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Goldman Sachs is infiltrating the Fed in ways that most people haven't noticed

Aug 16, 2017, 22:56 IST

New York Fed President William Dudley takes part in a panel convened to speak about the health of the U.S. economy in New YorkThomson Reuters

Since when do underlings get to chime in on who their next boss should be?

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That's just what William Dudley, president of the Federal Reserve Bank of New York, did in an interview with the Associated Press this week.

His fairly strong recommendation of Gary Cohn, Donald Trump's economic advisor and apparent favorite, was especially egregious since Cohn is former president at Goldman Sachs, where Dudley essentially spent most of his career as chief economist and partner.

The Fed's chairperson is appointed by the president of the United States. Dudley should stick to monetary policy and regulating big banks. As a matter of central bank independence and integrity, he has no business opining on future candidates.

As Bloomberg's veteran Fed watcher, Rich Miller, put it: "It's rare for Fed officials like Dudley to comment publicly on such personnel matters because they usually want to avoid doing anything that might be seen as undermining the central bank's political independence."

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Here's the full exchange with the AP:

Not funny. Despite the clear conflict, he apparently sees nothing wrong with recommending Cohn while saying nothing to praise his current boss, Fed Chair Janet Yellen, who is also supposedly in the running for reappointment (but not really, it's just another Trump reality TV suspense stunt). Dudley then coyly declines to discuss other names being floated for the post.

Dudley has crossed a line, although it's not a new one for his institution.

The New York Fed was home to one of the financial crises most blatant conflicts of interest, and it's all related to how Dudley was hired to head it in the first place.

This is what happened: Stephen Friedman was chairman of the New York Fed at the height of the crisis - but at the same time he was a member of Goldman Sachs' board of directors. He also held a significant financial stake in the megabank, even as he was involved in the bank bailout negotiations. Yes, really (The New York Fed is supposed to play a pivotal role in regulating Wall Street).

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And here's the kicker: The Fed's board granted Friedman a waiver to buy Goldman stock just as prices had hit bottom and the central bank was stepping in to make all the banks, including Goldman, whole on their misguided bets on housing and related assets. Friedman was eventually pressured to step down, but that's about it.

In his role as NY Fed board chair, Friedman got to pick its next president. Who did he run with? Bill Dudley.

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