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Essay: Monetary Flexibility: Analyzing the Monetary Assessment of Sovereigns

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  • Published: 1 April 2019*
  • Last Modified: 23 July 2024
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Monetary flexibility (monetary assessment). Overview: The unsuccessful recoveries in euro area is accounted for a large part of the crisis. The rebound that took place from 2009 to 2011 was derailed by the onset of the sovereign debt crisis. Although there was  a  nascent  recovery starting  in  mid-2013,  it  also  lost  steam  by  the  summer  of  2014  as  the external  environment  became  more  uncertain.  The  euro  area  economy,  in  other  words,  was consistently  struggling  to  gain  momentum  and  seemed  highly  vulnerable  to further  shocks. But things  have  also  been  clearly  improving  from  mid-2014,  monetary  policy  is  one  of  the  effective factors that can realistically explain the resilience of the recovery. The  primary  function  of  monetary  policy  is  to  support  sustainable  economic  growth  and  attenuate major economic or financial shocks. It can be an important stabilization tool for sovereigns, helping ease  credit  conditions  when  economic  growth  is  below  potential  and  to tighten  credit  conditions when economy overheats. Therefore, a flexible monetary policy could be in significant importance in slowing or preventing deterioration of sovereign creditworthiness in times of stress.  A sovereign monetary assessment results from the analysis of the following elements:  1.The exchange rate regime.  2.Monetary policy ‘s creditability  3.Monetary policy ͚s effectiveness  Based  on  our  criteria,  we  assign  an  assessment  of  ‘1’  corresponds  to  a  sovereign  with  greatest monetary  flexibility,  where  the  monetary  authority  is  able  to  control  the  interest  rate  and  money supply  to  increase  the  lending  and  liquidity,  in  opposite,  at  times  of  overheating,  the  monetary authority is able to use monetary tools effectively, supported by a robust policy mix, to tighten credit conditions.  This  flexibility  exists  only  for  monetary  authorities  with  high  perceived  policy  credibility in countries with deep and diversified capital markets.  On  the  other  hand,  we  assign  an  assessment  of  “5”  to  a  sovereign  lacking  monetary  flexibility. Examples include:  1.Countries using a currency issued by another country;  2.Sovereigns that apply extensive exchange restrictions, or  3.Countries  with  persistently  high  inflation  or  high  dollarization  (defined  as  resident  deposits or loans in foreign currency over 50% of total). A sovereign with these features either has very limited or no monetary flexibility to affect domestic economic conditions, including liquidity, or has a poor track record in meeting monetary objectives. If  factors  outside  the  control  of  the  domestic  monetary  authorities  mostly  determine  monetary conditions, there may be little buffer against domestic financial stress.  

Exchange rate regime and monetary policy creditability and effectiveness: In  the  event  that  a  sovereign  can  utilize  monetary  strategy  to  control  the  dominant  currency  used for  domestic  economic  and  financial  market,  it  can  address  imbalance  and shock  in  the  domestic economy. The exchange rate regime influences the monetary authority’s ability to conduct monetary policy.  Monetary  objectives  may  struggle  with  goals  to  maintain  a  certain  exchange  rate  level.  The more unbending the exchange rate regime, the more likely this disconnect is to impede the conduct of monetary policy. Sovereigns   with reserve currencies have the most flexibility. Such administrations  are  likely  found  in  economies  that  are  highly  flexible  and  have  significant  net external asset positions. Therefore, for this kind of sovereign, we rank it at ͚1͛. Additionally,  an  powerful  monetary  policy  requires  credible  institutions  conducting  it.  Despite  the fact  “credibility”  cannot  be  precisely  measured,  there  are  certain  factors  that  generally  make  a central  bank  more  trustworthy  and,  therefore,  effective  in  its  conduct  of  monetary  policies.  For instance,  operational  independence  and  management  and  legal  independence,  which allows  the monetary authority to freely determine the best way of achieving policy goal.  Effective monetary policy is important foundation for confidence in monetary authorities as well.  In a  period  of   stress,   confidence   is   crucial  because   it  allows   policymakers   to  temporarily  take unconventional means to deal with the impact of economic shocks. Monetary authorities with weak track records rarely have this flexibility.  One of the main indicators of monetary policy effectiveness is broad price stability, including the low inflation  rate  over  the  economic  cycle.  The  relationship  between  inflation  and  sovereign  trading partners  creates  an  important  basis  for  confidence  in  local  currencies  as  value storage  and  for  the development of the financial sector. For sovereigns with the highest level of monetary flexibility, we expect asset prices to move in line with fundamentals. Regularly,  when the output gap is small, we associate  a  credible  monetary  policy  with  a  positive  real  interest  rate.  On  the  contrary,  the continuing  negative  real  interest  rate  cycle  hinders  savings,  promotes  borrowing,  and  generally reduces  the  confidence  of  money  as  a  storage  value. The  operating  losses  that  central  banks  incur are   also   regarded   as   damaging   monetary   effectiveness.   Moreover,   the   ability   of central government  to  issue  a  large  amount  of  fixed  interest  rate  local  currency  bonds  is  the  key factors to assess the monetary policy effectiveness as well.  The  following  two  tables  present  the  characteristics  generally  expected  for  each component  of  our monetary  assessment.  A  sovereign’s  initial  assessment  is  derived  by  combining  our  assessments  of the  exchange  rate  regime  and  of  the  monetary  policy  credibility.  In  this  combination,  we  assign  a weight of 50% to credibility and monetary policy effectiveness and 50% to the exchange rate regime. The reason for this weighting is that both these two factors have profound effect on the economy.   The initial assessment for sovereigns that is either part of a monetary union or not can be adjusted down by up to two categories based on the adjustment factors which we will discuss later. Exchange rate regime AssessmentOn a scale from ͚1͛ to ͚5͛, strongest to weakest1 Sovereigns with a reserve currency. A  sovereign  in  this  category  benefits  from  a  currency  (which  it  controls)  that accounts for more than 3% of the world’s total allocated foreign exchange reserves based  on  the  IMF’s  report  “Currency  Composition  of  Official  Foreign  Exchange Reserves. e.g. U.S.A2 Sovereigns with an actively traded currency.   

A  sovereign  in  this  category  benefits  from  a  currency  that  is  bought  or  sold  in more than 1% of global foreign exchange market turnover, based on the Bank for International  Settlement  (BIS)  report  “Triennial  Central  Bank  Survey,”  that  is  not  a reserve currency as defined above.3 Managed float. And intermittent intervention in foreign exchange market. e.g.: China4 Hard peg.5 No local currency.Adjustment for monetary assessment: An  adjustment  for  sovereign’s  monetary  assessment  results  from  the  analysis  of  the  following elements:  1.Negative adjustments to the initial monetary assessment  Let  us  take  more  factors  into  consideration,  for  example,  the  sovereign  has  weak  transmission mechanisms, which implies the county is not able to control the money supply in an effective way, thereby impeding monetary flexibility.  The consequence could be sharply higher credit costs in the financial system, other unexpected losses by creditors in the financial system, or structural shifts in Monetary policy ‘s credibility and effectiveness Assessment On a scale from ͚1͛ to ͚5͛, strongest to weakest1 1. Strong and more than 10 years track record of full operational independence. 2. Clear monetary policy objectives. 3. Wide array of monetary instruments. 4. Ability to act as a lender of last resort for the financial system. 5. Sovereign’s CPI is low and in line with that of its trading partners, leading to stable REER over the economic cycle. 6. Broad price stability by other measures. 7.  Depository  corporation  claims  on  residents  in  local  currency  and  no  sovereign bond market capitalization combined account for over 50% of GDP.2 1. Track record of operational independence.2. Market-based monetary instruments.  3. Ability to act as a lender of last resort for the financial system. 4. Sovereign’s CPI is low and broadly in line with that of its trading partners, leading to fairly stable REER over the economic cycle. 5. Broad price stability by other measures. 6.  Depository corporation  claims  on  residents in  local  currency  and non-sovereign bond market capitalization combined account for over 50% of GDP.3 1. Operational independence, although shorter track record or less secure. 2. Market-based monetary instruments, but heavier reliance on reserve requirements. 3. Ability to act as a lender of last resort for the financial system. 4. Sovereign’s CPI is broadly in line with that of its trading partners over the economic cycle. 5. Depository corporation claims on residents in local currency. Non-sovereign bond market, and equity market capitalizations account in total for more than 50% DGP.4 1. Operational independence is limited by either lack of an effective transmission mechanism or perceived political interference. 2. Limited ability to act as a lender of last resort for the financial system. 3. Monetary statistics are not viewed as credible. 4. Average CPI typically exceeds 10%. 5 1. No ability to act as a lender of last resort for financial system.2. 5-year average CPI typically exceeds 20%.3. Sovereign government has US dollar demand exceeds 75%4. Sovereign government uses another country’s currency as its currency

the  wholesale  funding  market.  These  risks  can  be  further  exacerbated  if  public  financial  and nonfinancial enterprises are dominant participants in the domestic capital markets. Furthermore,  if  foreign  currency  deposits  are  higher  than  50%,  it  will  increase  vulnerability  of  a country to external and internal shocks and lack flexibility to adjust to these events. For instance, if a  country  hold  50%  of  dollar,  and  dollar  become  a  mainstream  currency  in  this  country,  think about what will happen if dollar depreciate? Can this country overcome this shock? 2.Sovereigns in monetary unions If  we  focus  our  credit  rating  in  European  countries,  it  is  necessary  to  consider  the  influence  of decision making by European central bank.  The criteria of monetary union is firstly to take the whole zone into consideration and assigns an initial assessment. Then, it will lower some countries͛ rating regarding their economic situation. For example, Greece, the credit rating of Greece should be lower than the average level of whole European zone in the light of bad debt paying ability. 3.   Restriction policy If  the  sovereign  country  imposes  foreign  exchange  restriction  on  the  payment  and  transfer  of current  international  transactions,  or  implemented  discriminatory  monetary  arrangement,  the real monetary assessment result will be slightly lower than the initial assessment. 4.   Countries using a currency issued by another countrySovereign government unilaterally uses another country’s currency as its currency. 5.   High dollarizationSovereign government has US dollar demand exceeds 75% or savings dollarization. 6.   High CPI or negative CPIThe 5-year average of CPI (previous year, this year, and  three years in the future) is higher than 20% or the 5-year average of CPI is negative.

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