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DIARY Book 228 December 10 - December 13, 1939 - A - Book Page Agriculture Certificate Plan discussed by Wallace and HMJr - 12/12/39 228 131 a) HMJr states that he will fight to keep taxing power within the Treasury b) Wallace states that FDR has led him to believe he is interested in Certificate Plan "because it would be outside the budget" 1) HMJr states he does not approve of this philosophy 2) Wallace also states that he thinks it is misleading to the public Appointments and Resignations Sullivan, John L.: HMJr consults Leon Henderson concerning, as Assistant Secretary - 12/11/39 38 Foley, Edward H.: Offered Assistant Secretaryship and refused 40 - B - Balance of Payments (Estimated) Comparison of first three quarters of 1938 and 1939 - FDR asks HMJr to discuss memorandum with him - 12/11/39 111-A Berle, Adolph A. Expresses his opinion of trend of philosophy of American people as the war develops: Cairne memorandum a) HMJr shows to FDR - 12/12/39 126 b) Farley and HMJr discuss - 12/14/39: See Book 229, page 4 - C - China See War Conditions: Strategic War Materials Colombia See War Conditions: Latin America - D - Dozenberg, Nick Secret Service picks up in Bend, Oregon; reputed Communist, OGPU agent - - 12/11/39 47 - F - Book Page Farm Credit Administration Hill and HMJr again discuss Hill's resignation; HMJr advises "sitting tight" until FDR himself asks for resignation - 12/12/39 228 158 a) Carl Ladd discusses with HNJr - 12/13/39 286 b) Hill again discusses situation with HMJr after seeing Wallace - 12/13/39 292 1) Wallace calls Early for appointment for Hill with FDR Financing, Government March Notes, Refunding of: HMJr consults with Discount Corporation, First Boston Corporation, et cetera - 12/11/39 66,72 Open Market Committee meeting - 12/11/39 77 Announcement of offering - - 12/12/39 115 a) Cabled to Paris and Berlin - 12/11/39 106 Closing of subscription books - - 12/13/39 124 Foley, Edward H. See Appointments and Resignations - 0 - Open Market Committee See Financing, Government Ottley, John K., Sr. Opening of account discussed with HMJr - - 12/13/39 312 - S - Statements by HMJr Before subcommittee of Committee on Appropriations, House of Representatives (Executive Session) - 12/13/39 262 a) HMJr discusses at 9:30 meeting - 12/14/39: See Book 229, page 22 Sullivan, John L. See Appointments and Resignations - WI - War Conditions Belgium: Belgian Ambassador presents Theunis; conditions in Belgium thoroughly discussed with HMJr and Cochran - 12/13/39 254 Business Conditions: Business situation for week ending 12/11/39: Haas memorandum 11 Haas forecast for 1940 - 12/12/39 192 - W - (Continued) Book Page War Conditions (Continued) Closing Agreements: Consolidated Aircraft Corporation: Major Fleet, President, calls; HMJr prefers not to see him until after agreement has been reached - 12/11/39 228 46 Exchange market resume - 12/12/39, et cetera 187,260 Finland: Loan through Export-Import Bank discussed by HMJr and Jones - 12/10/39 1,32 a) Cotton memorandum on Export-Import Bank credit - 12/13/39 238 Cochran and Procope discuss possible loan after Procope's conferences with Jones and Pierson - 12/11/39 9 Fraser (Leon) consulted personally by Cochran concerning any possible negotiations in New York for private banking credits to Finland - 12/11/39 10 Airplanes, guns, et cetera: Woodring tells HMJr he is opposed to supplying "when it's comparable to our own interest" - 12/11/39 25 Japan: Financial Attache confers with HMJr and Cochran on gold shipments - 12/13/39 220 Latin America: Colombia: Foreign Bondholders Protective Council: Traphagen asks to see HMJr alone concerning "irreducible minimum" formulated by Council in connection with debt adjustment - 12/13/39 251 a) HMJr transmits memorandum of interview and copy of Traphagen memorandum to Jones and Welles - 12/15/39: See Book 229, page 228 Samuel Lewisohn asks HMJr for appointment - 12/13/39. 303,306 Neutrality Act of 1939: Cochran memorandum after HMJr's talks with Purvis, Butterworth, et cetera - 12/11/39 B a) Feels that FDR definitely desires to stop exports of molybdenum to Germany, Russia, and Japan; "HMr's highly confidential task to explore possibilities with industrial leaders concerned" b) Cochran hopes responsibility for publicity may not be Treasury's and that matter will not be handled through Liaison Committee of three for foreign purchasing missions - W - (Continued) Book Page War Conditions (Continued) Purchasing Mission (British-French): Financial Agreement: text obtained by American Embassy, Paris, from Couve de Murville - 12/11/39.. 228 51 a) Reynaud's discussion with press reported by American Embassy, Paris - 12/12/39 137,240 b) Summary presented by British Embassy - 12/12/39 185 1) Pinsent regrets that delay in transmission has prevented his giving United States Treasury first word 161 o) American Embassy, London, comments on text as circulated in Parliament - 12/13/39 230 Great Britain: Butterworth and Cochran confer at HMJr's home - (12/9/39): Cochran memorandum - 12/11/39 6 a) Butterworth reports on interview between Whigham and Kennedy; British representatives in United States arranging for disposal of British-owned dollar securities hampered by lack of precise instructions: British Treasury prefers to hold securities and Governor Norman, of Bank of England, prefers to hold gold 1) HMJr agrees with Governor Norman 2) HMJr instructs Butterworth to report to British Treasury that delay in handling securities has made bad impression in United States b) Molybdenum discussed; Hochschild and two other members of the industry join the group 1) Industrialists promise memorandum setting forth position concerning exports and possible offsets by European governments - Butterworth to discuss entire matter in Paris next week a) HMJr thinks this places British face to face with question of sacrificing certain business interests to prevent necessary motals reaching enemy b) Butterworth does not think that British will adopt economic sanctions against U.S.S.R. Special Account: HMJr asks Federal Reserve Bank of New York for weekly confidential report; Harrison states instructions do not include authority for such report - 12/12/39 191 a) HMJr discusses refusal with Harrison 280 b) Pinsent to be asked to arrange o) Pinsent confers with Cochran - 12/13/39 256 d) Authorization received from Bank of England - 12/14/39: See Book 229, pages 56,101 - W - (Continued) Book Page War Conditions (Continued) Ship Movements: French Trawlers: Duffield aska Justice Department to clear Treasury for escape since Treasury was acting under contrary instructions from Justice (Pearson-Allen column) - 12/11/39 228 73 a) Justice later reports they consider column best ignored - 12/11/39 74 Strategic War Materials: Metals: Stewart memorandum - 12/13/39 248 Molybdenum: See War Conditions: Neutrality Act of 1939; Purchasing Mission (British-French) - Great Britain Tungsten: White memorandum on uses, world production, United States imports, et cetera - 12/12/39 129 Tungsten and Tin: Chinese production reported by Kung to Chen for HMJr; shown to FDR - 12/11/39 98 a) Map of sources 99 b) Cochran memorandum on conference with Chen - 12/13/39 253 Switzerland: Somary (Felix) calls on Cochran after return from New York and Ottawa - 12/12/39 163 a) Cochran repeats that Treasury policy since outbreak of hostilities has been to accept gold only upon delivery in United States War Purchases Board: HMJr's memorandum of visit from Feis who asked HMJr to do something about the Collins Board - 12/12/39 125 a) Collins and HMJr discuss - 12/12/39 195 b) Exchange of correspondence between FDR, War, and Navy on objections to Collins Board - 12/13/39 200 1 December 10,1939 (Dictated December 11th) Saturday night the Finnish Minister talked to me and asked me to talk to Jesse Jones Sunday about his loan as Jones was going to leave town Sunday night. I spoke to Jones at noon about the Finnish loan and he said he thought he would lend them three or four millions through the Export-Import Bank and would I go along with him? I said yes. He was going to talk to the President on the telephone or see him at one o'clock. Evidently the President must have given Jones definite orders to make it $10,000,000. o0o-o0o (FE(EN:COPT) 2 Air Mail AMERICAN CONSULATE GENERAL Hanoi, Indochins, December 10, 1939. No. 26 Subject: Recent Reports as to Caobang Road. The Honorable The Secretary of State, Washington. Str: I have the honor to refer to my despatches nos. 8 and 17 of October 20 and November 25. 1935, in regard to the possible utilization of the Caobang road as B. route of transportation to China. The Department vill recall that the majority of observers are far from being convinced that that road vill ever be of great value in the transportation scheme. Recent observations strengthen that conviction, although certain elements saiz- tain that the road will be available for traffic in the not too distant future. Among the various indications that the idea of using the Caobang road for heavy traffic is being abandoned is the report that Xr. S. I. Chang, connected with the Chinese Ministry of Var through his employment with the Chinese Diesel Engineers and Renault, has left for Pangoon by air to emaine the possibility of transferring all truck assembly activities to Burma. It is known that Mr. Chang vent to Caobang with a mumber of trucks, in an endenvor to push through into China, and it is understood that he reported unfavorably as to this routs. Dr the other hand, the French commanding officer at Caobang wrote recently to one of the oil representatives and stated that within a few veebs the road will be ready for traffic up to 2 to 3 tons. He added that additional ferries had been placed at Caobang, that adequate parking lots and storage dumps (including a godown) were being prepared, and that all bridges were being strengthened. I an still unconvinced that the Caobang road will be of great and imediate value to the Chinese National Government. The road my be usable for light traffic and for carrying coolies and ponies. & maximus of 3 thousand tons 8. month is too small to be more than of supplementary value. Even if the French section is completed as stated, the construction of roads beyond Pingaa is reputedly a matter of may months. With other commentators, I believe that road transportation to China via Indochina is practically finished unless the Chinese retake Nanning and drive the Japanese out of Kwangsi. A strong Chinese effort is reported at this time and may be successful - but whether the success vill be sufficiently lasting to enable the utilization of the Dong Deng- Famning road is open to question. At 3 - 2 - At this time there is an unconfirmed rumor that troops from Yunnan are taking part in the Chinese drive. Respectfully yours, CHARLES S. REED II, American Consul Original and 2 copies to the Department Copies to Embassy, Chungking and Peiping Copy to Consulate General, Hong Kong Copy to Consulate, Saigon 815.4 CSR:cer All 4 BC Gray Berlin Dated December 10,1939 RECEIVED 6:41 7% Secretary of State, Washington. 2293 DECEMBER 10, noon. Berlin's press features today the addre 3 given in Munich yesterday by Economics Minister Funk on the National Socialist war economy in which the most interesting dis- closure WAS that the Germen Government has renounced further tax increases and will finance the budgetary increases necessitated by the war through borrowing. unk stated that pressure of taxation should not be unduly increased since the result would bE to perolyze business initiative which in spite of all the state regulations "ve do not wish especially now to dispense with". FE CS arted that the Reich's borrowing would not be accompanied by inflation nince the necessary restrictions on Expenditure for con- sumption goods had resulted in a great volume of savings which could be utilized by the Reich and that *ice and vage controls would bE strictly enforced in order to mcin- tain the value of the mrk. Funk 5 Page 2 No 2293 DEC 10 1939 from Berlin, Funk repeated the customery assertions C.S to Germany's invulnerability to British blocknde mensures and declared that Russia would furnish a good part of t'm supplies formerly obtained overseas. Referring to the recent arrangement for one million tons of feed grains he asserted that agreement had also been reached for important deliveries of Russian metals, oil, cotton, and 7001, and that these quantities would bE stendily increased with the passage of time. With supplies of Essential imported rew materials assured and an increasing production of synthetic materials bE declared that time WCS working for Germany and made its eventual viotory certain. Inform Treasury. 21°X CSB DEC = Ecei name s + <<< V / 6 TREASURY DEPARTMENT INTER OFFICE COMMUNICATION DATE December 11, 1939. TO Secretary Morgentism FROM Mr. Cochren STRICTLY CONFIDENTIAL it 11:20 Saturday norming, December 9. Mr. Cochran and Mr. Butterworth vest to the Secretary's residence. The Secretary asked Mr. Butterworth for $ reporting the interview between Mesers. Whigham and Kennedy which yr. Butterworth attended. The memorandum which Mr. Butterworth pre- tented covered only bis ove conversation with Mr. Purvis in regard to another vabject. Mr. Butterworth explained that he had/ understood my request, which T W made at the Secretary's instruction, for a full report of his converse- times in Sev York, and most particularly of the above indicated interview between Ambassador Immedy and Mr. Whigham. I had relayed the instruction to Yr. Patterworth nost clearly when he came to the Treasury Saturday morning toward 10:00 o'clock. Be had at that time said the interview with the Ambes- endor tad not been very long and that he had been obliged to leave before it VIA concluded. : had stated that be should report it in writing. nevertheless. To the Secretary be gave orally about the same information which he had given DE Saturity norning and earlier by telephone from New York. That is, that the tvo representatives vhc had come to the United States from London to arrange for disposal of British owned dollar securities were having difficulty in obtaining precise instructions, since London had evidently not made up its DVS zind, the Treasury preferring to hold securities, and Governor Norman of the 3azk of England preferring to hold gold. The Secretary remarked that he YES happy tc see coe occasion on which he thoroughly agreed with Governor Irm. In answer to the Secretary's question, Mr. Butterworth stated that Anbersador Imely had, while Xr. Butterworth was present, only brought the British 5 to date with respect to the situation in England. Mr. Butterworth explained that be hat left the conference in order to keep an appointment with Kr. Todd is regard to tir. It will be recalled that Mr. Butterworth has been the officer on Antesseder Iennedy's staff who has worked on barter arrange- ments, such as that involving American cotton. The Secretary instructed Xr. that be should tell the British Treasury upon his return that their delay sa the handling of their securities had "left a bitter taste in tis particularly after the tvo agents had come over here presumably vità some authority and had been given such full cooperation by the Treasury. Purthersore, the Secretary thought that unfavorable press comment would in- crease as the delay goes OZ. At 11:40 VE were joined by three industrialists from New York: Mr. Harold Sochschield, President of American Metals Corporation, Mr. Schott (1). President of Climax Molybiemum, and Kr. Loeb (7) Metallurgist of Climax Kolybdamm. The Secretary referred to his previous talks with Mr. Hochschield, and also reported his conversation with International Nickel toward checking nickel exports to Pussia and Ispan, if sales of molybdenum are stopped. The visitors 7 - 2 - reported that Kennscott and & second of the three important concerns, includ- ing Climax, exporting molybdenum. were ready to 80 along with Climax in such arrangement as might be made with this Government. The gentlemen desired, however, that the Administration give them a definite expression of its policy with respect to holding up exporte to the above mentioned countries and also indicate what explanations should be given foreign customers for molybdomum ex- ports. The question arose as to what action should be expected from France and England to offset the measures taken by the metal exporters. The President of Climax expressed the view that his company did not desire to force France and other countries to build up unnecessary stocks of molybdenum, which might be embarrassing later. He preferred that the foreign Governments learn the utility of molybdenum and change their specifications in Government contracts to call for its incorporation in alloys. The hint was also broadly made that American Government contracts should favor American molybdenum rather than Canadian nickel. The metallurgist gave some technical explanations with regard to steel alloys. He explained that manganese was required in all steel to make it forge- able. Molybdemum and nickel are used to toughen it. Both molybdenum and nickel are required in the stoutest armor plate. Tungsten is required in high speed steel used in outting other steel. Vanadium follows as the next important metal in steel alloys. Climax Molybdenum has developed an important export trade in molybdenum to Russia which country has understood the usefulness of this metal, and its comparatively cheep price, and has utilized it more extensively than most steel manufacturing countries. The point was raised, however, that it would be of little use to stop the export of molybdenum to Russia and, via Russia, to Germany if nickel could still reach those destinations. During the World War, it is believed that Canadian exports of nickel were not controlled. Norway was in the last war an important provider of nickel to Germany, and it is believed will continue to be & supplier of Germany in the present war. The three visitors showed the Secretary a memorandum, of which they will provide an original copy this week; and also promised to send him a second memorandum setting forth their position on the question of molybdenum exports, and possible offsets by European Governments, and possibly outlining & draft cablegram to be dispatched to Paris for consideration when Mr. Butterworth arrives there Thursday. After the three visitors left, the Secretary talked further with Butterworth and myself. Butterworth was instructed to let Paris know the progress made here to date in our study of this question, which had originally been raised by Prof. Rist. We would endeavor to have the memorandus of the molybdenum people cabled to Paris by the time Butterworth reached that capitel. The Secretary thought that this was & matter in which V0 might be definitely helpful, but that the whole proposition would put the British face to face with the question as to whether they were willing to sacrifice certain business interests to prevent neces- sary metals reaching their enemy. I had spoken to the Secretary previously in regard to British still letting rubber go to Bussia. Butterworth thought that the British would not be likely to adopt economic senctionsagninst Russis. TREASURY DEPARTMENT Office of the Secretary Technical Assistant to the Secretary Date TO: The Secretary Room Please sèe next page for bac t-seat driving not From: MR. COCHRAN 8 - - It is 4 understanding, from the above narrated conversation and from the Secretary's talk with Mr. Purvis, that the President is definitely in favor of stopping exports of nolybleme to Germany, Russia and Japan if this can be et- fectively carried out, end If such steps can be so coordinated with stopping of exports of other metals that the result on Germany's economy may be such as is desired. I understand that it is the Secretary's highly confidential task to explore the possibilities of such steps with the industrial leaders who weald be concerned. It is presured that the President will decide upon the manner in which his plan should become move to the public, provided it is carried out. This Napos- sibility should certainly not be the Treasury's. Furthermore, it is not a matter that should be handled through the Lisison Committee of three which has recently been created to met foreign purchasing missions. If it were B. question of this Government desiring to buy up and conserve all molybdemum stocks as material necessary to our OVE defense, the VAT would be clear. To differentiste, however, between foreign purchasers of molybdems, fevoring certain belligerents (France and England) while denying exports to two countries (Enssia and Japan) which are not recognized under international lew as belligerents, raises scae doubt as to our neutrality. It is understandable that airplane exports to Japan have been stopped by American producers on the Government's appeal to their sense of propriety of providing such equipment to Governments utilizing them in the bombing of civilian populations. Whether unmamisctured metale could be placed on the same basis, 1s 5. question for the President and his responsible cabinet officers to determine. * point is that this is 8 problem of Administration policy which night the Treasury if this Department is given sole respos- sibility therefor. From Rist's various cablegrams on the blockade of Germany, it is apparent that he is disposed to ask & lot of us. One cable is in today on soy beans. I an not entirely convinced of his socurate understanding of German economy. With Geraan experience in estallurgy and chemistry, they are the world's best develop- ars of substitutes. B.m.S. 9 TREASURY DEPARTMENT INTER OFFICE COMMUNICATION DATE December 11, 1939 TO Secretary Margenthan CONFIDENTIAL FROM Mr. Cochran Sunday noon the Finnish Minister, Mr. Procope, telephoned to ask if he could see 28 and an appointment was arranged for 1:30 P.M. He came by my hotel shortly after this hour on Sunday afternoon and talked with me while we walked for forty nimtes. Be stated that be was expecting to get menist- ance for Finland from liesurs. Jones and Pierson through a credit for the ex- port of American nonsilitary commodities. The amount would probably be $10,000,000. The Minister had Julius Ilein, Aric Warburg and a Finn named Somelius helping him study the use that could be made of such a credit. It vas to be granted to the Fimish-American Corporation, which was to be con- stituted with a paid-up capital of $1,000,000, guaranteed by the Bank of Finland or the Finnish Government. The Minister told = that the Guaranty Trust was drawing in its Scandinavian credit lines; that the National City (Rentschler) and other banks had been sympathetic in receiving his but had not offered any financial assist- ance. The Minister told De that be was to see Jesse Jones a little before 3 c'clock and would call me back later in the day to let me know the results of his interview. The Minister wanted DE to learn from the Secretary what arrangements should be made as to an hour for Ma to come here on December 15 to turn over the telegram announcing the payment of the December installment on the Finnish debt to this country. The Vinister also inquired whether the press statement of the President the other day concerns only the payment which Finland is to make on December 15, or whether there was some likelihood of earlier payments being refunded. I told him that By only knowledge concerned the December installment, and that the procedure described by the President of instructing the Secretary of the Treasury to hold this payment as a suspense item, was the only thing this Department could do now, Any further action must be Congressional. I re- minded his that Secretary Margenthan had been active in pushing this matter, as the Minister knew, with both the President and Mr. Jones. In answer to the Minister's further question as to whether Congress would be willing to approve a direct loan to Finland, I told him that it WSS entirely impossible to forecast Congressional action on such & matter, irrespective of such general sympathy in our country for Fialmed. Ee said that his country needed $60,000,000. not $10,000,000. and that if Finland had the money and munitions they could hold off Russia. At 7:30 P.M. the Minister telephoned me at my hotel to the effect that he had seen Mr. Jones and that the latter W&S issuing & communique announcing a. $10,000,000 credit along the lines ve had anticipated. Mr. Jones was then 10 leaving for Houston and the Minister was to continue arrangements with Mr. Pierson. For this purpose, the three gentlemen from New York mentioned here- inabove as helping the Minister work out details of handling the credit are to meet with the Minister at Mr. Piereon's office this afternoon at 3 o'clock. The Minister was still trying to develop some system whereby he could either sell all or part of the commodities for which export credits would be given him, and utilize the foreign exchange, since commodities to the full extent of the $10,000,000. such as cotton and wheat, are not immediately needed and could not be transported with much speed considering actual circumstances. He hoped come arrangement could be worked out whereby American private banks would be willing to provide banking credits to Finland, now that the Export- Import Bank and R.F.C. are granting this credit, provided such private bank- ing credits are guaranteed by Ryti's Bank of Finland. The Minister did not know, however, whether such guarantees by Ryti were possible. While most appreciative of the action of the President, Secretary Morgenthau and Mr. Jones, in pushing this present credit, the Minister feels that it will be more of a gesture than an actual help in the immediate future, considering the restrictions tied to its use. He is anxious, there- fore, to see whether Congress may give some more direct material assistance to Finland after the first of the year. In the meantime he will continue his studies as to the best method of utilizing the credit now granted, and as to possibilities for private banking credits. I let the Minister know that I had not talked with any private bankers on this subject. I was sure they would all be sympathetic, but I was pessimistic as to whether they could actually lend their banks' funds in the circumstances without proper security therefor. In talking by telephone last night with my friend Leon Fraser, I in- quired confidentially whether he knew of any negotiations in New York toward granting private banking credits to Finland, Be told me that he had been present at a meeting of bankers which Mr. Procope had addressed last week in an effort to raise charitable funda for Finland. After the meeting the Minister had gotten three or four bankers to one side, including Fraser, Straus of Kuhn Loeb and Jollie of Ripley Harriman, and had raised the direct question as to banking loans to Finland. The bankers, in tura, asked whether these loans would be secured, and when being informed negatively, were obliged to give the Minister little encouragement. I told Fraser that he was the only one I could ask about such a matter, since I knew he WBS not in foreign lending business, and would tell me confidentially as an old friend what he know, He definitely understood that I was not speaking as 8 Treasury officer soliciting for Finland, Smil TREASURY DEPARTMENT INTER OFFICE COMMUNICATION CONFIDENTIAL DATE December 11, 1939 TO Secretary Mergenthau Mr. Haaa OA 230 pm FROM Subject: The Business Situation, Week ending December 9, 1939 My Conclusions (1) A continuing improvement in sensitive commodity prices, perhaps the most significant business development of the past week, reflects a growing belief that the Russian-Finnish war has extended the probable duration and activity of the European conflict, thereby foreshadowing a more active demand for commodi- ties than had been envisaged a few weeks ago. The rise has af- fected principally agricultural products, some of which have been influenced by improved statistical situations and by the bullish effects of the mid-western drought. (2) The price upturn, if continued, may provide the incen- tive for another upturn in new ordering. Some indication of this was seen last week in a heavy buying movement in textiles. Recent weakness in prices of certain industrial materials, how- ever, has not been encouraging, but it may be significant that our index of confidence" turned up slightly last week for the first time since the beginning of its extensive decline two months ago, (3) An analysis of the make-up of the current recovery shows clearly its concentration in the steel industry, which makes it vulnerable to declines. At this juncture, one must therefore look largely to the consumer goods industries for increased activity. The basis for an expansion in the production of consumer goods 1s provided by a sharp increase in real incomes in recent months. (4) Any rise in the FRB index in December above the November figure of around 125 will be almost entirely due to seasonal ad- justments, and therefore misleading as a measure of actual in- dustrial activity. 12 Secretary Morgenthau - 2 The general situation Perhaps the most important development of the past week has been a continuation of the rise in sensitive commodity prices that began two weeks ago on the outbreak of the Russian- Finnish war. Apparent first in the futures markets and in British prices, the upturn has now extended to the spot markets in this country, as indicated by Moody's index. (See Chart 1) The price upturn reflects a growing belief that the Russian-Finnish war has marked a change in the European war outlook toward a more prolonged and more active conflict than had earlier been envisaged, with a correspondingly greater prospective demand for commodities. The possibility of an early settlement of the war, which had contributed to uncer- tainty in the speculative markets, has receded to the more distant future. For some commodities, notably wheat and certain other farm products, more bullish statistical situations have con- tributed to the rise in prices. The continued drought over a large section of the Middle West has become an active bullish factor for farm products 8.8 a group. Private estimates now suggest that the winter wheat crop may be 30 percent smaller than last year and the smallest since 1904, with the exception of the drought-stricken crop of 1933. The sharp upturn in wheat prices this week has also been stimulated by reduced private estimates for Argentina, due to frosts early last week, some of which suggest that the Argentine wheat crop to be harvested within the next month may be the smallest in 23 years. Certain industrial materials lower On the other hand, a reduced demand for industrial materi- als seems reflected in weakening price trends for such products as steel scrap, tin, zinc, rubber and tallow. It may be of some significance, however, that our "index of confidence", which provides some measure of current sentiment toward the outlook for industrial profits and probably reflects in some degree the attitude of industrial buyers, turned up slightly last week for the first time since the beginning of its recent extensive decline. (See Chart 2, lower section) 13 Secretary Morgenthau - 3 The price rise has already had some effect in stimulating industrial buying. The rise in cotton prices to new highs for the year has broken the long decline in textile orders, and print cloth sales last Friday alone are estimated to have reached 30,000,000 yarde or more, exceeding a full week's pro- duction of such goods. The buying was not unexpected in the trade, since many users were known to have exhausted the stocks bought in September. Our new orders index (see Chart 3) has not yet reflected the influence of the price upturn. A slight further decline in the combined index is shown for the first week of December, when & reduction in steel orders outweighed minor upturns in textile and other orders. Recovery concentrated in steel industry Ve have endeavored in Chart 4 to show graphically the extent to which the industrial recovery since last summer has been concentrated in the steel industry, by showing the actual number of index points which each major industrial group has contributed to the combined FRB index. Of the 28-point gain in the FRB index from a low of 92 last May to the 120 figure reached in October, 18 points were due to the steel industry components of the index (including production of iron and steel, iron ore, and coke). This comparison suggests the vulnerability of the recovery to any influences affecting new orders for steel. Possible declines in steel activity may be partly offset by increased production in the consumers' goods industries, which 80 far have lagged. The automobile and textile groups, which have not yet reached their 1937 production peaks, appear to offer pos- sibilities of taking the lead in the next phase of the recov- ery. Industries associated with these groups, together with those associated with the construction industry, apparently have furthest to go to reach their previous high levels. This is indicated by a comparison of the October indices with the production peaks reached in 1929 and in 1937. (See Chart 5) Evidence of a strengthening outlook for the consumers' goods industries 18 indicated by a further sharp rise in the purchasing power of national income to above the 1937 level. (See Chart 6) Although the actual level of national income 14 Secretary Morgenthau - 4 has not yet reached that of the peak months of 1937, reduced living costs have brought a more rapid upturn in real incomes. Among the components of national income, the agricultural group (as indicated in lower section of chart) occupies B. leas favored position with respect to 1937 than do other groups. The effect of the current high level of real incomes is becoming apparent in retail sales. A strong trend of new car buying this fall has been noted by the automobile industry. The adjusted index of department store sales (in dollar values) rose from 90 in October to 94 in November, the highest figure for recent years with the exception of 95 reached in February 1937. Since retail prices now are somewhat lower than in February 1937, department store sales on a physical volume basis are doubtless showing an even more favorable comparison with earlier years. Year-end business indices misleading Due to the effect of seasonal adjustments, which are based on the assumption of a "normal" year with respect to unfilled orders end other factors, the various adjusted busi- ness indices are likely to be misleading as measures of the underlying business trend during the latter part of the year. The F.R.B. index has been tentatively estimated at 125 for November. Any further increase in December will probably be due largely or entirely to seasonal adjustment, which has little actual significance when operations are at a high level because of large unfilled orders, and will require a downward correction in following months. If steel output in December remains unchanged from the October level, the seasonal adjustment for this industry alone would add 3 points to the combined F.R.B. adjusted index. For similar reasons, the trend of the adjusted New York Times business index will have less actual significance during the latter part of the year. This index for the week ended December 2 was off 0.1 point from the previous week. A large decline in the index of cotton mill production, and smaller downturns in steel and electric power production, were not quite offset by upturns in the carloadings indices and in automobile and lumber production. 15 Secretary Morgenthau - 5 In the following week, the New York Times index will be affected by the contrasting influences of a sharp upturn in the index of automobile production, and a downturn in the steel production index. The output of automobiles last week, following the settlement of the Chrysler strike, was stepped up to a new high for the season at 115,488 units, which compares with the previous high of 93,638 units reached the week before. Steel operations, on the other hand, were reduced to 92.8 per cent of capacity from 94.4 per cent the previous week. During the current week, a further reduction in steel output to 91.2 per cent of capa- city has been scheduled. Other 1 16 COMMODITY PRICE INDEXES IN U.B. AND U.E. Daily 1939 1940 JULY AUGUST SEPTEMBER OCTOBER NOVEMBER DECEMBER JANUARY FEBRUARY MARCH 2 9 to 23 30 6 13 20 27 3 10 17 24 I e 15 22 29 5 12 19 26 3 10 17 24 31 7 14 21 26 4 il 18 25 3 10 17 24 31 PER PER CENT CENT REUTER, MOODY 200-JONES 156 C 183 as 180 8 177 59 COMMODITY FUTURES (DOW-JONES) 1924 - *26 = 100 174 58 (7) 57 56 168 55 165 54 162 53 159 MOODY INDCX IN U.S. DEC. 31, 1931 - 100 52 156 153 51 150 50 REUTER'S INDEX IN U.S. SEPT. 18, 1931 = 100 147 $ 144 48 141 47 136 46 135 45 132 44 129 43 2 9 16 23 30 6 13 20 27 3 10 17 24 I 6 15 22 29 5 12 19 26 3 10 17 24. 31 7 14 21 28 4 " 18 X 3 10 17 24 31 JULY AUGUST SEPTEMBER OCTOBER NOVEMBER DECEMBER JAMUARY FEBRUARY MARCH 1939 1940 Office of the Secretary of the Transury I of - - - P - 181 # 17 INDEX OF CONFIDENCE* AND BUSINESS ACTIVITY Chart 2 TVILNECIANOS 1933 1934 1935 1936 1937 1938 1939 RATIO PER CENT (PER CENT) Monthly 75 120 70 110 65 100 60 90 INDEX OF CONFIDENCE 55 80 50 70 INDUSTRIAL PRODUCTION, F.R.B. 1923-'25 - 100, ADJ. 45 60 40 50 1933 1934 1935 1936 1937 1938 1939 1937 1938 1939 RATIO PER CENT (PER CENT) Weekly 70 110 65 100 BUSINESS ACTIVITY, N.Y. TIMES EST. NORMAL - 100, ADJ. 60 90 55 80 INDEX OF CONFIDENCE 50 70 45 60 J , M A M J J A 5 o N D J F MAMJUASONDUFMAM J J A 5 o N D 1937 1938 1939 . RATIO OF YIELD ON MOODY'S AM BONDS TO VIELD ON BAA BONDS. Office el the Secretary of the Treasury United of - - - C - 264 18 Chart m CONFIDENTIAL INDICES OF NEW ORDERS Combined Index of New Orders and Selected Components 1938 1939 1940 A M J J A $ o N D J , M A M J J A $ o a D J , a PERCENTAGE PERCENTAGE POINTS POINTS 160 160 150 150 140 140 130 130 120 120 TOTAL (COMBINED INDEX) 1936 - 100 110 n 110 100 100 90 90 80 80 70 70 60 60 TOTAL EXCLUDING STEEL AND TEXTILES 50 50 40 40 STEEL ORDERS 30 30 20 20 10 10 TEXTILE ORDERS o o A M J J A 5 o # D J , as A as J J A $ o N D J , # 1938 1939 1940 Office of the Secretary of the Traasury - of - and - I 85 - B FEDERAL RESERVE BOARD INDEX OF INDUSTRIAL PRODUCTION SEASONALLY ABJUSTED 1937 1930 1539 1940 PER PER CENT CERT INDUSTRIAL PRODUCTION 1923 -125 . 100 120 120 100 100 80 8 3 60 40 40 1937 1938 1939 1940 Components by Industrial Groups 1937 1938 1939 1940 1937 1938 1939 1940 PER NO PER PLA CENT CENT CENT CENT STEEL INDUSTRY TEXTILE AND LEATHER 35 35 35 35- 30 30 30 30 25 25 25 25 20 20 20 20 15 15 is 15 10 10 10 10 5 5 5 5 o o a o 1937 1938 1939 1940 1937 1938 1939 1940 10 10 is IS BUILDING MATERIALS FOODS MD TOBACCO 5 5 10 10 o 0 1937 1940 5 $ 1938 1939 20 20 AUTOMOBILE INDUSTRY o 0 is 15 1937 1938 1939 1940 8 20 PETSOLOM PRODUCTS BI 10 is is 3 5 iD 10 0 o 1937 1940 5 1938 1939 5 10 10 METALS o 0 5 5 1937 1930 1939 1940 20 20 o o MISCELLARESUS 1937 1938 1939 1940 is 15 15 IS DOAL of 10 10 10 5 1 5 5 0 o 0 o 1939 1940 1937 1938 1939 1940 19 1937 1938 - of the Secretary of the Transity Regraded Uclass - - - - INDUSTRIAL PRODUCTION BY INDUSTRIES, AT SELECTED PEAK MONTHS IN 1029, 1937, AND 1939 F.R.B. Indices VER PER CENT CENT 200 1929 200 1937 Oct. 1039 IBO 180 160 160 140 140 120 120 100 100 BO 60 60 60 40 40 20 20 D IRON AND LUNDER COAL : 0 CRUDE PETROLEUM AUTOMOBILES STONE. CLAY STEEL PETHOLEUM REF INING AND GLASS PER PER CENT CENT 160 160 140 140 120 120 100 100 80 80 60 8 40 40 20 20 o 0 COTTON WOOLEN AND SILE FOOD LEATHER PAPER AND BURDER GOODS WORSTEDS MANUFACTURES PRODUCTS : AND PRODUCTS PRINTING PRODUCTS RELATIVE WEIGHTS OF INDUSTRIES IN F.R.B. INDEX P C R CENT o 20 40 60 80 100 PETROLEUM CUTTOM SILE LEATNER AND 1808 AND STECL COAL REFINING AUTOMOBILES GOODS MANUFACTURES PRODUCTS ALL OTHER PERCENTAGE 17.82 83% 76% 5.02 20 14% 2.9 67% 5.5% 3.6% 13% 142 34219 = 1362 or tesics LUMBER \ CRUDE STORE, CLAY WOOLER AND FOOD PAPER AME, BUBRER PETROLEUM AND GLASS NORSTEDS PRODUCTS PRINTING PRODUCTS , High in 1936 , HIGH IN 1928 THIGH is SEPTEMBER 1939 Chart 4 October DATA NOT AVAILABLE 2 Office of the Secretary of the Treasury Regraded Uclassified - of Bassarch and Statestics NATIONAL INCOME AND ITS EQUIVALENT PURCHASING POWER Monthly Figures on Annual Basis" 1933 1934 1935 1936 1937 1930 1939 1940 1941 1929 1930 1931 1932 DOLLARS DOLLARS Billions Billions as as 80 so Purchasing Power of National Income' 75 78 70 70 45 65 60 60 National Income 55 55 so 50 45 45 40 40 35 35 1929 1030 1931 1932 1933 1934 1935 1936 1937 1930 1939 1940 1941 FARM INCOME AND ITS EQUIVALENT PURCHASING POWER Monthly Figures on Annual Basis" 1939 1940 1941 1929 1930 1931 1932 1933 1934 1935 1936 1937 1938 DOLLARS DOLLARS Billions Billions 12 12 Purchasing Power of Form Income¹ = " 10 10 . 9 a 8 7 7 & 6 Farm Income 5 5 . 4 1 3 3 # 2. 1920 1930 1931 1932 1,33 1934 1935 1936 1937 1930 1939 1940 1941 21 "leasonally Adjusted Monthly Figures Multiplied by Board - Cost of Living inder of Med / Ind Canf Be 'Based - Prices Paid by Formers, 1929 *100 - # - - # - - C-184 - Chart 6 December 11, 1939. 9:38 a.m. 22 H.M.Jr: Hello. Operator: Mr. Schram. H.M.Jr: All right. O: Go ahead. H.M.Jr: Hello. Schram: Good morning Mr. Secretary. H.M.Jr: How are you? S: Fine, thank you sir. Say, we have an offer, 8. pretty good offer, we think, on another ten million of these Pennsylvania road bonds. H.M.Jr: Yes. S: And I was wondering if that interferes with your - anything you have over there, they'd be offered, I think, tomorrow or the next day. H.M.Jr: Well now, just a minute, Danny Bell 18 here. S: I see. H.M.Jr: Just a minute. Did you make a public offering? S: Yes. It'll be a public offering. H.M.Jr: Could you make it Friday? S: On Friday? H.M.Jr: Yes. S: Yes, I think we could. H.M.Jr: Friday's O.K. S: We could - well not earlier than Friday you mean. H.M.Jr: No. Not earlier than Friday. S: Not earlier than Friday, you mean. H.M.Jr: Yes. Regraded Uclassified 23 - 2 - S: Yes, I think that'll be possible. This 18 the 11th, that'll be the 15th. H.M.Jr: Yes. S: All right, I'll check that with them. H.M.Jr: That's a good day anyway. That's the day the fellows - it's a tax date. S: Yes. All right. Fine. I didn't want to do - I didn't want to throw out ten million. H.M.Jr: No, it - it - it's the principle and that - I mean we had this argument with Straus and I'd like to hold it - I mean if you tell me you're going to lose the sale, call me back. S: Yes, all right. Fine. H.M.Jr: I see you got big hearted with Finland. S: Yes, we're trying to work something out. I don't - H.M.Jr: Well isn't it done. In the papers it's all done. S: Oh yes, yes. I say, we've been trying for some time, several days, trying to work something out. I think this will let them buy 8 lot of things of course that we can finance. H.M.Jr: Could you tell Joe Cotton, who 1s the Treasury Director of Export-Import just what you have done? S: Yes, 'you bet. H.M.Jr: He could tell me. S: Yes, sure. H.M.Jr: Thank you. S: Joe Cotton, you say. H.M.Jr: Yes. S: All right, fine, H.M.Jr: Thank you. - 3 - 24 S: And I'll call you back if this doesn't work out right. H.M.Jr: If you lose your sale call me back. S: All right, fine. Thank you. BK225 December 11, 1939. 10:35 a.m. Harry Woodring: Hello. 25 H.M.Jr: Yes, Harry. V: Henry? E.V.Jr: Yes. Y: I tried to get you Saturday morning. H.M.Jr: Yes. V: And then I tried to get Hanes, then I talked to Captain Collins. I think I ought to tell you what I was trying to do - have you heard anything about it? R.V.Jr: Not 8. thing. Y: Well - H.M.Jr: I was available, I don't know - I didn't get your message. Y: Well they said you were out and wouldn't be in until twelve or twelve-thirty and I had a twelve-thirty appointment and had to leave. B.M.Jr: I see. Y: So I think that's where I missed you. Now, I mean Joe Green, at the State Department, called me up and said that Procope, the Finnish Minister was there, and talking about aeroplanes and guns and thirty-seven milometers and 8 hundred and five and hundred and fifties and 80 on, and I said, "Yes, I know about 1t", and he said, "Well he's here and he wants to come over and talk to you." H.M.Jr: Yes. Y: "Well", I said, "He was over last week or week before, and I went over the whole thing with him, talked to him about it, and he said that when he got ready that he"- he was Just doing some preliminary work, visiting with me on it. So I said, "I don't see any reason that I should see him" and told Joe about this new letter and he said, "Yes, ve have E copy of 1t". But he wants to come over and I said, "Well, all right, send him over and I'll visit with him and make him - 26 - 2 - just make the gesture and then I'll have to - be enforced under this letter and I want to do this, and I want to - I'll contact him with Gibbons who's our representative and Just let him Bee him but then I'm going to instruct Gibbons to tell him, as I'm going to tell him that he should first go to the Treasury and let this thing go through regular channels". Now, he came over and I visited and I had, to save time, had Gibbons and our Deputy Chief of Staff in here. Ve talked over the whole thing and they are very much against giving him aeroplanes because our Air Corps tells us that we're short of aeroplanes according to our pilote now, and it would set us back - he wants fifty pursuit planes and some attack. If we gave his our pursuit it would set us back six months on our training. Well now, so I finally told him though - he has a. new - he also had a law in which be had it all red underlined and in which he says that we can crate back pursuit ships to a company and get credit on - if they have another plane in the making on their line that's better which we could use. R.Y.Jr: The Finns. V: Yes - no that's our statutory law. P.N.Jr: Oh yes. W: And it 16 B. lew. P.M.Jr: Yes. V: But even If it 1s 8. law why that doesn't make any difference whether we use one law or another law, the fact still remains that we're against letting them have them. H.V.Jr: Yes. Y: I mean when it's comparable to our own interest. H.M.Jr: Yes. V: We're pro-Finnish. Don't misunderstand me. H.M.Jr: Yes. Y: Now, well he said that it wouldn't do any good to 27 - 3 - have - I said maybe they could make arrangements whereby if there's any production on the line now that you could get one and we'd get two or vice versa, like has been done. Oh, he said, that wouldn't do him any good because they couldn't wait that long. H.".Jr: No. W: Well I said, I'm not in - I can't tell you about that decision. That 16 B. decision of policy that'll have to be determined by this committee and you should go and, and I'm instructing Mr. Secretary, Gibbons to call Collins and tell him. H.M.Jr: Yes. M: That he 18 here, come to us and that under the regulations we're delivering him to this committee and then they can send him back to us or to the Navy or get any information that they want. H.M.Jr: That's right. W: Now, I - in talking - first let me go back in telling Collins. When I talked to Colline - and I told him this that he was coming over. He said, "Well send him over to Gibbons and Gibbons can get all of this information and give it to him" and I said, "No, Collins, I don't want him coming here first and turning - and getting the information, I want him to come through channels to this committee and then if you want to direct him to Gibbons why that's the way - that's the letter and the spirit of the letter". H.M.Jr: That's right. W: Now I come back to - so he came over and I instructed Gibbons, and Gibbone called Collins and made - and they had some kind of B. deal made whereby they'd meet and meet with Procope and with this Colonel somebody of the Finnish Legation. H.M.Jr: Yes. W: Now I come to the office this morning and I find that, the staff comes and tells me that Saturday, right after noon, that General of the Air Corps, who's acting for Arnold, was out at the golf course, and that the Assistant Secretary had called him and called him back, told him he was having a conference 28 4 I at the direction of the President with the Finnish Minister at two o'clock, and he wanted to come back from the golf course and be there. So, - and tells me this morning that he went to it and that the Assistant Secretary tells him that Pa Watson called him and told him that the Minister had been to see the President after he had been to see me and I guess he must have told him that I wasn't very encouraging and anyhow the President told Paul to call Johnson and make an appointment for the Finnish Minister to see him about this matter and about turning old planes back for new ones. H.M.Jr: Yes. W: Well 1t seems to me like that's just - you just as well do away with this new Board if you're going to handle the old one. H.M.Jr: That's why I was so tickled that the President set up something because it leaves me out, and under this arrangement Collins reports directly to the President. W: Yes. H.M.Jr: And I can attend to Treasury business. W: Yes. H.M.Jr: Because I can't follow this and that's why I was so delighted to see that he sent somebody up who could sit with the Army and Navy. On these matters they're leaving me completely out, because I've asked the President please to leave me out, W: Yes. H.M.Jr: So that's why I've refused to see these people and I won't see them any more. W: of course the setup, this new setup I think 1s all right except that it should have been the Deputy Chief Staff instead of the Quartermaster General who knows nothing about ordinance nor aeroplanes. H.M.Jr: But I just want to explain to you that for over a whole month now or more, I just won't see any of these fellows and haven't. 29 - 5 - Y: Uhhuh. E.V.Jr: And the State Department knows It so they've stopped sending them over here. V: Thhuh. 9.V.Jr: So I'm out of it entirely. Y: Vell I only wanted you to know that - that - so I called Pa Watson, no he called me this morning about another matter and BO I told him and I said, "Well Pa, this 18 out of channels again, no use setting up this quartermaster corns - quartermaster general, paymaster and the Procurement officer et the Treasury." Yes. Y: As a Board. Now, three days after you set 1: up, the first thing that comes along you put it back under the old munitions. That did Pa say? Y: Well he said, the Minister was over there and he wanted to see about this thing and so he said, all I know the President told me to call up Johnson and - "Well," I said, "I'm not objecting to that. All I'm objecting to 1s that - I'm not objecting, say that you're out of bounds again". Vell I appreciate your calling but I don't have to be over - hit over the head more than once. V: Yell all I wanted to tell you vas - and oh yes, so Pa said, I think he was the one that told me this morning, somebody told me that Johnson vss having - oh yes, he's called for & study in which to tell how - although we're against it how it could be done in case it were ordered to be done and be's taking that study and having B conference with Yelles and in which they are then having B conference later with the President. R.V.Jr: I see. V: I don't care, I'm not interested one ver, I'm like you, it's a mess, 8 criticism if you try to do anything right, you get into trouble one way or the other so I don't care myself, but I did think that after our 30 - 6 - conversation and having this letter and all I would like to just tell you that - what had happened in our department. H.M.Jr: Thank you very much for calling me, I appreciate it. V: All right Henry. H.M.Jr: Thank you. Y: Goodbye. December 11, 1939. 12:10 p.m. 31 J. Cotton: This business and I wondered what - H.M.Jr: I'm for 1t. C: You're for it. H.M.Jr: Yes. C: I mean, you've thought about it no doubt, it may be throwing money down the drain, being too late and 80 on. H.M.Jr: I was for it a month ago, I can't help it that Jones delayed 60 much. C: I see, well I'll, then I'll - those are your instructions, I'm just wondering. H.M.Jr: Really the President's instructions. 0: Yes. H.M.Jr: Something the President wants, I'd like to 20 along with him. C: Well if it comes to 8. vote I'll take that position, I mean - H.M.Jr: Jones asked me yesterday about it and I told him that we were for it. C: Right. H.M.Jr: If you would representing the Treasury vote yes, you'd be expressing my views. C: All right, sir. That's all I wanted. Thank you. Uclassified December 11, 1939. 2:25 p.m. H.M.Jr: Hello. 32 Operator: Go ahead. Jesse Jones: Hello Henry. H.M.Jr: Hello, Jesse. J: How are you? H.M.Jr: I'm all right, how are you? J: All right. How did that Finnish thing go? H.M.Jr: Well it was in the front page of all the papers but it was - mentioned ten million dollars. J: Yes. H.M.Jr: Is that what you decided? J: Well that's what - yes, including both the bank and the RFC. H.M.Jr: I see. I see. J: Did it have a - did it sound all right? H.M.Jr: Yes, it's a good story. All right. J: Huhhuh. H.M.Jr: Marren Pierson, he was over at that luncheon, he said, "I see I'm to be the burnt offering", and I said, "No, you're to be the hero". J: How's that? H.M.Jr: Warren Pierson. said that he was to be sacrificed on the altar. J: Huh-huh. H.M.Jr: And I said, no, he was to be today's hero. J: Why certainly, he is the hero. H.M.Jr: Yes. 33 - 2 - J: That's all right. I'm glad they handled it all right. H.M.Jr: Now I think you'd be satisfied. I told our boys to vote for it at the meeting this afternoon. J: That's good. H.M.Jr: Yes. J: Well I told our boys that you were for it and that you'd go along with it. H.M.Jr: You bet. J: O.K. Everything all right with you? H.M.Jr: Yes, we're going to get out a refunding tomorrow. J: Huh-huh. H.M.Jr: Hope it'll go all right. J: I'll be back about Friday and look forward to seeing you. H.M.Jr: Thank you for calling. J: Goodbye. December 11, 1939. 4:26 p.m. H.M.Jr: Hello. 34 Operator: Mr. Hochschild. Go ahead. H.M.Jr: Hello. Harold Hochschild: Hello, Henry? H.M.Jr: Yes Harold. H: How are you? H.M.Jr: I actually remembered and sent you by mail those figures that you gave me. H: Oh well, thanks very much Henry. Henry, I just want to tell you that Dr. Merica, whom I know very well, came around to see me today, and he told me that they had received intimation along the same line, and that he was going to Washington tomorrow. H.M.Jr: That's right. H: And that he wanted to check up with me on molybdenum. H.M.Jr: That's right. H: So I told him that I had seen you. H.M.Jr: Yes. BE And that you had made that request of us. H.M.Jr: Yes. H: And that I told him quite frankly that we felt if it applied to molybdenum it should apply to any metals that might be substituted for that. H.M.Jr: That's right. H: He said he thought that was entirely fair. H.M.Jr: Yes. H: He 1s, as you had already mentioned, he takes their position/different toward Japan than it 18 towards Russia. H.M.Jr: That's right. 35 - 2 - H: And I think they were rather concerned about the Japanese end of the thing. H.M.Jr: Yes, well I don't - that I haven't heard yet. H: They have, as I mentioned to you, sales office in Japan and they've devoted quite a lot of effort and time to that market. H.M.Jr: Yes. H: Over the past few years. H.M.Jr: Yes. H: He also - he seemed to think that as long as the, especially as long as the Russians could get chrome and manganese and tungsten that it wasn't going to be much use excluding nickel and molybdenum. So he asked me how I felt about that. I said, that as we had told you they could make, they could go on making steel but it wouldn't be as good. H.M.Jr: Yes. H: As the steel if they could get nickel and molybdenum and that cutting them off, we told you quite frankly that cutting off nickel and molybdenum would be 8. serious handicap. H.M.Jr: That's right. H: I only saw him for about fifteen minutes and that was all. I did not say anything to him about the national considerations of molybdenum versus nickel or - H.M.Jr: No. H: Or possibilities of increasing the uses of molybdenum. H.M.Jr: Well that wouldn't particularly interest them, would it? H: No it wouldn't but I Just didn't want to - H.M.Jr: Well put it the other way around, I mean it's one thing for me to help United States Company increase its business, it'd be something else again - H: Naturally. - 3 - 36 H.M.Jr: To do something for a Canadian Company. H: Naturally. H.M.Jr: And - but he's coming down and I'm lunching with the President tomorrow and I'll bring him up to date at that time. H: Yes. H.M.Jr: But the messare I got directly from Purvis was that they would not sell Russia international nickel. H: Yes. H.M.Jr: But the Japanese question, they'd have to take up with the British Foreign Office. E: Yes. Well that's practically, that's virtually what he said to me. H.M.Jr: Yes. Well - H: And I just wanted to let you know that he had talked to me. H.M.Jr: And then on the other - well I appreciate that. Now - BY The other thing we're working Henry and I saw Schott today and he thought that they might have it ready by tomorrow. H.M.Jr: How do you spell Schott? Bi S for Samuel - chott. H.M.Jr: Oh, it's almost - I see. All right. Well thank's very much for calling Harold. H: All right Henry, and I think you'll get that dope by Wednesday at the latest. H.M.Jr: Righto. H: All right, Henry. R.N.Jr: Thank you. H: Goodbye. 37 December 11, 1939. 4:33 p.m. H.M.Jr: Herbert? Herbert Feis: Yes. H.M.Jr: I don't know whether you still want to talk to me or not about that matter. F: Oh yes, hello Henry. H.M.Jr: What? F: I didn't realize who it was. Of course Henry, whenever you - H.M.Jr: Well how about ten-thirty tomorrow morning? F: Ten-thirty is fine. H.M.Jr: What? F: Ten-thirty's fine. H.M.Jr: Well that - F: I'd like to.- H.M.Jr: I'll have plenty of time then. F: All right, I'll be there at ten-thirty. H.M.Jr: Righto. F: Thanks a lot. December 11, 1939. 4:34 p.m. Leon 38 Henderson: - a lot of statistical work on steel prices. H.M.Jr: Yes. H: And Jake Viner knows quite a bit about it. H.M.Jr: Yes. H: And Ted talked to me today and I said I had talked to you to Bee whether if he had some free time he could quietly and obscurely help our staff out, and I wouldn't want to do it if he were re- luctant, or you reluctant. H.M.Jr: Well I'm not reluctant if he has the time, how's that? H: Well that's fine. I think it's something that he's got a technical interest in and we've got - we need all the brains we can get on the thing in order to get an adequate presentation. H.M.Jr: Sure. I'm always willing to help out. H: Well that's swell. H.M.Jr: Do you want me to tell him that you called? H: Yes, if you would and if it's O.K. H.M.Jr: Sure. H: And then we'll pick un from there. It's not to make him a witness or anything like that, but he can help our technical staff so that - sort of guide some parts of it. H.M.Jr: Right. H: All right. H.M.Jr: Leon, are you at your office? H: Yes. H.M.Jr: How well do you know John L. Sullivan, the Assistant Commissioner of Internal Revenue. H: Well I just know him socially over a long period of time. I met him in 19 - 39 - 2 - H.M.Jr: 21. H: 21. E.M.Jr: He told me, but you don't know him as to his work. H: No. I used to get up into New Hampshire and I found that everybody up there hed 8. very high regard for him. H.M.Jr: Yes. H: And his - his Poppy - and he's carried on the firm tradition, had a - well an excellent standing as a sub- stantial citizen and a very honest man and then Wynatt told me, he ran I think against Wynatt or was on the opposite side from Wynatt a couple of times, and Wynatt expressed himself as thinking he was a very fine gentlemen, then I BBW him in connection with some RFC cases he had down here, just casually in the evening, and I know that he worked very hard and that he did an able piece of presentation, and I know that Jim Farley thinks - thought highly of him on the matter of the way he handled things up there although he got licked. H.M.Jr: Yes. H: Jim felt he was a good organizer and certain there was never any scandals or anything like that. He did most of the work himself and BO on ballote I'd say everything I know 16 good but I've not Just had a chance to review 1t - - reviewing. H.M.Jr: Well nov I tell you. He's made an outstanding success for us in battling the Army and Navy on these de- preciations contracts you see. H: Yes. H.M.Jr: And he's made a great hit with me. And I tell you, you've always kept my confidences I - we had him at the house last night, he said he was a friend of yours - socially I mean, that he'd met you and told me about the sidecar incident and all that - H: (laughs) H.M.Jr: What I want to ask you I'm thinking of recommending him to the President as Assistant Secretary to watch Procurement for me, see? 4C - 3 - H: Huhhuh. H.M.Jr: Because there's 80 damned much going on these days and I just want to - when I got to look at this Navy stuff I was terribly shocked. H: Yes. H.M.Jr: I want to make sure there's nothing like that going on in the Treasury. H: Yes. Well I think - I think you certainly need a man on that job. H.M.Jr: Yes. H: Some of the things that we're hearing about from time to time just in TNEC. H.M.Jr: - next day or two or three you could have on some excuse and have him sort of talk and see how good a Roosevelt man he is, see? H: Yes. I'll - I'll do that. H.M.Jr: Will you? H: I'll give you a report on it. H.M.Jr: Will you do it, because he's made an awful good impression with us here. Ed Foley knows what I've got in mind and it was Ed that really first brought him to my attention, but the fact that I'm asking you to do this I'd like to keep between you and me, but - I want you to know Ed knows I'm offering him this position. H: Yes. H.M.Jr: And I - I first offered it to Ed and Ed didn't want it, 80 I mean I want you to know it's no reflection on Ed. H: Well I'll arrange to get in touch with him. H.M.Jr: I mean I offered it first to Ed and Ed said no he'd rather be General Counsel, so that's the situation. H: O.K. Well I'll move in on him. - 4 - 41 H.M.Jr: Will you do that? H: Yes. H.M.Jr: Because he's made a great impression on me - he made such a fight against this consolidated that nine o'clock that night this fellow Fleet called him up and tried to hire him. H: (laughs) H.M.Jr: And we - on the electric boat business where they wanted a six hundred thousand dollar right off on their plant, we turned them down here in the office and the next day they signed a contract and decided to build a building of their own, but he seems to be a real guy and that's what we need around here. H: Certainly do, and I think you'd make a good move. H.M.Jr: Righto. I'll tell Jake Viner right away. H: All right Henry. H.M.Jr: Righto. 42 TREASURY DEPARTMENT INTER OFFICE COMMUNICATION DATE December 11, 1939 TO Secretary Morgenthau FROM Mr. Haas MA The attached tables and chart show an increase in Works Progress Administration employment of 37,000 persons, from 1,987,000 for the week ended November 22, 1939, to 2,024,000 for the week ended November 29, 1939. The increase over the figure for the end of October was 122,000 employes. Attachments WORKS PROGRESS ADMINISTRATION 43 Number of Workers Employed - Monthly United States Number of Workers 1937 (In thousands) January 2,138 February 2,146 March 2,115 April 2,070 May 1,999 June 1,821 July 1,569 August 1,480 September 1,451 October 1,476 November 1,520 December 1,629 1938 January 1,901 February 2,075 March 2,395 April 2,582 May 2,678 June 2,767 July 3,053 August 3,153 September 3,219 October 3,346 November 3,319 December 3,094 1939 January 2,986 February 3,043 March 2,980 April 2,751 May 2,600 June 2,551 July 2,200 August 1,842 September 1,790 October 1,902 November 2,024 Source: Works Progress Administration. Monthly figures are weekly figures for the latest week of the month. They include certified and noncertified workers. WORKS PROGRESS ADMINISTRATION Number of Workers Employed - Weekly 44 United States Week Ending Number of Workers 1939 (In thousands) April 5 2,906 April 12 2,761 April 19 2,752 April 26 2,751 May 3 2,736 May 10 2,660 May 17 2,623 May 24 2,609 May 31 2,600 June 7 2,593 June 14 2,590 June 21 2,578 June 28 2,551 July 5 2,388 July 12 2,289 July 19 2,250 July 26 2,200 August 2 2,082 August 9 2,054 August 16 1,977 August 23 1,898 August 30 1,842 September 6 1,662 September 13 1,696 September 20 1,735 September 27 1,790 October 4 1,903 October 11 1,875 October 18 1,898 October 25 1,902 November 1 1,901 November OR 1,930 November 15 1,962 November 22 1,987 November 29 2,024 Source: Works Progress Administration. WORKS PROGRESS ADMINISTRATION Number of Workers Employed United States Monthly W.P.A. Employment Weekly V.P.A. Employment 1935 1936 1937 1930 1939 1938 1539 - # J - M $ . $ . J M - a a N MAR. MAY JULY SEPT. NOV. JAN. MAP, MAY JULY SEPT. NOV, J. I N. J M M J & , # M . HILLIONS WILLIONS TRILLIONS MILLIONS of or OF or WALERS WRICKS WORKERS WORKERS 3.5 3.5 3.4 3.4 3.2 3.2 3.3 3.3 3.2 3.2 2.8 2.8 3.1 3.1 3.0 3.0 2.4 2.4 2.9 2.9 2.8 2.8 2.0 2.0 2.7 2.7 2.6 2.6 1.5 2.5 1,5 2.5 2.4 2.4 2.3 142 2.3 1.2 2.2 2.2 2.1 -8 2.1 .8 2.0 2.0 1.9 1.9 ,4 .4 1,8 1.8 1.7 0 à $ . M M. . 1935 - N M o M 1.6 1936 . 1 JAN. MAR, MAY JULY SEPT. NOV. JAN- MAR, MAY JULY SEPT. 1937 1936 1938 1939 1939 SOURCE: WORKS PROGRESS ADMINISTRATION Office of the Secretary of the Trunary * - of - - - 2-221-B 46 December 11, 1939 MEMORANDUM FOR MRS. KLOTZ: Major Fleet, President of the Consolidated Aircraft Corporation, San Diego, California, called to see the Secretary. The Secretary said that while the discussion is going on between his company and the Bureau of Internal Revenue he would rather not see Major Fleet, but just as soon as they have come to an agreement he will be very glad to see him. The Secretary also requested Mr. Sullivan, Assistant Commissioner of Internal Revenue, be informed of the above incident. Mr. Sullivan was not in his office this after- noon but his secretary has been advised and she will tell Mr. Sullivan either tonight or first thing in the morning. L.Henricks 47 December 11, 1939. MEMORANDUM TO: Secretary Morgenthau var FROM: Mr. Gaston The newspapers yesterday and today have stories of the arrest in Bend, Oregon, Saturday of Nick Dosenberg, Communist and reputed OGPU agent, on the charge of passport fraud. Most of the stories say that the arrest was made by F.B.I. agents. The fact is that Secret Service had been trailing Dozenberg for several days at the request of Bannerman of the State Department and located him in Bend, Oregon, where he was operating a general store under the name of Dallant. William McSwain, Secret Service Agent in Charge at Port- land, drove over to Bend, which is about two hundred miles, on Saturday, arrested Dosenberg and confiscated a lot of records, said to be in- portant. Fitch of Bannerman's office of investigation in the State Depar tment flew out to Portland and met McSwain there Sunday and McSwain turned the prisoner over to him. Dozenberg had been living under another alias at the Alban Towers Apartment, Wisconsin and Massachusetts Avenues, for some months off and on but recently left there. Secret Service traced him through Bell and Howell, Chicago movie camera manufacturers, for whom he had formerly worked as a salesman. Presumably Secret Service was called in by the State De- partment because F.B.I. had not produced results. It took our men less than a week to nail him. I know this because it was early last week that Frank Wilson asked my permission to take on the case. Regraded Uclassified 12-11-30 48 you might want Io consider a 2 n8 % bond for 13 to 14 yrs. this probably sell around 101½ to 101 1/2 12-11-30 in Secretary 49 the March fifteenth naturity has a Coupon of 15/8% DWBell 12-11-39 REFUNDING $1,378,000,000 MARCH 15, 1940 50 MATURITY 1. Treasury Notes - (a) New 5-year note 1-1/8% and possibly 1% (1½% will all at 10144) (b) Reopen March 15, 1944 1% at par (now selling at 101) 2. Intermediate Bond - (a) New bond at 2-1/4% for 11 or 12 years. This area already crowded. (b) Reopen 2% 1948-50 at 100-1/4 to 100-1/2 (now selling at 101-21/32) 3. Long Bonds - (a) New bond at 2-1/2% for 17 to 18 years (would probably sell for about 101-1/2) In refunding March maturities, it may be advisable to make a three-way offering in view of its size. PARTIAL PARAFHRASE OF TELEGRAM RECEIVED 51 FROM: American Embassy, Paris, France DATE: December 11, 1939, 4 p.m. NO.: 2951 FOR THE TREASURY. RUSH. Reference 18 made to telegram No. 2924 of December 7 from the Embassy. The Embassy has continued to press for information about the financial agreement between Great Britain and France, and obtained the text thereof, in strict confidence, from Couve de Murville this afternoon. When he handed it to us he said that Minister Reynaud desired that it be communicated to the Secretary of the Treasury as an indica- tion that the spirit of the Tripartite 1s still in full force. The Financial Agreement has been signed, and it 1s not (repeat not) to be published; however, in London and in Paris announcement that it has been reached, and 8. resume thereof, are to be given out at three o'clock tomorrow afternoon. We are told that it will be discussed in Parliament by the Chancellor of the Exchequer on Wednesday. Apparently the last question on which there was 8. difference of opinion was that of the proportionate shares of the two Allies in extending foreign credits to allied or guaranteed countries; the two countries finally reached agreement thereon on the basis of 40 percent for France and 60 percent for Great Britain. We give below the text of the agreement, in 52 - 2 - translation from the French; the agreement is backdated to December 4. END SECTION ONE. BULLITT. EA:LMV 53 JT GRAY PARIS Dated DECEMBER 11, 1939 REc'd 9 p.m. Secretary of State, Washington. RUSH 2951, December 11, 4 p.m. (SECTION TWO) "Franco-British Financial Accord. The undersigned duly authorized by their respective governments have agreed as follows: Article I. The Government of the French REpublic and the Government of the United Kingdom consider that it is in their com on interest to avoid modifications in the official parities between the franc and the pound. No modifications of this nature will take place without prior agreement between the two governments. Article II. Each stabilization fund shall continue to bE solely responsible for the quotations of its mone] on the markets of third countries. In any EVENT the monetary au- thorities of the two countries will consult on the policy to bE followed in this respect and with respect to any inter- vention which may appear necessary. Article III. The British Equalization fund and the French 54 -2- #2951, DEC. 11 (SEC TWO) from Paris French stabilization fund shall continue reciprocally to Exchange their own currencies at the official rates, If the British fund needs francs (Either for govern- ment Expenditures, such as the costs of the British Expedi- tionary forces in France or for any other reason) these francs will bE sold by the French fund against pounds at the official rate. If the French fund has for any reason whatsoever need of pounds these pounds will bE sold by the British fund against francs at the official rate. Article IV. No limit shall bE placed on the purchases of Exchange stip lated in the previous article, If the French fund holds at any time pacts in pounds in EXCESS of 50,000,000 pounds, the EXCESS will bE utilized for the purchase of British Treasury notes (bons due tresor) Expressed in francs with a pound Equivalent Established as prescribed in the following artole. These notes shall bear interest at 3% and shall bE repegable one year after the End of the war. They shall bE renewable at the option of either of the two govern ents for two SUCCESSIVE supplementary periods of a yEar each. The same rule shall bE followed by the British fund for the investment of sums in francs which it may acquire in EXCESS of 9,000,000,000 francs, It will bE given French Treasury 55 -3- 2951, DEC. 11 (SEC TWO) from Paris Treasury notes (bons du tresor) EXPRESSED in pounds with a franc Equivalent. The Treasury notes (bons due tresor) envisaged n the two preceding paragraphs must bE repurchased by the British Treasury or by the French Treasury at any rate if the total of pounds or of francs held by ONE of the two funds becomes less than 50,000,000 pounds or 9,000,000,000 francs. The pounds and the francs acquired by the two funds shall be up to 50,000,000 pounds and 9,000,000,000 francs 7 invested (plains) by each central bank with the approval and through the intermediary of the other central tank. BULLITT NPL:EMB 56 g GRAY PARIS Dated December 11, 1939 Rec'd 5:47 p.m. Secretary of State, ashington. ROSE 2951, December 11, 4 p.m. ( BECTION TEREE) Article V. No gold guaranty nor material security shall bE requested for all the foreign exchange acquired, under the C nditions and above, by the two stabilization funds. The conversion into 30ld of this foreign Exchange shall likevise not bE requested If t'm two governments should agree to change the of- ficial francs-sterling parity the total francs to bE rE- imbursed b- the British fund for pounds held by the French fund shall be calculated at the rate in Effect on the date of acquisition of these pounds. The same rule shall bE followed with respect to francs held by the British fund. The Equivalent in francs or in pounds of the Precery notes (bons du tresor) mentioned in the prectding article shall bE unilarly calculated. Article VI. The pounds held by the French fund may bE utilized to pay all Expenditures in pounds in the stepling area 57 -2- #2951, December 11, 4 p.m., SEC. Three from Paris area that is to say in the British Empire (excluding Canada, Newfoundland, and Hong Kong) in Egypt in the Soudan and in Iraq. The francs held by the British fund may bE utilized to pay all expenditures in francs in French territory and in the French Empire Payments in other countries in pounds or in francs shall be carried out in agreement between the two govern- ments, 1t being understood that the facilities for utiliza- tion of pounds or of francs by these countries shall bE equitably divided. Bullitt NPL 58 JT GRAY PARIS Dated December 11, 1939 REC'd 6:12 p.m. SECRETARY of State, Washington. RUSH 2951, December 11, 4 pame (SECTION FOUR) Article VII. For all payments in the sterling area and in the Tranch Empire the Exchange stabilization funds shall furnish if necessary against sterling or against francs the local curvency which the other fund needs. Lrtole VIII. The i:wo Treasuries shall Examine and shall follow constantly all questions relative to the equit- able division of charges in dollars or in gold borne by Each allied nation and made necessary by the conduct of the war. Article IX. The Treasuries shall periodically Examine at least once EVERY three months the amount of and causes for movements of gold or foreign Exchange and shall suggest measures of any (*) conducive to mintaining the conditions of a durable monetary Equilibrium, Article %. In CBSE raw materials and products necessary for the conduct of hostilities found in the sterling area and 59 -2- #2951, DEC. 11, 4 p.m. (SEC POUR) from Paris and in the French Empire cannot bE materially distributed pro rata for the respective needs of the two countries, 6 compensation in gold or in fortign Exchange will be paid by the other to the country which does not receive its proportionate share. Article XI. In their relations with third countries the two governments will keep each other mutually informed will cooperate and will COME to anagreement before takin, any measure of a financial or monetary order likely to affect directly or indirectly the interests of the other country. (END SECTION FOUR) BULLITT JRL 60 JT GRAY PARI3 Dated December 11, 1939 REC'd 6:35 p.m. Secretary of State, Vash ngton. RUSH 2951, December 11, 4 p.m. (SECTION FIVE) Article XII. The two governments shall consult ES- pecially in be circumstances envisaged in the precid: ng article: OnE. 11th a view to fixing the currency of settlement for imports originating in third countries. The payments should bE Effected as far as possible in francs or in pounds. or in the currency of the exporting country. The two governments shall lend each other any necessary assistance in the negotiation of payment agreements with third coun- tries; Two. 3th a view to obtaining as oftenas possible in third countries agreements for settlement by means of blocked exchange. Article XIII. The two governments shall consult in the circumstances envisaged in Article XII here above before proceeding to the mobilization, on the market of a third country, 61 -2- "2951, DEC. 11 4 pame (SEC FIVE) from Paris country, of all or of part of their holdings of foreign securities. NEither of the two governments shall sell securities Expressed in the currency of the other country without prior agreement of the other government. Article XIV. The two governments agree not to issue a loan on the market of a third country without prior 4 mutual agreement. They shall Endeavor to float joint loans. Article XV. The two governments shall not lay down any restriction on the commercial interchange between their two countries with a view to protecting their national in- dustries or for reasons of a monetary nature. They shall Endeavor to create the same solidarity between their two Empires. (END SECTION FIVE) BULLITT JRL:INFL 62 JT GRAY PARIS Dated DECEMBER 11, 1939 Rec'd 8:05 p.m. Secretary of State, Washington. RUSH 2951, DECEMBER 11, 4 p.m. (SECTION SIX) Article XVI. The two governments shall consult on all questions relative to price policy with a view to avoiding disparities which would bE of a nature to weaken the mone- tary solidarity established by the present agreement. Any di ficulties which may arise in this respect shall bE Examined by the two treasuries. Article MII. The two governments agree to share the burden of all loans to which they shall in common grant to neutral or allied powers in the proportion of two for France to three for the United Kingdom. If the development of the war should involve extra- ordinary Expenditures in third countries for the common cause which she uld weigh EXCESSIVELY on one of the two countries, the foregoing ratio skall bE applied to these Expendi tures for sums which shall be fixed by agreement between the two governments. Article 63 -2- #2951, December 11, 4 Dame (3EC 31%) from Paris Article XVIII, The bas 8 of division established in the preceding article shell be adopted for the expenditures of the Polish and Czechoslovak armies fighting for the common cause. Article XIX. The basis of division established in Article XVII shall bE followed with a VIEW to distributing the losses resulting from blockade purchases. (There?) These shall bE considered as blockade purchases those purchasts Effected b one of the two governments on the basis of a COLL odities decision from a neutral country and at quotations considerably above world prices. Article X. The present agreement shall remain in Effect for the whole period of the war and for a period of six months after the signing of the treaty of DEACE. Done in duplicate in Frenols and in English, both texts authentic. Paris December, 4, 1939. For the Government of the Inited Kinzdom of Great Britain 913938 end Northern Ireland, John Simon. For the Government of the French Republic, Paul Reynoud" 030 (EVD CF ESSAGE) BULLITT NPL:EMB 64 DEC 11 1939 my dear Mr. Atterney General: Receipt is admovledged of your letter of December 4. 1989, is which you concur is the conclusion reached by the General Counsel of this Department in his opinion on the question whether Treasury Department officers may. with- out violation of sestions 88(f)(1) and 4047(a)(1) of the Internal Revenue Code. issue a press release setting forth certain matters centained in a closing agreement consluded, under section 3760 of the Internal Revenue Code, with the Celt's Patent Pirearms Manufacturing Company in commestion with a For Department contract. To approciate the expedi- tieus handling of this matter. Very truly yours, (Signed) H. Morgenthau. Jr. Secretary of the Treasury. the Nonorable the Atterney General of the United States. ORIGINAL FORWARDED TO ADDRESSEE FROM OFFICE OF THE SECRETARY By Messenger HBP/avp 12/11/39 3:50 P.M. Typed: 12/7/39. File to Mr. Thompson Regraded Uclassified TREASURY DEPARTMENT 65 INTER OFFICE COMMUNICATION DATE December 11, 1 939 TO Secretary Morgenthau FROM T. H. Hadley X TREASURY BONDS Offering Market Coupon Terms Yield Price Price Premium 19/32 24 91-111 yrs. 1.81 100 101.2519 1 pt. 26/02 (3/15/49-51) 1.82 100 101.22/6 1 pt. 22/32 16/32 91-11 yrs. 1.84 100 101.13 1 pt. 13/32 (6/15/49-51) 1,85 100 OT*TOT 1 pt. 10/32 92-113 yrs. 1.87 100 101.5 1 pt. 5/32 (9/15/49-51) 1.88 100 101.2 1 pt. 2/32 66 TREASURY DEPARTMENT INTER OFFICE COMMUNICATION DATE December 11, 1939. TO Secretary Morgenthau FROM Mr. Haas JOA Subject: Report of Secretary Morgenthau's interviews, held in his office on Monday morning, December 11, 1939, with regard to the method of refunding the 1 5/8 percent Treasury notes maturing March 15, 1944. The following people were interviewed separately: Discount Corporation C. J. Devine and Company, Ino. Mr. Repp Mr. Devine Mr. Mills First Boston Corporation National City Bank of New York Col. Pope Mr. Burgess Present during the interviews: Mr. Rouse, Vice President, Mr. Bell Federal Reserve Bank of New York Mr. Haas - - - Mr. Repp and Mr. Mills Mr. Repp opened his discussion by saying the problem of re- funding the March notes was relatively simple. He outlined his proposal, as follows: (1) He would reopen the old March note of 1944. This, he indicated, would provide the safety measure and protection against decline in the market. He would save the Septem- ber 1944 date for a note offered for cash. (2) He would also offer an intermediate bond. He pointed out that the market would like more of the 2 percents of 1948-50, and suggested that these bonds be opened at a one-half point premium. Refunding, he thought, could be done with the use of these two issues. Mr. Repp went on to say that a long bond would go quite well, but if priced attractively it would be taken up and resold, leaving the market with a good deal of secondary distribution. The real long term demand, he indicated, comes mostly from the insurance Secretary Morgenthau - 2 67 companies. He would be inclined to leave the long term demand that is now in the market to support the now outstanding long term issues. Mr. Repp concluded his discussion by saying that either a two-way or three-way offering would go in this market. Mr. Mille opened his discussion by stating that the new offering must include 8 note. He gave the following three reasons for believing this: safety, economy, and the tax exemption fea- ture. He estimated that $200 to $500 millions of the rights were held by tax exemption holders. Mr. Mille suggested reopening the 1 percent note of March 1944. The Secretary asked, why use the old note? Mr. Mills sald that if B. new note were offered it might result in a very small issue outstanding. Otherwise, he said, it did not make any difference. The Secretary pointed out that the note wes utilized mainly as a safety provision, and that if the market were adversely affected during the refunding period $1 billion might be turned in on the note which would make the outstanding 1ssue $1.5 billions. Mr. Mills said, all right, use the September 1944 note and add to it later. Mr. Repp commented that with the present market very little may be turned in on the new note which would result in a very small new note issue. Mr. Mills continued, stating that in addition to a note he would also reopen the 2 percent 1948-50 bonds at about one-half point premium. He expressed the view that the majority of the turn-in would be into this issue. The Secretary said he did not like to reopen issues when he did not have to. He pointed out that when an iseue 16 reopened the premium offered ie readily seen and a point may be made of it by unfriendly politicians. The Secretary then said he would like to get Mr. Mills' reaction to & proposition he had been thinking about. The Secretary suggested a 2 1/4 percent bond of 1951-53 and a new 1 percent note. Mr. Mills said he thought that would go well, Mr. Repp said he thought it would solve the problem nicely and would "straddle" both markets - the banks and the insurance com- panies. In response to a question from the Secretary, Mr. Repp expressed his belief that the banke would take a twelve year bond, particularly with 1/4 percent more added to the coupon. E8 Secretary Morgenthau - 3 On second thought, Mr. Mille felt that the market would be our- prised and that the Treasury might get a lot of notes. The Secretary said he thought this could be handled by 8 good balancing in the pricing. In response to B question from the Secretary, Mr. Repp said he thought the market now was discounting the financing and is in & position to move ahead. The Secretary then asked Mr. Mills and Mr. Repp if they thought the banks would take the 2 1/4 percent bond. Mr. Mills expressed some apprehension, indicating that he had some honest doubts and felt that it was pushing the banks 8. little. He pointed out that you must rely on the banks for subscriptions and that if the bond offered 18 not acceptable the notes will be taken. Mr. Repp said he did not share Mr. Mills' apprehen- sion. Mr. Mills then countered by saying he did not oppose the proposal but he would approach it with caution. Mr. Repp repeated again that he was not worried. After Mr. Mills and Mr. Repp left, Mr. Rouse told the Secretary that the 2 1/4 percent bond would be his second choice, and thought the Secretary might consider a new 2 percent bond pushed out about six months longer than the present 2's of 1948-50. Mr. Devine Mr. Devine said his suggestion was the same as last Friday and he had not changed his mind. He suggested a 2 1/4 percent 1951-54 bond. Mr. Devine went on to discuss the general market situation, emphasizing that the strength in the market was in the inter- mediate area. To illustrate, he said that since the 2 percent bond was offered that he had sold $185 millions of the 1948-51 bond group as compared with $54 millions in the 2 7/8 percent long term bonds. This, he said, indicated that there was three times as much demand in the intermediate group. He added further that the long term demand was largely an insurance company demand and that since the 2 percent bonds were offered insurance companies had purchased $85 millions of Government bonds and that they are not in the market now. The $85 millions, he said, were purchased largely by three companies - The Mutual, The New York Life, and The Metropolitan. He said that he had made B. survey of thirty 89 Secretary Morgenthau - 4 insurance companies and that the thirty companies held only 360 millions of the March note rights. The Secretary said that he was also considering offering 8 note. Mr. Devine then suggested the 7/8 percent five year note. The Secretary asked him what he would think of the note and a new 2 percent bond. Mr. Devine said that would bring the bond nearer the point of heavy demand in the market end would fit the market demand more closely. He pointed out that his suggestion of a 2 1/4 percent bond was what he felt was the furtherest the bond could be extended and be within the range of the large volume demand in the market. Mr. Bell then asked Mr. Devine if he would give the Secretary his explanation of how the market W&B held up by the favorable reception given the new 2 percent bond. Mr. Devine pointed out that in the last ten days, out of a total of 8185 millions in bonds which he sold, $93 millions were the new 2 percent bonds. Col. Pope Col. Pope opened his discussion by calling the Secretary's attention to the wide daily fluctuations in the market. He showed the Secretary a chart on which the fluctuations had been plotted. He said that the present market was "thin". In view of this, he felt that & substantial premium should be placed on the new issues offered. He felt that this was not a time to cut too much. Col. Pope proposed a three-way offering, consisting of a note, an intermediate bond, and B. long bond. He would reopen the March 1944 note, giving as his argument that if there were only a small conversion into the note the Treasury would not be left with a small issue outstanding. The, second issue would be the 2 percent 1948-50 bond reopened. He pointed out that the strong market W&B in this area. He then went on to say that there was a market for a long bond. This market consists of the insurance company demand and the banks, he thought, were now about evenly divided in their desire for a long bond. He advised making the premium on the long bond and the intermediate bond the same, Bo as not to favor the long bond which, he indicated, would merely result in secondary distribution. As a long bond, he suggested a 2 1/2 percent 19 to 22 years bond. He pointed out that he suggested the three year call option rather than a. five year call option because more people were now considering maturity of the bond rather than the first option date on low coupon bonds. Regraded Uclassified 70 Secretary Morgenthau - 5 The Secretary then said he would like to get Col. Pope's reaction to an alternative plan in which none of the outstanding bonds would be reopened - a two-way proposition rather than & three-way deal. The Secretary asked him what he thought of offering a note of September 1944 and a 2 1/4 percent 1951-53 bond. Col. Pope said there was some possibility of getting a small subscription into the note, and repeated that he does not hold the same view as some do, that the market would not be recep- tive to a long term bond. Considering the proposal further, Col. Pope said he did not think it dangerous and that he thought it would go well, but that he liked the three-way proposition the best. The Secretary then asked him for his preference a6 between a new 2 percent bond and a new 2 1/4 percent bond. Col. Pope said that the banks do not want to go over ten years, and that many boards of directors have disapproved going over ten years. He would prefer meeting this situation by offering a ten year proposition and a longer term issue. He said, however, that the 2 1/4 percent bond would probably go but the public would be better served, he thought, by offering the three-way proposition. The Secretary asked Col. Pope what he thought of the tone of the bond market. Col. Pope said the market on Friday W&B pretty good, there were enough orders in it to keep it up, and there was no pessimistic note. Mr. Burgess Mr. Burgess opened his discussion by saying you can do any- thing you please, but suggested a three-way proposition. He proposed: (1) reopening the March 1944 notes; (2) reopening the 2 percent bonds of 1948-50 - he said that the market was expect- ing this; (3) provide an issue for insurance companies who want a long bond. He would suggest reopening the 2 3/4 percent bonds of 1958-63 or 1956-59. Mr. Burgess said he thought it inadvisable to put out long bonds with low coupons, 86 a break in the market would result in their going below par. The Secretary said that his suggestions did not appeal to him, as he did not like to reopen old issues. The Secretary then said he was considering a new note of September 1944 and either a new 2 percent bond or a 2 1/4 percent bond with & two year spread. Mr. Burgess said there was no question that such a proposal would go. Secretary Morgenthau - 6 71 The Secretary then asked him what was his preference as between a 2 percent bond and a 2 1/4 percent bond. Mr. Burgess said he would favor the 2 1/4 percent bond, as he did not think much of the 1dea of dropping a new 2 percent bond along side the 2's which have just been issued. Mr. Burgess said he also thought the 1 percent note of September 1944 was good. He went on to say B. 2 1/4 percent 1951-53 bond would be vulnerable in a market decline, pointing out when the market goes below par it becomes a 1953 bond rather than a 1951 bond. He also gave another reason for his preference for the 2 1/4 percent rather than the 2 percent bond, 1.0., it would put the bond out in a less congested area. The Secretary then asked him if the banks would accept the 2 1/4 percent bond which was somewhat outside the ten year area. Mr. Burgess said with the 1/4 percent more interest the banks would go twelve years and said that his bank's limit was 1951-54 and that the 2 1/4 percent bond fell within that range. Mr. Burgess then went on to say that he felt there was no question about the 2 1/4 percent bond going well, but he was fearful of it going "sour" in a market break, as he felt that the old issues with higher premiums would wear better in adverse markets. 72 has count. Refp - Respens march 4 y note review 48-50 long Band so well Mills Took mykes suggestion same doubt well Refh says might shortant 3 months. Dennie march 51-54 - 24 7/8 note 5ys. - (over) CR.Pope referen march x4- 3- way referr 2% 48-50- 2'2% 19-22 (over) Buyers, 3 - way old. reopen all, issues 73 December 11, 1939 FOR THE SECRETARY: After talking with Mr. Gaston about the Pearson and Allen column, I called Mr. Mulcahy at the Justice Department and told him that we very much wanted to be cleared of the implication that we had failed to do some- thing which the Justice Department had asked us to do. I told him that we were particularly disturbed about the statement since the facts were quite the contrary. Mr. Mulcahy said of course he did not know where the information originated and asked me what suggestion I had. I replied that I thought the Justice Department ought to clear the Treasury of any responsibility for having let the trawlers escape at a time when the Treasury was under contrary instructions from the Justice Department. I suggested that he issue a statement setting this matter straight. He replied that he thought this could be done and that he would discuss it with the Attorney General. ESD 74 Regraded Uclas MEMORANDUM December 11, 1939. TO: Secretary Morgenthau FROM: Mr. Duffield A Mr. Williams in the Attorney General's office called me and said that the Attorney General regarded the matter in the Pearson and Allen column as picayunish and best ignored. Therefore, there would be no statement from them. He made some further rather vague remarks indi- cating that he thought the Attorney General had given you an oral opinion before the trawlers had left our territorial waters, but when he questioned me on this point, he admitted that he could not be sure. I told him that we did not believe a statement saying that we had failed in our duty was picayunish, but that since the Attorney General had taken this position, all I could do was report to you. ESD 75 December 11, 1939. Following sent to Dr. Viner in Room 194} per Secretary's request: 1. Molybdenum, by Alice V. Petan, published by U. S. Depart- ment of Commerce, Bureau of Mines. 2. Reports on Tungsten and Molybdenum, by Mineral Advisory Committee, Army and Navy Munitions Board. 3. Procurement Study for Molybdenum, by Commodities Division, O.A.S.W. to Army and Navy Munitions Board. 4. Molybdenum in Steel, Climax Molybdenum Co. (leather-bound book). 5. Molybdenum in Cast Iron, Climax Molybdenum Co. (leather-bound book). JacdViner 76 December 11, 1939. Following requests sent to Dr. Viner in Room 1941 per Secretary's 1. Molybdemum, by Alice 1. Petan, published by U. S. Depart- ment of Commerce, Bureau of Mines, 2. Reports on Tungsten and Molybdemm, by Mineral Advisory Committee, Army and Mary Amitions Board. 3. Procurement Study for Nolybdenum, by Commodities Division, O.A.S.W. to Any and Havy Aunitions Board. 4. Nolybdemum in Steel, Climax Molybdenum co. (leather-bound book). 5. Nolybdemum in Cast Iron, Climax Molybdenum Co. (leather-bound book). 77 OPEN MARKET COMMITTEE December 11, 1939. 11:15 a.m. Present: Mr. Eccles Mr. Harrison Mr. Haas Mr. Goldenweiser Mr. Rouse Mr. Leach Mr. Murphy Mr. Hadley Mr. Piser Mr. Bell Mr. Draper H.M.Jr: Mr. Eccles, we are facing the refunding of these March one and five-eighths notes, and we asked you yesterday to meet with us to get the benefit of your advice. Eccles: We have been discussing it a little this morning about half or three-quarters of an hour before we came over and I don't know that we came to any definite agreement. We didn't make an effort to do that so much as to discuss it. It seems that the problem is a comparatively easy one, at least we feel it is, being a refunding, and the situation of the money market is such that we feel that the Treasury can do just about what it wants, as far as the Treasury is concerned. It is a question of whether they want to satisfy the market or - whatever they want to do, I think they can do. I think the amount of excess reserves, as well 8.8 investment funds in excess of the opportunity for investment - that corporations and banks are going to be glad to take almost whatever is offered the bond market. The Government market, generally, as well as the high-grade market, I think, has a good deal of underlying strength to it. Personally, I would favor as B. first choice an option of a note opening up the March '44 notes, the me percent notes, and opening up the '48-'50 bonds. I know there has been some discussion of a three- way offer and possibly there is some argument for it, looking at it from the standpoint of the 78 - 2 - Treasury. It is my feeling that the two-way offering would be successful. It would be easier to price a two-way offering so as to avoid a secondary market, possibly, than it would if B. very long bond were put out. I would like to see it confined to the existing issues, rather than open up some new issue at this time. I would also like to see the securities priced 30 that a premium will be kept down, as far as possible. Harrison: Will be kept down? Eccles: What I meant - I see you misunderstood me. Harrison: Excuse me. Eccles: I misstated what I meant to state, George. I would like to see them priced 80 that a premium would be put sufficiently high so that they are not over-priced. I think that in the past in some of the issues there has possibly been maybe a little more profit than was necessary. I think a premium here, or B. profit of from three quarters, not to exceed one point on it, to assure E. successful operation on this refunding issue. Now that, in general, is my feeling about it, Mr. Secretary. H.M.Jr: Shall we kind of go around the room? George? Harrison: I agree substantially with the Chairman. I agree first that you can do pretty nearly anything that you want to do on a reasonable basis. I first thought that with the size of the issue involved there might be some advantage in doing what you have done before, that is, the three-way offering. I think the real difficulty with that is probably the question of pricing, and I would succumb to the argument for a two-way issue largely on the ground that you could price it better and perhaps more successfully arrange for a lower profit to the subscriber than you would have to give if you had the three-way. 79 3 I agree with the Chairman to this extent, that I have had a feeling for some while - and I think the volume of subscriptions support this - that the offerings have been B. little too rich and possibly with a two-way offering you could afford - that is, with a note and an intermediate bond - you could afford to give & smaller profit than you would probably have to give if you wanted to put out the long bond, too. I am just wondering whether the volume of sub- scriptions on recent offerings, offered direct on guaranteed applications, isn't an indication some- what that perhaps you may have been a little too liberal in the light of present circumstances. Or, put it the other way around, I am not mention- ing that as a criticism but rather as a suggestion that you could consider being a little less liberal than you have felt wise to be in the past. I would personally, too, favor opening up existing issues if you can find the right ones. If you had 8. three-way issue, I certainly would not make more than one new issue. If you had 8. two-way issue, I think It would be preferable to have two existing ones if you can find the right ones. H.M.Jr: How about Richmond? Leach: From the standpoint of what the market wants, or rather what investors want, I think they want the three-way option, an additional issue of the 1944 notes and an additional issue of the three percent bonds which they expect to pay a premium for and a long-term bond. I think the banks wouldn't object particularly to a premium of around a half or a little bit more, but they tell me they don't care for the premium of above a point, because B. good many banks write it down for par and they wouldn't have to write it down very much at that time. I think the banks would rather pay a reasonable premium on that '40 and '50 bond than to have it & little longer without a premium, though there is some difference of opinion on that. Some don't like anything that sells at a premium. I think a three-way option would give a lot of people a chance to fit in something that they need in their portfolio without having to 80 - 4 - take something that they didn't want, and then selling it afterwards, so altogether I would be in favor of 8 three-way issue, though it wouldn't worry me much if you made it two-way. H.M.Jr: Mr. Draper? Draper: I prefer the two-way issue, Mr. Secretary, the March 1944 notes and the '48-'50 bond. It is more generous than the present issue of all notes and also it avoids the issuance of long bonds, which seemed to cause so much trouble in the last crisis market. You will remember the difficulty that we had in trying to stabilize the market, practically centered in the long-term bonds, and finally the Treasury will save some money by that. E.K.Jr: Did you say three ways? Draper: No, two ways. Szymczak: From the standpoint of the Treasury getting out as far as possible, of course a three-way offering would be best and also provide some security for the insurance companies. There is also a possi- bility the banks, buying some of these long bonds and then turning them over as quickly as possible the second day on the market - it would be pre- ferable to have a two-way issue in notes and bonds opening up those that are now in existence, March notes. E.N.Jr: Dr. Coldenweiser? Goldn'r: I an in agreement with that in general, that it seems to me that a two-way issue is all you need, and e note and an intermediate bond. We have in- creased the amount of long-term bonds by two and a half billions within recent time, and it seems to me unnecessary to have a long bond, and since you can issue almost anything, I think that that would probably meet the situation as well as any- thing. Harrison: Mr. Secretary, may I say one more - in explanation of my own change of mind from the three-way issue to perhaps a preference for the two-way. I felt Regraded Iclassified 81 - 5 - that the long bond was the wise thing to put out, first generally from the point of view of the Treasury and second because I thought that the insurance investors would much prefer that and that they ought to be given an oppor- tunity to be taken, that when I find that the estimates are that the insurance companies only own about five percent of the rights, I don't know that that is enough to influence you to put out an issue that otherwise might not be the most desirable. H.M.Jr: Mr. Piser, have you been around? Piser: I would be in favor of the two-way offering for the reasons that have been mentioned. As far as what banks would prefer is concerned, I think the bulk of them like the '48-'50 bond which was recently put out and would like to get more of that particular issue, whereas the note issue would be especially for the individuals who, I understand, hold a substantial amount of this particular issue. I think the one percent note with the '48-'50 bond would be the best offering. Eccles: This note is an unusually large amount of - a lot of it is held by individuals, due to the fact that it was a refunding of a totally tax-exempt bond. Piser: That is right. H.K.Jr: Mr. Rouse? Rouse: It might be worth while to review the market a little bit from the meeting held here two weeks ago today. The '48-'50s were priced as nearly as could be gauged, I think, right in line with the market to yield about a premium of 101 and a quarter to three-eighths. It turned out to be exactly what the market wanted and it was heavily over-subscribed. The market moved up on buying in long bonds and intermediate bonds and notes at the time. Another half point above that. It seemed very strong. The Russian-Finnish War developed on Thursday following the Tuesday offering and I think the new twos, the '48-'50, 82 - 6 - held and stimulated the market in the interim. Long bonds dropped off three-quarters of a point from their high that we had preceding the war. That whole thing seems to have been ab- sorbed. I think this is a. general feeling throughout the country today that there is very little likelihood of our becoming embroiled in the European war, that the market both fundamentally and technically is quite strong. This will complete the problem of the Treasury that it has been facing for the past three months, of the refunding of the December notes. Money was needed and obtained through the RFCs and the cash offering two weeks ago. This refunding, if there is any blanket due to the requirements of the Treasury, this will remove it. As far as one can "X" out European developments, the market seemed in a strong posi- tion to receive any offering the Treasury chooses to make, either two-way or three-way. I think there has been more demand in the last three or four days for longer bonds and & greater indica- tion to exchange for long bonds than was apparent a week or ten days ago, which I think 1s a natural development. E.M.Jr: Well, we have seen some of the people this morning and I don't look at it just the way these people in the street do or the way you gentlemen do. Te will have no argument on the two ways. I would like to do a note and a bond. The note is a hedge in case the news should be unsatisfactory, that is what we have always done, but I can't overcome my prejudices against reopening old issues, which you know I have very strongly. In order to put the thing on the table, what I would like to bring to your attention is this, that we are thinking seriously of a September '44 one percent note and a 24 percent bond running '51-'53. Draper: That 18 practically the same. We said '48-'50 and you say '51-'53. Eccles: Doesn't that give & pretty good - what would the premium be on that figure, Pisert What would be the profit? 83 - 7 - Piser: I'm afraid I will have to do a little figuring on that. H.M.Jr: Here, Marriner, this sheet will help you. That is the bond and the one below is the notes. We have checked that with New York. Is that right? Hadley: Yes. H.M.Jr: We are in agreement, aren't we? Hadley: Yes, we are fairly close to those estimates. H.M.Jr: When I say New York, I mean the Federal Reserve of New York. Draper: It is hard to get up any argument on that, Mr. Secretary. H.M.Jr: Well, I like the new issues, always have, against the old ones, except when times are hard we have got to fall back on some of the old ones. But you have got this note that we are talking about, the March '44, and we have a little over 500 million of that outstanding. If the note is ahead and they shouldn't take the bond, you might get a billion dollars worth of notes and then a billion and a half of one issue. That wouldn't be any nicer than what we have got right now with the one and five-eighths, and I personally think 500 million of one note issue is just about the right size. Draper: Yes. H.M.Jr: The premium between this note and the bond would be just a little bit better for the bond than the note, because it would give a nice balance. Eccles: You say '51 and '53 on the bond? H.M.Jr: Yes. Eccles: Yes, that figures Szymczak: ....three and a quarter. 84 - 8 - Eccles: The premium on that is a little better than one percent. It would be 101 and 5/32nds, wouldn't it? Hadley: Possibly twelve. Eccles: That is September. They are talking about December on the bond. H.M.Jr: The one with the asterisk in front of it. Eccles: From five to twelve, is that right? Hadley: Yes. accles: Now, on the note you have got one to eight, one to five. What is the objection on the note to making it December 15 on account of the maturities? H.M.Jr: There is a big maturity, four percent, isn't there? Crouse: '54 and '44? H.M.Jr: With a four percent coupon? Piser: Yes, sir. Harrison: But I thought that was the one you were talking about. Didn't you say a five-year note? Didn't you suggest a five-year note? H.M.Jr: Dated September, to avoid that four percent issue. Sccles: Six months longer than the proposed one. If you opened up the present one you would either have to give them too much profit or you would have to sell at 8. premium. H.M.Jr: Yes. Sceles: So we had thought of a premium. of course, on a note I think I agree with you, that it is possibly better to put out a new note issue than opening up an existing note issue. With a bond, I think it is maybe a little different. H.M.Jr: Well 85 B I I Szymczak: It just gives you that many more issues. Sccles: By putting a new one out you can price it so as to get away from selling it at a premium. H.M.Jr: That is the thing, and I don't like it. Eccles: The market doesn't either. H.M.Jr: Whatever you price it at, I don't know - it is hard to explain from the Government's standpoint. Sccles: Well, you would put out a two and a. quarter then. Where would a two percent one go if it was priced.. H.N.Jr: Here you are (handing paper to Mr. Eccles). Piser: Couldn't that issue be stretched out a little further into about June '52, which would cut the premium down some and also would get a little further away from your existing maturities? Hadley: It would be considerably under a point in premium if you went out that far, probably somewhere from a half to three-quarters, and then it wouldn't be adequate. H.M.Jr: In discussing this with Mr. Rouse, he made a point which I thought was - a technical point which was good, that if we price the note and the bond almost the same, there is less churn- ing afterward, because the people won't buy the bond at a big profit and sell it and then buy the note because it 1s cheap. Eccles: There is too much profit on that. H.M.Jr: Then these other fellows said, "If you get within six months, it is crowding the other thing and that '48-'50 is awfully crowied." Sccles: In other words, you haven't got anything except in this range in maturity and when you go into that range you have got to go into a little higher rate. H.N.Jr: And that '48-'50 range is pretty well crowded now. 86 - 10 - Let's say the thing was priced attractively for the market. You might get a billion dollars and then you would have another billion in that particular area which is pretty well crowded now. Rouse: I think they also expressed the opinion that the market would regard going from the two, '48-'50, to a two and a quarter, '51-'53, as the logical progression in this period from September on. Scoles: What about two and an eighth, where would that come? Craper: That is shaving them pretty fine. Recles: You have got some eighths, haven't you? You have got some three-sighths and bonds, showing that you have gone into the eighths. Hadley: On the '50-'52 issues, they already have one of those. Bocles: The 2gs. H.M.Jr: All of these fellows agree that their Board of Directors, who said they couldn't buy more than ten years, they could stretch it again to do this one. The Board of Directors would be willing to stretch it. Sccles: I think that is a good - I wouldn't have any strong feeling against that. H.V.Jr: It certainly isn't priced too rich, Marriner, is it? Sceles: Well, it is on the note but I don't know what you can do about it. For the bond, it isn't so bad, but for a little four and three-quarter year note, a little better than a one point underwriting is, of course, pretty sweet, but I don't know what else you can do unless you give less on the bond. I think you really - this thing would go over, seeing it 1s a re- funding, if it was not more than about three- quarters. I would like to see about a three- quarters on the note profit and about seven- eighths on the bond. I think the sooner we get 87 - 11 - to the point where we get these - get away from the speculation on rights - but just as long as we are giving a point or more premium there, it is going to make these rights pretty desirable. Piser: I think if the maturity could be stretched out three or six months to cut that premium down to around a. point or a point and an eighth, it might be desirable. H.M.Jr: On the bond? Piser: Yes. Eccles: What are you going to do on the note, then, Piser? You would let them both be in line, then? Piser: The note is about a point premium, isn't it? That would give them exactly the same premium. Bell: I think we are all desirous of cutting down the right values but I don't think we want to do it on the refunding where the values have already been established in the market. If you are going to out down the rights, I think it ought to be down on a cash issue. Then you can fix your own rights. These rights are now established and to cut them off at a quarter of a point - I think you are going to get more kick on that than putting out something you don't - do you agree with that, Bob? Rouse: On a small issue or refunding. Sccles: They will kick if they are not getting very much profit, as much as they expected. But if they did - if they weren't getting the profit they expected, in the future I think they would be more cautious or more careful in buying rights, wouldn't they? Bell: If they could be sure of the Treasury policy, sure, that is true. We cut down the rights last spring but something happened right after that, we had a war. We had to go back to being a little generous. 88 - 12 - H.M.Jr: I don't think that is priced out of line. Bell: I don't think so either. H.M.Jr: A billion four is still a lot of money. Eccles: This is less premium than we have ever given. H.M.Jr: It is definitely cutting down. Bell: A little less on the long bonds. Eccles: You have had as much as one and a half, even three-quarters, haven't you? H.M.Jr: Yes. What do you two gentlemen think? Draper: As far as I am concerned, I agree with your suggestion. H.M.Jr: How about you? Szymczak: I think we have got to go along on that sug- gestion of yours. Leach: I think it is all right. H.M.Jr: What do you think, George? Harrison: I think it will go over all right. I go back to my original statement, which is fundamentally a different approach from your own, and that is about the reopening of existing issues. H.M.Jr: I know. Harrison: I am sorry that you have got to have two new issues. I wish that you could have only one, somehow. H.M.Jr: That doesn't bother me at all, B. couple of more issues. I never could agree - we are picking them up pretty fast. Harrison: The reason I favored - as I said at the outset, I favored 8 three-way and I have switched because 89 - 13 - I was afraid you would end up with a very small long-term issue and you would have just another issue with a small - maybe 200 or 250 millions H.M.Jr: Supposing we do it the way we are just talking now. Harrison: I should think you would have a pretty good division. You would have enough of the notes. H.M.Jr: It is balanced? Harrison: Yes. Eccles: I bet you get more of the bonds than you do the notes. You will have eight or nine hundred million or maybe a billion of bonds. Leach: You are stretching a little what the banks want, but they will take it. H.M.Jr: There is one fellow - gosh, he said this, "This is no present from heaven." I said, "Well, that makes me think maybe we are on the right track." Draper: Ought to make you feel good. Harrison: I must say I like the fact that the premium or the profit is cut down somewhat on this offering, from what I was afraid you might have to do if you had a three-way. I mean it runs down to one point five to eight, doesn't it, approximately? Bell: In that range. Hadley: The rights are selling for 1 and 1/13th now, which is about 1 point 12/32nds premium. Rouse: It has been in that range of a point and a quarter to three-eighths this past few weeks. H.M.Jr: The market isn't going to like this first crack. Rouse: It is going to take a little thinking over. I was just going to add, I think there is a little 90 - 14 - forcing of the market in the sense of this ten-year demand but it will come up to it. They will take it and be glad to get it. Harrison: What would be the maturity of a fixed 21, no callable feature? H.M.Jr: We haven't figured that, and I don't see why we should. They won't give us the two year spread. Piser: It would probably be about the December '53 date. Harrison: I have always argued for the callable feature on the ground it gives you a chance to open up again a little later. H.M.Jr: We have opened up issues when times got bad. Piser: I have been doing a little rough figuring on this issue. It seems to me it might sell at about a point and a half rather than a point and three-eighths, as has been suggested, which would lead me to think that you might be able to stretch it out another three months and cut that premium down. Rouse: You get into another year then; it is called a 152 instead of a '51. You may well be right about the price, because I think there is a real possibility that the whole market may move with the removal of the blanket. Eccles: Yes. H.M.Jr: Well, gentlemen, unless somebody is really dis- pleased with this, I would kind of like to do it this way, Eccles: What would you think of giving the extra three months? H.M.Jr: I think it is an unnecessary risk. Eccles: It would reduce the premium or the profit. How much would 1t reduce the profit, Piser? 91 - 15 - Piser: I will have to do & little figuring on it there. H.M.Jr: We figured this and we checked it with the Fed in New York. We figured It would sell between 101 and 5/32nds and 12/32nds. They have checked that with New York, Eccles: This morning's market? Hadley: Yes. H.M.Jr: I don't think that.... Eccles: Piser was talking about 16/32nds. H.M.Jr: I don't know how he gets that way. Bell: You are figuring on the market going up a little, aren't you? Piser: What I was figuring on particularly was the fact that it has a shorter call period than either of the 51 issues that we are comparing it with and in addition that it would be at a lower price, which would attract some buying, so I think it would sell a little out of line, having a slightly lower yield than you would get from merely using the line that you draw through those issues. Hadley: We have made our estimates on that basis already. Bell: I think there is a possibility, as Mr. Rouse says, that this market may go up a little and you might get better than one. H.M.Jr: I have a press conference at 4:00 o'clock on Mondays. I don't think we would release this until tomorrow morning. Bell: I was going to ask you whether you wanted to do that this afternoon or tomorrow morning. H.M.Jr: I think for tomorrow morning, and then Bell has asked us - thought we ought to leave this open three days this time on account of such a wide distribution. 92 - 16 - Bell: We think there is a pretty wide distribution in view of the fact it was a refunding of the Liberty 3t, and maybe you'd better leave open that extra day to get them in. Eccles: What objection could there be to leaving it open? Bell: Just the period of uncertainty, and the big bondholders won't turn them in until the last day, that is the only objection. Hadley: Would an announcement tonight - give them two days from that? H.M.Jr: We have been letting it out every afternoon. Rouse: A little variation doesn't do any harm. H.M.Jr: No, and this is a refunding. The others are always just cash, which is one day. Rouse: Figuring three days, I think tomorrow morning is all right. H.M.Jr: The other thing Bell mentioned, we would like to put in a hundred million dollars for our trust fund. Eccles: We have got - have we got 160? H.M.Jr: Trust funds. Eccles: Open market? H.M.Jr: No. Last time we took 50 million for trust funds at par. This time we thought on the 21 we would say between now and the fifteenth of March the Treasury may absorb a hundred million dollars, of these - its trust funds. Eccles: In other words H.M.Jr: Give us three months. Eccles: Instead of putting the - borrowing the funds like you have in the past, you will sell the funds, the bonds? 93 - 17 - H.M.Jr: Yes. We still have over 200 million special twos and we have all of these funds needing money and instead of having them go to the market, we can take any amount up to a hundred. It doesn't necessarily mean we will take 8. hundred but anything up to that. Sccles: You are giving them a security that is ready for the market in case they want to sell them, whereas your special twos are not ready for them. Bell: That 1s right. We have to refund those. H.M.Jr: And it keeps these special funds out of the market. I mean they don't have to go on the market. Eccles: It is a good thing for the funds to have the type of security, too, that is ready for the market. H.M.Jr: That is right. Rccles: Whereas if they have got to space the twos, they are not H.M.Jr: Take F.D.I.C., they have a special two and if they should need some money they could sell it in the market instead of selling it to us, so it gives them that additional flexibility. Eccles: That, of course, doesn't mean any new money at all, all that means is merely a transfer of - I mean it means giving this form of security instead of the form of security that you have given them in the past. Harrison: Giving them more interest. H.M.Jr: With the possible exception that - the last time we canceled twos for the new issue. In this case, if the Government Life or some teachers' fund or something like that comes in and wants to invest money anytime during the next three months, instead of going to the market, we will just give them some of this, or Home Owners Loan. We have got so many requests from 94 - 18 - Government agencies that want to buy and they get rather cranky with us when we won't let them go to the market. Harrison: You sell it to them at par? H.M.Jr: Yes, Harrison: That is a nice little present. Bell: We are selling them to the market at par. Harrison: That is different. Eccles: George, I am just the opposite. I think you are least justified in selling to the market. I think you are less justified than you are to the fund. H.M.Jr: If it was any argument. Now, one other thing we would like to - sometime after the first of January, the Treasury would like to meet at some Federal Reserve Bank and ask the Federal Reserve to bring in the people who have to do with the policing, because we feel that there is not uniformity between Federal Reserve dis- tricts as to how they police, and if & meeting could be held at some one place Bell: Where it is warm. H.M.Jr: Dallas. Szymczak: You want those people policing all of the Federal Reserve banks to come in at once? H.M.Jr: And have a meeting and have everybody come in at some one place and let Bell and whoever he wants go there and meet with them and have a two or three day session and go into this whole question. Eccles: The operating people? H.M.Jr: Yes. Bell: I would like to make that a one year proposition, do it every year. S5 - 19 - Socles: The bank presidents will be here tomorrow. We are having a conference of the bank presidents, so that if there is anything that wants to be taken up with them - I don't suppose there is, in connection with this. Szymczak: Dan can come over and make a statement to them and later on they will have an idea of what he wants. How about that, George? He can make a statement to the presidents tomorrow as to what he has in mind, just generally, and then whenever the meeting is called, they will already have that information beforehand. Harrison: All right. Bell: I will be glad to come over. Sccles: They may have some suggestions to make. Maybe they would like you to go to each one of them. Bell: That is what I would like to do, over a period of years, because I think we ought to get acquainted. Recles: Why over a period of years? It looks to me like if you are going to Szymczak: What Dan has in mind is to meet with all these fellows at the Federal Reserve banks at different times. Bell: Yes. In other words, you would have a conference in some district every year but not the same dis- trict. Leach: We would like to see that, because we are not at all satisfied with the way we are handling it. The banks in Baltimore complain that corporations and individuals get advantages over them. Eccles: As long as there is a good profit on this, you will get complaints. Bell: In many of these fiscal problems, naturally we have to leave discretion in the Federal Reserve banks and you are so far apart you just can't get together on those discretions, and we think it would be a. fine thing if we could just get 96 - 20 - around a table, have an agenda and discuss the various phases of all these fiscal problems. Harrison: We already have it on our program for the President's conference tomorrow, and if it 1s agreeable to you we will get you to come over. H.M.Jr: Is there anything you have on your mind, Marriner? Eccles: No, I haven't anything else. H.M.Jr: Anybody got any afterthoughts? Thank you all very much. 87 PARAPHRASE OF TELEGRAM RECEIVED FROM: American Embassy, Berlin, Germany DATE: December 11, 1939, 3 p.m. NO.: 2304 AM On the twenty-sixth of November Polish currency in denominations greater than one zloty ceased to be legal tender in those districts of former Poland which are how a part of Germany. Until further notice, Polish coin of one zloty, fifty, twenty, ten, and five groschens remain legal tender at the rate of 50 reichpfennigs to one zloty. In that section of German-occupied Poland comprised in the so-called general government whose capital 1s now at Krakow, the zloty remains legal tender. There 1e being carried on gradual retirement of the Reichskreditkasse marks, issued in the early days of the occupation by the Reichskredit- kasse, which performs the function of a central bank for the general government. This institution 1s now maintaining all its accounts in zlotys. So far as we know, there have been no new issues of zloty currency by the Reichskreditkasse, which is using the currency remaining in the area and the zlotys which are being withdrawn from circulation in districts which have now been definitely incorporated in Greater Germany. It 18 requested that this information be transmitted to the Treasury Department. KIRK. EA:LWW Regraded Uclassified Translation from Chinese 2ts of December 11, 1939 98 Cablegram received from Dr. H. E. Kung, Chungking, China To Mr. K. P. Chen, Washington, D. C. Telegram December 8th received. Based on present mining and transportation conditions, total production of tungsten is estimated at minimum 10,000 tons for next year. This may possibly reach 12,000 tons if conditions are favorable. Sometime ago the National Resources Commission appointed the Peking Syndicate, a British firm in China, as selling agents of tungsten abroad. Sales were to be limited to the amount not needed by the Government. Any amount may be reserved by the Government for its disposal. Next year about 5,500 tons will be required for barter purposes for delivery to Russia; 500 tons earmarked for Great Britain under the British credit arrangement; and 1,000 tons contracted to sell to France for cash. This le leaves an estimated balance of about 3,000 tons. All the available balance, if any, may be shipped to the United States for sale. At present the principal port of shipment is Haiphong. Small quantities can also be shipped from the ports of Kwantung and Chekiang Provinces. Total annual production of tin is about 10,000 tons, and has been entirely turned over to the Central Government. Inasmuch as Kwoh-Chiu, the producing center of Chinese tin, lies close to the Yunnan- Indo-China Railway, transportation is convenient and regular delivery of tin is assured. Please convey this information to Secretary Morgenthau. Translation from Chineso Presidents a st. December 11, 1939 88 Cablegram received from Dr. H. H. Kung, Chungking, China To Mr. K. P. Chen, Washington, D. C. Telegram December 8th received. Based on present mining and transportation conditions, total production of tungsten is estimated at minimum 10,000 tons for next year. This may possibly reach 12,000 tons if conditions are favorable. Sometime ago the National Resources Commission appointed the Peking Syndicate, a British firm in China, as selling agents of tungsten abroad. Sales were to be limited to the amount not needed by the Government. Any amount may be reserved by the Government for its disposal. Next year about 5,500 tons will be required for barter purposes for delivery to Russia; 500 tons earmarked for Great Britain under the British credit arrangement; and 1,000 tons contracted to sell to France for cash. This leaves an estimated balance of about 3,000 tons. All the available balance, if any, may be shipped to the United States for sale. At present the principal port of shipment is Haiphong. Small quantities can also be shipped from the ports of Kwantung and Chekiang Provinces. Total annual production of tin is about 10,000 tons, and has been entirely turned over to the Central Government. Inasmuch as Kwoh-Chiu, the producing center of Chinese tin, lies close to the Yunnan- Indo-China Railway, transportation is convenient and regular delivery of tin is assured. Please convey this information to Secretary Morgenthau. TSINGHAI KANSU too AND HONAN DOES SHENSI KIANGSU ANHWEI - I HUPEH Y/WND ISS NAME - SIKANG CHENTU SZECHWAN CHEKIANG NANCHANG I HUNAN KIANGSI KWEICHOW FUKIEN - STATE INVOICE toig LIVENOW YUNNAN KWANOSI KWANGTUNG CANTON BURM A e MAP OF HIGHWAYS AND RAILROADS IN - SOUTH-WESTERN CHINA - LEGEND: HIGHWAY COMPLETED 7178 INDO-CHINA INTERNATIONAL HANAN PROVINCIAL ENVIRY SCALE H A,000,00€ " Regraded Uclassified 100 PARAPHRASE OF TELEGRAM RECEIVED FROM: American Embassy, Paris, France DATE: December 11, 1939, 6 p.m. AM NO.: 2953 FOR THE TREASURY DEPARTMENT. This morning we again received a visit from Professor Rist. He told us, as an indication that Germany is suffering a shortage of molybdenum, that information was in the hands of the French Blockade Ministry that Germany had proposed to sell a substantial amount of vanadium, which in German smelters is recovered from pig iron, to an Italian firm in exchange for such quantities of ferro-nickel and ferro- molybdenum as could be obtained by Italy. END SECTION ONE. BULLITT. EA:LWW 101 AC GRAY Paris Dated December 11, 1939 Rec'd 9:15 p.m. Secretary of State Washington 2953, DECEMBER 11, 6 p.m. (Section Two). Under a decree published in the Journal Official of December 9, procedure is outlined under which declarations must bE made by those who possess, administer or hold in deposit stocks of raw metals and alloys for smelting; metals and alloys in ingots, bars, et cetera, metallic carbides; abrasive raw material; crude rubber; chemicals utilized for the manufacture of glass ceramic and paint and old metals. Under an arrete published in the same Journal Official the Minister of Armament is authorized to SET up a fund for the purpose of Equalizing the import and domestic price of certain metallurgical products such as steel bars, mils, girders, Et cetera (SEE despatch No. 4304 of November 17, 1939). The full powers law approved by Parliament on DECEMBER 1 (telegram No. 2887, DECEMBER 2, 5 p.m.) promulgated in the Journal Official of DECEMBER 10. The 102 - 2 - #2953, DECEMBER 11, 5 p.m. (Section Two) from Paris The further decree published in the same Journal Official provides that during the period of the war foreign merchandise liable to the general tangible tariff may upon the request of the pertinent Minister and after approval by the Ministers of Finance and Commerce bE Exceptionally admitted under the minimum tariff when indispensable for the Economic life of the nation or for the supply or Equipment of manu- facturers working for national defense. BULLITT HTM:RR 103 AC GRAY Paris Dated December 11, 1939 Rec'd 9:05 p.m. Secretary of State Washington 2953, December 11, 6 p.m. (SECTION THREE). A further decree provides that after December 15 next fresh, frozen or conserved meat may not bE sold on Fridays nor may restaurants SERVE meat on that day. Under two decrees published in the Journal Official of December 11 declarations must be made to the authorities by those who possess, detain or hold on deposit more than 100 kilogrems of old paper or paper containers of all kind, chiffons and waste of textile products. The preamble to these decrees stresses the urgent necessity for the Government to reduce imports of such material to the lowest possible amount on account of the cost as well as tonnage required for transport. Normal and permanent budgetary revenue for October 1939 totaled 500,048,000,000,000 francs which is 1,259,000,000,000 more than for September but 362,349,000 francs less than for the corresponding month 104 - 2 - #2453, December 11, 6 p.m. (SECTION THREE) from Paris month of 1938. REVENUE from indirect taxation, monopolies and domain is 797,000,000 lESS than budgetary Estimates (the only category of revenue which can be immediately compared with Estimates). Combined August and September revenue was reported in telegram No. 2882 of December 19, 6 p.m. BULLITT RR 105 JT GRAY PARIS Dated December 11, 1939 REC'd 7:20 p.m. Secretary of State, Washington. 2953, December 11, 5 pain. (SECTION FOUR) ThE Swiss national bank statement for December 7 shows gold hol/ings down 2,300,000 to 2,807,500,000. Foreign exchange holdings WERE down 7,300,000 to 334,500,000. Note circulate 788 down 21,100,000 to 1,990,500,000, and sigt obligations WETE up 5,800,000 to 833,600,000. Gold COVER 18 81.70 68 against 81.74. The financial press carries reports that Holland is about to float a twenty year loan of 300,000,000 florins with an interest rate of 4% and an issue price of 99. The Faris securities market was strong today and rente issues WEDE certi cularly in depand. The dollar ExchangE guaranty issue advanced 5.10 francs and the 1925 Exchange guaranty issue 1.40 francs. Other issues rose from 50 centimes to 2.50 francs. Official exchange rates WEre unchanged. (E) ESSAÑE) SULLITT Eira 106 TELEGRAM SENT CK GRAY DECEMBER 11, 1939 8 p.m. NEMBASSY LONDON 1588. From the Secretary of the Treasury for your information end to be repented to Paris and Berlin. The Secretary of the Treasury will annnounce offering tomorrow December 12 of 12-14 year 2-1 percent Treasury Bonds of 1951-53, and of 1 percent 4 year and 9 month Treasury Notes of Series C-1944, both in Exchange for 1-5/8 percent Treasury Notes of Series A-1940, maturing March 16, 1940. The amount of smoh offering to the public will DE limited to the mount of maturing notes tendered and nooept- Ed in Exchange therefor, and in addition up to $100,000,000 of the bonds mcv be sold to Government Investment Accounts for cash during the next three months, et par and accrued interest, Both issues will bE dnted December 22, 1939, and vill bear Interest from that date. The new Treasury bonds and notes will be accorded the some Exemptions from taxation as are accorded other issues of Trensury bonds and Treasury notes now outstanding. 1-5/8 percent Treasury Notes of Series A-1940, maturing March 15, 1940, Are now outstanding in the amount of $1,378,364,200. The present offering will bE the only opportunity afforded the holders of these maturing notes to exchange them for other interest-bearing obligations of the United States. Any maturing notes not so exchanged at this time will bE paid in cash when they meture. HULL (HF) E..:HF:MEG Regraded Uclassified M 107 PARAPHRASE OF TELEGRAM RECEIVED FROM: American Embassy, Paris, France DATE: December 11, 1939, 10 a.m. NO.: 2944 FOR THE TREASURY DEPARTMENT. It is stated in a December 8 press despatch from Washington that the Federal Reserve Board has "issued an unprecedented compilation here today showing the disposable financial resources of Great Britain, France, Germany and several neutral nations including Russia"; it would be of help to the Embassy if you could cable us a breakdown of this "compilation", especially with regard to Great Britain and France. BULLITT. EA:LWW HA TELEGRAN SENT :1 PLAIN December 11, 1939 AMERICAN EMBASSY PARIS 1507, Eleventh. From Treasury Department. In reply to your 2944 December 11, 10 a.m. Information released by Federal RESERVE Board relates to gold reserves of foreign countries, dollar balances and investments of foreign countries in the United States. It summarizes already published information. The figures released in millions of dollars as of End of August 1939 are as follows: United Kingdom, gold two thousand, dollar balances five hundred and ninety-five, holdings of American securities seven hundred and thirty-five, direct and other investments in the United States nine hundred. France, gold three thousand, dollar balances three hundred and fifteen, holdings of American securities one hundred and sighty-five, direct and other investments in the United States Eighty. Total British and French Empires, gold five thousand SEVEN hundred and fifty-five, dollar balances one thousand two hundred end sixty-five, holdings of American securities one thousand 109 -2- #1507, Decrebty.11, to Paris thousand four hundred and twenty, direct and other invest- ments in the United States one thousand five hundred and forty. Germany, gold one hundred and fifty, dollar balances ten, no other figures are shown. U.S.S.R., gold one thou- sand, no other figures are shown. Total neutral countries, gold five thousand SEVEN hundred and seventy-five, dollar balances one thousand six hundred and thirty, holdings of American securities one thousand three hundred and ninety- five, direct and other investments eight hundred and sixty, Total all foreign countries, gold eleven thousand six hun- dred and tighty, dollar balances two thousand nine hundred and five, holdings of American securities two thousand Eight bundred and fifteen, direct and other investments in the United States two thousand four hundred. HULL (F) EA:TP:1EG 110 TELEGRAM SENT JT PLAIN December 11, 1939 AMERICAN EMBA3SY PARIS 1507, sleventh. From Treasury Department. In reply to your 2944 December 11, 10 a.m. Information released by Federal RESERVE Board relates to gold reserves of foreign countries, dollar balances and investments of foreign countries in the United States. It summarizes already published information. The figures released in millions of dollars as of End of August 1939 are as follows: United Kingdom, gold two thousand, dollar balances five hundred and ninety-five, holdings of American securities SEVEN hundred and thirty-five, direct and other investments in the United States nine hundred. France, gold three thousand, dollar balances three hundred and fifteen, holdings of American securities one hundred and sighty-five, direct and other investments in the United States eighty. Total British and French Empires, gold five thousand seven hundred and fifty-five, dollar balances one thousand two hundred and sixty-five, holdings of American securities one thousand Regraded Uclassified 111 -2- #1507, to Paris thousand four hundred and twenty, direct and other invest- ments in the United States one thousand five hundred and forty. Germany, gold one hundred and fifty, dollar balances ten, no other figures are shown. U.S.S.R., gold one thou- sand, no other figures are shown. Total neutral countries, gold five thousand seven hundred and seventy-five, dollar balances one thousand six hundred and thirty, holdings of American securities one thousand three hundred and ninety- five, direct and other investments eight hundred and sixty, Total all foreign countries, gold Eleven thousand six hun- dred and lighty, dollar balances two thousand nine hundred and five, holdings of American securities two thousand eight bundred end fifteen, direct and other investments in the united States two thousand four hundred. BULL (F) Regraded Uclassified THE WHITE HOUSE WASHINGTON December 11, 1939 CONFIDENTIAL MEMORANDUM FOR H. N., I Jr. To speak to me about. F.D.R. Enclosure 8 DOMESTIC ECONOMIC DEVELOPMENTS ESTIMATED BALANCE OF PAIMENTS of the United States for the first three quarters of 1939 with comparative figures for the corresponding period of 1938 is attached. ITEMS OF SIGNIFICANCE: 1. The net gain of $2,382,000,000 of gold from foreign sources to our gold stocks during the first nine months of 1939 is of unprecedented proportions after almost continuous gold imports of high magnitude since 1934. It represents in large part the flight of capital from Europe to the United States prior to and since the outbreak of war, although the substantial excess of merchandise exports was also a factor. 2. The merchandise export balance for the first nine months was almost $300,000,000 less than during the same period in 1938 (the change in the balance on current account was of approxi- mately the same size). This was about in line with what should be expected when domestic business is expending relative to the movement throughout the rest of the world. In such a period imports tend to move up more sharply than exports. AB a matter of fact, exports for the first nine months of this year were below the corresponding period of 1938 primarily B.B. P1 result of reduced shipments of grains, cotton, tobacco, and crude petro- leun. Exports of semimanufactures and fintshed products gen- erally were higher this year then last. 3. The usual seasonal expension of the export balance during the fourth quarter will probably raise the merchandise balance for the year as a whole to something in excess of three quarters of a billion dollars. Such a figure on trade account, together with the likelihood of continued release of carmarked gold and the possibility of further gold shipments on foreign (parti- cularly British) account will bring the not gold additions from foreign sources close to 3 billion dollars by the end of the year. It can not be assumed that the British will continue to use only security sales as a source of funds, especially in view of pre- sent indications of increasing gold shipments to this country on British account. Tie understand that there is at prosent some disagreement between the British Treasury and the Bank of Eng- land upon the type of assets that should be used to meet the continued decend for dollars. The Treasury is for using gold while the Bank is for using securities. It should be noted that this 1s a controverty within our sphere of interest and that continued gold shipments would be e less satisfactory solu- tion from our point of view than security tr insfers. BRITISH DOLLAR BALANGES have been built up for 20de months through the net liquidation of American securities. This novement mLS in pro- gress for some months prior to the Defence (Finance) Regulations which came into operation soon after the outbreak of var and -P- quired all residents of the United Kingdom to offer to the govern- ment their holdings of gold and of certain specified currency sa- sets, the same to be peid for in starling at the prevailing ex- change rates. While this liquidation has not been of 8. magnitude to affect the general level of stock prices to the degree sug- gested in the daily press, it does perhaps offer some evidence that the British contemplate B. need for the enlarged dollar bal- ances to pay for imports from us of war materials. FRENCH DOLLAR BALANCES have been less well maint Ined, presuanbly be- cause of the fact that the decrea of aid-September allows French holders of foreign assets until December 1 to declare their hold- ings. During September when the British were engaging in net liquidation of American securities, the French wore buying on balance and apparently have not yet engaged in any net liquida- tion. It may be noted in this connection that the French bel- ances in the United States constitute a much higher percentage of total dollar assets than do those of any other country. SUI ARY OF VIEWS on business prospects expressed at a meeting in New York on Tuesday of about forty business analysts-mainly repre- sentatives of financial houses and statistical services but in- cluding a few from industrial and mercantile corporations (United States Steel Corporation, General Electric, etc.). Some decline in business activity expected during early months of 1940 but extensive recession in not anticipated. The group may be said to have been reasonably optimiatic but they did not sup- port their appraisal of the situation very convincingly. In general, they did not seom optimistic about prospects for capital expenditures or exports and when pressed, were inclined to rely on prospects in the consumers' goods field which would generate some investment activity. Estimates for the Federal Reserve indox for 1940 - Shaw (Standard Statistics) 112; Ragner-Ness (Tricontinental) 105-110. These estimates compare with the 1939 average of 206 and the current rate of above 125. The group agreed that Inventorles were accumulating but no one had data relating to the magnitudo of this movement (they were much interested in hearing that the Department was attempting rate at which steel was being consumed nt present was 80-35 per- to get information on this score). Most optimistic Guess of cent of capacity compared with the production rate of 94 percent. Regraded Uclassified 112 JR PLAIN London Dated DECEMBER 11, 1939 Rec'd 1:43 Dame Secretary of State, Washington. 2584, December 11. FOR TREASURY. 1. Please substitute the following quotation for that contained in the third paragraph of No. 2570 of DECEMBER 8: "I can only say on behalf of myself ... and all my collengues concerned with Economic offairs, that should the Prime Minister decide to appoint such a Minister to coordinate our Efforts WE should work with him loyally, helpfully and in the most friendly spirit.", but such in appointment "would not bE in substitution for the system of committees but in addition to it." 2. Please substitute for last sentence of No. 2570: "next week's tender for pounds 65 million will bE only pounds 10 million in EXCESS of maturities and, 1f fully allotted, will bring the tender issue to pounds 750 million in the following week." 3. The November clearing bank returns show a rise of pounds 17.3 million in deposits bringing the figure to pounds 2,344.6 million, an nll-time high. The increase increase 113 -2- 2584, December 11, from London. increase compares, however, with one of pounds 49.2 million in October and suggests that inflationary tendencies are being kept under some control. A rise of pounds 64.3 million in bill portfolios compares with c. four WEEKS rise between October 26 and November 25 of pounds 104 million in the outstanding tender issue of treasury bills, while call money was pounds 17.3 million down on October, indicating that the balance of tender bills was not carried by the discount market. This suggests that a substantial portion of the increase, in the tender issue vas absorbed by Government departments and for the Exchange equaliz tion account. Meanwhile the tap issue declined from pounds 701.8 million on October 28 to pounds 679.5 million on November 25. The figures of the component party of the flonting debt thus become leon revenling of the authorities methods of managing the money market. A decline in advances of pounds 17.9 million to pounds 995.2 million is regarded as surprising since it was EXPECTED that the reduction in the demand for locns for financing commodity positions pleaed under government control, special needs during Evacuntion, Etc., would bE offset by now by increased demand for accommodation for financing 114 ⑉3⑉ #2584, DECEMBER 11, from London. financing armament production. The shrinkage in advances tended to force banks to increase their investments which rose by pounds 5.7 million to pounds 610.8 million. Cash declined by pounds 10.3 million to pounds 245.2 million which, with the increase in deposits, brought down the cash ratio to 10.46 per cent as compared with 10.98 per cent in October. HOWEVER, the combined ratio of cash, call money and bills to deposits W19 31.57 per cent 08 compared with 30.23 per cent in October. 4. With reference to the first section of No. 2570 of December 8, the weekend and this morning's press still reflect dissntisfaction with Stanley's description of government measures to push Exports, Emphasis bEing bloced on the fact that the Leith-Ross committee's afforts are evidently confined to Economic warfare measures while no coordinated drive SEEMS to bE made to increase ordinary Export trade to acquire foreign Exchange. 5. The Swedish and Norwegian Exchange rates were both fixed five points wenker today being 16.75-95 and 17.55-75 resprotively. Other official rates remain unchanged since my No. 2551 of December 6 (paragraph 5), The Finnish mark holds at 215 buyers with practically no business. JOHNSON CSB 115 TREASURY DEPARTMENT Washington FOR RELEASE, MORNING NEWSPAPERS, Press Service Tuesday, December 12, 1939. No. 19-59 12/11/39. Secretary of the Treasury Morgenthau announced today the offering, through the Federal Reserve Banks, of 12-14 year 2-1/4 percent Treasury Bonds of 1951-53, and of 1 percent 4 year and 9 month Treasury Notes of Series C-1944, both in exchange for 1-5/8 percent Treasury Notes of Series A-1940, naturing March 15, 1940. The amount of each offering to the public will be limited to the amount of aturing notes tendered and accepted in exchange therefor, and in addition up to $100,000,000 of the bonds may be sold to Government Investment Accounts for cash during the next three months, at par and accrued interest. The Treasury Bonds of 1951-53, now offered in exchange for Treasury notes naturing March 15, 1940, will be dated December 22, 1939, and will bear interest from that date at the rate of 2-1/4 percent per annum, payable semi- annually on June 15 and December 15, with the first coupon, however, covering a period slightly less than six months, The bonds will nature December 15, 1953, but may be redeemed at the option of the United States on and after December 15, 1951. They will be issued in two forms; bearer bonds with inter- est coupons attached, and bonds registered both as to principal and interest. Both forms will be issued in the denominations of $50, $100, $500, $1,000, $5,000, $10,000 and $100,000. The Treasury Notes of Series C-1944, now offered in exchange for Treasury notes naturing March 15, 1940, will be dated December 22, 1939, and will bear interest from that date at the rate of 1 percent per annum, payable semiannually 116 - 2 - on March 15 and September 15, with the first coupon, however, covering the fractional period from December 22, 1939, to March 15, 1940. The notes will nature Sentember 15, 1944, and will not be subject to call for redemption be- fore that date. They will be issued only in bearer form with coupons attached, in denominations of $100,$500, $1,000, $5,000, $10,000 and $100,000. The new Treasury bonds and notes will be accorded the same exemptions from taxation as are accorded other issues of Treasury bonds and Treasury notes now outstanding. These provisions are specifically set forth in the official circulars released today. Subscriptions will be received at the Federal Reserve banks and branches, and at the Treasury Department, and should be accompanied by a like face amount of 1-5/8 percent Treasury Notes of Series A-1940, naturing arch 15, 1940, with final coupon due March 15, 1940, attached. The maturing notes will be accepted at nar, and accrued interest on such notes from September 15 to Lecember 22, 1939, (04.375 per $1,000 face amount) will be paid following their acceptance. The right is reserved to close the books as to any or all subscriptions at any time without notice, and, subject to the reservations set forth in the official circulars, all subscriptions will be allotted in full. 1-5/8 percent Treasury Notes of Series A-1940, maturing March 15, 1940, are now outstanding in the amount of $1,378,364,200. The present offering will be the only opportunity afforded the holders of these maturing notes to exchange them for other interest-bearing obligations of the United States. Any maturing notes not so exchanged at this time will be paid in cash when they mature. The texts of the official circulars follow: UNITED STATES OF AMERICA 117 2-1/4 PERCENT TREASURY BONDS OF 1951-53 Dated and bearing interest from December 22, 1939 Due December 15, 1953 REDEEMABLE AT THE OPTION OF THE UNITED STATES AT PAR AND ACCRUED INTEREST ON AND AFTER DECEMBER 15, 1951 Interest payable June 15 and December 15 1939 TREASURY DEPARTMENT, Department Circular No. 627 Office of the Secretary, Washington, December 12, 1939. Public Debt Service I. OFFERING OF BONDS 1. The Secretary of the Treasury, pursuant to the authority of the Second Liberty Bond Act, approved September 24, 1917, as amended, invites subscriptions, st par, from the people of the United States for 2-1/4 percent bonds of the United States, designated Treasury Bonds of 1951-53. The amount of the public offering under this circular will be limited to the amount of Treasury Notes of Series A-1940, naturing March 15, 1940, tendered in payment and accepted, in addition to which $100,000,000, or thereabouts, of these bonds may be allotted to Government invest- sent accounts against cash payment. II. DESCRIPTION OF BONDS 1. The bonds will be dated December 22, 1939, and will bear interest from that date at the rate of 2-1/4 percent per annum, payable on a semiannual basis on June 15 and December 15 in each year until the principal amount becomes payable. They will mature December 15, 1953, but may be redeemed at the option of the United States on and after December 15, 1951, in whole or in part, at par and accrued int- erest, on any interest day or days, on 4 months' notice of redemption given in such manner as the Secretary of the Treasury shall prescribe. In case of partial re- demption the bonds to be redeemed will be determined by such method as may be pre- scribed by the Secretary of the Treasury. From the date of redemption designated in any such notice, interest on the bonds called for redemption shall cease, - 2 - 118 2. The bonds shall be exempt, both BE to principal and interest, from all taxation now or hereafter imposed by the United States, any State, or any of the possessions of the United States, or by any local taxing authority, except (a) estate or inheritance taxes, or gift taxes, and (b) graduated addi- tional income taxes, commenly known as surtaxes, and excess-profits and war- profits taxes, now or hereafter imposed by the United States, upon the income or profits of individuals, partnerships, associations, or corporations. The interest on an amount of bonds authorized by the Second Liberty Bond Act, appreved September 24, 1917, as amended, the principal of which does not exceed in the aggregate 05,000, owned by any individual, partnership, association, or corporation, shall be exempt from the taxes provided for in clause (b) above. 3. The bonds will be acceptable to secure deposits of public moneya, but will not bear the circulation privilege and will not be entitled to any privilege of conversion. 4. Bearer bonds with interest coupons attached, and bonds registered B.B. to principal and interest, will be issued in denominations of $50, $100, $500, $1,000, $5,000, $10,000, and $100,000. Provision will be made for the inter- change of bonds of different denominations and of coupon and registered bonds, and for the transfer of registered bends, under rules and regulations prescribed by the Secretary of the Treasury. 5. The bonds will be subject to the general regulations of the Treasury Department, now or hereafter prescribed, governing United States bonds. III. SUBSCRIPTION AND ALLOTMENT 1. Subscriptions will be received at the Federal Reserve banks and branches and at the Treasury Department, Washington. Banking institutions generally may submit subscriptions for account of customers, but only the 119 - 3 - Federal Reserve banks and the Treasury Department are authorized to act AS official agencies. The Secretary of the Treasury reserves the right to close the books as to any or all subscriptions or classes of subscriptions at any time thout notice. 2. The Secretary of the Treasury reserves the right to reject any sub- scription, in whole or in part, to allot less than the amount of bonds applied for, to make allotments in full upon applications for smaller emounts and to take reduced allotments upon, or to reject, applications for larger amounts, or to sciept any or all of said methods or such other methods of allotment and classification of allotments as shall be deemed by him to be in the public interest; and his action in any or all of these respects shall be final. Sub- ject to these reservations, all subscriptions will be allotted in full. Allot- ment notices will be sent out promptly upen allotment. IV. PAYMENT 1, Payment at par for bonds allotted to the public hereunder must be cade or completed on or before December 22, 1939, or en later allotment, and may be made only in Treasury Notes of Series A-1940, maturing March 15, 1940, which will be accepted at par, and should accompany the subscription. Coupons dated March 15, 1940, must be attached to the notes when surrendered, and accrued interest from September 15, 1939, to December 22, 1939 ($4.375 per $1,000), -All be paid following acceptance of the notes. V. GENERAL PROVISIONS 1. As fiscal agents of the United States, Federal Reserve banks are authorized and requested to receive subscri tions, to make allotments on the basis and up to the amounts indicated by the Secretary of the Treasury to the Federal Reserve banks of the respective districts, to issue allotment notices, 120 - 4 - to receive payment for bonds allotted, to make delivery of bonds on full-paid subscriptions allotted, and they may issue interim receipts pending delivery of the definitivo bonds. 2. The Secretary of the Treasury may at any time, or from time to time, prescribe supplemental or amendatory rules and regulations governing the offer- ing, which will be communicated promptly to the Federal Reserve banks. HENRY MORGENTRAU, JR., Secretary of the Treasury. 121 UNITED STATES OF AMERICA 1 PERCENT TREASURY NOTES OF SERIES C-1944 Dated and bearing interest from December 22, 1939 Due September 15, 1944 Interest payable March 15 and September 15 1930 TREASURY DEPARTMENT, Department Circular 10,628 Office of the Secretary, Washington, December 12, 1939, Public Debt Service I. OFFERING OF NOTES 1, The Secretary of the Treasury, pursuant to the authority of the Second Liberty Bond Act, approved September 24, 1917, as anended, invites subscriptions, at par, from the people of the United States for 1 percent notes of the United States, designated Treasury Notes of Series C-1944, in payment of which only Treasury Notes of Series A-1940, maturing March 15, 1940, may be tendered. The amount of the offering under this circular will be limited to the amount of Treasury Notes of Series A-1940 tendered and accepted. II. DESCRIPTION OF NOTES 1. The notes will be dated December 22, 1939, and will bear interest from that date at the rate of 1 percent per annum, payable on a semiannual basis on March 15 and September 15 in each year until the principal amount becomes payable. Theywill nature September 15, 1944, and will not be subject to call for redemption prior to maturity. 2. The notes shall be exempt, both as to principal and interest, from all taxation (except estate or inheritance taxes, or gift taxes) now or hereafter in- posed by the United States, any State, or any of the possessions of the United States, or by any local taxing authority. 3. The notes will be accepted at par during such time and under such rules 122 - 2 - and regulations as shall be prescribed or approved by the Secretary of the Treasury in payment of income and profits taxes payable at the maturity of the notes, 4. The notes will be acceptable to secure deposits of public noneys, but will not bear the circulation privilege. 5. Bearer notes with interest coupons attached will be issued in denominations of $100, $500, $1,000, $5,000, $10,000 and $100,000. The notes will not be issued in registered form. 6. The notes will be subject to the general regulations of the Treasury De- partment, now or hereafter prescribed, governing United States notes, III. SUBSCRIPTION AND ALLOTTENT 1, Subscriptions will be received at the Federal Reserve banks and branches and at the Treasury Department, Mashington. Banking institutions generally may submit subscriptions for account of customers, but only the Federal Reserve banks and the Treasury Department are authorized to act as official agencies. The Secretary of the Treasury reserves the right to close the books as to any or all subscriptions or classes of subscriptions at any time without notice. 2, The Secretary of the Treasury reserves the right to reject any subscription, in whole or in part, to allot less than the amount of notes amlied for, to make allotments in full upon applications for smaller amounts and to rake reduced allot- ments upon, or to reject, applications for larger amounts, or to adopt any or all of said methods or such other methods of allotment and classification of allotments as shall be deemed by him to be in the vublic interest; and his action in any or all of these respects shall be final. Subject to these reservations, all subscrip- tions will be allotted in full. Allotment notices will be sent out promptly upon allotment. 123 - 3 - IV. PATIENT 1. Payment at par for notes allotted bereunder must be made or corpleted on or before leonber 22, 1939, or on later allotment, and TRY be made only in Tearly lictes of Series A-1940, raturing March 15, 1940, which will be accepted et X, in should accornary the subscription. Coupons dated 'arch 15, 1940, not be attached to the notes when surrendered, and accrued interest from September 15, 1939, to December 22, 1039, (34,375 xr, $1,000), will be paid following ac- certiance of the notes. T. PROTEST'S 1. to fiscal agents of the Thited States, Federal Reserve tanks are author- tized and requested to receive subscriptims, to make allotments on the basis and Pr to the amits indicated by the Secretary of the Treasury to the Federal Reserve banks of the respective districts, to isne allotment notices, to receive payment for notes allotted, to take delivery of notes on full-paid subscriptions allotted, and they 327 issue interis receipts pending delivery of the definitive notes, 2. The Secretary of the Treasury 187 at any time, or from time to time, prescribe suplemental CT anendatory miles and regulations governing the offering, which = 1 be promptly to the Federal Reserve Seris, BELRY & Secretary of the Treasury 124 TREASURY DEPARTMENT Washington FOR IMMEDIATE RELEASE, Press Service Tuesday, December 12, 1939. No. 19-65 Secretary of the Treasury Morgenthau announced today that the subscription books for the current offering of 2-1/4 percent Treasury Bonds of 1951-53 and of 1 percent Treasury Notes of Series C-1944 will close at the close of business Wednesday, December 13, 1939, This offering is open only to the holders of Treasury Notes of Series A-1940, maturing March 15, 1940. Subscriptions addressed to a Federal Reserve bank or branch or to the Treasury Department and placed in the mail before 12 o'clock midnight, Wednesday, December 13, will be considered as having been entered before the close of the subscription books, Announcement of the amount of subscriptions and their division among the several Federal Reserve districts will be made later. oûo DRIVE _25 December 12, 1939 10:45 am Dr. Feis was just here and he wanted me to do something about this fight over setting up the new Collins Board. I told him I would not do anything. It seems that Joe Green in the State Department 16 in on this thing and that Woodring told Joe Green that he, Woodring, thought that the President's new Board was a mistake (which, of course, 1s just the opposite of what Woodring told me). Feis said that the State Department, through Welles, had finally sold the Collins Board idea to the President and that they were not going to recede, but couldn't they use the Munitions Board which had a fine set-up, and 80 forth and 80 on. As soon as I heard Joe Green's name I decided whatever Joe Green wants, I am against. Then Feis stayed behind and gave me what I think 1s B. very good idea and I told him to see Viner, namely, that without going into the whole question of the gold discussion and looking forward to the possibility that after we have got most of the gold that England and France might not want any more, that under the Tripartite Agree- ment we now ask the English and French to agree that they will put no import quotas on gold and no special taxes and I think that 18 a very good idea. 000-000 Regraded Uclassified 126 December 12, 1939 HM,Jr showed this to the President at lunch today and the President read it. 27 December 8, 1939 FOR THE SECRETARY'S DIARY In a telephone conversation with ne on December 6, Mr. Berle stated that the philosophy of the American people towards the war was as follows: When war broke out the American people did not like either side, but their sympathies were all one way. With the development of the Finnish situa- tion and the Balkan situation, which would come to a head within the nert few weeks or, certainly, by spring, the attitude of the American people would change. They would recognize the vital interests of the United States at stake in the European struggle, and anyone who had followed 8. policy of non-involvement would be abolished. It would be recognized that, by his past acts with respect to non-involvement, he had BO committed himself that he would be unable to adapt himself to the new policy. He stated that this was not his own personal view but merely his estimate of the trend. My secretary, Mrs. Poole, listened to this conver- sation and has initialed the copy to indicate that it is in accordance with her recollection. Huntington Carns Regraded Uclassified TREASURY DEPARTMENT 128 INTER OFFICE COMMUNICATION DATE December 12, 1939 TO Secretary Morgenthau FROM V. H. Hadley Price of New Issue Relative to Outstanding Issues The following table shows the changes in price of out- standing issues from 2:00 P. M. Monday, December 11 to the opening on Tuesday, December 12. Our estimate of 101.12 on the new 2-1/4% bond was based on prices prevailing at 2:00 P. M. on Monday. The market until that time was unchanged from the close on Friday, December 8th. As can be seen from the table, the opening price of 101.22 was in line with outstanding issues taking into account the gains in the market from 2:00 o'clock on Monday. Market Prices Opening Prices Change Issues 2:00 PM Dec, 11 10:00 AM Dec, 12 in Price 2-3/48 1951-54 106.13 106.18 + 5/32 2-3/40 1951-55 109.12 109.19 + 7/32 2-1/4s 1951-53 (New) 101.12 . 101.22 + 10/32 2-3/40 1956-59 105.11 105.24 + 13/32 2-3/4s 1960-65 105.5 105,19 + 14/32 . Estimated price based on market at 2:00 P.M. Treasury Department Division of Monetary Research Date 12/12/39 19 To: Miss Chauncey From: 3. D. White The Secretary requested this information for today. B11228 TREASURY DEPARTMENT 129 INTER OFFICE COMMUNICATION DATE December 12, 1939 TO Secretary Morgenthau FROM Mr. White Subject: Tungsten MA Conclusion: Tungsten 18 probably not a military or economic problem to any major country of the world. (a) England and France have adequate sources of supply in the Empire and in Portugal. (b) Germany and Russia have accumulated large stocks of tungsten. In addition, China has pledged 5,500 tons out of her annual production of 10,000 tons to Russia in a barter arrangement. (China has also pledged 500 tons to England.) (c) Japan produces 2,000 tons of tungsten per year which is probably enough for her needs. (Japan has not imported tungsten in recent years.) (a) The United States produces B. large proportion of her domestic needs and the balance can be obtained from Bolivia. The United States also produces over 90 percent of the world's production of molybdenum which is reported to be a substitute for tungsten for most purposes. 1. Tungsten -- used principally in the manufacture of high- speed tools, filaments for electric lights, radio tubes, in preparing various chemicals, in tanning white leather, and in alloys. In recent years molybdenum has been used increas- ingly 8.8 & substitute for tungsten. 2. World Production World production of tungsten has increased very rapidly during the past five years. World Production of Tungsten 1933 12,000 tons 1936 25,000 tons 1934 1937 38,000 tons 16,000 tons 22,000 tons 1938 32,000 tone (est.) 1935 - 2 - Division of Monetary Research 130 China exports one-third to one-half of the world's con- sumption. The only other countries that produce tungsten on any large scale are Burma, 5,000 tons; United States, 3,000 tons; Bolivia, 2,000 tons; Japan, 2,000 tons; and Portugal, 3,000 tons. Tungsten is produced in parts of China which are still under Chinese control in Hunan, Kiangsi and Kwangtung provinces. Prior to the outbreak of hostilities in July 1937 tungsten ore 198 exported through Shanghai. With the closing of Shanghai the outlets moved southward until the last path left for ex- port was through Indo-China. 3. United States Imports and Production The United States produced about 2,000 tons of tungsted from 1934 to 1936 and about 3,000 tons in 1937 and 1938. Our imports were less than 1,000 tons in 1934 end 1935, 4,000 tona in 1936, and 5,500 tone in 1937. In 1938 and during the first nine months of 1939, our imports were very small, 162 tons in 1938 and 422 tons in 1939. 4. Prices of Tungsten in Recent Years The price of tungsten ore of specified grade was slightly more than $10,00 a. ton during the period from 1927 until 1934. From 1934 to the beginning of 1937 the price was at the higher level of $14.00 to $16.00 per ton, due, in part, to the occumulation of stock piles by Russia and Germany. Germany WAS acquiring tungsten from China on barter arrangements while Ruesia was supposedly buying tungsten in the open market. The price of tungsten rose sharply early in 1937, after the British announced their rearmament program. In January 1937 the price was $15.00 per ton; it rose in March to $19.00 and in Aoril to $22.00. The price rose again to more than 25.00 a ton in the Fall of 1937 when the Chinese tungsten supplies were cut off temporerily through the closing of Shanghai. In 1938 the price declined from January to June to a low of $17.50. In the 1set half of 1938 the price rose to $20.00 and stayed at this level or elightly below throughout the first eight months of 1939. With the outbreak of wer in September of this year the price rose to $23.00. 3. Do Germany and Russia need Tungsten? Germany and Russie have probably secumulated large stock piles of tungeten. Whether Russia produces tungsten is not known but in 1937 she imported 2,000 tons. The War Department Lise sported that Germeny has stock pile which 18 equivalent to 60 percent of the world's stock of tungsten ore. Regraded Uclassified 131 December 12, 1939 Walked down with Henry Wallace. We talked about the so-called Certificate Plan. Wallace said that he had told the President he was going out in the Weet and try to sell it to the country as each year the President asked Congress to find a means of financing the processing taxes and that the President had made no comment when he told him he was going out to do this selling Job. I told Wallace that this year with the Budget entirely out of the Treasury, my interest was solely in the raising of taxes; that I felt that this was entirely B. Treasury matter and that I would fight to keep the control of the taxing power within the Treasury. He said he was sorry to hear that. I said, however, I wasn't going to get into a personal row with him over this; that it was very nice for the President to drop the two of us into a pit like a couple of cooks and say whoever comes out aline he will support. Then, to my amazement, Wallace said, of course the President had led him to believe that he was inter- ested in the certificate plan because it would be out- side of the Budget and the President thought that was All right. I said, "I don't.' He said, "I know you don't and I don't blame you because, after all, it's dishonest." On second thought, he said, "Well, maybe I wouldn't put it as dishonest, but it 1s misleading the public." I said, "It 18 not only misleading the public, but it 18 circumventing the Supreme Court," and he made no answer to that. He said at a discussion at Cabinet between him- self and Hanes he had asked to come before this advisory group and he had received no such invitation and I said that I would arrange it and I found the group he had in mind was the Fiscal and Monetary group. I also asked him to let us have 8. detailed plan of the Certificate Plan and to my surprise he said it had not been worked out in detail, but only as to prin- ciple. So I said, well, let us have as much as you Regraded Uclassified 132 -2- have got. He said, "Shall I send it to Harry White?" and I said, "No, send it to me direct." We then got on Berle and I told him that I would show him Berle's memorandum on neutrality and I said, "You can have your Berles and your Tugwells and your Moleys. They are all the same." And I said, "You can add Taussig too." He said, "Did you know whenever you talked to Sumner Welles it's the same as talking to Taussig?" He said, "It 1s." He said, "Taussig, who is interested in sugar, more or less seems to control Sumner Welles' thinking along these lines.' He then said that Farley told Wallace that Berle tried to sell the idea to Farley that LaGuardia should run as Vice President with either Hull or Garner. It was Berle who told this to Wallace who told it to me. I said, "You know, Berle belongs to the Labor Party in New York; that he really 1s much more of a Labor Party man than he is a Democrat." And I said, "You know Berle 1s also very close to the La Follettes." 000-000 133 JR PLAIN London Dated DECEMBER 12, 1939 Rec'd 2 pam. Secretary of State, Washington. 2599, DECEMBER 12, 6 p.m. Please send copy to Treasury. 1. With reference to the fourth paragraph of No. 2378 of November 16, 6 p.m., Einzig's Lombard Street column in the FINANCIAL NEWS today states that the gold not yet actually delivered to Germany by the B.I.S. which is now withheld as a result of the protest by Malik, Foreign manager of the Czechoslovak National Bank, is now learned to bE over pounds 1,600,000 of which SOME pounds 700,000 is in Amsterdam and over pounds 900,000 in Bern, 2. The Prime "inister's refusal to appoint & Minister for Economic Questions urged last night by a deputation from the federation of British industries has caused disappointment, only mitigated by his intimation that under var conditions no decisions could bE regarded as fixed and final. The FINANCIAL ME'S hints in an Editorial that 134 -2- 2599, December 12, 6 p.m., from London. that cartain phrases used by Stanley in his speech reported In No. 257° of December 8th and 2584 of December 11th indicate that hE would not bE unwilling to SEE such a step taken. Perhaps the fact that Stanley is to consult with the federation to discuss improvements in existing machinery by the appointment of an advisory panel is significant in view of the federation's proposal that such a panel should bE available to advise the proposed inister for Economic Questions in efforts to Expand normal Export trade. 3. "inancial writers in this morning's press are unanimous in pointing out the foreign exchange advantage in the decontrol of the tin price, EXCEPT that the DAILY HERALD condemns the profiteering involved and asserts that the British Government should have taken over the entire output at the control price and resold the tin at the world market price thus acquiring the dollar Exchange and the profit too. There is also unanimity on the advantage of retaining output control machinary against the day when restocking is completed and a price slump likely, the importance of the long-term foreign Exchange advantage being implied. 4. The Chancellor of the Exchequer in the House of Commons today stated that the Government had decided, subject to parliamentary approval, that the unexpended balance Regraded Uclassified 135 -3- 2599, December 12, 6 pem., from London. balance of the free gift to Czechoslovakia should bE paid over as and when required to the trustees of the Czech refugee fund, and that the unexpended balance of the advance to Czechoslovakia should be used for the payment of coupons of the External debt and for payments in respect of cash debts. HE stated that a detailed scheme would be prepared and the necessary legislation introduced soon after the recess of Parliament. 5. In reply to a parliamentary question Simon stated that in the applications of the principle of monetary solidarity between Great Britain and France it had been agreed that "1t is in our common interest to avoid during the war alterations in the existing rate of Exchange between the pound and the franc. WE have further made mutual arrangements which will Enable each country to cover 1ts requirements for the currency of the other country and to utilize such currency freely as agreed between us without any question between ourselves of having to find gold." Neither Government will raise 8 foreign loan or credit EXCEPT in agreement with or jointly with the other Government, or impose restrictions on the imports from the other country during the war for protective purposes or for Exchange reasons. The two Governments 136 -4- #2599, December 12, 6 p.m., from London. Governments will also share certain items of Expenditure such as financial assistance to other countries and the cost of the armed forces of their Polish ally, "in proportion which have been worked out between us". The two treasuries are to hold frequent consultations on technical questions and to Examine such problems as price policy in the two countries, and the position as regards gold and foreign Exchange resources, the whole arrangement is t remain in force until six months after the signature of the peace treaty. JOHNS ON CSB BECEINED and 01 TELEVERY N. INSTANT nation an to so.0 result 1/1 at 1 was 137 PARTIAL PARAPHRASE OF TELEGRAM RECEIVED FROM: American Embassy, Paris, France DATE: December 12, 1939, 6 p.m. NO.: 2963 FOR THE TREASURY. Our telegram No. 2951, December 11, 4. p.m. Reynaud received the press this afternoon and issued the following statement concerning the Franco-British financial agreement: "The agreement in question was concluded on December 4 between Sir John Simon and myself during the stay at Paris of the Chancellor of the Exchequer. (In a sense this is correct; however, it was yesterday before several pointe at issue were finally agreed upon.) This agreement is without precedent in the course of history. It is vast in time because it covers the whole period of the war and (entered into en agreement?) six months after the signature of the treaty of peace. It is vast in space because it covers the British Empire and the French Empire entirely. Distrust and disagreements have often characterized alliances in the past. All this has been rendered impos- sible by this agreement which represents a unity for victory. END SECTION ONE. BULLITT. EA:LWV 138 JT GRAY PARIS Dated DECEMBER 12, 1939 REC'd 4:52 p.m. Secretary of State, Washington. 2963, DECEMBER 12, 6 p.m. (SECTION TWO) If it was necessary to furnish proof of the common determination of the Allies to carry on the fight until the end and to devote thereto all their resources of adaptation and of organization WE would find the proof in this agree- ment. This financial and Economic agreement is inspired by the same spirit as that which inspired the decision of unity of command. It is the pooling of common Energies of the two peoples and to the greatest Extent possible of all their resources for the final victory, TEXT 03 TE COMMUNIQUE. Accepting the invitation addressed to him by Monsigur Paul REynaud during the recent meeting of the two ministers at London Sir John Simon Chancellor of the Exchequer came to Paris on DECEMBER 4 to confer with the Frenoh Minister of Finance. During the conversations which took place Sir John Simon 139 -2- #2963, DEC. 12, 6 p.m. (SEC TWO) from Paris Simon and Honsieur Paul Reynaud reached complete agreement upon the astablishment of monetary solidarity between the two countries, the principle of which had been raised at the time of their first meeting at London. BULLITT NPL 140 JT GRAY PARIS Dated December 12, 1939 Rec'd 5:40 p.m. 3ecretary of State, Washington. 2965, DECEMBER 12, 6 p.m. (3ECTION THREE) The two ministers have passed in review all the special arrangements necessary to give full Effect to this principle of monetary solidarity. It was agreed that it was to the common interests of the two countries to avoid during the whole period of hostilities modifications of the parity actually existing between the franc and sterling. Each of the two countries will have all facilities for supplying themselves with the currencies of the other country and to utilize them freely within the framework of the agreement concluded. The two ministers have fixed, in a spirit of unreserved cooperation, time proportion in which certain common charges of the war will bE distributed between France and Great Britain. The Chancellor of the Exchequer indicated to M. Pa'l Reynaud derogations which the British Government had granted to French export trade in England. Finally, 141 -2- #2963, DECEMBER 12, 6 p.m. (SEC THREE) from Paris Finally, it was agreed that the two treasuries would continue to maintain close contact and that frequent meetings would take place for the settlement of technical questions as well as for the Examination of more general problems such as price policy in the two countries. BULLITT NPI:EMB 142 JI GRAY Paris Dated December 12, 1939 Rec'd 4:45 Pello SECRETARY of State Washington 2963, December 12, 6 p.m. (SECTION FOUR) ANALYSIS OF THE AGREEMENT. The two Government's have agreed that it is in the interest of the two countries to avoid modifications in the official rates of Exchange in force between the franc and the pound. The france which the United Kingdom requires (including the requirements of the British Expeditionary forces) will bE furnished against pounds and the pounds required by the French (including those for purchases of raw materials in the British Empire) will bE furnished against francs. During the period of the war the two countries will bE in 0 position to cover their total requirements in the currency of the other by furnishing their own currency and without having to deliver gold, The pounds held by the French monetary authorities will 143 -2-2963, DECEMBER 12, 6 p.m. (SECTION FOUR) from Paris will bE Employable for all Expenditures in the sterling area and francs hEld by the monetary authorities of the United Kingdom will bE Employable for all Expendi- tures in the French Empire." BULLITT NPL 144 PARAPHRASE OF SECTION FIVE, TELEGRAM NO. 2963 OF DECEMBER 12, 1939, FROM PARIS. Today we lunched with our friend at the Bank of France. He again mentioned the heavy French expenditures in the United States, and said that for airplane purchases he had just this morning paid out $20,000,000. Efforts of the Allies to conserve doller exchange which we have stressed, and which was one of the main purposes of the Anglo-French economic (?) (references, telegrame No. 2852 of November 28 and 2896 of December 4 from the Embassy) are taking stronger shape gradually. With reference to the Goodrich case mentioned in the latter telegram, we have learned today that Swift and Company in addition have obtained an import authorization for packing house products of considerable size only to have the Foreign Exchange Office decline to put up the dollar exchange necessary for the transaction. The Foreign Exchange Office told Swift and Company that the transaction would be approved if they would accept payment in other currency than dollars - the Foreign Exchange Office would, curiously enough, agree to using Swiss france in payment. END SECTION FIVE. BULLITT. EA:LWW Regraded Uclassified 145 GRAY JI Paris Dated DECEMBER 12, 1939 Rec'd 6 pame SECRETARY of State Washington 2963, December 12, 6 p.m. (SECTION SIX) WE have Emphasized to you in the past the semi-paralyzed state of French industry and commerce as a result of war conditions and the mobilization of 5,000,000 men. Owing to the censor there has been little opportunity for public criticism of the governmental restrictions in this connection, but the same restraint does not apply to deputies. According to yesterday's JOURNAL OFFICIAL during the hearings on the budget of the Ministry of Commerce, the vital necessity to revive Export trade WAS again Emphasized and the administration of state control over wartime trade and industry was bitterly criticized. Deputy Marescaux (Democratic LEft) quoted from a circular issued by one of the national groups of producers SET up under the law of July 11, 1938 (organization of the nation in wartime) in which the statement 146 -2-2963, December 12, 6 p.m. (SECTION SIX) from Paris statement appeared that (concerns which do not ally themselves with the national groups of producers or distributors will bE abandoned, deprived of orders, of raw material and personnel, as well as means of transport, and they will therefore bE forced to close." BULLITT NPL 147 JI GRAY Paris Dated December 12, 1939 Rec'd 7:30 p.m. Secretary of State Washington 2963, DECEMBER 12, 6 P.M. (SECTION SEVEN) Deputy Bedin, Socialist, told the Chamber that investigation revealed that French concerns had been forced in many instances to nbtudon foreign orders because of the length of time required to secure Export and import authorization, difficulties with the foreign exchange office, look of rew material and labor and in general too "dictatorial" control by the ministries concerned, Further there WERE complaints of delay in payment by the Government for requisitions of material and of property of difficulties Experienced by exporters in securing the necessary assurances covering shipments to Holland and to the Scandinavian countries and of foreign debtors unable to fulfill their contracts on account of war (Export credit facilities provided under law of Kny 22, 1936). Briefly stated the critics contented that 148 -2-2963, DECEMBER 12, 6 pame (SECTION SEVEN) from Paris that the mochinery net up by the Government while fine in theory had fallen down in application. l'inister of Commerce Gentin Explained some of the difficulties which faced the Government and gave somewhat timid and vague assurances that it would do all it could to ameliorate conditions. Henceforth, he said, import and export licenses would in general be made available in lESS than three days. In spite of what had been claimed he insisted that Exporters vere receiving the benefit of the law regarding export credits but it was necessary for the Government to EXERCISE caution in according guarantees for payment of merchandise shipped to certain countries. BULLITT EMB 149 CORRECTED COPY HSM GRAY Paris Dated December 12, 1939 Rec'd 7 D. me Secretary of State, Washington. 2963, December 12, 6 D. n. (SECTION EIGHT) With reference to statements on unemployment Labor Minister Pomaret declared that "out of 325,000 registered unemployed about 60% were unemployables and 20% WERE more than 65 years old". The Belgian National Bank statement for the WEEK ended DECEMBER 7 shows gold holdings at 17,951.8 millions up 5.1 millions; foreign Exchange holdings at 3,317 millions down 65 millions; domestic commercial advances are up 457 millions to 4,545 millions. Advances on oub- lic funds are down 27.45 millions to 954 millions. Note circulation again increased by 139 millions to 27,839 millions. The Treasury account was reduced by 884,000 to 6.3 millions. Gold coverage is 62.55 as against 63.10 the previous WEEK. The Paris securities market was again strong and rente issues repeated their substantial advances of yesterday. Most issues WETE up from 85 centimes to 1.20 francs ham -2- No. 2963, December 12, 6 p.m. (Section 8) from Paris francs and the dollar Exchange guaranty issue advanced a further two francs. Official Exchange rates were 150 unchanged. (END OF MESSAGE). BULLITT NPL 03V13038 December 12, 1939. 12:15 p.m. H.M.Jr: Hello. 151 Bob Rouse: Good morning, sir. H.M.J:: Hello Rouse. R: Yes, sir. R.M.J.: It looks like a good day doesn't It? R: It looks like a fine day, all the vay along the line even the two and and a halfs, the fifty fifty two, the fifty-one fours and the fifty-one fives are back to about even on last night. S.M.Jr: I see. R: The rest of the market is up to eight thirty-seconds. The volume of trading has been quite substantial and the reaction I've had from all around the country is that everybody likes it. Y.V.Jr: I see. R: There is some feeling again, the same thing vas expressed to you yesterday that it caused a little straining on the part of some of the ten year people, but they're glad to have it. H.M.Jr: Yell it's good for them to be strained isn't it? a: It doesn't hurt them any. H.M.Jr: No. R: Not a bit. H.M.Jr: I don't know - when they used to put them on the rack in the old days and stretch them whether they went back to normalcy or not afterwards. R: (laughs) Well I'm glad you're pleased with it. H.M.Jr: Oh yes, now what's going through my head, I don't see why we should leave this open more than two days. R: Nor do I Mr. Secretary. H.M.Jr: What? - 2 - 152 M Nor do I Mr. Secretary. I think If we announce tomorrow morning we close it on Wednesday night that that's enough. M Well you see, no, that's - you'd have to announce tonight that you close tomorrow night. That's right. at Yes. E.M.In: I think SO. at I think 60. I think most of the small holders of the old three and a halfs and the first liberty loan must have been pretty well taken care of at the time of the last exchange. E.Y.Jr: Yes. is I'd be inclined to do that. O.K. I'll give Bell that instructions now. Fine. E.V.In: Thank you. of Thank you sir. E.M.Jr: Thanks for the help. at I'm glad to be a help, I hope it was. E.M.Jr: Yes you were very helpful. Al That's fine. R.M.Jr: Yes. M Thank you sir. E.M.Jr: Goodbye. December 12, 1939. 12:18 p.m. H.M.Jr: Hello. 153 Operator: Mr. Bell. Go ahead. Daniel Bell: Yes. H.M.Jr: Dan? 3: Yes, sir. H.M.Jr: This thing 18 going 80 beautifully, I just spoke to Rouse. Is that Bob Rouse? B: Yes. H.M.Jr: And I said, "How would you feel if we announced tonight we're going to close this thing Wednesday night". B: Huhhuh. H.M.Jr: He said O.K. B: Really. H.M.Jr: Yes. Yes. Just spoke to him. B: Huhhuh. Then you want to close 1t? H.M.Jr: Yes. B: Well I suppose that's all right. I just don't know where these things are, that's what worries me a little. H.M.Jr: Well - B: Whether they're in the hands of individuals in trust that have to have meetings and - H.M.Jr: Don't let's fly in the face of fate. B: Well, I'll have to admit that I'd like to get them in. H.M.Jr: Well, that's all right. B: All right. We close it tomorrow night. H.M.Jr: Ralph said O.K. 154 - 2 - B: Huhhuh. That's announced immediately this afternoon. H.M.Jr: Yes. B: That you'll close at twelve o'clock tomorrow night. H.M.Jr: O.K. B: All right. Thanks. December 12, 1939. 3:05 p.m. H.M.Jr: Hello. 155 Operator: Mr. Berle A. Berle: : Hello. 9.4.3r: Hello. 3: Oh, Mr. Secretary? E.M.Jr: Yes, B: I wanted to bother you about the one matter. H.M.Jr: Please. B: The - this - sub-committee 1s meeting again tomorrow. H.W.Jr: Yes. B: Your men were courteous enough to get un a questionnaire which we are transmitting to the various Governments. H.M.Jr: Did you like that? B: It's a first rate job. There 18 however one question which now comes up and the purpose of calling you 18 to ask whether you have any objection to one of your men coming down and sitting with the connittee. R.M.Jr: Which one? 3: Well I - whoever you suggest, I should suppose Mr. White for choice, because he's been acting more or less as informal spokesman. H.M.Jr: I'd be delighted to have White come over to - B: I thought if you didn't object likewise I - it might not be a bad idea to have the Federal Reserve man, I guesa Walter Gardiner down there, although that's not, by any means necessary. Really what they propose to do was to go over some of the questions and try to separate out the questions of fact from the questions of opinion and try to get the various hypothesis that they have in mind. I have a design likewise of getting them to know each other BO that gradually as this works along, if it does, they have some personal acquaintances and more of less appraise for themselves what these people have in mind, but I didn't want to ask that until I had asked you. 156 - 2 - E.M.Jr: Sure, and by all means have the Federal Reserve. 3: Well what do you think of it as an idea, has it - well I merely thought that in case they - E.M.Jr: It can't do any harm. is Well that's what I thought to. E.M.Jr: And it might make them feel happy, it might take them - give them something else to worry about. in Aside from and something may be said for that. As long as you're talking to me if, I think the head of their Economic Section should be asked even though he didn't come. B: Goldenweiser? H.M.Jr: Yes. at I'll do it that way then. H.M.Jr: I think you'd get better support and less - you wouldn't have Goldenweiser working against you. is No. Goldenweiser and I happen to be old friends, 60 we certainly ought to agree about things, makes it very simple. While I have you on the wire, if I may say, the Department, about those French trawlers that you may remember slipping through the press. E.M.Jr: Never heard about them. B: No. E.V.Jr: Well what's up now? B: Well I merely - E.V.Jr: Somebody get away safely. B: Well they are getting away I suppose if your men sent out a wire they were getting away this afternoon. The French Ambassador sent over assurances that they were not going to Join the armed forces of France and the Attorney General has ruled that that's good enough - 3 - 157 assurance BO they don't violate the law BO if your people send out a telegram, I can't think of anybody else that ought to approve it unless it might be God. I should think they could go. H.M.Jr: Well, I don't think it would be fair to ask God. B: Well I agree that would out him on the spot. H.M.Jr: I tell you Gaston 18 in here now and the minute he leaves the room I'll tell him to call you because he handles that. B: Well I've been talking to Cairns in Gaston's absence, you see? Cairns has been doing the leg work so I asked Norman Thompson to telephone Cairns which he did and I telephoned BO that - H.M.Jr: Well 1f you don't mind - 3: Would you rather I'd clear this through Gaston. I happened to have been talking to Cairns right along but that's merely an accident and he - H.Y.Jr: I'd a little bit rather you handled it through Gaston. You see it's - Gaston was down in Guatemala when all this happened but Coastguard is his responsibility. B: I'll talk to Gaston, this 1s merely inertia because we've been talking to Cairns while Gaston was away and just kept on doing it from habit, that's all. H.M.Jr: I told Gaston, when he goes back to his office, to call you. B: Thank you very much. H.M.Jr: O.K. And White - I'll tell White, when he gets a call, to go over. B: Well I'm very much obliged. H.M.Jr: Righto. B: Thank you. December 12, 1939. 3:09 p.m. Operator: Governor Hill. Go ahead. 158. Governor Fill: Hello. Hello. :: Hello, Mr. Secretary. H.M.Jr: Yes. H: This is Frosty Hill over at the Farm Credit Adminis- tration. H.".Jr: Oh are you still there? R1 Well at this writing, ten minutes after three, I was just calling you on B. purely personal matter in connection with this whole situation to get just your personal advice. Mr. Wallace called for one of our men, Mr. Lands, over this afternoon, at noon to be exact, and indicated that he asked - the President had asked Mr. Brownlow to review the whole situation and Mr. Brownlow had done so and had recommended again in favor of the Farm Credit continuing as an integral part of the Department of Agriculture and then the Secretary - Secretary Wallace went on to say that that being the case he felt that 1f it were to be in the Department that he should run it - with which position of course I can't disagree and felt that he ought to have some- body in to put somebody in as Governor who was more familiar with the policies and setup in the Department of Agriculture than I was on the thing and con- secuently the upshot of the thing was that I'm to 20 over at four o'olock to discuss it presumably again with the view to requesting my resignation which I understand from Mr. Lands, in B. discussion with Mr. Wallace have been the approval of asking for my resignation has been approved by the President. Now of course that just gets down to 8. point - it sort of looks as though the whole thing was over 88 far 8.6 I was concerned. I don't know whether there's anything could be done or whether there's anything should try to be done. Well - M: I Just thought I would call and check to see if you had any - off the record or personal suggestions to make in the situation. 159 - 2 - H.M.Jr: Well I - via McReynolds, I thought that the President told you not to resign. E: That - that was right, that was - I got, via McReynolds, about - oh that was about, oh that was three or four weeks ago that I got that message not to resign. P.M.JP: Well then why resign? 6 Well then, presumably again through Mr. Vallace, who apparently says that he has contacted the President again and that the President has again cleared with him. R.M.Jr: Well I wouldn't do it unless I - unless the President asks you in writing to resign. H: I see. O.K. I mean that's my advice, 1f the President wants to ask you to resign let him do 80 in writing. is Yes. H.M.Jr: And - uh - that's - didn't he appoint you? 61 Yes, that's right. ".".Jr: Well then let him ask you for a resignation. = Yes, yes. R.V.Jr: What? H: Well I think that's all right. I Juet - I didn't want to - H.M.Jr: Now didn't they appoint B. committee of fifteen or twenty people to - H: Well I guess they did, but I didn't hear anything more about that. H.M.Jr: Well I understood that the committee was to be appointed to consider the thing. H: Well that was my understanding too. This last story was that Mr. Brownlow had considered it. Regraded Uclassified - 3 - 160 H.M.Jr: Well I understood. that I was on that committee also. 6: Well I had gotten the same word but I hadn't heard any more about it. H.M.Jr: Well besides talking to me this advice you said 18 personal so I don't want it spread around the town. in Oh my goodness no. H.M.Jr: But that's my advice and I'd also call up McReynolds. H: I see. H.M.Jr: But, strictly off the record, I wouldn't move unless the President gave it to you in writing. to O.K. Fine. Thanks a lot. H.M.Jr: O.K. H: O.K. TREASURY DEPARTMENT 161 INTER OFFICE COMMUNICATION DATE December 12, 1939 TO Secretary Morgenthau FROM Vr. Cochran STRICTLY CONFIDENTIAL At 10:15 this morning there came to my desk Cablegram #2951 from Paris, providing the text of the Financial Agreement between France and Great Britain. At 11:30 the Ticker began carrying a summary of the Agreement. At 11:35 Mr. Pinsent, Financial Counselor of the British Embassy, tele- phoned me that he had just received B. message from his Government which he desired personally to present to the Secretary of the Treasury at the earliest possible moment since the subject matter might be announced shortly in the British Parliament. I asked if he referred to the British-French Financial Agreement. He said he did, and asked what I knew about it. I read his the item that had just appeared on the Ticker, and also let him know that we had received the full text of the Agreement from Paris. He confirmed his understanding that the French Minister of Finance was to present the text to the American Embassy in Paris. He regretted, however, that a delay in trans- mission had prevented his giving us first word. He has not the full text, but e missary thereof. He would like to present this at the Treasury's convenience. Pinsent inquired whether Walter Stewirt was here. He would like to come down at an early date to discuss with Stewart and myself the departure of our Scotch friends. I read to him Article 13 of the Agreement under reference and inquired whether this had anything to do with their departure. He doubted this, but said he would give us B. little more information whenever we could get together. Regraded Uclassified TREASURY DEPARTMENT INTER OFFICE COMMUNICATION Misz 182 DATE December 12, 1939. TO Secretary Morgenthau STRICTLY CONFIDENTIAL FROM Mr. Cochran Mr. Knoke telephoned me late yesterday evening that the Federal Reserve Bank had just received B. cablegram from London to the effect that the Federal would receive shortly $50,000,000 of gold from Canada to be sold on arrival. Knoke assumed that this was gold which has Just arrived from England by war- ship. We have not yet this morning had word of the arrival of gold in New York, and have no more definite knowledge than that here indicated. The British dollar balance in New York is down to around $80,000,000. 60 this sun will undoubtedly be used to replenish the account. Knoke telephoned this mes- sage B.6 soon as it was decoded. Mr. Knoke also told me that the Federal Reserve Bank was making a payment of $4,000,000 to the French-American Banking Corporation, under instructions from the Bank of France, this amount to be taken from the latter's account with the Federal. Since the French-American Banking Corporation has been used in making payment for French war material purchases, it is assumed that this new transaction merely carries on this system until the special account of the Bank of France is established with the Federal. This, Leroy-Beaulisu, has told us will be not later than Jamary 1. From the Bank of Finland account with the Federal Reserve Bank there vas yesterday made a payment of $50,000. to the Reichsbank. R.M.R. Regraded Uclassified TREASURY DEPARTMENT "C3 INTER OFFICE COMMUNICATION DATE December 12, 1939. TO Secretary Morgentham FROM Mr. Cochran Dr. Felix Somary, the Swise banker who called some days ago in regard to the purchases which be is commissioned to make in the United States for ac- count of the Svise Government, cass to see as yesterday afternoon. He had just finished 8 visit to New York and Ottawa. Dr. Sonary asked DO if it vas worthwhile for the Swies to present officially the suggestion which he had advanced personally to me of paying for American 005- polities through gold held in Switzerland until after the war, with & corresponding amount of gold earuarked in the Federal Reserve Bank of New York in our favor to guarantee payment. I reminded the visitor that I had told him when we first :Lecussed this matter that the Treasury uniformly followed the policy since the ritbreak of hostilities of accepting gold only upon delivery in the United States. with such sympathy toward our Tripartite partner, Switzerland, and realizing the Importance of the business which we may now have with Switzerland, we have studied this cuestion quite thoroughly. I feel. however, that there is no pos- smility of the Stabilization Fund acting 8.8 intermediary to hold this gold in Svitrerland, and take dollars available to the exporters here. Dr. Somary realized that the Federal Reserve Bank of Bew York made advances against gold only for sessonal transactions, and that interest was naturally charged thereon. " said that he had made inquiry in New York and had learned that it would be impassible under our law for private American bankers to make loans to Switserland accident gold held by the Bank of Switzerland with the Federal Reserve Bank of IN York. I confirmed that private banks were not permitted to have & claim on gold enruarked here with the Federal Reserve Bank. Dr. Somary thought this limited the use of gold and that it would be in the general interest to amend this practice. 4d also to put gold coins into circulation. We then digressed on the common problems of the United States and Switzerland with respect to gold. Dr. Somary to prepare and send to me, with the cooperation of the Bank of Switzerland, ut RETRAPS through that bank, an informal memorandum setting forth the Swies problem and views on gold. pas forward officially the above outlined suggestion. Dr. Somary admitted that the Returning to our immediate problem, it vas agreed that the Swine should not win yurpose was to avoid present high freight and insurance charges. I reminded Mr that various European Central Banks continue to ship gold to us in spite of the havy cost. Dr, Somary had appointment with Secretary Hull for 3:45 yesterday after- last Mon. I let his know an that linison comittee had been set up since he was end it understood 8. that he was to be placed in touch therewith through I Secretary Eull WAS or one of his assistants. 11 Dr. Somary's request, however. Regraded Uclassified - 2 - 164 telephoned Captain Collins to give him the background of the Swiss plans and to let him know that Dr. Somary might be referred to him, as chairman of the com- mittee, through the Department of State. 76.mg GROUP MEETING December 12, 1939. 9:30 a.m. Present: Mr. Gaston Mr. Bell Mr. Duffield 105 Mr. Thompson Mr. White Mr. Harris Mr. Foley Mr. Haas Mr. Graves Mr. Cotton Mr. Viner Mr. Cochran Mrs Klotz H.M.Jr: Herbert? Gaston: In connection with that pair of decisions on wire tapping by the Supreme Court yesterday, you might not like to know that we have no wire taps. H.M.Jr: I might not like to know? Gaston: You might like to know that we have no wire taps at this time, whatever, and don't propose to have any. H.M.Jr: I take full credit for that, thanks to Herman Oliphant. Gaston: Vincent Astor would like to see you Thursday morning, if you will be here. He is coming up Wednesday night and he would like to see you. H.M.Jr: Will you get word to him that I will' have you and he for lunch? Gaston: Yes, I will ask him about that. Klotz: When? Gaston: Thursday. He hopes to 800 the President during the day. It might be that he will say that he wanted to see you early in the morning. H.M.Jr: I don't want him. Gaston: I will tell him for lunch. - 2 - 166 We got our bad news from the Budget Bureau on the supplemental Coast Guard budget. We didn't get any boats whatever. The word was that the Navy can build the boats. We don't build boats. We get thirteen planes, which is pretty good, but no new stations. Thompson: Fifteen planes. H.M.Jr: All right, what else? Gaston: Elmer has got Palmer from Atlanta and Frank Burke on Harold's Job of the New York assay office. H.M.Jr: Oh, all right. Gaston: One Intelligence Unit man and one Secret Service man. H.M.Jr: I told Elmer yesterday that the report I got on the man in charge of the Upper New York District, Allen, was the worst report that I have received since I have been in the Treasury. Gaston: What service - Secret Service? Thompson: Internal revenue agent in charge. Gaston: I will look into that. H.M.Jr: I told him to put new men on it and - it was just another complete whitewash of the fellow. He is the fellow, you see, the agent whom we are con- vinced - was assigned to a case contrary to my orders. Gaston: You told Elmer that? H.M.Jr: Yes. He is an Internal Revenue man. They cer- tainly gave him B. nice whitewash. Gaston: Do you think there would be favorable reception to a suggested reorganization of the Bureau of Marine Inspection and Navigation? H.M.Jr: Well, personally, I am all sour on all the or- ganizations, as far as I am concerned. I am not really interested. Regraded Uclassified 187 - 3 - Gaston: I an not terribly keen about it at this time. H.M.Jr: If interested. you are, all right, but I am not personally Gaston: I think it will have to be done sooner or later. H.M.Jr: If you are hot for it, 0. K., but I am sour on it. Gaston: Well, I will see what the atmosphere is, whether there is anything likely to be done. H.M.Jr: Talk to Basil Harris about it and see which side he is on. Gaston: Bureau of Marine Inspection. H.M.Jr: Talk to him about it. He used to be with a steam- boat company. I don't know whether they had paddle wheels or what. Gaston: We have B. situation in the Alcohol Tax that is not my bailiwick, only - the Alcohol Tax people don't admit it, but the fact is that everywhere except in the prohibition states, they have got an excess of men, they have got a good many more men than they need. We had thought of remedying that situation by modification of the law which would permit us to use - divert Alcohol Tax men to other services and still let them be paid on Alcohol Tax. It would just take one little slight amendment to a statute that we have now. H.M.Jr: Try it. Gaston: Instead of giving up the men. H.M.Jr: 0. K., try it. What else? Gaston: That is all. H.M.Jr: Gene? Gaston: Except a couple of things I would like to speak to you about afterward, if I may. 188 - 4 - H.M.Jr: Sure. Will it take long? Gaston: No, it will take about two minutes - one minute. E.M.Jr: I will give you three minutes, and I want to see Basil Harris. Gene, I see that you put the thing in the lap of the Attorney General and he left town with - what 18 her name? Duffield: I didn't see that. H.M.Jr: For Honolulu. He had his picture taken. What is the name of the girl? Foley: Cromwell. S.M.Jr: Yes. Duffield: I just saw that we put it in his lap. H.M.Jr: It was in the paper this morning, he and Doris left town, plus Mr. Cromwell. Duffield: There is some expectancy - the boys are trying to get us to do something about the Attorney General's opinion and Mr. Gaston said last night that he would think about telling them the whole story today for a background. Gaston: Well, I thought that today we might have the final decision on the thing from Justice and if they don't press us, I think we will let it go. We may get that final decision today. H.M.Jr: All right. Cochran: Leroy-Beaulieu telephoned down yesterday evening just when this thing came out and wanted to know what it was. I read him the ticker story and suggested he get in touch with Mr. Duffield. Duffield: I forgot to mention that. One of the secretaries of the Embassy called me about 6:00 o'clock last night. The only thing that perturbed him was the statement on the UP ticker that these had been sold to the French Government, which I told him 109 - 5 - you did not say. He was pleased at your comment on the French doing everything openly and above- board. H.M.Jr: Did he know that I said that? Duffield: I told him. H.M.Jr: That is right. Cochren: I would like just a minute sometime this morning. H.M.Jr: I loved your back-seat driving, Cochran. Cochran: That can be detached if you don't want it. H.M.Jr: Oh no, that is fine. Cochran: I have nothing else. Cotton: I wonder if you have & moment to discuss this Finnish thing. H.M.Jr: Do it right now, out in the open. Foley: Like the French do. Cotton: I prefer not to. H.M.Jr: Come on, be a little men now. I will make you feel happy, or at least easier. At lunch yes- terday, Warren Pierson said, "What am I going to be, the burnt offering on the altar," and I said, "No, a hero for one day." Cotton: I suppose you just wanted to know what happened. Nobody knew what the proposition was exactly at the Bank and the State Department came with no definite ideas on the thing at all, so nothing was done except to consider the proposition so far as Warren Pierson knew it and to recommend to Mr. Jones to get the RFC to do it as every- body thought they would go to jail if they lent 10 million dollars from the Bank. That was about the size of it. B.M.Jr: Do you still want your couple of minutes? 170 - 6 - Cotton: Well, I would like to know - they don't really know what the proposition 18. B.M.Jr: I will tell you all that I know. Sunday about noon, Jesse Jones called me up and said - he said, "My thought is that we will loan the Finnish Government, for the purchase of food- stuffs, either three or four million dollars." I think he said that they can do a little bit better than the RFC. He said, "I am either going to 366 or talk to the President at 1:00 o'clock." He said, "Will you go along on a loan of three or four million dollars by the Export-Import Bank for food stuffs," and I said, "Yes, I will." Cotton: The total 1a ten, the division between the Bank and H.M.Jri I am just repeating my end of the conversation and what I said yesterday. And then the next thing that I knew about it was the publicity in the paper. Then Jones called me up yesterday and said, "How was the publicity, how did it read," and I said, "All right." He said, "You are sure the publicity 1s all right, and I said, "Yes, the publicity is all right." So that is my end of it. Cotton: If it 18 & popular thing, it may be all right. If it isn't, it may wreck the Bank. H.M.Jr: Well, he said three or four million dollars, but I think that is the legal limit of the Bank, isn't 1t? Cotton: Well, it all depends on what he will do. If he will take over things H.V.Jr: Well Cotton: There is always a question, 8.8 I understand it, that it looks like sentimentality and hypocrisy. In doing it, I understand the cotton would be sold in England. In some way or other, this money might help the Finns. Nobody really knows the position of the Bank. - 7 - 171 H.M.Jr: Doesn't Warren Pierson know? Cotton: He doesn't know. H.M.Jr: I would say the matter is something between the President and Mr. Jones. Cotton: I understand Mr. Jones has gone away for a few days. H.M.Jr: He won't be back until Friday. Cotton: Anyway, you will want to know that the Bank didn't take any action at all except to recommend that the RFC consider, in view of the position of the Bank, whether it couldn't do the whole thing. H.M.Jr: I have no instructions on it other than my con- versation with Mr. Jones. Cotton: Well, one would hope, I think, speaking frankly about it, that if the money was going to go to the Finns, it might do them some good, and I suppose it was - it was suggested the only way it would do good if it was an arrangement for selling the cotton immediately 80 they would get sterling to buy some airplanes. If the way had been fixed up with the British so they can do that, it might help them 8 little bit. Otherwise, it won't help at all. White: Can't England sell them three million dollars worth of planes on credit? Cotton: They have already sold them some planes, but no- body in connection with this Bank knows what the deal is. H.M.Jr: That is why we have these 9:30 meetings and I try to tell you people everything that I am doing and Cotton: I assume the decision has been made to do it. White: It certainly is democracy at its worst. It has been completely misrepresented in the papers, if that is the case. The funds are supposed to be for food and supplies to Finland. If you Regraded Uclassified 172 - 8 - send them planes, I don't know quite how it is going to help them except to kill 8. few more Finns - just prolong it. R.M.Jr: K111 a few more Finns? White: Finns and Russians. Cotton: Nothing can get from this country to Finland, probably, in under & month and is it going to do any good? If the plan is to allow virtually the use of this money to get airplanes from Great Britain, it is being put up in a terribly hypocritical way, which is the implication I got. H.M.Jr: Keep me posted, that is all I can say. I can say this must be something between the President and Jones and I have told you everything that I know. Cotton: Well, I have told you all I was able to speculate on the basis we were on yesterday. H.M.Jr: I have heard nothing from the State Department or Mr. Traphagen. Cotton: I have heard that - not through Mr. Traphagen, but the Colombians did make an offer. H.M.Jr: Ed, could you come in at 11:30 and put on my desk everything that is pending in regard to the Bank of America? Foley: Yes. H.M.Jr: And I want Viner in on that, on that appraisal, see. Have you had a chance to look at it? Viner: Yes. H.M.Jr: Then I thought if we cleared the thing - is Delano in town? Foley: He 18 in this morning. H.M.Jr: Well.... 273 - 9 - Foley: Do you want Leo Crowley? H,%,Jr: Yes, What else? Foley: Sam Clark came over yesterday and brought back the Maney and Perini cases, those Boston cases, for reinvestigation. H.2.Jr: I am not familiar with those. Poley: They have pretty serious political implications that I think I ought to tell you about sometime and Brandon, the U. S. Attorney up there, sent them back with a recommendation not to present the evidence to a Grand Jury. Sam has talked with the Attorney General and the Attorney Gen- eral sent him over to talk to me and if upon reinvestigation we feel that our original recom- mendation 1s correct in the light of this new theory, new defense theory that has been put forward by attorneys representing the contractors, Sam will force Brandon to present the cases to the Grand Jury, but before TO get that far I think we ought to tell you what the implications are. B.M.Jr: Who is Brandon? Poley: He is the U. S. Attorney up there. 5,%,Jr: Is this a Curley matter? Soley: It arose out of the investigation of Curley, and while he is not directly involved, it 1s his crowd that is involved. S.I.Jr: Well, the old rule still holds good. Poley: That is what I think. H.W.Jr: have to talk to me. Go right ahead. I mean there Let the chips fall where they may. So you don't 1s nothing to talk to me about. Poley: Well, I knew - I thought you would like to hear this slant on it. Regraded 174 - 10 - H.M.Jr: No, I don't want to hear it. Go ahead on it. If you get to a point where the Attorney General won't act, that is time enough to tell me, but go ahead and press whatever you think is legally correct. Foley: All right. Well, Elmer has the cases and he is going to make a quick check now and H.M.Jr: Up to the time that you are stopped, don't bother me with it. If you are stopped, come and see papa. What else? Foley: Sometime this afternoon, perhaps right after the Bank of America meeting, I will have the letter to the Secretary of War and the Secretary of Navy and the memorandum for the President on obsolescence. H.M.Jr: All right. Foley: Which will be the wind-up.... H.M.Jr: And I want that to go through Viner before it comes to me. I mean I don't want to crowd you too much. If necessary, we will do it tomorrow. Foley: He is a tough guy. H.M.Jr: Who, Viner? Foley: Sure. It took me a week to get this letter cleared and now he wants to rewrite it. H.M.Jr: The obsolescence? Foley: No, Bank of America. H.M.Jr: He wants to rewrite it? Foley: Yes. I started out with a good letter, too. He doesn't like what I got. Viner: No, I didn't see the one you say was a good letter. This one isn't a good letter. 175 - 11 - Foley: No, I said I started out with a good letter. You want to reduce this to a good letter now, By the time you get through six people and get everybody in agreement, you don't have what you started out with. Viner: This letter is about like an old man reminiscing about his vacation. He catches the same fish three times. H.M.Jr: When you come in at 11:30 ask me to tell the President's favorite story about, "'appy 'oliday", a summer vacation story. Now, you know when I invite Viner to go over 8. proposed letter, I just thought it would save Preston Delano a mental strain not to be here. I knew what I was doing when I had Preston Delano - I think I will tell Crowley also to wait until afternoon. How is your desk, Jake? Viner: Well, I have taken most of it to my hotel room so my desk will look better. E.M.Jr: All right. What else? Foley: That is all. H.M.Jr: Is Walter Stewart Viner: This morning's Times says the Germans have an- nounced that aski marks must be used by December 31 or they are cancelled and I think there are lots of Latin American holdings and some Bra- zilian, possibly. White: They have written them off mostly and if they use them, how are they going to get the stuff out of Germany? They can only use them for purposes which Gaston: They are trying to get some stuff out by way of Italy, shipped as neutral shipments out of Italy. 176 - 12 - H.V.Jr: Well, along that idea, I have got an idea which may be perfectly cockeyed, and if 1t 1a, I don't mind somebody saying so, but this Jaramillo - you will have to spell it, that 1s the nearest I can come to it - informed me, maybe stupidly, that the price of coffee had dropped five cents a. pound, which I think he said meant 25 million dollars less revenue to the Republic of Colombia. White: When did this drop take place? Just recently. White: Oh no, that would be all over the front page. B.V.Jr: I am Just quoting Mr. Jaramillo. It dropped five cents a pound quite recently. Let's say for argument's sake that he knows what he is talking about. I sat next to the President of Haiti yesterday and all these people - I think they sold four or five hundred thousand bags of coffee, of which 125,000 came to America and the rest went to Europe. Again, let's say that he was approximately correct. Well, all of these people - if this thing of Jaramillo's 1a correct - the thing that is going through my brain is that we organize through the Export= Import Bank B. coffee pool and - to keep this price from going through the floor before these people - and decide what is a fair price and we will - and get all of these South American countries around the table and let's say, "Now, look, 75 percent of your sales went to Europe, 25 percent went here. We will have an allotment and not have everybody drive this price down," and then it is not entirely altruistic because if he is correct, it means 25 million dollars less revenue in Colombia, and by the time we get through and they drive this price down, any loan we make to them becomes either pretty sour or pretty impossible and I don't see why it isn't at least worth while looking into. White: Definitely. H.Z.JP: The President of Haiti said they have only one the whole thing, and you take a thing like this - coffee buyer from the United States who controls Regraded Uclassified 177 - 13 - if United Fruit Company is not in coffee, and I don't think they are in coffee, the President of that company might be very helpful in ad- vising us. I don't think they are in coffee. White: Let's explore it preliminary now. It will take only a day or two to get up a memorandum and then you can move from there, but I think the idea is very worth examining because there are six countries that would be involved in B. very serious way, so if it is possible to do anything, it should be done. It presents possibilities but 1t also presents a great deal of difficulties. I think it is definitely worth examining. H.M.Jr: You take this idea, if there 18 something to it, and lay it - give it to Berle and lay it before these people. There is something we can really do for these people. White: Let's first get up something here and see what it looks like to you. H.M.Jr: I know, but I am giving it to you to explore. White: It would be an idea - if you could work out some- thing - for them to consider, because that is what they are up here for during the duration of the war, to tackle problems that relate to the war. E.M.Jr: I have a memorandum here and I wish somebody would tell me who gave it to me. "Domestic economic developments, balance of pay- ments to the U. S. for the first three quarters of '39, comparative figures for the corresponding period in '38." Who gave me this? White: Doesn't sound like ours. H.M.Jr: "Merchandise export balance for the first..." I know. At Cabinet, Ed Noble gave it to me. Haas? 178 - 14 - (Mr. Haas handed report to Secretary) H.M.Jr: See, this is when I get memoranda, Jake, like this. Viner: That is George. Let George do it. Haas: You probably will be asked that question to- morrow and that is just a suggestion. H.M.Jr: Is this for the President? Haas: No, I am working on that. H.M.Jr: What about this thing for the President? Haas: I was thinking that sometime before noon today I will have it in. H.M.Jr: I don't want to get it until Viner has seen it. Haas: Oh, I see. 0. K. I won't have it done for about an hour. H.M.Jr: I don't want it unless it is all right. Has White seen it? Haas: No. H.M.Jr: Well, this is 8. question of the business survey for 1940. I want White and Viner - and I don't want it to come to me until either they have licked you or you have licked them, but let the best man who is left bring it to se. Klotz: You will never get it. Haas: I thought this.... H.M.Jr: This is for the President. Haas: I thought this was just a summary of these people we had called in, both the departments - what they thought. H.M.Jr: Right, and the President said, "All right, Henry, that is what they think; what do you think?" 179 - 15 - Baas: The thing I was working on was a very brief thing, just two pages. E.M.Jr: He said, "Doesn't the Treasury have an opinion?" Bass: Tie have to, we made the estimates, H.M.Jr: All right. Now, before it comes to me I want it filtered through Viner and White. Eass: What is your deadline? E.M.Jr: What? Hass: Do you have to have it at noon today? H.M.Jr: No, I will tell you - well, I ought to have it when I go up on the Hill tomorrow. Eass: As far as I an concerned, you can have it before noon. B.V.Jr: I ought to get it tonight so I can read it tonight. You give me this - give this back to Haas because I don't know by the time Viner and White get through with it whether they agree with you. Esas: That one is foolproof. H.M.Jr: That is why he is going to give it to me. Eaas: No, I was thinking of your reply. S.M.Jr: Let it ride, it is too good to spoil. Basil? Harris: No, I have nothing, Mr. Secretary. H.M.Jr: Harry? White: Here is that petroleum report. We can separate it into a summary if you don't want to use the whole report. S.M.Jr: Thank you. White: That has been okayed by the men who were on it. - 16 - 180 H.M.Jr: All right. White: Here are a couple of telegrams I think you ought to read and here is a letter that you might want to read. You may have heard of the law that has just passed in Colombia, giving the President unusual powers with which to settle the debt. Viner: May I speak to you a moment about this? H.M.Jr: Yes. Viner: This letter is dated December 1, 1939. It says that we shall probably set the first meeting of this committee late in this month or early in January. The committee has already met. The newspapers have reports of the meeting and the Treasury is not mentioned on that com- mittee, according to newspaper reports. H.M.Jr: Look on the back when I got it. There is a time stamp. Viner: They have H.M.Jr: Where is the time stamp? Viner: December second. You see, somebody at their office apparently didn't send this letter out and they have appointed their committees and I noticed that Treasury was not represented and Alcohol has a special interest there. They should be represented. H.M.Jr: Would you prepare an answer for me to that letter? Viner: Yes. H.M.Jr: Good boy. Just remember that Hopkins is in bed when you write that. I mean if he was well we could give it to him with both barrels, but he is in bed. White: Here 1s the story on the Russian stuff. This 18 the stuff we are going to give each week. 181 - 17 - We have got a man up there now. You might have noticed that unemployment in England 1a 170,000 more than it was three months ago, notwithstanding the fact that there is 8. million and a quarter men under arms. We have a suggestion here for a quarterly bulletin for the American treasuries. It is written up in sort of & dumny form. H.M.Jr: Is it foolproof, the dummy? What are you going to do, hand it over to Berle? White: I thought that might be the idea, although this is part of the Treasury, this is purely Treasury business, but I think the only organization to carry it through would be the committee that is meeting up there. H.M.Jr: Give me a letter of transmittal to Mr. Hull. Gaston: We adopted a resolution, you know. White: This is in pursuance thereof. Gaston: At Guatemala, H.M.Jr: What will I do about it? White: That 18 what I think ought to be done, that it ought to be indicated that it is in pursuance of that. H.M.Jr: Give it to Mr. Gaston and let him fix up some kind of 8. letter of transmittal to somebody for me to sign. White: All right. H.M.Jr: Let Mr. Gaston fix up a. letter of transmittal for me. All right, Harry? White: There are at couple of other things, things that I would like to see you about and this one thing about that list that you had asked us to do some thing on with Mr. Collins on that Russian matter, list of names and 80 on. Well, you 182 - 18 - gave us some - we had some material to go over and take some names off and 80 on. H.2.Jr: Oh, well, Gaston is my Russian man. It is entirely in his hands. He is handling that. Tell Herbert; he has got that. White: Yes, I will tell Herbert. H.M.Jr: Harold? Graves: When it is convenient to you, I would like to have a few minutes on this thing. H.M.Jr: 4:15? Graves: All right. I would like to bring Captain Collins. H.M.Jr: 0. K. I am sorry, but the other day I just - I was going through financing. Dan? Bell: The National City has instructions to pay over the sum of money due on the fifteenth on account of the Finnish debt. I understood you wanted to put on a show on Friday. Now, last year they did the same thing. We didn't have the check down here; it was sort of a dumy check you used, taking it from the Finnish Ministry. Is that all right this time? H.K.Jr: If you and Mr. Cochran took a walk with the Finnish Minister on Sunday, they are the fellows really responsible for all this loan business. Sunday he had & long talk with him. He went out walking with him. You really ought to know the fellow, Joe; you are sitting right next to him. If you and Cochran and Duffield would get together and arrange it with the Finnish Minister. Sell: All right. Duffield: Finland has one of these publicity men from New York they have hired and he is down around - 19 - 183 town trying to arrange something. B.M.Jr: I will give you the time the Finnish Minister tackled no on this thing at the Gridiron. I first turned him down, but now that Cochran and all these fellows are doing things with Finland, I guess I had better get on board before 10:30. Cochran and Herbert grab it all. Say, Duffield: I am trying to get the newsreel people to agree to do these things on time, but I am not having much success and I am afraid it is going to take the usual long time. H.M.Jr: If it is the newsreel people who are always late, let's make it 11:00 o'clock. Duffield: Tell them 10:30 and make it 11:00? B.M.Jr: Yes, and I will put it on my calendar at 11:00. Tell the Finnish Minister, 11:00; the newsreel people, 10:30. Bell: Checks are still rolling in. We have between 40 and 50 checks now for the Finns. E.X.Jr: We will do that the same way. Bell: The regulations of the Postal Savings System require that the bonds we purchased be regis- tered in the name of the Postal Savings System and lodged with the Treasury of the United States. I have asked them to change that 80 we can put these securities in New York in case we want to sell them. H.M.Jr: Norman? Thompson: I have a statement for tomorrow's hearing. It is not one-half as long as the last one you gave. H.M.Jr: What is this? Thompson: That is that Sullivan thing. - 20 - 184 Klotz: Do you want to read from this? H.M.Jr: Yes. Klotz: Do you want it on bigger type? Duffield: We will do it on the regular speech machine. H.M.Jr: The line of people who want to see me forms at the right. 105 The two Governments consider it is in the common interest to avoid alterstions in franc- sterling rate and no such change will be made without prior agreement between them. Each exchange equalization fund will continue to be solely responsible as regards quotation of its currency in market in third countries, but there will be close consultation. British fund and French fund will continue to sell to one another sterling for franc and franc for sterling at official rates. French fund will be thus sellers to United Kingdom fund of all francs required for our expenditure. If French fund holds sterling in excess of fifty million pounds excess will be funded in form of Treasury bills repayable one year after war and renewable for two further years. Franc value of these Treasury bills will be guaranteed. Same system will apply to france held by United Kingdom fund. No request will be made by either fund for conversion of currency of other countries into gold. Sterling held by French fund will have 8. guarantee of its accounted franc value, and france held by United Kingdom fund of their sterling value. French may use their sterling in sterling areas/ Regraded Uclassified 186 -8- areas and by agreement in special cases elsewhere, and we may use our francs in French Empire and by agreement elsewhere. These are main monetary clauses. Agreement also provided for contact between the two Treasuries and cooperation in all questions of common interest. Certain items of war expenditure in common cause, such as expenses of Polish armed forces, financial assistance to third countries and losses resulting from blockade delays, will be shared in proportion two for the French and three for the United Kingdom. Agreement is to remain in force for war period and for six months after signature of peace. BRITISH EMBASSY, WASHINGTON, D. C., December 12th, 1939 TREASURY DEPARTMENT M 187 INTER OFFICE COMMUNICATION DATE December 12, 1939 TO Secretary Morgenthmu FROM Mr. Cochran The foreign exchange market was quiet although there was a slightly increased volume of sterling transactions. The opening quotation for sterling was 3.93. It was reported that there were substantial orders in the market to both buy and sell sterling. As is usually the case when the sterling rate strengthens, the Japanese were sellere. The rate gradually moved downward to 3.92-1/4. Shortly before noon it started to improve and by mid-afternoon the quotation vas 3.92-5/8. The rate remained steady at about this level for the rest of the day. Sales of spot sterling by the four reporting banks and the Federal Reserve Bank of New York totaled L727,000, from the following sources: By commercial concerns La 141,000 By foreign banks (Europe, Far East and South America) I 476,000 By Federal Reserve Bank of New York (For B.I.S.) 1 110,000 Total 1 727,000 Purchases of spot sterling amounted to L535,000. as indicated below: By commercial concerns 1 205,000 By foreign banks (Far East and Europe) 1 330,000 Total 1 535,000 The Bank of Manhattan reported that it had sold cotton bills totaling 260,000 to the British Control at the official rate of 4.02. Mr. McKeon of the Federal Reserve Bank of New York informed Mr. Dietrich that some of the banks reported that the British Control would only purchase, at the official rate, sterling cotton bills which are ready for prompt and immediate mailing. Previously, the market sold such bills to the Control and mailed them within ten days from the time the bills were sold. He also said that the Control would no longer buy cotton bills drawn for payment at a future date. The other important currencies closed as follows: French france .0222-3/4 Guilders .5309 Swies france .2243 Belgas 1644-1/2 Canadian dollars 13% discount CONFIDENTIAL Regraded Uclassified - 2 - 188 The discount for the Cuban peso continued to widen and it vas quoted today at 12-3/8% We purchased the following amounts of gold from the earmarked accounts of the banks indicated: $15,000,000 from the Bank of France 1,018,000 from the National Bank of Belgium 1,000,000 from the Netherlands Bank $17,018,000 Total In the report of yesterday. mention was made that the Central Bank of Turkey would liquidate, on December 13. loans totaling $3,309,000 at the Federal Reserve Bank of New York: also that it would procure A new loan from that bank amounting to $4,325,000. The Federal Reserve Bank informed us today that the Turkish Bank changed its instructions and that on December 13 a now loan will be made for only $3,500,000 which will be secured by $3,886,917.12 in gold earmarked at the Federal, At the close of business on December 13, loans to the Central Bank of Turkey by the Federal Reserve Bank will amount to $5,020,000 secured by gold valued at $5,584,493.06. The Federal Reaerve Bank received a cable from the B.I.S. requesting it to obtain a license to transfer approximately $420,000 in gold from its Account to to its Account 4. Gold in Account k is owned by the B.I.S. The gold in Account A is gold sold by the B.I.S. to the Turkish Bank, which 18, in turn, pledged to the B.I.S. to cover commercial credits granted by that bank to the Central Bank of Turkey. Permission to make this transfer was granted. The B.I.S. also requested the Federal to obtain & license to transfer approxi- nately $563,000 in gold from its Account #2 to the Account of the Netherlands Bank at the Federal Reserve Bank of New York. Permission to make this transfer vas also granted. The Federal Reserve Bank of New York reported the following gold shipments: $5,586,000 from Italy. shipped by the Bank of Rome, for the account of the State Bank, U.S.S.R., consigned to the Chase National Bank for sale to the U. S, Assay Office at New York. 2,086,000 from South Africa, shipped by the South African Reserve Bank, consigned to Federal Reserve Bank of New York, to be earmarked for the account of 1,699,000 from Switserland, shipped by the National Bank of Switzerland for account the Netherlands Bank. of the B.I.S., to be earmarked for account of the B.I.S. 89,371,000 Total CONFIDENTIAL 189 - 3 - The State Department forwarded to us copies of cables received from the American Consul at Sydney, Australia and the American Consulate General at Stockholm, Sweden, stating that invoices were certified for the following ship- cests of gold to the U. S.: $5,870,000 from Anstralia, shipped by the Commonwealth Bank of Australia, Sydney, consigned to the Federal Reserve Bank of San Francisco. 137,000 from Australia, shipped by the Bank of Nov South Vales, Sydney, to American Trust Company, San Francisco. 12,000 from Australia, shipped by the Electrolytic Refining Company to Canadian Bank of Commerce, San Francisco. 613,000 from Sweden, shipped by the Bank of Sweden, consigned to the Chase National Bank of New York for account of the State Bank U.S.S.E. $6,682.000 Total The first three shipments listed above will be sold to the U. S. Mint at San Francisco, and the last one will be sold to the U. 5. Assay Office at New York. On the report of December 6, received from the Federal Reserve Bank of New York, giving the foreign exchange position of banks and bankers in its district, the total position of all currencies was short the equivalent of $17,090,000, an increase of $3,118,000 in the short position. The net changes in positions are as follows: SHORT POSITION SHORT POSITION INCREASE IN COUNTRY NOVEMBER 22 DECEMBER 6 SHORT POSITION Ingland $3,451,000 $ 5,923,000 $2,472,000 Europe 8,249,000 8,493,000 244,000 Canada 905,000 (Long) 257,000 (Long) 648,000 Reduction in long position Latin America 421,000 34,000 387,000 Reduction in short position Far East 2,732,000 2,870,000 138,000 All Others 24,000 27,000 3,000 Total $13,972,000 $17,090,000 $3,118,000 The spot and forward prices for silver in London were fixed st 23-7/16a and 23-5/8d respectively. The U. 8. equivalents were 41.37# and 41,224. In New York we made three purchases of silver totaling 175,000 ounces under the Silver Purchase Act. All of this silver wes now production from foreign countries and it vas purchased by us for forward delivery. Ve talked spoke in the Mexican peso. Knoke thought this probably I with Mr. Knoke of the Federal Reserve Bank at 2:30 this afternoon. case from about the recent the weakness removal of the Mexican 4% tax on export of capital from that country. CONFIDENTIAL - 4 - 190 is of the opening of business this morning, the balance of the State Bank of Russia with the Chase Bank was $6,000,000, as compared with $11,000,000 on November 7: confirmed commercial credits amounted to $4,000,000, against $2,000,000 on November 7. A payment of $1,500,000 from the Russian State Bank account to the Rotterdam Bank has been made during the period under review, together with one of $700,000 to Amtorg. The Amtorg balance with the Chase Bank is up $700,000 to $1,800,000. B.W.R. CONFIDENTIAL TREASURY DEPARTMENT INTER OFFICE COMMUNICATION S1 DATE December 12, 1939 TO Secretary Morgenthau STRICTLY CONFIDENTIAL Mr. Cochran FROM The Secretary spoke with me this noon in regard to our questions with the British, and particularly that of access by the Secretary to the special account opened a few days Ago by the Bank of England with the Federal Re- cerve Bank of New York to cover British purchases of war materials on this market. At 3 P.M. this afternoon I asked Mr. Knoke if Governor Harrison W&E in New York, since I desired to speak with him about the account. Upon being informed by Mr. Knoke that Governor Harrison was in Mashington, I reached the latter at the Federal Reserve Board. I referred to the recently opened account and asked if the Governor would prepare and mail for the Secretary's confidential information a weekly report on the Bank of England Special Account, the weekly period to correspond with the ordinary statement period of the Federal Regerve Bank. Governor Harrison told me that the instruction which he had received from the Bank of England did not include such authority. In the absence of such authority he mist politely decline, He and Mr. Knoke had both reminded ne when I spoke with them on this point last week that the Secretary had undertaken, when we all met here in October to discuss the question of the account, to take up through diplomatic channels and the British Chancellor of the Exchequer, the question of obtaining this authority. When Governor Harrison was in Washington ten days ago we had discussed this question and I had shown him the note delivered to the Treasury on October 30 by the Financial Counselor of the British Embassy wherein the Chancellor of the Exchequer agreed that the Secretary of the Treasury should have confidential access to the account. In the circumstances Meesrs. Harrison and Knoke have thought it appropriate that the Treasury should invite Pinsent's attention to the fact that the instructions from the Bank of England to the Federal Reserve Bank of New York for the opening of the account did not include the authorization under discussion. I agree with this, and feel that the attitude of the Federal Recerve Bank of New York on this point is quite correct. It is auggested, therefore, that when ne next 000 Pinsent, who decires an interview with the Secretary at the earliest possible moment, he should be reminded of the note under reference, and should be asked to ace that this matter is definitely arranged. B.M. TREASURY DEPARTMENT INTER OFFICE COMMUNICATION DATE December 12, 1939 TO Secretary Morgenthau FROM Mr. Hass WA 192 Subject: Forecast of business for 1940 In forecasting the business trend for 1940 we have given consideration to the unusual degree of uncertainty in the pres- ent outlook due to the unpredictable course which the European wer may take. It is recognized that conditions may change overnight either to the advantage or to the disadvantage of business in this country. Certain facts seem sufficiently clear, however, to warrant our belief that the forecast outlined below 1a a reasonable expectation for 1940, and neither too optimistic nor too con- servative. It 16 clear that industrial production in the last quarter of 1939 has exceeded actual consumption; that new orders in recent weeks have shown B. steep decline; that the bunching of orders for steel and other products this fall, due to war- stimulated fears, has taken considerable potential business from 1940; and that this foreshadows a corrective decline. Such a decline can be avoided only if large war orders come in soon, or if expenditures for capital equipment in early 1940 should undergo a marked expansion. Neither of these possibilities can at present be anticipated. On the other hand, no maladjustments have as yet occurred that would warrant a business setback comparable to that of 1937. The business situation WE.6 sound before the war began and remeins fundementally sound. Following the expected decline, an improving business trend seems probable during the second half of the year. After a careful weighing of these diverse influences we have accepted as a reasonable expectation an average of 111 for the Federal Reserve Board index for the calender year 1940. In other words, if this forecast 1s realized, it will mean that the average index in 1940 will be higher than the 1939 average, and higher than the average for any other year since 1929, but not RB high as in the last quarter of the current year. 193 Secretary Morgenthau - 2 Forecasts of advisory group The forecast of the business level for 1940 is the eame as an average of the estimates of eleven economists engaged in forecasting business trends (names given in Appendix) -- eight representing business and banking institutions and three representing Government agencies -- whose opinions were solicited as an aid in appraising the business outlook. The average expectation of the eleven economists was that indus- trial production, as measured by the FRB index, would be lower in 1940 than during the closing months of 1939, but would be higher than in any other year since 1929. An FRB index of 111 WGB the average expectation for 1940, as compared with an index of 105 for 1939. The current level of the index (November) 18 about 125. Each of the individual estimates of industrial production in 1940, given in the table below, represents a considered opinion made with the assistance of an independent research staff. Individual estimates of average FRB index in 1940 Calendar year lst 6 months 2nd 6 months Meears: Lichtenstein 121 115-120 125 Crews 96 100-105 90 Hayford 114 110-115 116 Andrew 118 115 120 Naess 105 110 100 Ayres 110 115 105 Roberts 109 109 109 Crum 107 116 98 Thomsen 112 109 115-116 Nathan 110 112-114 108 Garfield 116 113 120 Average 111 112 110 194 Appendix Personnel of advisory group on business outlook The names of those from outside the Treasury who attended conferences on the business outlook on November 28 and 30 are listed below: Business and banking group (November 28) Mr. Seymour L. Andrew, Chief Statistician, American Telephone and Telegraph Company. Col. Leonard P. Ayres, Vice President, Cleveland Trust Company. Mr. Joseph 8. Crews, Barrett Associates. Mr. F. Leelie Hayford, Economist, General Motors Corporation. Mr. Walter Lichtenstein, Vice President, First National Bank of Chicago. Mr. Ragnar Naess, Vice President, Tri-Continental Corporation. The following, who were unable to attend, submitted their estimates in writing: Dr. W. L. Crum, Professor of Economics, Harvard University. Mr. George B. Roberts, Vice President, National City Bank of New York. Government group (November 30) Executive Offices of the President: Lauchlin Currie, Administrative Assistant to the President. Bureau of the Budget: Frederick J. Lawton, Morris A. Copeland. Federal Reserve System: Frank Garfield, Senior Economist. Bureau of Agricultural Economics: Eric Englund, Assistant Chief; Frederick L. Thomsen, Principal Agricultural Economist; Louis Bean, Head Agricultural Economist. Bureau of Foreign and Domestic Commerce: Robert Nathan, Economic Analyst. Bureau of Labor Statistics: Isador Lubin, Commissioner. BX225 December 12, 1939. 10:32 a.m. H.M.Jr: Hello. 195 Centain Collins: Good morning Mr. Secretary. H.M.Jr: Yes. C: Mr. Secretary I reported to you Saturday evening concerning the action that had been taken Saturday afternoon at the meeting. H.M.Jr: Yes. C: This morning I contacted Admiral Speer, and he told me that there had been a meeting yesterday in Mr. Edison's office concerning the list of materials that had been given to his representative at the Saturday meeting. H.".Jr: Yes. C: That Mr. Edison and Mr. Johnson had jointly drawn up a letter of protest to the President on the appointment of this Board, that they had pointed out the fact that the President was paralleling the action he had taken in his letter of July 1, 1939, and I thought I'd want to post you about that because I understand that would go over there today. H.M.Jr: Well supposing you give me - ought I to have a memorandum on that or not. C: I don't think so, sir. H.M.Jr: No, let's see what happens. C: Yes, sir. H.M.Jr: I mean it's up to the President. C: That's right, sir. H.M.Jr: Woodring called me up and talked to me for fifteen or twenty minutes yesterday protesting what Johnson had done and I kept saying, "Well that's not uo to me, tell it to the President". C: That's right. H.M.Jr: He knew all about it and how Johnson called in somebody off the golf course on Saturday - do this sort of thing and BO forth and BO on, but - 2 - 196 the President - it's entirely in his hands what he wants to do, C: Yes, sir. H.M.Jr: And I - after all I've laid it in his lap. I think I'll let it lay there, don't you think 80? C: Yes, sir, I think so, sir. H.M.Jr: This is a fight between Johnson and Woodring, and I'm not going to get in on it again. C: Yes, sir. Well I spoke to Mac about the same matter this morning, sir, very casual, and I asked him if he'd give me a tip when he got to New York what had happened. He said he would. F.".Jr: Well the thing is that Johnson is definitely bucking Woodring on it. They'll have to straighten it out. C: Yes, sir. H.M.Jr: Well thanks for the call. C: Entirely welcome, sir. Goodmorning sir. MEMORANDUM 12-13-39 Whenchen 197 Under date of October 2, 1939 a cable me received from Dr. H. H. Kung presenting the following credit plan for the kind considera- tion of the United States Secretary of the Treasury, Mr. Henry Morgenthau, Jr.1 1. A new credit of 08875,000,000 to be granted to Chima; 2. Credit to be used for the purchase of American agricultural and manufactured products; 3. Repayment by instalments within ten years; 4. Pledged delivery of Chinese Tin, 10,000 tons & year for ten years; 5. Out of sales proceeds of Tin delivered each year, 0886,500,000 be reserved for payment of Tin to Yunnan Provincial Government, and certain acount for freight and insurance on Tin shipments, and balance entirely devoted to repayment of the new credit. China's determination to resist Japan's aggression to the last - is again reaffirmed by Generalissimo Chieng Kai-shek's declaration before the Plenary Session of the Sixth Convention of Kussintang hald at Chimgicing - November 12, 1939. In order to continue this resistance suserous materials and supplies which are essential for the maintanance of China's national economy must be continuously supplied. It is estimated that anong other essential materials and supplies, the following are urgent- ly required and must be purchased M soon as possible: Regraded Uclassified + 198 Consification Materials Supplise Price 1. Automotive Equipment 8 16,748,000 II. Gaseline and Lubricants 11,452,300 ш. Ferrous and Non-Ferrous Metals 24,683,300 IV. Electrical Equipment 5,600,000 V. Medical Supplies 3,600,000 VI. Textile Materials 3,440,000 VII. General Machinery 2,151,000 VIII. Railway Equipment 4,000,000 II. Machinery for Tin Mining 3,000,000 8 74,674,600 Under the first credit of $25,000,000, granted by the Export- Import Bank, purchases have been made of diversified lines and wide distribution has taken place among the various industries and many states. Importation of trung eil has been kept up to the promised tonnage in spite of over-insreasing transportation difficulties, and the distribution of this oil w the Universal Trading Corporation has preven to be of real benefit to the paint, varnish and other weed-eil~using industries as spenly recognized w The National Paint, Vernish and Laequer Association of the United States. The credit of $25,000,000 has been entirely allocated and practically used up. A MY credit en Tim, to be concluded at this time, will net only supply the urgently needed new funds for the continuation of purchases of assessary materials to the sutual benefit of United States nanufsoturers and Chinese producers, but may serve as encouragement of immeasurable value in helping the nerale of the Chinese people at a time when it would 189 appear that other democratic countries are too buay or indifferent to China's struggle against aggression. THE WHITE HOUSE WASHINGTON CONFIDENTIAL VENORA Regraded Uclassified o December 17, 1979 MEMORANDUM TOP "12" OF V.A.R. T have your juint memorandia with the Secretary of the Namy in regard to on informel committee to deal with the maject of nurchase of war materials by foreign governounts. 1 tistnk you "sil to realize that the greater part of such purchases is not, is 2. strict sense of the word, munitions -- prohably -011 over cirty per cent of the purchases will consist 0r articles em rew or semi-row materials which are primarily of civil use rether than military nee. with all one deference to the Army and Navy Munitions Board, it is not 6.5 experienced in making purchases 6º to the Procurement Division of the Government. In any event, the coordinating compittee which has be-n vet up will have representatives of the Army and News- on it, and T am perfectly willing to have the Ceneral and the "eymaster General represented 10 of "icers who Are 6100 mumbers of the Army and Navy Musitions Boare -- especially when it comes to "wely allitery or nevel materials. Finally It must be remembered that we are not at war, that we are trying to keepprices in this country corn, that the work of the committee Gesls with civilians, And tast the general fiscal and purchasing nolicies of the Treasury Tree are very definitely involved. That is n/a T think T should let the present arrangement stand. F. D. R. Regraded Uclassified December 11, 1939 Dear Pa: Here is the memorandum about which Secretary Edison and myself desired to talk with the President, which this morning you asked us to send up so that he might look at it tonight. It is most important. Sincerely yours, General E. M. Watson Secretary to the President The White House Enclosure Regraded Uclassified ARMY AND NAVY MUNITIONS BOARD MUNITIONS BUILDING WASHINGTON, C. December 9, 1937. MEMORANDUM FOR THE PRESIDENT. SUBJECT: White House letter of December 6, 1939, creating an in- formal committee to represent the American Government in its contacts with interested foreign governments in all matters relating to the purchase of war materials. Action Recommended: That the letter in question be reconsidered and the prea- ant Army and Navy Munitions Board Clearance Committee continue to function in accordance with the approved action of July 6, 1939 (copy herewith), and your Military Order of July 5, 1939 (copy here- with). Reasons: 1. The Var and Navy Departments have primary interest in the munition program pertaining to national defense, 2. Coordination of the Army end Navy procurement programs is being obtained through the joint Army end Navy Munitions Board, which has been functioning in close cooperation with other interest- ed United States Government agencies since 1922. 3. All joint Army and Navy Boards were nlaced under your direction and supervision by Military Order, dated at the White Bouse July 5, 1939. Since that date cooperation between those joint boards has been close, and action expedited on questions arising during the present emergency. 4. The mission given the new Committee by your letter of December 6, 1939 appears to duplicate the mission previously assign- ed by you to the Army and Navy Munitions Board, and a Clearance Com- mittee of that Board has been satisfactorily cerrying out the same mission since July 6, 1939. The present Committee setup, with its alles and Policies, is attached. These rules and policies have al- ady been approved by the Secretaries of Ther and the Navy, and con- form to the action desired by the National Munitions Control Board the State Department. Regraded Uclassified 5. Close cooperation hrs been established between the Army and Navy Munitions Board and the State, Treasury, Commerce, and the Interior Departments, in f.ll matters affecting munitions of wer and basic raw materials. 6. Close livison has been retablished with representatives of all foreign governments and the Committee has been assisting many of these govermments during the pest six months. 7. The State Department has already requested all foreign governments to furnish the Army end Navy Munitions Board all perti- nent data pertaining to their contemplated purchases in the United States. Copy of the instructions already sent by the State Depart- ment to foreign governments attached hereto. 8. Congress has also placed the execution of Public No. 117, relative to stock niles of strategic and critical meterials, under the Army and Navy Munitions Board and the Department of the Interior. This action is effectuated by this Board with close coop- eration and advice from the Departments of State, Commerce and Treas- ury. 9. The Ner and Navy Procurement Plans are already being coordinated, and the records pertaining to such plans are a part of the Army and Navy Munitions Board's confidential files. To assign this duty to any other agency or committee will cause confusion, de- lay, and inefficiency, since munitions requests from foreign powers will be mainly for items not normally produced commercially and dis- tinctly of n. highly tecenten] character. The production of such items is of vital interect to our national defense and must be close- ly coordinated with our over rearmement program. The setup for such coordination already exists and the responsibility is definitely fixed. The proposed setin hrs not the technical date available to administer the enticly ted foreign requests, non the knowledge of whet military infor - tion DAY be released without detriment to the national defense. The present Board sugmented by linison officers of all Supply Forvices and lurenus, and its close cooperation with the Joint Aeronantical Board, has impodiate access to procurement plans, current technical Dite, production schodules, and current orders. It also has the confidence and cooperation of injustry and numerous trade associations, chich ve already been contacted and are furnish- ing confidential informal tim concerning foreirn mirchases and the ability of this coverney 10 neet their desends. in. the State lemistment, La resoonsible for the ex- ocution of the decisions of the National junitions Control Board, is Regraded Uclassified By ignored. The closest liaison must be maintained between the Sw Department and the Intelligence Sections of the Mar and Navy Departments in regard to military secrecy and the disclosure of such 4 the sales of munitions to foreign Dowers. The Rules and Policies **tanhed have been drawn up in accordance with the present practice of procedure within the War, Navy, and State De artments. houis Johnson Children LOUIS JOHNSON, CHARLES EDISON, The Assistant Secretary of Nar. The Assistant Secretary of the Navy. 5 Incls. vil. Order 7-5-39 Approved action 7-6-39 Le (Rules and Policies) 12-1-39 Cy instructions to foreign governments. Cy le 12-6-39. CONTROLNTIAL Regraded Uclassified WAR TARY June 1939 IDUIA repients from foreign for In this country *8 will increase desirable to establish 11y ite organized cooperation curtine for our own Har from these will be criefly in obtain- and aircraft thorit for the desired items can best el led julicious distribution of such to serve a very useful purpose to defence. ancin, pertains to the work of the It therefore recoumended that you and Nnz. mainlster these requests for [zo serve approved policies. It is tance erred to the Board through tood will Board will confer freely with other mal out its functions in this respect, namest of Controls of the Department of been suon and approved by the Under Test LOUIS JOHNSON The Assistant Secretary of Mar. Annist- the Navy. July Affirment Information refericted Regraded Uclassified HILITARY UNDER By virtue of authority vested in ne as President or the United States and BY Cc. Sor-in-C.iaf of the Amy and Hav of the United States, it is hereby ordered that (1) t'.) Joint Arty end Novy Board, organized to sooure complete cooperation and coordination in all matters and policies involving joint action of the APT the Navy relative to the national defense, (2) the Joint Economy Board organized for the purpose of effecting economies without loss of efficiency, by the elimination of overlap or the simplifi- cation of functions in those activities of the War and Navy Departments con- cerned with joint operations 05" the two services or which have approxi- mtoly parallel functions, (3) the Aeronautical Board organized for the purpose of securing e more completo neasure of cooperation and coordination in the development o." avintion of the Army and of the Navy, and to provide an agency for consideration of aeronautical matters, and (4) the Joint Army and Havy Munitions Board organized for the purpose of harmonizing the plans of the Army and Navy for the procurement of munitions and supplies for war purposes, now functioning by understanding betwoon the Scoretary of War and the directary of the Navy, shall hereafter exerciso thoir functions for the purpose aforossid under the diroction and suporvision of the Prosident as -in-Chiof of the Army and Navy of the United Statoo. This order chall become offectivo on July 1, 1939. FRANKLIN D. ROOSEVELT C. in C. The White Houso, July 5, 1939. (F. R. Doc. 39-2343; Filed, July 6, 1939; 11:06 c.m.) Regraded Uclassified NIT ACC HAVY 30AD INTERNS nos Tax. :, :. CONFIDESTIAL Derenze :, 730la The Army and JATY Emitions 3card. 10: Colonel Charles Elnes, D.S.A., Secretary of the - and Sary Invitions 3card, (Chairman). Lieut. Colonel George S. Garren, A.C., Office, Chief of Air Corps. Lieut. Colorel 3. i. Lacibriand, D.D., CAS Division, (Secretary of the Committee). liajor L. á. Miller, O.D., Office, Chief of Orinance. Captain J. :. Syrnes, Jr., U.S.S. (3et.) (3) Ord. Commander 1. 3. Anderson, C.S.R., Office of Chief of Taval Operations. Commander 3. C. Date (SC), Bureau of Supplies and Lieut. Comander =. = Logan, T.S.Y., Bareas of SUBJECT: Army and Savy Unitions 3oard Committee for Clearance of linitions. 1. The above-named officers are hereby desigated 6.7 representatives of the 1mg and Savy Italtions Scard == 1 comittee for clearance of mini- tions, 2. The duties of en Board will be to carry out the intect ad the for the President, dated June 20, 1933, 0098 et which appears below, LS follows: 203 NE RESIDE. June 30, 1929. "In the past :ew the mater of reports from forçign sources for assistance in procuring military supplies is this restri tos mltiplied. It is probable that these requests will increase materially to the near future and it now appears desirable == establish - definite procedure on the subject, to assure organized cooperation is meeting these requires and to rentralize toe securing for our OWN use of such allitary information AS 26/ de disainable from these "The rooperation required from 13 will be caisfly :- staining authority to use non-serret travings of ordnance and almost aterial Y la suggesting where orders for the desired items ZAL be filled for domestic sources, is judirious distribution of rz. orders to de industry can :e rate to serve - very useful purpose in strate- lag ar own plans (or cational "The matter is question clearly pertains to the wark of the Any Biry Minitions 3cart. :: is therefore recomended that you authorize La the ard to upon and to these requests for assistance that manner pass AS test to servi under policies. It is Regraded Uclassified theme sto will be reforred to the Board through the usual channela and the Board will confer freely with other Government departments in out its functions in this respect, and particularly with the Divil Controls of the Department of Stato. "This momorandum has beon seen and approved by the Under Socro- tary into. (Ded) CHARLES EDISON (Sgd) LOUIS JOHNSON The asistant Secretary of the Navy. The Assistant Secretary of Var. Approved July 6, 1939, FRANKLIN D. ROOSEVELT." 3. Copy of the initial "Rules and Policios for the Army and Havy Innitions Board Clearance Committee" is attached. These rules and pol- icios have been approved by the Tar and Navy Departments. 4. Lieutenant Jolonel E. 3. lackorland, O.D., will be on full-time duty as Secretary of this Committee, and will not as the steering member in order to insure uniform and expoditious action. 5. Copies of this memorandum will be furnished all Supply Arms and Services of the War Department and Bureaus of the Navy Department in order that they may be acquinted with the mission of this Committee and be prepared to give the members such information and návice as come with- in the scope of their department. 6. This memorandum replaces = similar one detod November 10, 1939, subject, establishing a joint committee for the clearaneo of muni- tions. 7. The records and files of this Committee will be mintained 0.8 a part of the Office of the Secretary of the Army and may !Munitions Bocard, For the Army and Savy !unitions Board: CHARLES HINES, Colonel, U. S. Army, Secretary. 1 CONFIDENTIAL Regraded Uclassified any AND mavi BOAD IMMITIONS JUILDING Washington, D. C. CONFIDENTIAL December is 1979, RULES AND POLICIES POR ARIY AD SAVY ITUTIVIONS BOARD CIEARANCE COMMITTEE 1. Authority - Under date of July 6, 1939, the President approved & joint recommendation of the Assistant Secretaries of War and Davy that the Army and Navy Funitions Board be authorized to pase upon, and admin- ister requests from foreign sources for assistance in procuring military supplies in the United States in such manner as best to serve approved policies. 2. Joint Committee This particular task of the Army and Navy Funitions Board will be exercised through & joint committee consisting of four Army and four havy officers, The Arcy members consist of two of- ficers of the Office of The Assistant Secretary of 7ar, one officer, office, the Chief of the Air Corps, and one officer of the Office of the Chief of Ordnance. The Navy members consist of one otficer each from the Office of the Chief of Naval Operations, the Burcau of Ordnance, the Bureau of Aeronautico and the Bureau of Supplies and Accounts. T.e official desig- nation of this group is "Army and havy Munitions 3oard Clearance Committee". 3. Mission of Committee - The mission of the committee is defined as follows: a. To cooperate with foreign representatives who have obtained authority to use drawings, specifications, and other technical informa- tion connerning American military cateriel in connection with orders to be placed with American manufacturers. b. To suggest where foreign orders for munitions of all kinds should be placed in this country to serve the best interests of our own national defense, first ascertaining from interested Bureaus whether that they contemplate placing orders before suggesting placing foreign orders night take up capacity of the plants that interested Burcaus contemplate using, c. To secure such military information 83 is obtainable from these foreign sources. d. To confer freely with other Government departments in carry- ing ISS its functions. Basic Policies - The following basic policies will govern the activities of the committee: a. Friendly foreign states are to be advised concerning the CONFIDENTIAL Regraded Uclassified procurement of munitions In this a.4 will -- fish :- s Lone and specifications =. === nateriel -- - Le stated sur EX- 1sting law and approved dists, POTICES AM une orders are placed with American tender rers. 5. Orders all De deced by foreign with = ready engaged in production of for me account provided = procurement program is not delayed therety, and provided all Information relating to confidential asterials then under namianture is the :00- cerns is safeguarded La accordance with the instructions =1 the Luited States Departments or thereof having asterials antered therein. C. The augmentation of Industrial cipacity for get- duction by means of foreign oriers operates to streegues our DE an tional defense position. d. Our designs of mierial should not te released to 1 foreign power unless minufacture LE to Se undertaken by - reputable fire in the United States and in such substantial quantities os to name the firm a dependable national defense asset for the carly of these items in time of war. C. The United States will assume no responsibility for the it- spection of materiel produced for a foreign power, but advice say be given If solicited. T..o inspection of materials by foreign inspectors - plants manufacturing equipment DE classified contracts will be dose as heretofore in a manner satisfactory to the departments or bureaus having such contracts in those f. In every case, careful study will be given DO 1. sure that release of information Aces not violate the Espionage dat. E- All minufunturers, exporters, and importers of items de- fined by Executive Order as Area, ammunition, and implements of K.: are subject to registration with the lational Munitions Control Board, whose operating agency .3 the Division of Controls, State Department. h. Export and import licenses, issued by the Division of Com- trols, State Department, are furnished to registered miltions and turere, except where the LOSUN of such liechaus will violate some law of the United States or = treaty to which the United States is - party. i. The following policica regarding military secrets of 10- terms to the national are quoted from the purphict time Traffic in Arca" riblicard by the DO artment of State: "SPECIAL PROVISIONS IS POGARD 10 VILITARY SECRETS "Title 1 of the Lapienage Act, approved June 15, 1917, reads in part as follows: "Thoover, with Intest or roason to boltown that it is to -2- CONFIDENTIAL Regraded Uclassified to and to the injury of the United States or to the strange of 1 foreign cation, communicates, delivers, or transmits, or as stampts to, or AIGS or induces another to, communicate, deliver, w transmit, to any foreign government, or to any faction or party by or military or raval force within 1 foreign country, wheth- # recognised or unrecognised by the United States, or to any representative, officer, agent, employee, subject, == :itizen thereof, either directly or indirectly, any document, writing, code book, signal book, sketch, photograph, photographic regative, blue print, plan, may, model, note, instrument, applicance, or in- formation relating to the national defense, shall be penished by imprisonment for not more than twenty years "The Secretary of State will not issue B license authoris- ing the exportation of any arms, amminition, or implements of was considered by the Secretary of War or by the Secretary of the Havy as instruments DE appliances included among to: articles covered by those terms as used in this act if, in tair spinion, they involve military secrets of interest to the cational defense. The articles which "A" be so considered are articles failing with- in one of the following categories: ((a) articles, the whole or any features of with have been or are being developed or manufactured by or for the WAR X- partment or the Dary Department or with the participation of either of those Departments; and (b) Articles, the whole or any features of which have been used OF are being used by the War Department or the Sary X- partment or which either Department has contracto4 to procure.' "Included among articles developed of or der the HAT Depart- ment or the Havy Department are articles the development of which has been contracted for by either of those departments, or which have been developed in accordance with Army or specifications and submitted to elther department for evaluation for procurement. "Prospective exporters of arms, ammunition, and implements of war should, before analying for a license to authorite the ex- portation of any article falling within the above cutegories antional which may defense, communicate vita the Secretary of State -:. Aven store possibly involve military secrets of interest to the of the proposed shipment in Dreat that 20 may be in a position 11 licrets tain for the prospective exporter whether or not and are, in fact, involved turolu." Release articles ::: foreit s.le coming vituta the 0:300 nd of service the abrie 02 is rase = the action of the Socretarios of for with the thist paragraphs of the reguly - = service concerned, after corrdination to the unlig or SAVING 1,3 the C.SC == 24, Antistant ares and the dr.] C-2, or to the Tiructor of level Intelligenco, will by de ation Chief to to or Staff, TAB industrial [datures of the propied -3- CONFIDENTIAL Regraded Uclassified presented by the Army and Navy Munitions Board. The matter is then re- rerred for final decision to the Secretary of War or the Secretary of the sary. 2. Where an agreement with a foreign power limits some feature of age of our own designs to use by our Government only, foreign buyers will be advised to make their own arrangements with the foreign power with which the United States has an agreement. k. There is no general authority of law to sell any government- and stocks of munitions direct to a foreign power nor for production in . government plant for foreign account. Action by Congress in each case is secessary. 1. Foreign buyers will be informed that they must make their - arrangements for use of patents applying to the material being pur- chased. n. Any information divulged will be given directly to officials of the foreign governments and not to middlemen. Where it in necessary to turn over drawings and specifications to an American manufacturer to enable No to bid on a foreign order, copies of this information will be furnished raly to the manufacturer concerned, and then in a confidential status. After a. firs and substantial order is placed, copies may bo furnished to the for- sign inspectors and to the foreign government concerned 50 that the materiel say be subsequently maintained. 5, Procedure of Clearance Committee - The general procedure of the Clearance Committee will be LE follows: 3. Each interested Burcau of the Navy and Supply Arm or Service of the Army will designate a contact officer who will obtain decisions from bis own chief and transmit same to the Committoe. b, Foreign buyers will first catablish contact with the State Department. After spproving their credentials, the State Department will refer the foreign buyers to G-2, For Department General Staff, or Office of Karal Intelligence, Navy Department. After proper identification by the intelligence services, foreign buyers will be referred to the chairman of the Committee. c. The Clearance Committee will refor all itoms desired by for- cign buyers to the chief of the supply irm, service or burcau concerned for commideration of the release status of the itums with respect to military information. The thief of the suggly arm, service or burcau will notify the Clearance Committo diroct concerning all itoms of American dosign which have previously boon released. Itoms not proviously rolomod will be prod wed in accordance with present practice, the industrial features of the Typlem being présented by the Army and Navy Munitions Board in accord- MODE with the recommendation of the chief of the supply arm, service or bure concerned. The lecision of the Secretaries of Your and Navy on items and Date not already bear. released will be transmitted to the Clearance CONFIDENTIAL Regraded Uclassified Come by the Office of Naval Intelligence or the Military Intelli- genos ision, General Staff. It will then be the duty of this Commit- 100 tain the final action by the State Department on the specific squil involved. de After clearance of design is settled, the Clearance Com- after ll then suggest, on the recommendation of the interested supply agent 14 of the War and Navy Departments, several sources for placement of orders, due regard being given to our procurement program and the bost of industrial preparedness. 1. Foreign buyers will be informed that munitions ordors must be plaased with registered manufacturers who will be required to obtain ex- part )Sconses, both of which functions are administered by the Division of Controls, State Department. 1. Close liaison will be maintained with the Division of Con- trols to keep informed as to export licenses issued and to secure such other military information on minitions transactions as may come into the hands of the State Department. & For commercial items covered by military specifications, clearance for release of specifications only will be required. The Clearance Committee will also lend every assistance to foreign buyers, if so solicited, by recommending reputable sources for such ordinary commercial items as machine tools, whore development of productive expecity has a vital effect on industrial preparedness. he The military intelligence services will act on requests to visit Government plants, proving grounds, commercial plants in which Government orders are in process, or to examine military items, in conform- ity with their usual routine in these matters; the Clearance Committee will arrange for contacts and visite to commercial plants not executing Govern- - orders. 1. The Clearance Committee will gather information concerning foreign orders in this country from the State Department and other sources and Turnish same to interested agencies of our Government. The Office of the Secretary of the Army and Havy Munitions Boxe will be the office of record for the activities of the Clearance C the, The files of the Army and Navy Munitions Board covering plant allegar lone will also be posted with such information as is applicable. & Matistics as are necessary will be prepared by the Statistics Di- *34 Army and Navy Munitions Board. k. A file will be kept by the Clearance Committee containing & record of all conferences, agreements reached, and other business Sed. It is essential that all verbal conferences, in particular, rately reported in the files. and Navy itéms by the Havy mombers In accordance with the policies 1. In general, army items will be considered by the Army FOR- dedure outlined above. CONFIDENTIAL Regraded Uclassified COPY 02 COPY The Secretary of State to research DOE Itments to their Excellencise and Wessieurs the Chiefa of Mission and :at the honor to inform than that the and Savy Munitions board, which is charged with the duty of coordinating governmental action in connection with purchase in this country to the extent necessary to safeguard the regress of the Par and Savy Depart- ments, to create additional manufacturing capacity in the United States and to rotact TOCAS of receive or critical materials accumilated in this country, 1, desirous of learning of orders which have been or may be placed in - country by foreign 10Pm eruments for all mipy liss for military or navel ase. It desires this information in order that it may fulfill its duties as out- lined above without causing any understary inconvaniance to for- eign purchasers. It would be greatly appreciated, therefore, if the Chiefs of Mission could find it possible informally to communicate to the Division of Controls, Department of State, for transmission to the Army end Navy Munitions Board, information in regard to any varilled orders for all supplies for military or neval use which may have been placed in the United States by any purchasing agents Regraded Uclassified Mair governments. It would also be appreciated if the Chiefs Masion could from time to time informally comminicate to the Rivision of the Department information in regard to orders - my be placed here in the future by any purchasing agents of Visir governments. All such information submitted to the Depart- and the the use of the Army and Navy Munitions Board will, of energo, be considered as strictly confidential. Department of State, Bashington, Nevember 6, 1939. 811,24/1170 COPY COPY OF COPY N En BOTSE December 6, 1939. My dear Mr. Secretary: I have created AT informal committee to represent the American Government in its contacts with the interested foreign governments in all matters relating to the purchase of war asterials in the United States, consisting of the following: (a) The Director of Procurement, Treasury Department; (b) The General of the Army; (c) The Paymenter General of the Navy, This committee will NETE as the exclusive lisison with reference to procurement miters between this Government and the interested foreign governments. It will hold sessions at least once weekly, and at net more frequent intervals as any be necessary. it these sessions, it will receive an ascredited representative of the embasey of any interested foreign government for the pur ,084 of giving consideration to the requirements of such government for supplies, equipment, and materials, in relation to: (e) availability of the desired articles, (b) priorities, and (c) prices. The Committee will submit a. complete report of :Le proceedings, acts and recom- mendations, at least wetly, 20 the President through Mr. Melaynolds. The Secretary of State informed the British and French imbessadors of this amount. Will you please Lifore the Paymenter General of his designation as e nember of this committee, Translin n. Roosevalt, Charles Edison, Asting Secretary of Yery. Regraded Uclassified TREASURY DEPARTMENT 218 INTER OFFICE COMMUNICATION DATE December 13, 1939 TO Secretary Morgenthau FROM Mr. Haas JOH. Subject: Wheat export sales and other market data from the Federal Surplus Commodities Corporation. Dec. 1: Export demand was very disappointing today, but there were rumors that Great Britain was planning on further heavy purchases of Canadian wheat. It was estimated by Winnipeg grain people that 15,000,000 bushels of Canadian wheat and flour had been sold for export the past week. Dec. 2: The Buenos Aires National Grain Elevators Board re- ported today that Argentina exported 500,000 tons of wheat, about 16,666,600 bushels, in November, the largest month's total since 1919. All but 100,000 tone went to Europe. The International Institute of Agriculture in Rome estimates that exporting countries have a surplus of 1,313,000,000 bushels, of which only 600,000,000 bushels will be required by importers during the current season. The carryover at the end of the season 18 expected to exceed 700,000,000 bushels, establishing 8. new high record. Sales of Canadian wheat and flour last week are esti- mated at 15,000,000 bushels, making about 50,000,000 bushels sold in the past six weeks, Dec. 4: Week-end sales of grain for export were rather light. It was estimated that sales included 400,000 bushels of Manitobas, 100,000 bushels of Canadian barley, and 120,000 bushels of American rye, worked to the Continent and Denmark. Weekly world shipments of wheat and flour totaled 12,213,000 bushels compared with 10,448,000 bushels a week ago and 11,769,000 bushels a year ago, Dec. 6: Export sales of Manitoba wheat were estimated at close to 1,000,000 bushels to the Continent. This included about 450,000 bushele to Norway. 219 Secretary Morgenthau - 2 Exporte of grain from the United States in the week ended December 2 totaled 373,000 bushels, which com- pares with 958,000 bushels shipped in the previous week and 1,004,000 bushele exported in the like week in 1938, the Department of Commerce reported. In- cluded in the December 2 shipments were 277,000 bush- els of wheat and 93,000 bushels of corn. Grain ex- ports this season thus far totaled only 20,346,000 bushels against 57,425,000 bushels exported in the same period of last season. Included in the Beason's exports were 11,874,000 bushels of wheat and 5,875,000 bushels of corn. Dec. 7: Winnipeg was strong on good export business, eeti- mated at over 1,000,000 bushels of Manitobas to neutral nations, and buying by mills helped to force the market to new high levels. Freight was booked for 60,000 bushels of heavy grain to Copenhagen from New York. Dec. 8: Winnipeg reported the sale of 250,000 bushels of Manitobas and about 100,000 bushels worked by New York exporters. Denmark bought 360,000 bushels of No. 1 yellow corn for shipment from the Gulf. There were also inqui- ries for corn from Continental countries, including Belgium and Holland. Export flour sales this week are the best since the first two weeks in September. Dec. 9: Export sales of 250,000 bushels to 500,000 bushels of Canadian cash wheat were reported, but business was restricted by inability to secure ocean freight. New York exporters reported that they could have sold several million bushels if freight space could have been booked. Regraded Uclassified December 13, 1939 20 3 pm Present: Xr. Teutomu Nishiyama, Financial Attache Mr. Cochran Mr.T: Thank you very much for seeing me. HM,Jr: We have met before. Won't you sit down? You have been talking with Mr. Cochran? Mr:T: Yes. HM,Jr: Have you been in Washington all the time? Mr. T: No. No. I always stay in New York. It is very fortunate to have Mr. Cochran here because I want to offer some explanation because we are ship- ping some gold, e. little more than usual at this time. HM,Jr: I see. Mr. T: In general our trade 18 much better this year than it was last year. But since outbreak of the war HM,Jr: which war? Mr. T: European war, Great Britain made some exchange control and then India, Singapore, has this exchange control, over the Far East, 80 that our money tied up everywhere in Great Britain Dominion. It 1a pretty difficult to get money from London to New York. And furthermore our export bills cannot be paid on account of the blockade of business. We can't be paying. So we are short of funds in New York. And I think we started to ship about two or three weeks ago just about twice the amount we usually ship. It will continue for sometime. We must have strength 221 -2- in our balances this year in New York. But in Japan since last year the Government was buying from private gold. It WB.6 wonderfully successful and we are pretty comfortable. The amount is not .... HM,Jr: Buying gold from whom? Mr. T: Japanese people. Private hoard. Bo we are pretty comfortable. We need sell certain amount of gold to tide over this temporary difficulty without drawing upon the reserve of Bank of Japan. I don't know how much it will come to, but, anyhow, I think we will ship for one, two, three months rather big amount, then it will stop, because perhaps, we anticipate, we can draw money from around Singapore, Australia, everywhere from British Dominion. HM,Jr: But now it 18 blocked. Mr. T: Yes. Certain amount of money tied up, and this difficulty 18 only temporary and it will be all right after few months, I guess. HM,Jr: Well, have you any idea as to the amount of gold you will be shipping here for the next few months? Mr. T: I think about 200 million yen, about $50,000,000. I think we will ship just about the amount we shipped in last year. HM,Jr: I see. Mr. T.: Yes; roughyl. But for this war, this European war, we might have been much more comfortable. HM,Jr: I see. Mr. T: Yes. HM,Jr: I see. Well, I appreciate your coming in to tell me. Mr. T: Yes. Yes. HM,Jr: I have no comment to make. Our policy 18, as you know, until further notice we will buy gold 222 -3- at $35.00 less 1/4%. Mr. T: Yes. HM,Jr: And that 1s still our policy. Mr. T: I hope BO. HM,Jr: But there is a lot of gold coming this way from all directions. That's our worry, isn't it? Mr. T: Yes. HM,Jr: If I might ask 8. question as long as you are here ... Mr. T: Yes. HM,Jr: Are the proceeds of the sale of this gold Mr. T: Yes. HM,Jr: .... what proportion of that is used in the United States? Mr. T: Practically all the money is spent in this country. HM,Jr: It 1s. Mr. T: Yes. And we must make provision for paying our coupons of Government bonds, municipal bonds and utility bonds issued in this country. It 1s pretty ..... HM.Jr: .... heavy? Mr. T: .... yes, heavy. Mr. Cochran: May I ask, were you not with the Yokohama Specie Bank in New York? Mr. T: I was asked to resign that Job and I have separate office. 223 -4- Mr. Cochran: But you were with it? Mr. T: Yes. Yes. HM,Jr: But you have only been in this country six months? Nine months? Mr. T: Yes. Six months, but I was here about three years ago. I was Manager of Yokohama Bank. HM,Jr: There 18 nothing we can say other than thank you forthe information. Mr. Cochran: Yes. HM,Jr: We like to know what's coming. It 18 helpful and now that you know Mr. Cochran come down oftener. Don't wait 80 long. Mr. Cochran: I will be very glad to see you. Mr. T: Thank you very much, Mr. Secretary. 000-000 Dearsded 24 COPY No. 248 AMERICAN CONSULATE Rangoon, Burma, December 13, 1939. STRICTLY CONFIDENTIAL Subject: War materials for China; statistics of imports at Rangoon. THE HONORABLE THE SECRETARY OF STATE, WASHINGTON. Sir: I have the honor to report, supplementing information which has been transmitted to the Department, that imported war materials for China shipped from Rangoon during the period from October 14 to October 27, 1939, were valued for Customs purposes at Rupees 3,243,399, or $1,135,189 at exchange of 35 cents to the rupee. Statistics relating to these materials are transmitted herewith. At the end of the period mentioned the total value of all war supplies for China shipped in transit through Burma stood at Rupees 82,264,894, or approximately $28,792,712. Respectfully yours, Austin C. Brady American Consul In quintuplicate to the Department. 800 ACB - 2 - 225 WAR MATERIALS FOR CHINA Statistics of imports at Rangoon inspected and passed for transit during the period from October 14 to October 27, 1939. Type of Number Description Country of Value Material pkgs. and Quantity origin Rupees Aeronlane parts 1 No description Great Britain 2,653 28 II If United States 121,085 Machine guns 101 Madsen 7.9 mn. guns and accessories, ma- chinery and parts; 100 Denmark 196,860 34 Madsen 20 mm. machine cannon with mountings and accessories; 14 Il 152,893 Rifles 680 Mauser 7.9mm.; 17,000 Belgium 936,321 Fuses 12 Safety, with 5. Y. V. No. 30; 3,600 coils Great Britain 2,115 Nortars 8 81 mm. with accesso- ries and 51 rounds shells; 1 United States 8,530 50 Brandt 60 mm. with ac- cessories; 50 France 67,000 Cartridges 460 Madsen 20 m.; 21,000 rounds Denmark 188,745 11,500 7.9 mm.; 13,000,000 Belgium 1,567,197 Total 3,243,399 - 3 - 226 WAR MATERIALS FOR CHINA Imports at Rangoon inspected and passed for transit during the period from October 14 to October 27, 1939. RECAPITULATION BY COUNTRIES OF ORIGIN Country of Value Equivalent origin Rupees U. S. Dollars 1. Belgium 2,503,518 876,231 2. Denmark 538,498 188,474 3. United States 129,615 45,365 4. France 67,000 23,450 5. Great Britain 4,768 1,669 Totals 3,243,399 1,135,189 RECAPITULATION BY TYPES OF MATERIAL Type of Value Equivalent Material Unit Quantity Rupees U.S. Dollars 1. Cartridges No. 13,021,000 1,755,942 614,580 2. Rifles " 17,000 936,321 327,712 3. Machine guns # 114 349,753 122,414 4. Airplane parts --- 123,738 43,308 5. Mortars No. 51 75.530 26,435 6. Fuses If 3,600 2,115 740 Totals 3,243,399 1,135,189 COPY No. 243 227 AMERICAN CONSULATE Yunnanfu, China, December 13,1939. SUBJECT: Highways of Northwest China. The Honorable The Secretary of State, Washington. Sir: I have the honor to enclose for the Department's information a copy of the pertinent parts of a letter received from the Reverend Paul 1. Contento, reporting on the conditions of the highways in Northwest China. Mr. Contento, an American missionary, was transferred from Tunnanfu to Liangchow, Kansu, and traveled from Yunnanfu to that place by motor truck. The letter is dated November 9. 1939, at Liangchow. With respect to Mr. Contento's statement that the Russian trucks used in the northwest all burn gaso- line, it should be noted that according to information received by this Consulate from an employee of the Dunlop Rubber Company who has contacts in the northwest, gasoline is cheaper in Sian than in Chungking. Accord- ing to the same source, trucks arrive in Sian from the 220 - 2 - Russian border at the rate of 80 to 100 per day. Respectfully yours, /s/ Paul W. Meyer, American Consul. Enclosure:- Copy of letter from Mr. Contento, dated November 9. 1939. In quintuplicate. Copy to Embassy at Peiping. Copy to Embassy at Chungking. 800 SCB:Epy Enclosure to despatch No. 243, dated December 13, 1939, from Paul V. Meyer, American Consul, Tunnanfu, China, to 74 the Department of State. Washington, on the subject: Highways of Northwest China. "We had quite & thrilling trip getting here. From Kunming to Uhungking we went on Red Cross trucks but from Changicing to Lanchow, I drove a two ton 1935 Ford truck which belongs to our Mission. Contrary to expectations, I had no trouble at all. *From Chungicing to Changtu, the road surface 1s quite bad, but from there right on to the Shenei border, it steadily gets worse And worse. For about a stretch of fifty miles, just beyond Kwangyuan, the road is simply avful. It is out out of the side of rocky cliffs and so narrow that B. truck has to scrape the rocks in order to keep from going over. And there is a drop of about one thousand feet to the dry river bed below!! The roads in Shensi are splendid. but once ve turned at Swang Shih Pu, (some 200 kilomater south of Pu Chi, rail- head) to go into Kansu, the road vas quite poor again. It is B. Dev road they have put in which goes direct to Tienshui. The road is well engineered and the bridges all in but the surface is pretty bad, The road continues about the same in quality right to Rus Chia Ling, (near Ting Hai) where the Tienshui road meets the Lanchow-Sian road. Here the road is very good. Of course, it rains 80 seldom in these parts that they do not bother to put in a. stone foundation like in the Yunnan-Eweichow roads. The road from Lanchow to here is fairly good and continues the same right to the Sinkiang border. I say very good, but I should qualify that because while the road in very wide, the section stoned is only about the width of B truck wheel base. The stoned section 1s about six or eight inches higher than the rest of the road. This makes very difficult driving and accounts for many accidents as once the truck geta off the stoned surface, the drivers seen to make for the ditches. All the trucks used in the northwest are of Russian make and AN very clumsy. They all use 6280- line. "Well now, when are we going to have the pleasure of entertain- ing you in Linngchow? You could easily nake the trip from Hunming to here in 8 days even though there are 10 ferries to crose between Chongtu and Hanchung. & WATE velcome avaits you here." Regraded JR PLAIN MA 230 London Dated DECEMBER 13, 1939 Rec'd 12:05 p.o. Secretary of State, Washington. 2610, December 13. FOR TREASURY. 1. The text of the statement on the Anglo-French financial agreement circulated in Parliament last night after Simon's announcement reported in the fifth paragraph of No. 2599 of DECEMBER 12, 6 p.z. follows: "1. The two Governments have agreed that it is in the interest of both countries to avoid clterations in the existing offici-1 rate of exchange between the pound and the franc, "2, The francs required by the United Kingdom (including those for the B,E,F.) will bE provided against payment in starling, and the sterling required by France (including that required for the purchase of rav materials in the British Empire) vill bE provided against francs, Both countries will for the duration of the the bE in n. position to cover the whole of their requirements in the currency of the other country by payment in their own currency without "ny question of their having to find gold. "3. The sterling held by the French monetary authorities Regraded Uclassified 231 ⑉2⑉ 2610, December 13, from London. authorities will be avoilable for Expenditure throughout the sterling open, end the francs hEld by the United Fingdom monetary authorities will bE available for Expenditure throughout the French Empire. "4. The question of sharing Equitably the Expenses necessitated by the conduct of the wer hich the two Governments have to defray in gold end doll ro will bE kept under review. "5. The United Mingdom and French Trensuries will have frequent meetings to review the position of the /.111ed Governments 15 regards their resources in gold and foreign Exchange. "6. Neither Government will raise 2 foreign loan or credit EXCEPT in agreement with (or jointly ith) the other Government. "7. Neither Government vill impose fresh restrictions on the imports from the other country during the ver for protective purposes or for Exchange reasons. "8. The two Governments till unintain controt as regards their policy in regard to prices. "e. Finally the two Governments 111 share certain items of Expenditure in the corrion cause such ns financial resistance to other countries and the cost of the armed forces 232 -3- #2610, DECEMBER 13, from London. forces of their Polish ally. The contribution of the two Governments will bE fixed on c. basis which "ill take due account of the national wealth of Ench. In general, the French contribution will bE 40 per cent and the United Kingdom contribution 60 per cent of the total. "10. These arrangements vill remain in force till six months after the signature of the treaty of PERCE," Press comment this morning, which unanimously welcomes the agreement, Emphasizes the importance of the fact that the Exchange clearing arrangements Extend to the whole French and Britich Empires, and also the significance of the fact that Equitable sharing of gold -nd dollar resources Are to bE kept under review, The two nost interesting comments are in the NEWS CHRONICLE end the FINANCIAL NE S. The latter states that discussion is centered on the reference to price levels in the two countries since if the sterling-franc rate is stabilized for the duration of the war it will bE Essential that idention] policies should bE pursued regarding the trend of the respective national price levels. This crticle points out that up to nov prices in France have been kept down with n firm hand while in the United Kingdom they have risen considerably 30 that unless nessures TE taken more drastically 233 -4- #2610, December 13, from London. drastically to stabilize prices in Britain the two Economic systems may get out of Equilibrium. The NEWS CHRONICLE financial Editor stresses the SOME point 1th greater force, pointing out that keeping the pound-franc rate stable without resort to settlement of belances in gold or by tariff notion involves "-- Sir John Simon soid, subsequent discussion of the more gener^1 problems of price policy and also (which hE did not mention) of LOBE policy." The NEWS CHRONICLE writer 30ED on to point out that wage rates have been stabilized in France by government ordinance while in Britain they TE undergoing idesprend rise, and that continued divergence must finally break down the currency agreement. In this connection it in significant that SEVEN British trade union lenders go to Paris this week for the first of a series of monthly meetings with their French counterports to discuss war-time labor legislation, with special attention to the French labor decrees stabilizing Hages, Et cetera, the results of this meeting, following that of the National Joint Advisory Council with Simon and other ministers reported in the second section of No. 2562 of December 7, on the British trade union attitude to var- time HAgE problems will bE of for renching importance. Incidentally 134 -5- #2610, December 13, from London. Incidentally since my No. 2167 of October 25, VAgE increases have been numerous. On December 2 the DAILY HERALD bonsted on behalf of trade union leaders that they had negotisted wage increases Equal to pounds 30 million = year for four million orkers during the 13 WEEKS since var began. This covered, mong others, workers in the shoe, rubber, paper, drug, bacon curing, linen, furniture, engineering, building trades and agricultural workers. Meanyhile transport Workers md local government Employees and others are pressing for VAGE increases. 2. Government returns for the YEEK ended December 9 sho = drop from lost week's park in Expenditure (reported in No. 2551 of DECEMBER 6) of pounds 76.3 million to pounds 43.8 million. The proportion required for national dsbt interest WSS pounds 22.6 illion and pounds 9 million reconstively. Ordinary revenue totalled pounds 13 million. Receipts (net) from national sevings certificates were pounds 5.2 Million -nd subscriptions to baby defense bonds yielded pounds 6.35 -illion. These ith the mounds 25 million Expansion in the tender Treasury bill issue to pounds 700 million cmounted to pounds 5.8 million core than the week's deficit of pounds 30.7 million and consequently the tap issue the reduced by pound 4.5 million and and means advances by pounds 1.3 million, making the total floating debt 46 235 ⑉6⑉ #2610, December 13, from London. debt pounds 1,473 million, or pounds 19.3 million up on December 2. 3. The official belga rate was fixed weaker at 24.30-55 today and the Argentine peso at 17.30-80, but the Swedish and Norwegian rates were unchanged. JOHNS ON HSM 79(e) FEDERAL RESERVE BANK OF NEW YORK EFFICE CORRESPONDENCE DATE December 13, 1989. CORFIDENTIAL FILES SUBJECT TELEPHONE CONVERSATION WITH L. W. Knoke BANK OF ENGLAND, 230 I called Mr. Bolton at 12:50 today. There was 0 good deal of confused and confusing information in this market about a changed attitude on the part of the British Exchange Control towards cotton bills for forward delivery. What could he tell me in this connection? Under the present arrangement, Bolton replied, exchange WAS given at the official rate against bills covering merchandise "actually on the move". In order to protect themselves against being handed clean bills, that is, non-documentary bills which had nothing to do with actual merchandise operations, they were now insisting that any bill offered to the British Control for settlement at the official rate was guaranteed to have documents sttached within 10 days) this was considered a reasonable time for the 5 ippers to move the merchandise out of the warehouse, load it, obtain shipping documents, attach the documents to their draft and have it collected through their bank. If the exchange trans- action had to do with a sale of merchandise for forward delivery, the foreign seller could easily protect himself on the exchange risk by arrenging with the British buyer to apply through his bank in England for foreign exchange for forward delivery at the official rate. The Briti sh buyer would describe the merchandise, would produce the import license and on the bank's knowledge of the business, the exchange would be allocated. This was the only way the British Control could make certain that the foreign exchange applied for did not 6° into the wrong hands and did not serve Regraded Uclassified a FEDERAL RESERVE BANK OF NEW YORK OFFICE correspondence DATE December 13, 1930. CONFIDENTIAL FILES SUBJECT. TELEPHONE CONVERSATION WITH TO Lae W. Knoke BANK OF ENGLAND. FROM 237 8 speculative purposes. The foreign seller who had a contract for the sale of merchandise for /forward delivery could protect himself as to the exchange rate in the future as he had in the past but instead of doing it in his own market as heretofore, the buyer would do it for him in London. The fact of the matter was that this was the kind of arrangement that had been contemplated from the outset but it had taken a long time for the British importers to realize that that was the way in which the business should be done. There had been a great deal of confusion particularly in Lancaster due to the fact that cotton dealers there were trying to do their business in war times as they had done it in peace times: According to Bolton, then, the foreign shipper continues to have the same protection as in the past but instead of covering his forward exchange in his own market hereafter it will be up to the British buyer to do it in London. The official rate, of course, remains unchanged. LWK:KW BECEINED THE is - % M - - - - w of TREASURY DEPARTMENT INTER OFFICE COMMUNICATION 238 DATE December 13, 2939 TO Secretary Morgenthau FROM Joseph P. Cotton, Jr. Es: Dxyort-Ingart as Credit to At a meeting of the Board of Trustves this E resulution destel, subject to the recording of the tou State Department votes - pure not yet been cast in favor thereof, mode L 3 millions 000- - IA flvor of the Finnish-Anericen Corporation, = corpora- 11. Lelag organized today, to be used to finance the export of American - other than armazents and munitions, the purchase of which shall by - by the Bank, disbursements to be mide against shipping doca- The matter was considered yesterday at an Executive Committee of at which no decision was reached except to request the President of the Bank to find out 10 the FFC, in view of the present financial condition of the 3822, would not be milling to assure the nucle $10 aillions comit- next sublicized by Mr. Jones. This sorning approval DUE requested of a. 03 recommitment, it being assumed, although the EFC Board has not ecter, that Vr. Jones will secure their approval of the 57 millions coult- vert. Sather violent objection RES takes by Tels to the fact that the TSC as not committed and that disbursements would te zade first IT: the 300 with - issurance of RFC participation in current disbursements. in the of Terren Pierson's review of the positiva of the Sank 100 the reduction 1. the Account to $3 millions, I did not lisist CO there objections. The substance of the transection received little discussion. 12 X to however, it seems clesr that the credit cannot produce Vwitive all to Finland unless through agrangements vità Crest gritals a No: powers in a position to render effective help, hereby the X- :- = =2 goods for export here by the Plans could be name 4. tasis for is- export of armanents and other gooda from countries close to Plaint. I === it, OL the basis of our conversation yesterday, that this is E. atter Late thich you did not vish ne to inquire too closely and 1 = also indicated it is = matter which Mr. Hull does not vish 20 take wi dità the Under the circumstances, however, I should like to polit xt that 2/ the set-up designed by Vr. Jones (1) there little likelihood Is of b credit teing of immediate, effective aid to Pinizai, ad (2) there 239 - 2 - @4 possibility, if the Plans seve quickly in making purchases here, = 33 millions being thrown any and the whole onus of the transaction - the Export-Import 3012, although I suspect fr. Jones hopes that the credit will not be largely drawn upon before the situation in becomes clearer one Tay or the other. Inder the circusstances I registered my vote in favor of the indicating in so doing that : W&S acting under special 10- from you. 18.C 240 MA GRAY Paris Dated DECEMBER 13, 1939 REC 'd 5:40 p.m. Secretary of State Washington 2970, December 13, 7 p.m. M FOR THE TREASURY. Our telegram Number 2963, DEVEMBER 12, 6 p.m. The Franco-British financial accord has been the subject of Enthusiastic comments in financial circles today and has received the unanimous approval of the French press. The latter has given it quite a play and it shares with "Russia versus the League" most of the front pages. While most Editorial comment is largely in the nature of paraphrases of Reynaud's statement and praise of his atle handling of the negotiations Prederic Jenny has a leading article in this morning's AGENCE ECONOMIQUE FINANCIERE in somewhat more serious vein. Asserting that the financial accord is fully as important as the recent Franco-British Economic accord and that it implies "total monstary solidarity" It BEEMS: "this means first that for the duration of hostilities and six months following the signature of the PERCE treaty French currency and the pound will bE stabil- ized in practice in their relationship to Each other apparentl on the basis of present quotations. (END BULLITT SECTION ONE). NPL 241 JT GRAY PARIS Dated December 13, 1939 Rec'd 5:30 pame Secretary of State, Washington. 2970, December 13, 7 p.m. (SECTION TWO) The Essential point is that stabilization will be Effected without gold movements. The French Government will furnish the English Government against pounds the francs which the latter may need for its expenditures and its purchases in France and our Colonial Empire and re- ciprocally the English Government will place at the disposal of ours against francs the necessary pounds for settlement of French purchases in the United Kingdom and in the starling area that is to say, the entire British Empire EXCEPT Canada, But monetary solidarity does not Exist only in the TE- lationship between the franc and the pound. It is equally manifest in the relations of the two countries with other states and that in two respects: (first) the two govern- ments have decided that they will share fairly expenditures to bE made in gold or in dollars. That means that just as Economic resources of the two countries have been pooled their foreign Exchange resources - which furthermore will bE 242 -2- #2970, DECEMBER 13, 7 p.m. (SEC TWO) from Paris bE the object of frequent surveys - will form in Effect one sole mass 'as sole' war treasure. BULLITT NPL n. 243 GRAY PARIS Dated December 13, 1939 Rec'd 5:43 p.m. Secretary of State, Washington, 2970, December 13, 7 p.m. (SECTION THREE) (Secondly) Each of the two governments will refrain from contracting foreign loans or from soliciting credits without prior accord with the other, thus in the common interest competition al ready set aside in ourchased of raw material 3 or of war materials will be equally 30 in the field of international credits." The psychological aspects of the agreement as a further answer to Germany's efforts to separe ate the two allies are also stressed in the comments WE have heard, as well as hopes that some of its principal features and the cractical cooperation which It demonstrates may long survive the war. Nor has the importance of the mutual agreement to impose no new protecting tariff measures been overlocked. There is pleasure too that early press reports from Washington indicate that "the agreement has received favorable comment there" and that it is not considered as infringing "the functioning of the tripartite monetary accord". BULLITT NK:N PL 244 JT GRAY PARIS Dated DECEMBER 13, 1939 Rec'd 6:08 p.m. Secretary of State, Washington. 2970, December 13, 7 p.m. (SECTION FOUR) One despatch states "political circles add that relative stabilization between London, Paris and Washington of their respective currencies may SERVE to restore to the world at the appropriate time the bases of a future Economic order in conformity with the 1dea so dear to President ROOSEVELT and Monsisur Cordell Hull". The Natherlands Bank statement for the week ending December 11 shows gold reserves down 6,000,000 florins to 1,019,000,000. Total liabilities are 1,345,000,000 as against 1,353,000,000 the previous WEEK. Gold coverage is down from 75.08% to 75.01%. It is commented locally that this small further reduction in gold reserves indicated continued demand in dollars but largely for commercial needs; there is no indication of any important flight of capital. BULLITT NPL 245 JT GRAY PARIS DatEd December 13, 1939 Rec'd 6:18 Dalla Secretary of State, Washington. 2970, December 13, 7 p.m. (SECTION FIVE) The B 1 S statement for November shows a slight re- versal of the previous downward trend. Gold holdings are up 4,500,000 Swiss francs to 22,100,000. Rediscountable bills and acceptances are up 1,600,000 to 159,700,000 and cash is up 12,800,000 to 28,600,000. Short term de- posits are up 7,500,000 to 27,600,000 and total resources are 460,000,000 compared wi th 452,000,000 on October 31. The Paris securities market was subject to profit taking and turned heavy toward the close. Moderate gains and losses were the rule EXCEPT for rentes most issues of which continued to gain on the everage 1,50 francs. The Exchange guaranty issues WERE weaker, however, the 1937 issue losing 1.20 francs. The continued gain in rentes without exchange guaranty is apparently due to the feeling that the Franco-British financial accord has strengthened the franc. Suez was down 500. Official Exchange rates WERE unchanged EXCEPT for the belga which improved from 714-720 to 717-723. (END OF ME33AGE) BULLITT NPL 246 The two Governments consider it is in the common interest to avoid alterations in franc- sterling rate and no such change will be made without prior agreement between then. Each exchange equalization fund will continue to be solely responsible as regards quotation of its currency in market in third countries, but there will be close consultation. British fund and French fund will continue to sell to one another sterling for franc and frane for sterling at official retes. French fund will be thus sellers to United Kingdom fund of all france required for our expenditure. If French fund holds sterling in excess of fifty million pounds excess will be funded in form of Treesury bills repayable one year after war and renewable for two further years. Frane value of these Treasury bills will be guaranteed. Same system will apply to france held by United Kingdom fund. No request will be usdo by either fund for conversion of currency of other countries into gold. sterling held by French fund will have 8 guarantee of its accounted franc value, and france held by United Kingdom fund of their sterling value. French may use their sterling in sterling aream/ Regraded Uclassified 247 areas and by agreement in special cases elsewhere, and " may use our france in French Rmpire and by agreement elecwhere. These are main monetary clauses. Agreement also provided for contact between the two Treasuries and cooperation in all questions of common interest. Certain items of war expenditure in common cause, such as expenses of Polish armed forces, financial assistance to third countries and losses resulting from blockade delays, will be shared in proportion two for the French and three for the United Kingdom. Agreement is to remain in force for war period and for six months after signature of peace. BRITISH EMBASSY, WASHINGTON, D. C., December 18th, 1939 BECEIAED TRANTMANN YAURA38T Regraded Uclassified BR225 248 December 13, 1939. Memorandum to The Secretary From Mr. Stewart. Subject: Strategic Metals. Questions: How can the "moral embargo" of strategic metals be made an effective method of restricting the war activities of certain countries? What 18 the best organization for assembling the necessary information and for taking action based upon it? What are some of the immediate and longer term conse- quences of "moral embargo" of these metals, and what problems can be foreseen? - o - The more highly "localized" metals are easiest to control. These are molybdenum (U. S. A.), nickel (Canada), and vanadium (Peru). Some degree of international cooperation would be necessary to effective control. The less localized metals (chromium and manganese) are to some extent substitute for molybdenum, and manganese is & required alloy in all steels. The information concerning present and prospective supplies of manganese is therefore of first rate importance. The extent of damage that can be done by withholding certain of these alloys differs by countries: Russia - Most nearly self-sufficient,- since it is the chief producer of manganese and has adequate supplies of chromium. Germany - Most dependent upon outside sources, but highly skilled in the art of substitution, and under existing circumstances may draw upon Russian supplies of alloys. Japan - Most uncertain. Information concerning its own production of chromium not available, but it also 2. 249 importe from the Philippines and supplies are available in New Caledonia. Pressure on Japan might result in that country making an agreement with Russia concerning manganese. U. S. A., Great Britain and France are all importers of manganese, largely from Russia. The present and potential supplies from other sources (such as Brazil and Cuba) need to be investigated with particular reference to present capacity and the time and money required to increase supplies from these other sources. It 16 also important to know how many months supply of manganese is now stocked in the U. S. A., Great Britain and France and whether these stocks are adequate to bridge over a period during which Russian supplies might be shut off. While the U. S. A. might be able to meet its current requirements from Brazil and Cuba, such action might shift the deficiency to Great Britain and France. General Considerations: 1. As an alternative to a "moral embargo" aimed at complete withholding of embargoed metals it may be desirable to consider a scheme of rationing. This could be supervised by the trade after an understanding with the U. S. Government, under/the Which amounts made available to any single country was restricted to some pre-war basie. 2. Understanding reached with the trade will be subject at some time to public explanation. For example, the manage- ment of Climax Molybdenum will presumably be called upon to explain to the stockholders the decline in exporte of molybdenum to Russia. Is the company to Bay this was done at the request of the U. S. Government, and upon what basis, - or is there an alternative form of explanation to the public, No matter how confidential the information may be regarded, the fact of & moral embargo will soon be known in trade channels, Sources of Information: sources of information be used to the fullest extent before In existing circumatances I recommend that Government asking private industry for the facts. I suggeet that Harry White and his division, possibly with the help of Mr. Kanarok, now working under Captain Puleston's direction, be used to collect and interpret the information. 3. 250 Others of us would be available for such consultation and advice as seemed desirable. The reports of the Munitions Board are said to contain basic information on these metals, and some of these reports are already in the Treasury. On existing stocks of manganese in this country the American Iron and Steel Institute is probably the best source. Information most urgently required concerns manganese. I would be inclined to suspend further action on "moral embargo" of strategic metals until manganese position was assessed. Whatever the efficacy and risks of the "moral embargo" may be, it is clearly desirable to have a full understanding of international position of the strategic metals. This can be justified as part of a preparedness program. It is less clear that it is the function of the Treasury to assemble and interpret this information. TO: 12/13/39 MRS. KLOTZ I would appreciate it if you would bring this to the Secretary's attention 65 soon LE possible, DE I ought to cell E. Trap- hagen this ofternoon. JPC,Jr. From: MR. COTTON TREASURY DEPARTMENT 251 INTER OFFICE COMMUNICATION DATE December 13, 1939 TO Secretary Morgenthau FROM Joseph P. Cotton, Jr. Re: Colombian debt. Mr. Traphagen called me this morning to say that, as & result of his meeting with Jaramillo and Turbay in Washington last week and E meeting which he arranged yesterday in New York to have them meet the executive committee of the Bondholders' Council, the Council has EE Formulated an "irreducible minimum" in connection with any adjustment of the Colombian debt. Mr. Traphagen would like to come to Washington to see you personally in order to inform you of the situation either Thursday, Friday or Saturday of this week - preferably Friday. He would prefer to see you personally rather than the committee consisting of Mr. Jones, Mr. Welles and yourself. He would like to explain the situation to you before communicating the "irreducible minimum" to the Colombians, because he sees little reason for so doing unless the Council could be assured of the backing of the Government in this position. I told him I would communicate the above to you and call him back as soon as possible. I.P.C.P. TREASURY DEPARTMENT INTER OFFICE COMMUNICATION 252 DATE December 13, 1939 TO Secretary Morgenthau STRICTLY CONFIDENTIAL FROM Mr. Cochran The Canadian Minister talked with me by telephone at 12:10 this noon. Ee stated that Colonel Ralston would be here on December 20. Since his time is short, his schedule calling for departure by plane about 4 c'clock in the afternoon, after arriving only in the midforenoon, it WEB desired to learn whether there should be an arrangement for a conversation at the Treasury before or after the luncheon which the Secretary 1s giving here for Colonel Ralston and the Minister. When I reminded the Minister that in his conversation with the Secretary a few days ago the decision had been left to the Canadians a.e to whether they preferred to lunch at the Secretary's residence, in the event that no publicity should be given their visit, or at the Treasury, the Minister said he had informed the Secretary's private secretary that they were not endeavoring to keep the visit confidential and would be glad to come to the Treasury. The Minister explained that they had no specific questions or anything to ask of Secretary Morgenthau. The main purpose was to become acquainted. Colonel Ralston might be accompanied by Dr. Clark. The Minister will inform us definitely later. Shortly after talking with the Canadian Minister, I reported my con- versation to the Secretary who had me call back the Minister shortly before 1 o'clock, and tell him that the best time for an extended conversation would be immediately after the luncheon. The Minister raised the further question as to a communication to the press. He suggested that he draft something along general lines which could be given out and that he then submit his draft to us. I told him that if be telephoned me after his draft was finished I would see that we got to- gether with him. H.M.R TREASURY DEPARTMENT INTER OFFICE COMMUNICATION A DATE December 13, 1939 TO Secretary Morgenthau 253 Mr. Cochran STRICTLY CONFIDENTIAL FROM At 4o'clock the Secretary received Mr. K. P. Chen. Mr. Cochran and Mr. Cotton were present. Mr. Chen read to the Secretary, and handed to him, the copy, of a memorandum providing the information with respect to Chinese production and export of tungsten which the Secretary had re- quested some days ago. It appeared that only about 3,000 tons per annum night be available for export to the United States, since the other WSB pledged for barter to Russia or for sale to England or France, after local needa were taken care of. The Secretary said to Mr. Chen that this material night be made the basis for & loan more easily than tin. Chen re- marked about the small amount, calculating that at $1400 per ton a loan of only between $4,000,000 and $5,000,000 could be figured on. The Secretary said that this amount was something. The Secretary then referred to the list which Mr. Chen had handed him on his last visit, and which the Secretary had passed on to the President. The Secretary suggested that the Chinese Ambassador, who has not seen the President since September 8, ask for an appointment and stay with the President until he talked him into doing something for China's urgent needs. Re told Chen that the Finnish Minister Procope had followed this policy successfully, as evidenced by the $10,000,000 loan which has just been arranged. Mr. Chen had talked with the President of American Metale in regard to sinc, and has had instructions to buy an increased quantity thereof, but but has not yet made any arrangements, particularly because of the high price. The Secretary raised the question of the services of Mr. Sheahan. Mr. Chen said that this man had rendered service of value, due importantly to the fact that his influence was strengthened by the understanding that be had been recommended by Secretary Morgenthau, Mr. Chen does not know how fully his technical recommendations have been adopted or found practicable, but he has been pleased to nee him working toward a coordination of trans- portation in China which was corely needed. The Secretary voiced his dis- pleasure at Sheahan's having charged Chen for time spent in calling on the Secretary in Chen's behalf. The Secretary reminded Chen that ne intermediary NBS necessary between them, and that he thought the money should be returned to Chen. The latter deprecated the importance of this matter. Regraded Uclassified TREASURY DEPARTMENT INTER OFFICE COMMUNICATION DATE December 13, 1939 254 TO Secretary Morgenthau Mr. Cochran FROM STRICTLY CONFIDENTIAL At 3:30 this afternoon the Secretary received the Belgian Ambassador in Tashington and M. Theunis, who is here as "Ambassador at Large" for Jelgium, and who has in the past visited the United States on various missions and held important poste in the Belgian Government, including that of Minister of Finance. Mr. Cochran WBS also present. Mr. Theunis explained that he merely wished to pay his respects. It had been thought sometime ago that it might be well for some Belgian to cone to the United States who was familiar with the economic situation in Belgium and who could speak on this as well as study the American situation. Mr. Theunie reminded the Secretary that he had visited the United States to effect the Belgian debt refunding agreement, following after the British, and unfortunately having to pay a rate of interest which has been found too high. He contrasted that rate of interest with the present cost of money. Vr. Theunis stressed the hardships now being imposed upon Belgium by the war, While Belgium has an advantageous position in time of peace, favoring it as a trading country, this same position of so small a country reacts greatly to its disadvantage during B war such as this where it is between two devils fighting and the deep sea which Britain controle. He said that the port of Antwerp had suffered badly, as re- sult of the allied blockude and Belgium is having much difficulty in procuring raw materials. He said that while the British had held up for B. few weeks certain vessels bringing American cotton to Belgium, France had not only taken such vessels into the Port of Havre, but had actually confiscated the cotton without making any payment therefor. Ee said the Belgian Government had protested, but ineffectively. "That can TE really do, when we Belgians are as sympathetic as the Americans with the allied cause." The Minister said that the Secretary of the Treasury would realize what a problem his colleague in Belgium has in meeting the heavy expendi- bure for keeping 600,000 men under colors, while suffering B. lack of income from paralyzed shipping and business. V. Theunis mentioned the problems of the Netherlande as being equally serious with those of Belgium, the Port of Rotterdam suffering even more, From a military standpoint, Switzerland had an easinr problem than these two flat countries, afford because of the natural protection which the Rhine and the mountains Switzerland. Regraded Uclassified 255 -2- The Secretary asked where Belgium was obtaining her iron ore. M. Theunis said part of this came from France, while Belgium in turn shipped coal to France. He added that some metallurgical coke had been obtained from Germany, but that Germany insists on obtaining materials from Belgium which England will not permit Belgium to have and sell to Germany. This complicates Belgium's problem very much. Questioned by the Secretary as to what materials Germany needed most, M. Theunis thought her food supplies ample for some- time. The greatest need was for materials such as copper, manganese and various metals required in steel alloys. He did not think Russia should normally provide foodstuffs for export to Germany, but admitted if this seemed to be a necessary national policy, the Russians would simply export the food and let their own people starve as they have in the past when desiring foreign exchange and selling wheat there- for. Theunis could not believe that Hitler was happy over his partner- ship with Stalin. At this point the Belgian Ambassador remarked that he had word through Italy that sentiment in Germany was anything but favorable to the present connection with Russia. The Ambassador thinks that various factors give & hope for peace in the Spring. Theunis recalled that during his only conversation with Hitler, which was for five minutes two years ago, they found they had one common hatred, namely, that against Bolsheviam. STRICTLY CONFIDENTIAL TREASURY DEPARTMENT M INTER OFFICE COMMUNICATION DATE December 13. 1939 TO Secretary Morgenthan FROM Kr. Cochran 256 The Secretary spoke to me at 9:00 o'clock this morning about the failure of the Bank of England to authorize the Federal Reserve Bank of New York, in its cablegram setting up the special account, to permit confidential access thereto to the Secretary of the Treasury, as specifically promised in the No 6- sage from the Chancellor of the Exchequer which was delivered to the Secretary or October 30. 1939. by Mr. Pinsent. The Secretary then telephoned Governor Earrison at the Carlton Hotel. Governor Harrison told the Secretary that it VSIII his understanding, particularly after talking with Mesars. Stewart and Cochran, that he should 5° ahead and accept the Bank of England account, even if prior arrangements were not made with him by the Bank of England to give the Secretary access thereto. He thought from his earlier understanding with the Secretary and from his recent talks with the Secretary's assistants that the Treasury had already cabled London in regard to the condition in question, end that it YBS this Department's task to remind the British of their undertaking, es communicated to the Treasury through Pinsent. After this conversation, I was directed by the Secretary to have Mr. Pinsent Come to the Treasury as soon as possible and to deliver to him 8. from the Secretary. I called Mr. Pinsent at his house at 9:15 and asked him to come and see no at once. He said be vas not quite ready but would come down as soon as he could. He reminded me that he had three or four things to take up with us and anked if he could see Walter Stewart this morning. I told him that we must first clear the matter on which I wished to see him. Kr. Pinsent arrived shortly after 10:00 o'clock. I told him that the cablegram of December 6 from the Bank of England to the Federal Reserve Bank of Ser York, setting up the special account of the Bank of England, did not contain an authorization for the Secretary of the Treasury to have personal and con- fidential access thereto, as had been definitely promised in the message from the Chancellor of the Exchequer which Pinsent had delivered to us on October 30. I showed Pinsent a copy of this message. and he had in his brief case a copy of the cablegram from the British Foreign Office to the Embassy upon which this note Vas based. I told Pinsent that the Secretary vas disappointed because this arrangement had not been carried out. Re felt that the account should not have been opened without this point being covered in the instructions. Furtherwore, the Secretary had instructed ne to ask Pinsent to telephone London and get this after definitely straightened out before the Secretary would receive him again. Finsent stated that this must have been simply an oversight by the British authorities, and he was sure it could be promptly adjusted since so definite 02 undertaking had been received from the British Chancellor of the Exchaquer. Regraded Uclassified 2 257 Yhon he stated that it was his practice not to use the telephone to the Treasury in London, and that be understood the Ambassador was the only one in their 02- tablishment who vas permitted to telephone to London, I offered our telephone facilities if he desired to utilise them. Mr. Pinsent accepted this offer and I put through a call for him to Mr. Waley of the British Treasury (Whitehall 1234), and Mr. Pinsent spoke with him at 11:50. With the cablegram from the Foreign office before him, Pinsent identified the mossage to Waley and told him that the Secretary of the Treasury vas quite insistent that the instruction be immediately transmitted from the Bank of England to the Federal Reserve Bank of New York to put into effect the part of the agreement which was identified, and which con- cerned the confidential access to the account by the Secretary of the Treasury. Valey promised Pinsent to attend to this matter at once. While waiting for the phone call to go through, Pinsent asked if he could discuss some other matters. I told him there could be no discussion with the Secretary until this bank account matter vas cleared up, but that be could men- tion anything to me that he desired. Re first handed to ne the attached third person note, dated December 12, 1939. which provides A summary of the Anglo- French financial agreement, to which Pineent referred yesterday in his telephone conversation with no. Pinsent had not yet received the full taxt of the agree- ment and saked if I could make available to him a. copy of our text B.S. received from Paris. I promised to do this, but reminded him that it was probably a translation, and evidently contained some garbles. Mr. Pinsent than moved to the subject of the departure of Measrs. Whigham and Gifford for London without any final steps being taken toward liquidating British owned dollar securities on this market. I told Pineent that the Secre- tary had been concerned over this and would want an explanation from Pinsent. The latter told an that there were certain points which he did not feel like elaborating to me when he told ne over the telephone last Friday evening that the two gentlemen were sailing back to England the following morning. In the first place, Pinsent assured me that Mesers. Whigham and Gifford and been most earnest and emphatic in their cablegrams recommending that vesting of securities be not delayed. In New York they had consulted various bankers and technicians on this subject and received in particular the views of Mr. George Whitney of J. P. Morgan and Company, which were to the effect that while the vesting might cause some trouble, this is a hurdle that must be passed, and that It should be taken as soon as possible. That is, Mr. Whitney, whose opinion the visitors considered most valuable because of his experience in this busi- noss, agreed with the views of Mesers. Whigham and Gifford, who likevise realized that the initial vesting might for a while cause some upset. With considerable hesitancy, Mr.Pinsent then stated that we must know that Ambassador Kennedy had some influence in the decision to postpone the vesting. Kennedy had talked with Whigham in Sev York and had also discussed the subject with the British authorities in London after Whigham had sailed. Mr. Kennedy thought that the vesting at this time would be very bad. He did not agree that sixty odd securities should be taken over at the first step. He thought only 5. small number, perhaps, twenty should be vested to begin with. Pinsent reminded as that Ambassador Kennedy YES & very persuasive individual. The two Scotch 258 representatives who had come to America had hoped to accomplish the arrange- signts quickly, and Mr. Whigham in particular had desired to return home because of the serious illnese of his wife. When the fact VAB brought home to them in New York that the British officials in London were hesitating to make up their mind in favor of early vesting (the word having been received that eince vost- ing did not take place on December 9. it could not be arranged, at earliest, before December 30) and then realising that Ambausador Kennedy had perhaps more influence in London during their absence than they could bring to bear through telegrams sent some 3000 miles away, they had taken the quick decision to return to London. Mr. Pinsent told ne that the foregoing was off the record, mince he did not desire to get mixed up in our matters. I told him, on the other hand, that the Secretary had taken a great interest in endeavoring to facilitate the visit and arrangements of the British experts: that he would naturally seek all in- formation that could be obtained in regard to the circumstances attending their departure. At this point. Mr. Pinsent hedged a little and said that perhaps the iscision to return to London had, to a large extent, been determined before Xr. Kennedy arrived in New York. He confidentially added that the two Scotchmen thought they might have & clear field for putting across their program in London during the absence of Ambassador Kennedy from his post. Mr. Pinsent brought up one question. He said that just when Whigham was departing he remarked that there vas really no need for his coming back since he and Gifford had now 80 completely prepared the way: that the liquidation could be carried out under telegraphic instructions from London to New York, when once it is decided upon. Pinsent vas concerned over this point, since be felt that it was the tacit, although perhaps not the formal, understanding with the Treasury that a British expert should be in this country to oversee the liquidation. I reminded him of the arrangement discussed and approved in our exchange of cable- grans with London with respect to a brench of & Canadian bank in New York acting es the liquidating agent. I told him that I was sure the Secretary expected to have some British or Canadian authority on securities in New York who could talk to us on any problems incidental to liquidation. I preferred, however, that Pinsent bring this matter up with the Secretary himself at the next opportunity. Pinsent said it was his understanding that technical advice and market assistance in liquidating the British securities could be freely obtained and added that J. P, Morgan and Company had been consulted importantly during the visit of MOUSTE. Whigham and Gifford. The question will likely arise on Pinsent's visit, therefore, as to whether he should follow out his inclination to have the British Ambassador urgently cable his Government to send back Whigham or Gifford or a successor to look after the disposal of the securities, or whether we would be entisfied with the New York branch of the Bank of Montreal serving as the depositary of the securities and obtain the assistance of New York banks in the actual a01- ling. all under cabled instructions from London. The contact with the Treasury would then be presumably through the British Embassy. Pinsent also brought up the question of British gold sales to us. Be said that he had checkedwith Osborne and had found that the Bank of England and the Bank of Canada had given the Federal Reserve Bank of New York at least the customary two days notice with respect to the arrival and sale of the $50,000.000 gold ship- nent which the Secretary mentioned to the British representatives when they called 259 - 4 on him. I told Pinsent that & notice of & second $50,000.000 shipment and sale had been received day before yesterday. He said holmew nothing about this. I told him that we had not objected to the technical inter-bank steps, but had been surprised to see a sale of $50,000,000 of gold to us just on the day vesting of securities was postponed. The inference would be somewhat naturally that the British had decided to sell us gold and postpons liquidation of their securities. Pinsent insisted that no such desision had been taken. He explained that even if the vesting of securities does take place it will bo necessary to continue to dispose of some gold to us, because selling securities to meet the full requirements, figuring that the British will have to spend 100,000,000 pounds with us the first year of the war, would unduly depress the security market. Pinsent mentioned that there was some difficulty already with respect to the account in New York, since of the four officials authorized to sign checks. against it, only one is regularly in New York, the other three making head- quarters at Ottawa. Since any check must be signed by any two of the officials, It is necessary after the official in New York has signed, to send the check to Ottawa for the second signature. It is hoped that this may shortly be remedied. Mr. Pinsent desired to talk with Mr. Stewart about the sale of securities on this market, but Mr. Stewart and I agreed that no such conversation should be held until after the Secretary has received Pinsent. B.M.R. TREASURY DEPARTMENT Att 260 INTER OFFICE COMMUNICATION DATE December 13. 1939 TO Secretary Morgssthau FROM Mr. Cochras CONFIDENTIAL The foreign exchange market had the appearance of being quiet but the volume of sterling transactions was greatly increased over that of the previous day. Sterling opened at 3.92-5/8 bid in New York. During the day there vas & fair commercial demand for sterling which included rabber, tin and burlap con- cerns. Shortly after noon, the rate was quoted at 3.94- At that time the Federal Reserve Bank of New York received an order from the Bank of Latrin to sell for its account 4504,000 at 3.92 or better. The Federal disposed of 1410,000 and held the remaining 194,000 for execution tomorrow, pending con- firmation of the exact amount of sterling to be sold. About mid-efternoon, the rate started to ease off and it closed at 3.93-3/4. Sales of spot sterling by the four reporting banks and the Federal Reserve Bank of New York totaled L1,227,000, from the following sources: By commercial concerns I 382,000 By foreign banke (Burops, Par East and South America) 1 435,000 By Federal Reserve Bank of New York (for Latvia) : 410,000 Total 1 1,227,000 Purchases of spot sterling amounted to 2731,000, as indicated below: By commercial concerns 1 367,000 By foreign banks (Europe, Australia and Far East) 16 364,000 Total I 731,000 From the turnover figures given, sales exceeded purchases by 1496,000 and it is difficult to conclude what disposition was made of this amount as the No porting banks do not supply figures showing changes in their own sterling positions or sterling transactions with other domestic banks. Yesterday, mention was made in the report that the British Control was purchasing sterling cotton bills at the official rate of 4.02 in A selective manner. In view of this change by the British Control, It is interesting to note that today the reporting banks did not sell any cotton bills to the Control. The rate for the belgs showed considerable strength today and improved to .1651 from yesterday's close of .1644-1/2. It was reported that there use RD order in the market to purchase 350,000 belgas. This order, coming on & thin markot, had the effect of moving the rate higher. - 2 - The other important currencies closed as follows: 281 French france .0223-1/4 Guilders +5309-1/2 Swies francs .2242-1/2 Canadian dollars 12-7/8% discount Both the Ouban and the Mexican peso continued to decline, being quoted at 12-3/16% discount and .1755 respectively. In the report of December 11, mention was made that the Bank of Sweden sold $2,350,000 in gold from its earmarked account. Testerday, the Federal Reserve Bank transferred from the account of the Bank of Sweden $2,250,000 to the account of the Finlands Bank. Taking these two transactions together. it appears that the Bank of Sweden purchased gold, deposited abroad, from the Finlands Bank and released its own gold here, in order to provide the dollars to pay to Finland. Ve purchased the following amounts of gold from the earmarked accounts of the banks indicated: $1,125,000 from the Bank of Mexico 790,000 from the National Bank of Belgium $1,915,000 Total The Federal Reserve Bank informed us that the Bank of Norway shipped $2,405,000 in gold to the Federal Reserve Bank of New York, the disposition of which is unknown at the present time. The State Department forwarded to us & cable received from the American Consulate General at Ottawa stating that the Bank of Montreal shipped gold valued at $30.766 to the Bank of Montreal, New York. This shipment will be sold to the U. S. Assay Office. The London fixing prices for spot and forward silver were 23-1/2d and 23-11/16d, respectively, up 1/16a for each delivery. The U. S. equivalents were 41.51# and 41.364. Handy and Harman's price for foreign silver was un- changed at 34-3/44. The Treasury's price was also unchanged at 35#- In New York, we made four purchases of silver totaling 275,000 ounces, under the Silver Purchase Act. All of this silver was now production from foreign countries and it was purchased by us for forward delivery. H.M. Before Subammitter of 12-13-39 Committee on Agegrogriations, House of 12/13/39. 262 STATEMENT BY SECRETARY MORGENTHAU Appropriations under the Treasury Department, as set forth in the 1941 Budget, may be classified as follows: (a) Annual appropriations for operating expenses of the Department; (b) Annual appropriations for non-operating expenses of the Department, including internal revenue and customs refunds; (c) Indefinite appropriations and trust funds; and (d) Interest on and retirements of the public debt payable from ordinary receipts. - 2 - 263 with reference to the first class, which covers the annual appropriations for operating expenses, it should be explained that the estimates now before this Committee do not include the additional requirements of the Coast Guard to meet extraordinary expenditures estimated to be incurred in 1941 in connection with the enforcement of neutrality under the President's proclamation of September 8, 1939. Such additional requirements are now being reviewed by the Bureau of the Budget, and will, it is understood, be separately considered by the Committee. A further exception should be noted with respect to the annual estimate for salaries and expenses of the Procurement Division. Under plans recently developed, the scope of work to be performed by this Division will be substantially increased. - 3 - 264 The preparation of the 1941 estimate for the Procurement Division, on the basis of such increased operations, has involved considerable investigation and study, rendering it impossible to include this item in the estimates now before your Committee. The estimate 1s now being considered by the Bureau of the Budget, however, and final allowance 1s expected to be made within 2 few days. With the two exceptions noted, the 1941 estimates of annual appropriations for operating expenses of the Department aggregate about $146,881,000. The appropriations available in 1940 for operating expenses, (exclusive of the Procurement Division and after deducting $14,598,000 provided for administrative expenses under the Emergency Relief Act) aggregate $146,186,000. - 4 - 285 The 1941 estimates for operating expenses, therefore, when compared with similar appropriations for 1940, show a net increase of $695,000. The gross increase under this class of appropriations includes the following major items: Administrative Promotions The Bureau of the Budget has instructed the Department to allocate in the 1941 estimates sufficient funds for the granting of one-step administrative promotions, within the average of the respective grades, to eligible employees who, on June 30, 1940, with respect to positions in grades having a minimum salary of $3,200 or above, shall not have received a promotion since June 30, 1936, or, with respect to positions in grades having a minimum salary of less than $3,200, shall not have received a promotion since June 30, 1938. - 5 - 206 The gross amount required by Treasury Bureaus to effect this promotion program will be over $1,250,000, of which the bureaus will absorb $340,000 from lapses or savings. The remaining $910,000 is being requested as specific items of increase in the appropriation estimates of the bureaus concerned. Permanent Work Performed by Emergency Employees Under the Office of the Secretary (including the Personnel Division), the Office of the Chief Clerk, the Office of the General Counsel, the Office of the Commissioner of Accounts and Deposits, the Office of the Treasurer of the United States, the Coast Guard, and the Secret Service, the Department is requesting funds for 152 permanent positions, with salaries totaling over $266,000, in lieu of positions now paid from emergency funds. 9 I I 267 Your Committee 18 familiar, I believe, with the situation with respect to the use of these emergency employees in the performance of regular permanent functions of Treasury bureaus. This matter was brought to your attention a year ago in connection with our 1940 estimates. The Bureau of the Budget has again approved the inclusion of these positions in our estimates, and it is my earnest hope that you will find it possible to accord them favorable consideration. In this connection I should like to point out, as I have done upon previous occasions, that the duties of the Treasury Department include certain service functions, such as accounting, disbursing, procurement, and check clearance, which expand proportionately as the general activity of the Federal Government expands. - 7 - 268 In other words, any increase in the Government's operations as a whole is reflected almost immediately in one or more branches of the Treasury. In recent years this increased burden of permanent work has been borne in part through the temporary assignment of such emergency personnel as could be made immediately available. Obviously, such an arrangement is undesirable and wholly unsatisfactory from the standpoint of proper administration, since it involves not only the problem of acquiring competent personnel in the first instance, but the further problem of retaining their services after they have been trained. With these facts before you, I hope that you will recognize the situation with which we are faced, and that you will provide us with permanent personnel to do the job. - 8 - 269 Division of Personnel An item of $185,000 has been submitted to cover the gross personnel requirements of the proposed Division of Personnel, to be established in accordance with the Executive Order of June 24, 1938. Of this amount, $26,000 represents new positions, the remainder consisting of the emergency positions previously referred to and permanent personnel transferred from other bureaus of the Department. Contingent Expenses I cannot too strongly urge your Committee's approval of an increase of $29,000 requested under "Contingent Expenses". This appropriation is the only source from which funds are made available for the equipment and supplies required by a number of Treasury bureaus. - 9 - 270 It provides, in addition, funds for the payment of certain recurring charges, such as electric current, rent, travel and communication service. This appropriation has not been adequate in the past to meet the Department's needs, and there have been occasions during recent months when the lack of funds for the purchase of these contingency items has actually hampered the Department's operations. I trust, therefore, that your Committee will find it possible to allow the $29,000 increase which we have requested. Other Increases Under the Office of the Treasurer of the United States, an increase of over $50,000 18 required to enable that office to handle an increased volume of accounting, security, check and cash transactions. Regraded Uclassified - 10 - 271 The additional personnel is made necessary principally because of the large number of check clearances estimated to be handled. The estimate for "Collecting the Internal Revenue" includes an increase of $388,000 due to the additional duties imposed upon that bureau by the Vinson-Trammell Act and the National Defense Act. Both the collection of excess profits taxes under the Acts nentioned and the handling of legal problems arising in the same connection require additional personnel, including 100 field agents. A further increase of $50,000 is being requested by the Bureau of Internal Revenue to meet additional requirements of rented quarters in the field. Regraded Jclassified - 11 - 272 Under the appropriation "Public Debt Service" an increase of over $52,000 is requested principally for the purpose of handling increased transactions relating to United States Savings Bonds. The Bureau of the Mint is requesting about $17,000 for additional departmental personnel, and $58,000 for the adjustment of salaries of certain field employees. For increased production of coins an item of $264,000, has been submitted, together with a request for $23,500 to provide additional mechanical equipment in Mint institutions. In addition, the estimate for transporting bullion and coin is $285,000 above the current year's appropriation. - 12 - 273 Coast Guard The estimates under Coast Guard include certain items which in prior years have been separately submitted under the Light House Service, Department of Commerce. In addition, and with the approval of the Director of the Budget, it 1s proposed to consolidate two groups of Coast Guard appropriations, one group covering "General Expenses" of the Service, and the other covering "Civilian Employees". Disregarding the necessary additional funds allowed by the Bureau of the Budget in the 1941 estimates to meet increased activities and mandatory provisions of law, the consolidation of these appropriations will make possible a saving of over $960,000. - 13 - 274 However, if the consolidation is not approved, and as a result it should not be possible to operate a single, integrated service, additional appropriations will have to be provided, and one of the principal purposes of the reorganization of the Light House and Coast Guard services will have been defeated. For "Pay and Allowances, Coast Guard", the 1941 estimate is $884,000 above the 1940 appropriation. Practically all of this amount represents mandatory increases over which the Service has no control. The item for "Special Projects, Light House Service, Coast Guard", shows a reduction of $130,000 under the 1940 funds. Due to an increase in the retired list, $160,000 additional is requested for "Retired Pay, Light House Service, Coast Guard". - 14 - 275 Summarizing the foregoing Coast Guard items, and including certain non-recurring expenditures for airplanes and construction, the total requested for Coast Guard in the estimates now before your Committee for consideration is approximately $75,000 less than the appropriations for the current fiscal year. Reductions in Operating Expense Items The foregoing items constitute the major increases in the estimates submitted by the several Bureaus for operating expenses. They are off-set to a considerable extent by those items which for 1941 reflect a reduction as compared with the amounts available for 1940, as for example, (1) a reduction of $1,250,000 under "Salaries and Administrative Expenses for Refunding Processing and Related Taxes"; - 15 - 276 (2) a reduction of over $104,000 in the estimate for "Collecting the Revenue from Customs", to be accomplished through the curtailment of operations throughout the Customs Service wherever the circumstances will permit; (3) a reduction of over $51,000 under "Distinctive Paper for United States Securities"; and (4) a reduction of $50,000 under "Recoinage of Silver Coins". Annual Appropriations for Non-Operating Expenses The estimates of annual appropriations to meet non-operating expenses of the Department include (a) $42,000,000 for "Refunding Internal Revenue Collections", representing an increase of $4,000,000 over the current year's appropriation for this purpose; and (b) $14,200,000 for "Refunds and Drawbacks, Customs", representing a reduction of $2,800,000 below the amount appropriated for the current year. - 16 - 277 Indefinite Appropriations Under the indefinite appropriation "Expenses of Loans" (Public Debt Service), an estimate of $4,032,420 is submitted. This represents an increase of about $437,000 above the limitation fixed for the current year under this head, the additional amount being due largely to increased reimbursements to the Post Office Department and to Federal Reserve Banks incident to the issue and redemption of bonds by those agencies. Sinking Fund and Interest on the Public Debt The Sinking Fund will require $584,000,000 for 1941, an increase of $2,000,000, as compared with the revised estimates for 1940. - 17 - 278 Tentative estimates of the interest on the Public Debt indicate that it will require $1,120,000,000 for 1941, an increase of $70,000,000, as compared with the revised estimate for 1940, the additional amount being necessary because of an increase in the estimated amount of obligations which will be outstanding. This concludes my general statement, Mr. Chairman. I believe I have covered, in a general way, the outstanding items of the Treasury's estimates for 1941. I can assure you that we have attempted to confine our requirements to the minimum amounts which we believe to be necessary for the efficient operation of the Department. - 18 - 279 The representatives of the various bureaus and divisions will appear before you to present a complete justification in support of their estimates. However, 1f any additional explanation is desired, and you will so advise me, I shall be pleased to see that the information is promptly furnished. December 13, 1939. 280 9:01 a.m. H.M.Jr: Hello Operator: George Harrison. Go ahead. H.V.Jr: Hello. George Marrison: Hello. H.H.Jr: George? H: Good morning Henry. R.M.Jr: How are you? H: First rate, thank you. 7,M.Jr: George, I'm very much upset over this refusal of yours to the Secretary of the Treasury that he can't have the information in regard to the British accounts. Now I realize that the authorization from the Bank of England has not come through. Yes. H.M.Jr: On the other hand I think you've got to realize that you and Eccles and I agreed as to what the conditions would be when I decided that we would not make it a fiscal agency account and let it TO directly to you. H: Yes. H.M.Jr: And part of the conditions was that the Treasury would have access to those figures. H: Yes, but I think Henry you'll remember that I pointed out that I said each time I talked to you and to Cochran and Mr. Stewart too, that of course we'd have to get permission of the Bank of England. R.M.Jr: Granted. But the point that I'm making 18 that the account should not have been opened until the condi- tions which you and Eccles and I had entered into had been fulfilled B. hundred per cent. H: Well my understanding of that may be 8 bit wrong but it says very definite with Stewart and Cochran and I talked with you too, that that would be arranged through you and the British Government. In fact Cochran told me that you cabled the British Government about it. - 2 - 281 H.M.Jr: Well I didn't cable them - R: Well somebody did. H.M.Jr: But - that is again correct but I - go back again, there's a three cornered agreement, and I say until those conditions were fulfilled the account shouldn't be opened. H: Well, you see, I had every reason to believe that you or your officers there were taking the necessary steps through the British Government. I don't think there would be any question about it, if somebody puts a spare under them. F.M.Jr: Well Cochran 18 going to do it this morning. Yes. H.M.Jr: And I'm not going to see Pinsent again until those conditions are fulfilled. H: Yes, well I think - H.M.Jr: But I still feel that you, Ecoles and I had en agreement - Well I think - I agree with you Henry that we had an agreement but I'm positive and the record would show it that I had to condition mine upon the Bank of England giving consent. H.M.Jr: Well now, I'm not looking for more trouble than I got and I'm keeping this for the next twenty-four hours between you and me. F: Yes. H.M.Jr: Because if I call this Eccles up he'd simply come down like a ton of bricks. H: Yes. H.M.Jr: So I'm not going to do it and I'm - Cochran is in the room here now. H: Yes, H.M.Jr: And I told him, I mean it's just the same thing, I enter into an agreement with these men over here that want to sell their securities, - 3 - 282 Yes. H.V.Jr: And I tell them, "Gentlemen you give us this information every day and you've got my word it will not be released unless you give me your permission." H: Yes. H.M.Jr: Well I enter into a condition. Then if Frank of SEC wants a release, they could say, "Well we entered into it with you". H: Yes, Well I understood frankly I made a. mistake in letting the Treasury agree with me. It would be much better for that part of the arrangement to be conducted through you or your men there. H.M.Jr: That's correct. But the only point I'm making George, 1s, and all of these things that we do for years and years, it's a matter of confidence, a matter of word of mouth, and I just think that this condition would - not having been fulfilled, I think that you should have said wait. H: Well by everybody to be sure and get that account open. H.V.Jr: Now I want you to know Cochran doesn't agree with me. Yes, I thought it'd be most important thing for us and having been jibed by everybody - H.M.Jr: Well now George - H: To be sure and get the account open. H.M.Jr: You put yourself in my place. The account 18 open - H: Yes, H.M.Jr: The President sends for me this afternoon and says, "Henry, what is the Mission account?", and I've got to say, "George Harrison won't let me have 1t." H: Well Henry that isn't - I'm just living up to what I thought was & bargain we all had. H.M.Jr: Yes, but I - H: As a matter of fact Henry, you know perfectly well that 283 - 21. - what we are talking about now, and I thought I WAS putting you in the proper position as far AB the British are concerned, that 1e to enable you to come back and say why won't you Five us this permission if the Bank won't give it to you. Well I'm - Now I've given you and I do give you, from time to time, information about all those accounts and if you want that specific information 28 of today I'll get It for you. H.M.Jri Well now that's - H: But you don't want me to tell you that. H.M.Jr: No, but I did want you to tell 1t to me and then I don't ask you, darn you. Well of course, I've always done that, but I gathered from my conversation with Cochran that what you wanted was B. negative answer so you could put B. bomb under those people, EO officially I give you the negative answer and if you want the specific information Henry, I'll give it to you. H.M.Jr: Well now look, I got it right here and I got it in writing, on the seal of the British Embassy. Yes. E.M.Jr: And here it is, a message from the Chancellor of the Exchequer to the Secretary, United States, it's on their stationery. "The Chancellor of the Excheruer wishes to convey to Mr. Morgenthau his personal thanks for advice and assistance and to Bay he readily accepts the proposal to open B. special account with the Federal Reserve Bank of New York and agrees that Mr. Morgenthau should personally and confidentielly have access to it." Now what more do you want then that. Well I think that - I think the Bank 16 the one that ought to give me the information. Well here it 18 from the British Embassy, from Sir John Simon. Yes but theoretically the Chancellor heen't anything to do with the Bank. - 5 - 284 H.M.Jr: Oh my God. H: Well I'm in the position - I - I think what you want me to do is to say no on the regular routine of it. If you want the information this afternoon I'll be glad to get it for you. H.M.Jr: Well I'm going to show this thing to Pinsent this morning. H: Yes. H.M.Jr: I mean, here it is signed October 30th on their stationery, saying that I should have it. H: Yes. H.M.Jr: Well he can show this - Pinsent knows about this and I'm going to tell him if they can't telephone, he should telephone from here and say that they should instruct you on this today. R: Well I think they should. Now frankly I took this up over B. week ago with both Walter and Coohran. H.M.Jr: Yes. 50 And told them I didn't want a Jam - I'd get the account open but it was understood between all of us that the question of getting authority would be done through - H.M.Jr: There's no argument on that, I mean, Cochran - that's perfectly correct, but I just - I take the different position that you and I got a bargain and until the conditions which you and I entered/are 1110 lived up to - if I was here, which I wasn't or wasn't available, I would have said, well we won't open it. #: Well I understood on the other hand that everybody's in a hurry to get that account open. H.M.Jr: Well with this thing of the Chancellor of the Exchequer I - you still want instructions from the Bank of England. All I think 80. H.M.Jr: What? - 6 - 285 H: For the protection of all of us, yes. H.M.Jr: Well, I'm - unless - H: Except that I again reiterate that I'll give you the information as of this afternoon if you want it. H.M.Jr: Well that's - that's what I - I wasn't going to say - insist, but I thought if I called you up and said "George I'd like to take a look at it, I wanted to hear you say I could have it". H: Sure. Well, but I gave you the other answer because I frankly thought, officially, that was the answer you wanted in order to get after the British. H.M.Jr: No. Well, Cochran's here and I'm going to have him send for Pinsent immediately. H: Yes. H.M.Jr: And get that and one other thing while I have you on the wire, have you had any talks or did you have any talks with Whigham and Fleming before he left? H: No I did not. I had one with Whigham, when he first called. H.M.Jr: Yes - you don't know why they went back. H: No I do not. H.M.Jr: Neither do I. H: Thank you. December 13, 1939. 9:18 a.m. 286 H.M.Jr: Hello Operator: Mr. Ladd. Carl Ladd: Hello H.M.Jr: Hello. L: Hello Henry. H.M.Jr: Yes. L: This 18 Carl Ladd. H.M.Jr: Good morning. L: Could I talk with you a minute? H.M.Jr: Sure. L: I'm very much concerned over this Farm Credit situation. H.M.Jr: Yes. L: You know that the President apparently isn't even going to have his Committee meet, that Wallace has asked Hill to leave or step down and that Black is going to be put in charge. H.M.Jr: Well Hill talked to me yesterday and I advised him what to do. L: Yes. Of course it means an awful lot to us in the colleges, it means a lot to those of us who are on the various Farm Credit Boards in the District. H.M.Jr: Yes. L: And we just don't know how much to blow up, whether all to resign, how much to blow up or what to do. H.M.Jr: Well as far as I know I'm the only person that's written the President about it, and when I spoke to Myers and Babcock, oh two or three weeks ago, and told them what I had done, neither of them seemed to know that I had had any part in it. I not only wrote the President but I gave him a plan how to handle Farm Credit to make it an independent agency. - 2 - 287 L: What can we do to help with that plan? H.M.Jr: I don't know, I don't know. I told Hill yesterday, on B. strictly personal basis, he asked me what to do before he went over and I said not to resign unless the President asked him to do it in writing. L: Yes. H.M.Jr: But I can't fight the President. I can write him a letter and give him my opinion and also give him B. plan and beyond that I can't go. L: I - it comes to me at once because Hill will come back here when he resigns. H.M.Jr: Yes. L: We can get our finances in shape 80 he can. H.M.Jr: Yes. L: But it just Beems too darned bad to hand this thing over to B. Department where - you know what will happen to it. P.Y.Jr: Well, I agree with you and I - - the day I heard about it, the next morning the President had it in writing from me. L: Yes. H.M.Jr: Now I can give it to him in writing and I can't go any further than that. L: Well I wondered if you - if you see anything that we can do. I feel very strongly about this whole Department of Agriculture. I've been living with it now for six years with the problem and the land grant colleges all over the United States are just terribly upset, the relations are very bad, they're feeling very bitter towards Wallace, and for all these things that he's done, he's constantly centralizing more power in trying to build up his own political machine instead of playing loyal to his Chief and to the party and it's just got to the point where I think the President ought to know that the relationships are terribly bad. H.M.Jr: Well I don't know what your lines are but the way I - 3 - 288 tell all these people, I just say, would be for you to ask - to see the President yourself. L: Well, would I get kicked out if I told him that. H.M.Jr: Well, it would be in a worthy cause. L: (laughs) Well, I don't know - I Just - I don't know how quick to fight on it, whether this 1s the time to fight or whether to take it laying down. H.M.Jr: Well I can't advise you because I can't advise anybody to. fight the President. L: Sure, E.M.Jr: And wouldn't. L: Yes. H.M.Jr: I mean it's one thing to do what I've done in A per- fectly formal manner to file my protests. A Yes. 5.M.Jr: I don't know anybody else that's done as much. L: Yes. of course these boys have felt that their hands were tied. H.W.Jr: Who? L: Bill and Babcock more or less, because the stuff 18 all kept confidential and they don't feel free to say anything much to other people. H.V.Jr: Well that isn't what Babcook told me. He said he wes going out to organize Agriculture to fight it. L: Well but I don't think he did. I think - H.M.Jr: Well that's what he told me. L: I think they felt that finally that his hands were tied and he couldn't - of course we can talk with him. H.M.Jr: Well when I told him what I'd done he said, "Don't worry, we're going to back you up a hundred per cent". L: Yes, - 4 - 289 H.M.Jr: And now you tell me he didn't do anything. L: Well I haven't seen him in a week, he may have done more than I think: H.M.Jr: Well he told me, don't worry, we won't let you out on an end of the limb. We're going to fight and 80 forth and 80 on. L: Yes. H.M.Jr: I still come back. I think I'm the only person who's spoken to the President. L: Yes. E.V.Jr: And I did it formally. L: Well I guess I see some things a way, some ways in which we can move then. E.M.Jr: Well I mean Babcock was going to put up this great big fight, Myers and everything else and where 16 1t. L: Yes. H.M.Jr: What's happened since - it's three or four weeks old now, L: Yes. H.M.Jr: And nothing happened. The President most likely didn't hear from anybody except myself, he just thought this was my former child and I was interested, he didn't hear from anybody, O.K. L: Yes, H.M.Jr: And this is what the result 18. L: Well I guess that gives us what we want Henry. H.M.Jr: Well I don't know what I gave you, but I know how I feel. I've done my job and evidently nobody else has done his. L: Yes, well I guess it's up to the rest of us to move. H.M.Jr: Well I - yes, but it's most likely too late. L: Yes. - 5 - 230 4.M.Jr: The time to move was when the first time Wallace sent for Hill. L: Yes, But, you know the President appointed a committee, which we supposed was going to operate on this. R.M.J.: Well you don't know yet that it won't. If Hill stuck by his guns yesterday end - L: Well of course 1f the committee 18 going to operate why we don't want to start a thing. H.M.Jr: Well - L: That's - but if the committee - M.Y.Jp: I never got any notice that I was on the committee. I heard about the committee but I was never notified. L: You weren't. H.M.Jr: Never. N Yes. All right. Well thanks ever so much Henry. H.M.Jr: Well I don't know what you're thanking me for, but at least you know where I stand. I'm not going to change and I told Frosty Hill yesterday to stick by his guns and not to resign unless the President gave it to him in writing. L: Yes. H.W.Jr: Now, that was my advice, that's what I think he ourht to do. L: Yes. M.M.Jr: But I'd fight and I'll stick by my friends, I always have. L: That's right. 3.Y.Jr: Always will. L: Yes. Maybe we haven't shown good judgment since the start, but I reckon promptly we'd better start pretty quick, now. H.".Jr: Well, don't ask me - - 6 - 291 L: No, no. H.M.Jr: You can always find out, Carl, where I am and what I've done and I'll always tell you. L: Yes. I appreciate it very much Henry. H.M.Jr: O.K. L: Thank you, goodbye. December 13, 1933. 9:27 8.7. 292 H.Y.Jr: Hello Operator: Governor Hill. R.M.Jr: Yello. Hello. V.M.Jr: Henry Morgenthau. Yes, sir. H.V.Jr: What happened? Well I went over to see Mr. Wallace yesterday afternoon. We had cuite a long discussion on the whole situation. His attitude on the thing was about this, that he hadn't asked the Farm Credit in the first place, that he wasn't very fussy whether I stayed over there now or not, but that the President or somebody had asked Mr. Brownlow to look into the situation again end that he had reaffirmed his former position that he thought it belonged with Agriculture end that he, the Secretary, I mean Secretary Wallace felt that 1f it was to be over there that he ought to run it, with which I couldn't take very great exception. But I told him that I thought in view of all the circumstances if it was appropriste that I'd like to discuss the matter with the President before I took any final action. He concurred in that and tried to arrange an appointment - H.M.Jr: I didn't hear, I'm sorry. What's that? I didn't hear what you said. I told him that I thought, in view of all the circumstances, that I'd very much like to discuss the situation personally with the President, that that was in the cards. He said he had absolutely no objection to that, would be glad if it would be helpful or to try to arrange en appointment at the White House. He called Steve Early, I don't know whether I'll get an appointment or not, but he more or less indicated that as far as he W&S concerned, that If the President had changed his mind it W&B O.K. by him, but A8 I say, Regraded Uclassified - 2 - 293 he hadn't asked for it and he wasn't particularly fussy whether he had it or not, but that if it was to be over there why he felt that he ought to name the man that was to head it up. Well that's about the way the thing was last. H.M.Jr: But he didn't ask for your resignation. H: Well, yes, he had indicated yes. He'd indicated he wanted my resignation which I didn't offer. I told him before I took any such action 8.8 that I'd want to discuss the whole thing with the President. H.M.Jr: Well, then you took my advice. H: That's right. H.M.Jr: So far it's good. H: So far I'm still over here. H.M.Jr: Well Carl Ladd just got through talking with me and wanted to know about this and that. I told him what I had done. H: Yes. H.M.Jr: And how Babcock said he'd - this W&8 three or four weeks ago, go out and fight 80 forth and so on. H: Yes. H.M.Jr: Now I understand that Babcock hasn't done anything. So I said, most likely the President hasn't heard from any Farm organizations and he thinks that this 1s all right. R: Well the - he must have heard from some. The Grange, I know, or at least they told me, had sent in resolutions on the thing. I know the Cooperative Counsel took action on the matter in their executive committee meeting, last week, and I understood that B. resolution, 8. copy of which they sent me, had gone to the President, and that very definitely indicated their interest in the matter, and the fact that they thought it should be reestablished. The Farm Bureau, last week, in Chicago, sort of straddled the fence on the thing. Frankly there was quite 8. bit of sentiment down the line in 294 - 3 - favor of reestablishing It as an independent agency. Their resolution, as I say, kind of straddled the fence. They talked about the desirability of retaining the cooperative features and of keeping It operating on a sound basis and then went on to suggest that it be set up under an independent Federal Board, I think their language was either vithin the Department or closely correlated with the Department.on that. H.M.Jr: Hill, you know what Wallace does when he wants to out across a certificate plan. 50 Yes. H.".Jr: You know how he organizes that. Yes, yes. S.M.Jr: Well - On this Farm Bureau thing, of course I didn't frankly expect that they would, I didn't frankly expect that the Farm Bureau would 20 down the line on the thing. E.V.Jr: Well I just - interested, and I told Carl Ladd, 18 for B.B I know, I'm the only person who put it in writing to the President. 6: Yes. E.".Jr: And I gave him a plan too. Yes, yes. P.".Jr: But I'd stick by my guns until the President asked you personally to resign. it Well that's what I had planned on doing. I wanted to go over and talk the whole thing over, give him my point of view on the thing and indicate that the Secretary had asked for my resignation and then ask him if that's what he had in mind, I mean. E.M.Jr: Yes. What about this committee that was going to study the thing. Well that, I wondered about that too. R.M.Jr: I've never had any notice. - 4 - 295 Neither have I. I've had absolutely no notice on that, and I got from Wallace that Brownlow had been down and that he had discussed it presumably with Wallace and presumably with the President. MA Well that's - of course he's just merely reaffirmed his foruer position on the thing which I don't know, Brownlow maybe discussed the matter with him, It looks like his - as far 08 I know he's never been near Farm Credit - I don't know how much he even knows about the operation. 8.1.77: Most likely he doesn't know anything about 11. I expect that's right. I am quite certain that there's two angles of it, that he's given very little attention to, one is Vell why don't you ask to see Brownlow? Yell I thought I might reach that question with the President. R.V.Jr: All right Hill, well good luck. O.K. fine. Well I appreciate your interest in the matter, but I think it's right up to the President now, because the Secretary - Secretary Wallace has indicated, well he more or less put it this way, just between you and me, that if he could sell the President bill of goods on pulling It out why he'd be perfectly happy about it. All right. O.K. fine. Thank you for calling. E.Y.Ja: Goodbye. December 13, 1939. 12:00 noon. 296 E.M.Jr: Hello. Operator: Mr. Smith. Go ahead. R.M.Jr: Hello, Harold Smith. Verold Smith: Yes. E.M.Jr: Morgenthau. :: Yes. E.M.Jr: Two things, three. First how are you? S: Fine. A little worried and a little overworked at the moment but still surviving. H.M.Jr: You have no monopoly on that. S: (laughs) E.M.J.: TNEC will look into that. S: That's right. E.V.In: What I'm calling up about 18, oh I walked down with Henry Wallace. The President has been suggesting we get together for months on this certificate plan, tax plan. Now Wallace asked when he can come before this so-called monetary group, you know, yourself and Eccles. S: Yes. R.V.Jr: And Delano, and he'd like to have 2. hearing. So I said, "Sure, I'll get them together." So I'm calling you to know whether you can do it next Monday or Tuesday. S: I think BO. Do you think that - 1s that the - good to go into this thing? E.M.Jr: Well - S: Did the President suggest that that group to hear Wallace? R.M.Jr: - 3: Have you explored that? - 2 - 297 H.M.Jr: I haven't with the President, but Wallace gave me the impression that he understood that group was opposed them. to it 60 he'd like to have B chance to hear .S: I see. H.M.Jr: So I said - S: Well it's all right with me, I mean, whatever 18 your judgment on it. H.M.Jr: Well - S: I Just wondered. I hadn't thought about it. I just wondered if you - you thought whether that was the right group or whether there was some other - well that could be pulled together. H.M.Jr: Well I don't know of any other group that we could add anybody to it that you thought, on 8. hearing. S: Huh-huh. Just a quick question that I raised and I don't have the answer to. B.M.Jr: Well I tell you what let's do. Supposing I say tentatively ten o'clock Monday? S: All right. H.M.Jr: And we'll call up the others and find out if it's agreeable and if you have any after thoughts of anybody who ought to be added let me know. S: Yes. All right, ten o'clock Monday. H.M.Jr: That's that. Now the other thing is - S: I, by the way, do have a proposed legislation which I - has come clearance through here on this very certificate thing. We wrote it up to not commit the President in any way but I have not signed it yet, rather I did sign it and then changed my mind and held it up because I was afraid to let go of it, and maybe this will help clear that up. H.M.Jr: Well was this something that came over from Agriculture? S: Oh yes. on yes. - 3 - 298 H.M.Jr: Well now, let me Just - Henry Wallace told ne point blank yesterday when I asked him for the details that he couldn't give it to me because it hadn't been worked out in detail. S: Well maybe it hasn't, but I don't know where this bill comes from, whether it's B. hangover from the last Session or not, it's all - I'll look it over eggin but I know that's exactly what's proposed, the certificate plan. E.M.Jr; Well. S: Yes. E.V.JP: Now - 5; I just thought I'd tell you that. H.M.Jr: What - well I won't repeat it. Just for me. And the other thing 18, you remember you and I talked about letting the Procurement Division of the Treasury buy for all the Departments other than the - S: Yes. N.M.Jr: Var and Navy. S: Yes. E.M.Jr: And they're having 8 little tough sledding they think over with some of the boys down the line, and I Just wanted to remind you that this is one of the things that I'm really interested in. S: Yes, Well now I'll tell you on that we've had 8. number of sessions and hearings and we agree of course, with the principle of the thing and it's Just B. question of how many steps we can take now if you had time to sit in on any of it although I'm sure Graves has B. very good view of the whole picture now. R.M.Jr: Yes. 5: I think you would be convinced that we were going along with Graves pretty much on the safe side of it for the moment. The other thing is that it means yanking money out of the other budgets and we got caught rather late with that and we're trying to get - 1 - 299 language, well I think the language 1s there now which will permit you to 80 along at = pretty good clip doing what you propose to do there anyway, you see? I nean we're trying to clear TO some brush. It's really quite complicated because this sur-charge involved, we would have to 70 through and bull funds out of all the other departments and make adjustments, and it seens pretty difficult to do as fast, I think, as you had in mind or Graves had in mind in the beginning. R.M.Jr: Well we only had it this fast that we wanted to do them all except on Army and Nawbecause I'm sure we can save money. S: Yes. H.M.Jr: But if what you have in mind - S: It's practically impossible to get it done from our point of view by January 1, you see. You've talked to Graves about that. H.M.Jr: I have, that's why I'm calling you. S: Well we've done about the best we can with it. H.M.Jr: But don't expect us to 20 around with our hat in our hand and ask these other Departments for the money because I'm not going to do it. S: Well we're going - you'll have to make some transfers anyway and we're going to arrange for that. H.M.Jr: Well if you arrange - S: That's in the law already, you see? E.M.Jr: Well if you arrange for It so that it comes under the Budget, that's one thing, but don't expect ne to go around and say please to these people. S: No, no, we'll take care of that. H.M.Jr: Because I - I - S: All sales would be transferred with the approval of the Director of the Budget, that BoeTa to be - H.M.Jr: Well if you'll do that, fine, but I wanted to make my 5 - 300 position because I'm not going around and say, "Mister can you spare ne E dine?" S: No, that's right, and we've really spent en swill lot of time on this with Graves and I think when you see after all. it all shaped up, you'll feel we've done pretty well Yell I felt that, on account of your emerience to Michigan, that you were Just ST enthusisstic steut that ES I. S: That's right. That's right. But one of the things we've found and you, I think, should know this is that Procurement Division has almost no statistical section at all. We're recommensing an increase to CATAD that because the Procurement Division can not tell or en the volume of these things are. Yes. S: At the present time, and : think there's F. 7977 important deficiency that we're trying to 78/28 T. Fine. 3: Yes, Well, Just 28 long as we get the authority from the President through you I'm satisfied but don't emect me to go beyond what directions I ret from you people, S: We're - we're not going to enbarrass you in EAT ver on that, I'm sure. Because you know how generous other Cabinet officers are. (laughs) Oh do I. Yes. Now have you got another minute or are you in 5 con- ference? 3: No. Now this 18 strictly between the President, you and me, what I'm going to say now. The President asked me yesterday to find four billion dollars for his, non-interest bearing securities to offset the deficit so that he could say that the deficit would be Less - 6 - 301 on July 1st, .21 would be on January 1, .40. S: Yes. H.M.Jr: The debt rather. S: Yes. H.M.Jr: Did you know about this? S: Well not except in very general terms. Ee didn't talk to me about it. H.M.Jr: Do you know where this is coming from? S: No, no. H.M.Jr: Well what I'm doing is this. By Friday night, we'll send you over our revenue estimates. S: All right. H.M.Jr: Then I'm going to write 8. very carefully written and carefully thought out letter to the President telling him why I think that this 18 a mistake, - on the debt. S: Yes. H.M.Jr: See? S: Well I don't know & thing about it except just very round about way, I heard that Currie vas working on something in connection with debt, and he has been hounding me for figures on the overall expenditures for next year which we couldn't obviously give because we don't have them yet, but by the end of the week I think ve vill have them in the rough, I have just two more budgets to clear with the President. H.M.Jr: Yell - S: And then I can get those figures to you. H.M.Jr: Yes. S: And give you some 1dea what this thing 18 all about. H.M.Jr: Yell I Just happen to be one of those old fashioned people that can't change and that is If I spend ten million dollars and raise six and I have a deficit 302 - 7 - of four it makes four billion dollars and by issuing Thomas currency It doesn't make it 8. bit less. 5: Yes. I mean I just can't - I can't see that kind of arithmetic. S: Yes. And nobody else will - I nean they'll call It 1f it's a ten million dollar deficit - budget, It's a ten million dollar budget no matter whether we use paper, silver certificates or Thomas currency. Yes. Well I've read something in the paper and I've heard various kind of tricks discussed and in general I think that it's bad, perhaps bad finance end bad politics to seem to be pulling tricks. There's always - there's always repercussions and you know better than I. T.M.Jr: Not only aren't there going to be any here but we're going to lay it right on the line as long as the President asks me to give him an enswer. :: Yes. And I'll send you a copy of it. All right, fine. Thank you. Thank you. December 13, 1939. 1:14 p.m. 303 H.M.Jr: Hello. S. Lewisohn: Hello, 1s this Mr. Morgenthau's secretary? H.M.Jr: Who? L: Hello,1s this Mr. Morgenthau's secretary? H.M.Jr: No, is this Mr. Lewisohn? L: Yes. H.M.Jr: Sam? : Are you Mr. Morgenthau's secretary? Operator: Just a minute. H.M.Jr: What 1s the matter? o; Go ahead. H.M.Jr: Hello Lewisohn: Hello Henry H.M.Jr: Yes. L: Sam. H.M.Jr: How are you? L: I'mswell, how are you? H.M.Jr: Very well. L: Henry, I'd like to come down and see you tomorrow some time. H.M.Jr: Sure, why not. L: Could I come - what time would suit you, eleven o'clock? Or ten o'clock. How about ten o'clock? H.M.Jr: What have you got, income tax trouble? L: What? H.M.Jr: Got income tax trouble? - 2 - 304 L: No, no, this 18 something entirely different. H.M.Jr: Metal? L: No, this is - I'll talk to you about 1t, it's - this Colombian situation. R.M.Jr: Ohi L: I just wanted to tell you something. E.M.Jr: Oh! I: For your own private consumption. H.M.Jr: I see. L: To do something - just, I went to tell you the situation. H.M.Jr: Well now I tell you what I cen do, I can make It eleven o'clock tonorrow. 1: Eleven o'clock. H.M.Jr: Is that all right? L: Fine. Suit - I'm taking the midnight down and I'll be there at eleven o'clock. F.N.Jr: Eleven o'clock by office. L: Eleven o'clock in your office. H.M.Jr: On the Columbian - L: What? H.M.Jr: On the Columbian situation. L: Yes. But don't - well I want to Just talk to you about it and tell you, certainsituation there. H.M.Jr: I won't have more than six people here when you are here. L: Don't have more than six and maybe just us two. H.M.Jr: Well, that's kind of difficult you know. You're a suspicious character. - 3 - 305 - L: (laughs) H.M.Jr: Ha, ha, ha. L: Well, - by the way Ellie looked pretty well. H.M.Jr: Yes, she's fine. I: She had a good looking hat on. H.M.Jr: (laughs) I see you still have an eye. L: I've got an eye I still haven't - have you? H.M.Jr: Well the children say I've got the eye but I have no follow through. L: (laughs) You're not getting me to connit myself over the wire. H.M.Jr: O.K. L: Whether I follow through and then get me in trouble, I won't do that. H.M.Jr: All right. L: All right, eleven o'clock. H.M.Jr: Righto. Goodbye. December 13, 1939. 2:46 p.m. 306 Sam Henry this 18 B. coincidence. I had it in mind to Levisohn: call you in the next minute or two. H.M.Jr: Good. Shall I talk first? L: Please. H.M.Jr: I have a message from Cotton, who talked to Traphagen, and Traphagen asked whether he could come down and see me, that he'd like to talk. L: Yes. E.N.Jr: Now he asked whether he could see me alone. L: Yes. E.M.Jr: But I don't want to do it if you have any feeling about it. L: Not the slightest. Not a bit of it. E.M.Jr: Well, Jones is away so that the thing doesn't rise with him. L: Yes. H.M.Jr: But it's immaterial to me whether I see him alone or not, L: I think it's much better for you to see him alone, Henry. F.M.Jr: Well then as soon as he leaves, I'll call you up and tell you what he said. L: When 1s he coning? H.M.Jr: Well he - I haven't communicated with him yet. L: I see. E.M.Jr: I Just got this message via Cotton and I didn't want to communicate - he said he'd like to come Friday. He said he'd come Thursday, Friday or Saturday. L: Yes. H.M.Jr: Now if there's any rush I'll tell him Thursday. L: I think it would be helpful if you did. - 2 - 307 H.M.Jr: I'll 800 him Thursday. L: I'd appreciate it very much, but - what you say, but I think it's much easier probably if you'd see him alone. H.M.Jr: Well I don't know but I'll tell him Thursday and when he gets through I'll call you, L: Thank you Henry. H.M.Jr: Right. L: What I wanted to talk to you about 18 the same matter. H.M.Jr: Right. L: I saw Dr. Jaramillio, the Colombian representative this morning. He told me that at the meeting which took place in New York yesterday - H.M.Jr: Yes. L: That to his surprise and to that of the Colombian Ambassador, they were confronted with the entire member- ship of the executive committee, and also Francis White - H.M.Jr: Oh my. L: And he said that Mr. Traphagen's attitude in New York, as it had been here, was extremely comprehensive, intelligent, constructive and friendly. H.M.Jr: Yes. L: But that they got e. very different impression from the other members of the committee. H.M.Jr: I see. L: And he has returned here not nearly as optimistic as he was after talking with Traphagen. H.M.Jr: I see, L: I merely commented to him that my understanding had been that Traphagen alone was to conduct these con- versations. H.M.Jr: That's what I understood. 308 - 3 - L: He said they'd gone to New York with that understanding. H.M.Jr: Well that's my understanding. L: So perhaps when you see him on Thursday that'll be cleared up. H.M.Jr: Yes, that's tomorrow isn't it? L: Yes, tomorrow, that's right. Well that's the situation from the Columbian angle. H.M.Jr: Right. What else do you know? L: That's about all. H.M.Jr: Well I have nothing else for the moment. L: All right. Thanks for calling and then I'll hear from you tomorrow. H.M.Jr: Yes I'll see him at eleven-thirty and as soon as he leaves I'll give you a ring. L: Thanks a lot Henry. H.M.Jr: Goodbye. L: Goodbye. December 13, 1939. 3:23 p.m. H.M.Jr: Hello 309 Operator: Mr. Crowley. 1.M.Jr: Hello Leo Crowley: Hello Mr. Secretary. H.M.Jr: Hello Leo. I tried to get you yesterday. I didn't get your message about your lunching com- panion before I saw you, you see? C: Oh I see. H.M.Jr: So I didn't have the advantage of knowing Gene had it, I didn't get to Gene you see. C: Well I think it's all right anyway, don't you? H.M.Jr: Yes. I don't - what I didn't understand is his interest, the result of his being to the White House. C: That's my idea because he called me up apparently right after he left there and wanted to know if he couldn't please have lunch with me. H.M.Jr: I see. C: Then he started to tell ne how his objectives on that thing was the same 88 yours and mine. H.M.Jr: I see. C: And I have an 1dea that he must have been told over there that - how the President felt about it, don't you see? H.M.Jr: I see. C: And he told me that he was very much afraid that the Hill might feel that they hadn't done their part in cooperating on this thing. H.M.Jr: Yes. 0: Bo that I don't think we have to worry about any trouble from that side. 310 - 2 - H.M.Jr: Well he didn't try to indicate that he'd been kept out of it, did he? C: No as a matter of fact I told him Just what you told him that very definitely the request WEB made to keep out of it. H.M.Jr: Yes, that's right. C: And I think our record 12 very clear on that. W.N.Jr: I think it 1s. D: I don't think we have to worry about that a particle. S.M.Jr: I think they'd have 8. tough time explaining why they hadn't been in on it for a year. C: That's right, and I think they've been kind of sulking and giving the enemy B lot of consideration. R.M.Jr: Yes. S: Now I think that they see that the thing 1s going to work out and they want to back into the thing. H.V.Jr: Well you wouldn't, if you were me, taking 8 sheet of paper with no heading and no signatures on it would you? C: Positively not. Let them write a letter and out their names to it. H.M.Jr: I haven't got it yet. 8: All right. I have an 1dea when it does come it'll just be one of those things. H.M.Jr: Well, when they do, if they're going to put MoXee on it, he's a good man. C: Yes, well isn't he - we can handle that, he's not cuite in sympathy with what you and I want to do but that's all right. R.M.Jr: Well you'll have to hendle him that's all. C: The record speaks for itself. T.V.Jr: Well, after all we can listen to him but We don't have to do what they - 311 - 3 - C: That's right. That's right. H.M.Jr: I'm not going to change the course for some fellow that gets on the band wagon just before election. C: That's right. That's right. And if he has anything to present he can present it and we'll go right on our own way. H.M.Jr: That's right. C: Goodbye. H.M.Jr: O.K. Thank you. Note: Copy of this given to Mr. Bell last ght at 5:15, on instructions of the Secretary. McH Dec. 13/39 December 13, 1939. 4:32 p.m. 312 H.M.Jr: Hello. Operator: Secretary Morgenthau. H.M.Jr: Yes. John Ottley: Mr. Secretary, this 18 John Ottley. H.M.Jr: Yes. 0: I got your long letter and all those documents and I've been out of town, just got back yesterday. H.M.Jr: Yes. O: And we put up the bonds in that account, as suggested in the regular routine way. H.M.Jr: Yes. 0: Now, I told you small favors thankfully received. H.M.Jr: Yes. O: What I had in mind and that is that I understood that it was in your discretion and one you wanted to that you just had an independent account as Secretary of the Treasury. H.M.Jr: Not that I know of. 0: And if this account we have, of course we're glad to have it but that's what you'd call run of the mine. Now I didn't want to ask you to do anything that you couldn't do or that you didn't do. H.M.Jr: No, well the trouble is you see, you happen to be in a city of a Federal Reserve city. O: Yes. H.M.Jr: And 80 what I am doing 18 out of the ordinery and exceptional and we - as I understand from Mr. Bell, heretofore, we've turned everybody down in a Federal Reserve City. O: Well I mean - well I didn't understand that. H.M.Jr: I tell you - let me do - may It Let me switch you over to Mr. Bell, see? - 2 - 313 0: Well I'll Just leave it with you. I - you're the boas and if - I mean if I ask you to do something that you don't do or that would emberrass you to do, why then I'll Just get off - I'll get off the sidewalk. "0. I've already done something for you which 18 not the ordinary run of the mine, 0: I see, H.M.Jr: And I've gone as fer as I can Mr. Ottley. 0: O.K. H.M.Jr: See. Well I mean - I don't think you'll find any account in any other bank in Atlanta. 0: Well of course I wouldn't - that wouldn't be my business to find out about that. R.V.Jr: Yes. Well the next time you come up I'll have Bell in and he'll explain the whole thing to you. How's that? 0: That's O.K. In other words you're my boss and whatever you say - in other words I just thought - I mean I asked you for something that I thought that was in your line, that you did some time when you wanted to do it. H.M.Jo: No, I don't think that's right. 0: Well then - H.M.Jr: But when you come up we'll have Mr. Bell come in and we'll 20 over the whole thing and maybe there's something about it that I don't know that's happened before. 0: All right sir. That's fine enough. H.M.Jr: If there's anything which 18 purely my discretion, I'll give it to you cheerfully. 0: O.K. Thet's fair enough. H.M.Jr: If it's simply up to me you can have the Treasury and the lot too. 0: (laugha) Well that's just fine enough. - 3 - 314 H.M.Jr: I'll throw in one chair and coca-cola, just to make it good. 0: All right now, I tell you that would cost you something and I wouldn't accept that. I never let anybody give me anything that cost them anything. H.M.Jr: Listen, the thing that doesn't cost anything is no good. 0: I know but that coca-cola sounds good and it's worth something. You'd better keep that instead of giving it away. H.M.Jr: Well I'd have to go out and buy it, because I don't own any. 0: I see. Well I thank you and I just want - I mean - H.M.Jr: No. If it's anything in the Treasury, a bank balance, which 19 purely discretary with me you can have it but Bell tells me it isn't so, but we'll have him come in the next time you come in. 0: Well you just - I tell you what you do, you just let him study his lesson, so he knows it the next time we come up and then he'll teach me mine. H.M.Jr: All right. 0: Well thank you a thousand times. H.M.Jr: Thank you. 0: Goodbye. H.M.Jr: Goodbye.