Woodford and QE3

Columbia University Professor Michael Woodford’s paper at the Fed’s Jackson Hole conference last week made the case that more large-scale asset purchases by the Fed would by themselves do nothing, and suggested that instead what really matters is the Fed’s communication of its future intentions. There’s a fair bit in Woodford’s analysis that I agree with. But unlike Woodford, I think that asset purchases can be an important part of what the Fed could do in the here and now. Here I explain why.

Continue reading