, pleads for fiscal stimulus because of its power and
           | breadth relative to monetary methods.
        
             | jjoonathan wrote:
             | I'm responding to the subset of arguments I see in the
             | media. Concerns about fiscal stimulus get mega-boosted
             | while concerns about asset stimulus get buried. It makes
             | sense that this happens in the media layer, not the
             | academic layer. Apologies for poorly targeting my vitriol.
        
               | JumpCrisscross wrote:
               | No worries! Where this comes up, with a veneer of
               | legitimacy, is when non-stimulus spending or taxation is
               | contemplated. Hopefully the intragenerational contrast of
               | 2008 and 2020 drives home the point that massive fiscal
               | support _together with_ broad-based monetary support is
               | the way to drive a V-shaped recovery.
        
           | ptero wrote:
           | It is hard to come up with a setup where paying poor people
           | takes that money to savings (i.e., gets it out of the
           | circulation). I am not saying paying poor folks is always a
           | bad idea, I just fail to see a single practical approach
           | where this will lead to a reduction in M2. My 2c.
        
             | jjoonathan wrote:
             | Encouraging banks to not stiff uninformed retail would be a
             | good start (see: grandparent comment).
             | 
             | Capped personal savings instruments would be the next step
             | (see: I-Bonds).
        
             | toast0 wrote:
             | You missed the whole idea "paying poor people to save"
             | 
             | If you, say, give people $100 in a year if they keep $1000
             | on deposit for the whole year, you'd be paying them to
             | save. Sure, the poorer people are going to go out and spend
             | that $100 when it comes in. And if there's no new incentive
             | to keep the $1000 in savings, they may likely spend that
             | too. And you'd need to limit it to one offer per natural
             | person, etc, or people with access to lots of money would
             | endeavor to make many $1000 accounts to get the 2x market
             | rate interest I made up.
             | 
             | Maybe $1000 is too much to ask poor people for, but you
             | could scale it down. If you do it right, you get both the
             | policy goal of reducing velocity of money, because you're
             | getting people to save rather than spend some money, and
             | you also get the typical policy goal of distributing money
             | to the poor because even if everyone can get this $100,
             | it's more impactful to the poorer.
             | 
             | Or you could do a savings account linked to a lottery.
             | Every $1 in savings up to $X gets you a ticket, if the bank
             | earns about the federal funds rate on the deposit, give
             | half to the individual depositors, and pool the other half
             | to share among the lottery winners. Might be more
             | 'exciting' for some people and encourage more savings that
             | way.
        
               | JumpCrisscross wrote:
               | > _you could do a savings account linked to a lottery.
               | Every $1 in savings up to $X gets you a ticket, if the
               | bank earns about the federal funds rate on the deposit,
               | give half to the individual depositors, and pool the
               | other half to share among the lottery winners_
               | 
               | This is a good idea. Could it be implemented under
               | current regulation as a neobank?
        
               | atdrummond wrote:
               | There's a governmental bank in the UK that runs a
               | lottery: https://www.nsandi.com/products/premium-bonds
        
         | JKCalhoun wrote:
         | I have an eTrade savings account making 3.75% (I know there are
         | better out there now).
         | 
         | But they've emailed to actively solicit me to move money from
         | other banks into my eTrade savings.
         | 
         | Sounds like Bank of America (and Wells Fargo, etc.) are going
         | to see cash moving out of their banks if they keep up the BS
         | low-interest rates.
        
           | ghaff wrote:
           | We seem to have this bifurcation between banks and brokerages
           | chasing people who want their "cash" to earn a reasonable
           | return given current interest rates and banks that are fine
           | with basically paying nothing to all the people just leaving
           | in money by default at near-zero returns.
           | 
           | I've kept my current bank for various reasons but I'm much
           | more aware of sweeping excess cash into my brokerage account.
        
       | nytesky wrote:
       | I thought the intention was for Fed to slow economy, and the
       | flows locked up in this program would be doing that rather than
       | being lent out. What is issue?
        
         | JumpCrisscross wrote:
         | > _What is issue_
         | 
         | Monetarily, nothing. Financial-stabilitywise, it's an
         | inconvenient sucking sound at the banks. If you're a bank that
         | went to the SVB School of Risk Management, that will be a
         | problem.
        
         | drexlspivey wrote:
         | The issue is that people are moving their deposits out of banks
         | and banks are facing liquidity issues.
        
         | spaceman_2020 wrote:
         | The Fed is losing money, for the first time ever, by paying out
         | 4.8% on $2T of deposits.
         | 
         | https://www.wsj.com/articles/for-the-first-time-the-fed-is-l...
        
           | JumpCrisscross wrote:
           | > _Fed is losing money, for the first time ever, by paying
           | out 4.8% on $2T of deposits_
           | 
           | That article has errors, _e.g._ "the Federal Reserve was
           | designed to make money for the government from its monopoly
           | on issuing currency." And that's not what they're saying.
           | 
           | When rates rise bond prices go down. The Fed made rates rise
           | while holding lots of bonds. Their value went down. This was
           | expected, unavoidable and inconsequential; it is what the
           | authors are complaining about. The interest the Fed pays on
           | reserves is a policy choice to keep those reserves at the Fed
           | and out of the economy. The Fed could turn it off at any
           | time.
        
       | spaceman_2020 wrote:
       | Does anyone really think they can wrangle themselves out of this
       | mess and get back to a "normal" deficit and balance sheet?
       | 
       | Everything they do feels like duct tape.
        
       | greenyoda wrote:
       | Archive without paywall: https://archive.ph/V8zPV
        
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       (page generated 2023-04-07 23:00 UTC)