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Fed communication went through 'rocky' patch

Washington, July 10 (Newswire): Federal Reserve communications have been through a "rocky" patch but financial markets are now more in sync with the central bank's message, a senior Fed official said, shrugging off a week of violent volatility.

Jeffrey Lacker, president of the Federal Reserve Bank of Richmond and a persistent critic of the Fed's massive bond- buying campaign, said it was always going to be difficult to discuss ending the program because of its open-ended nature.

"Markets got a little bit ahead of us in terms of what they were expecting, by way of how long these purchases would continue, and I think they've gotten into better alignment now with the committee's expectation," he told Bloomberg Television, referring to the Fed's policy-setting committee.

Fed Chairman Ben Bernanke sent global markets into a tailspin by announcing that the central bank expected to begin to slow asset purchases later this year, and would likely end them in mid-2014, assuming the economy recovers as it expects.

Lacker is one of the Fed's most hawkish officials.

A different view was voiced by Narayana Kocherlakota, president of the Minneapolis Fed. He told CNBC that the market reaction was "more outsized than I would have anticipated personally." That remark reinforced comments, in which Kocherlakota argued that markets were wrong to think the Fed had become more hawkish on the need to raise interest rates.

Neither official has a vote on policy decisions this year.

Critics complain that Bernanke bungled the message by confusing investors, who refuse to accept his distinction between tapering bond purchases and tightening monetary policy, even though he went out of his way to spell out that rates would stay near zero for a long while after bond buying ends.

The yield on the 10-year U.S. Treasury note spiked to 2.55 percent in late New York trade from around 1.65 percent in early May. Two of the sharpest jumps occurred on May 22, when Bernanke initially discussed tapering bond purchases in the next few meetings, and after his press conference.

Lacker acknowledged there had been problems, but argued Bernanke had done an "excellent job" in describing policymakers' views on how policy will evolve going forward.

"It has been a rocky period over the last couple of months for communication from the Fed," Lacker said. "We had to solve a new communications puzzle for ourselves this time. I think we got to where we need to be."
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