Rational Expectations

  • Singles, Couples, Time-Averaging, and Taxation

    with Hans A. Holter, Lars Ljungqvist, and Serhiy Stepanchuk
    September 2024
    We study consequences of tax reforms in an incomplete markets overlapping generations model in which male and female workers with different ability levels self-insure by acquiring a risk-free bond, ``time-averaging'' their life-cycle work schedules and career lengths, and possibly by marrying and divorcing. We study incidences of a flat-rate tax, stylized versions of a negative income tax (NIT), an earned income tax credit (EITC), and combinations of them. Tax reforms have diverse effects that differ by workers' abilities, marital statuses, and ages. A new ``ex post-ex ante'' criterion helps us to sort through welfare incidences. The importance of labor supply responses at the extensive margin makes the EITC better for redistribution than the NIT.
  • Implementing a Ramsey Plan

    with Wei Jiang and Neng Wang
    August 2024
    Lucas and Stokey (1983) motivated future governments to confirm an optimal tax plan by rescheduling government debt appropriately. Debortoli et al. (2021) showed that sometimes that does not work. We show how a Ramsey plan can always be implemented by adding instantaneous debt to Lucas and Stokey's contractible subspace and requiring that each continuation government preserve that debt's purchasing power instantaneously. We formulate the Ramsey problem with a Bellman equation and use it to study settings with various initial term debt structures and government spending processes. We extract implications about tax smoothing and effects of fiscal policies on bond markets.
  • Macroeconomics after Lucas

    September 2024
    This sequel to ``After Keynesian Macroeconomics'' (1978) tells how equilibrium Markov processes underlie macroeconomics and much of applied dynamic economics today. It recalls how Robert E. Lucas, Jr., regarded Keynesian and rational expectations revolutions as interconnected transformations of economic and econometric theories and quantitative practices. It describes rules that Lucas used to guide and constrain his research. Lucas restricted himself to equilibrium Markov processes. He respected and conserved quantitative successes achieved by previous researchers, including those attained by quantitative Keynesian macroeconometric modelers.
  • A p Theory of Government Debt and Taxes

    with Wei Jiang, Neng Wang, and Jinqiang Yang
    February 2024
    Distortions induce a benevolent government that must finance an exogenous expenditure process to smooth taxes. An optimal fiscal plan determines the marginal cost $-p'$ of servicing government debt and makes government debt risk-free. A convenience yield tilts debts forward and taxes backward. An option to default determines debt capacity. Debt-GDP ratio dynamics are driven by 1) a primary deficit, 2) interest payments, 3) GDP growth, and 4) hedging costs. We provide quantitative comparative dynamic statements about debt capacity, debt-GDP ratio transition dynamics, and time to exhaust debt capacity.
  • Costs of Financing US Federal Debt Under a Gold Standard: 1791-1933

    with Jonathan Payne, Balint Szoke, and George Hall
    September 2024
    From a new data set, we infer time series of term structures of yields on US federal bonds during the gold standard era from 1791-1933 and use our estimates to reassess historical narratives about how the US expanded its fiscal capacity. We show that US debt carried a default risk premium until the end of the nineteenth century when it started being priced as an alternative safe-asset to UK debt. During the Civil War, investors expected the US to return to a gold standard so the federal government was able to borrow without facing denomination risk. After the introduction of the National Banking System, the slope of the yield curve switched from down to up and the premium on US debt with maturity less than one year disappeared.
  • Managing Government Debts

    with Wei Jiang, Neng Wang, and Jinqiang Yang
    January 2024
    To construct a stochastic version of Barro's (1979) normative model of tax rates and debt/GDP dynamics, we add risks and markets for trading them along lines suggested by Arrow (1964) and Shiller (1994). These modifications preserve Barro's prescriptions that a government should keep its debt-GDP ratio and tax rate constant over time and also prescribe that the government insure its primary surplus risk by selling or buying the same number of shares of a Shiller macro security each period.
  • Cross-Phenomenon Restrictions: Unemployment Effects of Layoff Costs and Quit Turbulence

    with with Isaac Bayley and Lars Ljungqvist
    June 2023
    Cross-phenomenon restrictions associated with returns to labor mobility can inform calibrations of productivity processes in macro-labor models. We exploit how returns to labor mobility influence effects on equilibrium unemployment of changes in (a) layoff costs, and (b) distributions of skill losses coincident with quits (``quit turbulence''). Returns to labor mobility intermediate both effects. Ample labor reallocations observed across market economies that have different layoff costs imply that a turbulence explanation of trans-Atlantic unemployment experiences is robust to adding plausible quit turbulence.
  • Time Averaging Meets Labor Supplies of Heckman, Lochner, and Taber

    with Sebastian Graves, Victoria Gregory, and Lars Ljungqvist
    May 2023
    We incorporate time-averaging into the canonical model of Heckman, Lochner, and Taber (1998) (HLT) to study retirement decisions, government policies, and their interaction with the aggregate labor supply elasticity. The HLT model forced all agents to retire at age 65, while our model allows them to choose career lengths. A benchmark social security system puts all of our workers at corner solutions of their career-length choice problems and lets our model reproduce HLT model outcomes. But alternative tax and social security arrangements dislodge some agents from those corners, bringing associated changes in equilibrium prices and human capital accumulation decisions. A reform that links social security benefits to age but not to employment status eliminates the implicit tax on working beyond 65. High taxes with revenues returned lump-sum keep agents off corner solutions, raising the aggregate labor supply elasticity and threatening to bring about a ``dual labor market'' in which many people decide not to supply labor.
  • Critique and Consequence

    May 2023
    After describing the landscape in macroeconomics and econometrics in Spring 1973 when Robert E. Lucas first presented his Critique at the inaugural Carnegie-Rochester conference, I add a fourth example based on Calvo (1978) to those appearing in section 5 of Lucas's paper. To portray some consequences of Lucas's Critique, I use that example as a vehicle to describe the time inconsistency of optimal plans and their credibility. I describe how different theories of government policy imply distinct apparent dynamic chains of influence between money and inflation. Different theories of policy bring with them different specifications of state vectors in recursive representations of inflation-money-supply outcomes.
  • Efficiency, Insurance, and Redistribution Effects of Government Policies

    with Anmol Bhandari, David Evans, and Mikhail Golosov
    January 2023
    We decompose welfare effects of switching from government policy A to policy B into three components: gains in aggregate efficiency from changes in total resources; gains in redistribution from altered consumption shares that ex-ante heterogeneous households can expect to receive; and gains in insurance from changes in households' consumption risks. Our decomposition applies to a broad class of multi-person, multi-good, multi-period economies with diverse specifications of preferences, shocks, and sources of heterogeneity. It has several desirable properties that other decompositions lack. We apply our decomposition to two fiscal policy reforms in quantitative incomplete markets settings.
  • Returns to Labor Mobility

    with Isaac Baley and Lars Ljungqvist
    December 2022
    Returns to labor mobility have too often escaped the attention they deserve as conduits of important forces in macro-labor models. These returns are shaped by calibrations of productivity processes that use theoretical perspectives and data sources from (i) labor economics and (ii) industrial organization. By studying how equilibrium unemployment responds to (a) layoff costs, and (b) likelihoods of skill losses following quits, we tighten calibrations of macro-labor models.
  • A framework for the analysis of self-confirming policies

    with P. Battigalli, S. Cerreia-Vioglio, F. Maccheroni, and M. Marinacci
    January 2022
    This paper provides a general framework for analyzing self-confirming policies. We study self-confirming equilibria in recurrent decision problems with incomplete information about the true stochastic model. We characterize stationary monetary policies in a linear-quadratic setting.
  • Rational Expectations and Volcker's Deflation

    September 2021
    This is my contribution to a volume in memory of Marvin Goodfriend and in honor of his work. It revisits issues analyzed in a classic 2005 paper by Marvin Goodfriend and Robert King.
  • Learning from Lucas

    September 2021
    This paper recollects meetings with Robert E. Lucas, Jr. over many years. It describes how, through personal interactions and studying his work, Lucas taught me to think about economics.
  • Earnings Growth and the Wealth Distribution

    with Neng Wang and Jinqiang Yang
    April 2021
    We solve a Bewley-Aiyagari-Huggett model almost by hand. Forces that shape wealth inequality are intermediated through an individual’s nonfinancial earnings growth rate g and an equilibrium interest rate r. Individuals’ earnings growth rate and survival probability interact with their preferences about consumption plans to determine aggregate savings and the interest rate and make wealth more unequally distributed and have a fatter tail than labor earnings, as in US data.
  • The Fundamental Surplus Strikes Again

    with Lars Ljungqvist
    April 2021
    The fundamental surplus isolates parameters that determine the sensitivity of unemployment to productivity in the matching model of Christiano, Eichenbaum, and Trabandt (2016 and 2021) under either Nash bargaining or alternating-offer bargaining. Those models thus join a collection of models in which diverse forces are intermediated through the fundamental surplus.
  • Stochastic Earnings Growth and Equilibrium Wealth Distributions

    with Neng Wang and Jinqiang Yang
    April 2021
    The cross-section distribution of U.S. wealth is more skewed and fatter tailed than is the distribution of labor earnings. Stachurski and Toda (2018) explain how plain vanilla Bewley-Aiyagari-Huggett (BAH) models with infinitely lived agents can't generate that pattern because of how a central limit theorem applies to a stationary labor earnings process. Two modifications of a BAH model suffice to generate a more skewed fatter-tailed wealth distribution: (1) overlapping generations of agents who pass through $N \geq 1$ life-stage transitions of stochastic lengths, and (2) labor-earnings processes that exhibit stochastic growth. With few parameters, our model does a good job of approximating the mapping from the Lorenz curve, Gini coefficient, and upper fat tail for cross-sections of labor earnings to their counterparts for cross sections of wealth. Three forces amplify wealth inequality relative to labor earnings inequality: stochastic life-stage transitions that arrest the central limit theorem force at work in Stachurski and Toda (2018); a strong precautionary savings motive for high labor income earners who receive positive permanent earnings shocks; and a life-cycle saving motive for the young born with low wealth. The outcome that the equilibrium risk-free interest rate exceeds a typical agent's subjective discount rate fosters a fat-tailed wealth distribution.
  • Inequality, Business Cycles, and Monetary-Fiscal Policy

    with Anmol Bhandari, David Evans, and Mikhail Golosov
    March 2021
    We study optimal monetary and fiscal policy in a model with heterogeneous agents, incomplete markets, and nominal rigidities. We show that functional derivative techniques can be applied to approximate equilibria in such economies quickly and efficiently. Our solution method does not require approximating policy functions around some fixed point in the state space and is not limited to first-order approximations. We apply our method to study Ramsey policies in a textbook New Keynesian economy augmented with incomplete markets and heterogeneous agents. Responses differ qualitatively from those in a representative agent economy and are an order of magnitude larger. Conventional price stabilization motives are swamped by an across person insurance motive that arises from heterogeneity and incomplete markets.
  • Shotgun Wedding: Fiscal and Monetary Policy

    with Marco Bassetto
    April 2020
    This paper describes interactions between monetary and fiscal policies that affect equilibrium price levels and interest rates by critically surveying theories about (a) optimal anticipated inflation, (b) optimal unanticipated inflation, and (c) conditions that secure a “nominal anchor” in the sense of a unique price level path. We contrast incomplete theories whose inputs are budget-feasible sequences of government issued bonds and money with complete theories whose inputs are bond-money policies described as sequences of functions that map time t histories into time t government actions. We cite historical episodes that confirm the theoretical insight that lines of authority between a Treasury and a Central Bank can be ambiguous, obscure, and fragile.
  • Inequality, Business Cycles, and Monetary-Fiscal Policy

    with Anmol Bhandari, David Evans, and Mikhail Golosov
    February 2020
    We study optimal monetary and fiscal policy in a model with heterogeneous agents, incomplete markets, and nominal rigidities. We show that functional derivative techniques can be applied to approximate equilibria in such economies quickly and efficiently. Our solution method does not require approximating policy functions around some fixed point in the state space and is not limited to first-order approximations. We apply our method to study Ramsey policies in a textbook New Keynesian economy augmented with incomplete markets and heterogeneous agents. Responses differ qualitatively from those in a representative agent economy and are an order of magnitude larger. Con- ventional price stabilization motives are swamped by an across person insurance motive that arises from heterogeneity and incomplete markets.
  • Complications for the United States from International Credits: 1913-1940

    with George J. Hall
    June 2019
    World War I complicated US monetary, debt management, and tax policies. To finance the war, the US Treasury borrowed $23 billion from its US citizens and lent $12 billion to 20 foreign nations. What began as foreign loans by the early 1930s had become gifts. For the first time in US history, the Treasury managed a large, permanent peacetime debt.
  • Commmodity and Token Monies

    November 2018
    A government defines a dollar as a list of quantities of one or more precious metals. If issued in sufficiently limited amounts, token money is a perfect substitute for precious metal money. Atemporal equilibrium conditions determine how quantities of precious metals and token monies affect an equilibrium price level. Within limits, a government can peg the relative price of two precious metals, confirming an analysis that Irving Fisher in 1911 used to answer a classic criticism of bimetallism.
  • Public Debt in Economies with Heterogeneous Agents

    with Anmol Bhandari, David Evans, and Mikhail Golosov
    September 2017
    We study public debt in an economy in which taxes and transfers are chosen optimally subject to heterogeneous agents' diverse resources. We assume a government that commits to policies and can enforce tax and debt payments. If the government enforces perfectly, asset inequality is determined in an optimum competitive equilibrium but the level of government debt is not. Welfare increases if the government introduces borrowing frictions and commits not to enforce private debt contracts. That lets it reduce competition on debt markets and gather monopoly rents from providing liquidity. Regardless of whether the government chooses to enforce private debt contracts, the level of initial government debt does not affect an optimal allocation, but the distribution of net assets does.
  • Commmodity and Token Monies

    August 2017
    A government defines a dollar as a list of quantities of one or more precious metals. If issued in sufficiently limited amounts, token money is a perfect substitute for precious metal money. Atemporal equilibrium conditions determine how quantities of precious metals and token monies affect an equilibrium price level. Within limits, a government can peg the relative price of two precious metals, confirming an analysis that Irving Fisher in 1911 used to answer a classic criticism of bimetallism.
  • A Framework for the Analysis of Self-Confirming Policies

    with P. Battigalli, S. Cerreia-Vioglio, F. Maccheroni, M. Marinacci
    August 2017
    This paper provides a general framework for the analysis of self-confirming policies. We first study self-confirming equilibria in recurrent decision problems with incomplete information about the true stochastic model. Next we illustrate the theory with a characterization of stationary monetary policies in a linear-quadratic setting. Finally we provide a more general discussion of self-confirming policies.
  • The Fundamental Surplus

    with Lars Ljungqvist
    February 2017
    To generate big responses of unemployment to productivity changes, researchers have reconfigured matching models in various ways: by elevating the utility of leisure, by making wages sticky, by assuming alternating-offer wage bargaining, by introducing costly acquisition of credit, by assuming fixed matching costs, or by positing government mandated unemployment compensation and layoff costs. All of these redesigned matching models increase responses of unemployment to movements in productivity by diminishing the fundamental surplus fraction, an upper bound on the fraction of a job’s output that the invisible hand can allocate to vacancy creation. Business cycles and welfare state dynamics of an entire class of reconfigured matching models all operate through this common channel.
  • Public Debt in Economies with Heterogeneous Agents

    with Anmol Bhandari, David Evans, and Mikhail Golosov
    December 2016
    We study public debt in an economy in which taxes and transfers are chosen optimally subject to heterogeneous agents' diverse resources. We assume a government that commits to policies and can enforce tax and debt payments. If the government enforces perfectly, asset inequality is determined in an optimum competitive equilibrium but the level of government debt is not. Welfare increases if the government introduces borrowing frictions and commits not to enforce private debt contracts. That lets it reduce competition on debt markets and gather monopoly rents from providing liquidity. Regardless of whether the government chooses to enforce private debt contracts, the level of initial government debt does not affect an optimal allocation, but the distribution of net assets does.
  • Fiscal Policy and Debt Management with Incomplete Markets

    with Anmol Bhandari, David Evans, and Mikhail Golosov
    July 2016
    A Ramsey planner chooses a distorting tax on labor and manages a portfolio of securities in an environment with incomplete markets. We develop a method that uses second order approximations of the policy functions to the planner's Bellman equation to obtain expressions for the unconditional and conditional moments of debt and taxes in closed form such as the mean and variance of the invariant distribution as well as the speed of mean reversion. Using this, we establish that asymptotically the planner's portfolio minimizes an appropriately defined measure of fiscal risk. Our analytic expressions that approximate moments of the invariant distribution can be readily applied to data recording the primary government deficit, aggregate consumption, and returns on traded securities. Applying our theory to U.S.\ data, we find that an optimal target debt level is negative but close to zero, that the invariant distribution of debt is very dispersed, and that mean reversion is slow.
  • A Life-Cycle Model of Trans-Atlantic Employment Experiences

    with Sagiri Kitao and Lars Ljungqvist
    December 2015
    To understand trans-Atlantic employment experiences since World War II, we build an overlapping generations model with two types of workers whose different skill acquisition technologies affect their career decisions. Search frictions affect short-run employment outcomes. The model focuses on labor supply responses near beginnings and ends of lives and on whether unemployment and early retirements are financed by personal savings or public benefit programs. Higher minimum wages in Europe explain why youth unemployment has risen more there than in the U.S. Higher risks of human capital depreciation after involuntary job destructions cause long-term unemployment in Europe, mostly among older workers, but leave U.S. unemployment unaffected. Increased probabilities of skill losses after involuntary job separation interact with workers' subsequent decisions to invest in human capital in ways that generate the age-dependent increases in autocovariances of income shocks observed by Moffitt and Gottschalk (1995).
  • A Case for Incomplete Markets

    with Lawrence E. Blume, Timothy Cogley, David A. Easley, and Viktor Tsyrennikov
    June 2015
    We propose a new welfare criterion that allows us to rank alternative financial market structures in the presence of belief heterogeneity. We analyze economies with complete and incomplete financial markets and/or restricted trading possibilities in the form of borrowing limits or transaction costs. We describe circumstances under which various restrictions on financial markets are desirable according to our welfare criterion.
  • Points of Departure

    February 2015
    This is an essay about my role in the history of rational expectations econometrics, written for the Trinity University series ``Lives of the Laureates".
  • Robert E. Lucas, Jr.’s Collected Papers on Monetary Theory

    November 2014
    This paper is a critical review of and a reader’s guide to a collection of papers by Robert E. Lucas, Jr. about fruitful ways of using general equilibrium theories to understand measured economic aggregates. These beautifully written and wisely argued papers integrated macroeconomics, microeconomics, finance, and econometrics in ways that restructured big parts of macroeconomic research.
  • Harrod 1939

    with Lawrence E. Blume
    August 2014
    Harrod’s 1939 “Essay in Dynamic Theory” is celebrated as one of the foundational papers in the modern theory of economic growth. Linked eternally to Evsey Domar, he appears in the undergraduate and graduate macroeconomics curricula, and his “fundamental equation” appears as the central result of the AK model in modern textbooks. Reading his Essay today, however, the reasons for his centrality are less clear. Looking forward from 1939, we see that the main stream of economic growth theory is built on neoclassical distribution theory rather than on the Keynesian principles Harrod deployed. Looking back, we see that there were many antecedent developments in growth economics, some much closer than Harrod’s to contemporary developments. So what, then, did Harrod accomplish?
  • An Open Letter to Professors Heckman and Prescott

    with Lars Ljungqvist
    July 2014
    You have disagreed in print about the size of the aggregate labor supply elasticity. Recent changes in the ``aggregation theory'' that Prescott uses brings you closer together at least in the sense that now you share a common theoretical structure.
  • What Nonconvexities Really Say about Labor Supply Elasticities

    with Lars Ljungqvist
    May 2014
    Rogerson and Wallenius (2013) draw an incorrect inference about a labor supply elasticity at an intensive margin from premises about an option to work part time that retiring workers decline. We explain how their false inference rests on overgeneralizing outcomes from a particular example and how Rogerson and Wallenius haven't identified an economic force beyond the two -- indivisible labor and time separable preferences -- that drive a high labor supply elasticity at an interior solution at an extensive margin.
  • Fiscal Discriminations in Three Wars

    with George J. Hall
    June 2013
    In 1790, a U.S. paper dollar was widely held in disrepute (something shoddy was not `worth a Continental'). By 1879, a U.S. paper dollar had become `as good as gold.' These outcomes emerged from how the U.S. federal government financed three wars: the American Revolution, the War of 1812, and the Civil War. In the beginning, the U.S. government discriminated greatly in the returns it paid to different classes of creditors; but that pattern of discrimination diminished over time in ways that eventually rehabilitated the reputation of federal paper money as a store of value.
  • U.S. Then, Europe Now

    December 2011
    Under the Articles of Confederation, the central government of the United States had limited power to tax. That made it difficult for it to service the debts that the government had incurred during our War of Independence, with the consequence that debt traded at deep discounts. That situation framed a U.S.\ fiscal crisis of the 1780s. A political revolution -- for that was what our founders scuttling of the Articles of Confederation in favor of the Constitution of the United States of America was -- solved the fiscal crisis by transferring authority to levy tariffs from the state governments to the federal government. The Constitution and Acts of the First Congress of the United States in August 1790 completed a grand bargain that made creditors of the government become advocates of a federal government with authority to raise revenues sufficient to service the government's debt. In 1790, the Congress carried out a comprehensive bailout of state government's debts, another part of the grand bargain that made creditors of the states become advocates of ample federal taxes. That bailout may have created unwarranted expectations about future federal bailouts that a costly episode in the early 1840s corrected. Aspects of these early U.S.\ circumstances and choices remind me of the European Union today.
  • Market Prices of Risk with Diverse Beliefs, Learning, and Catastrophes

    with Timothy Cogley and Viktor Tsyrenniko
    December 2011
    This paper studies market prices of risk in an economy with two types of agents with diverse beliefs. The paper studies both a complete markets economy and a risk-free bonds only (Bewley) economy.
  • Wealth Dynamics in a Bond Economy with Heterogeneous Beliefs

    with Timothy Cogley and Viktor Tsyrennikov
    December 2012
    We study an economy in which two types of agents have diverse beliefs about the law of motion for an exogenous endowment. One type knows the true law of motion, and the other learns about it via Bayes’s theorem. Financial markets are incomplete, the only traded asset being a risk-free bond. Borrowing limits are imposed to ensure the existence of an equilibrium. We analyze how financial-market structure affects the distribution of financial wealth and survival of the two agents. When markets are complete, the learning agent loses wealth during the learning transition and eventually exits the economy Blume and Easley 2006). In contrast, in a bond-only economy, the learning agent accumulates wealth, and both agents survive asymptotically, with the knowledgeable agent being driven to his debt limit. The absence of markets for certain Arrow securities is central to reversing the direction in which wealth is transferred.
  • Career Length: Effects of Curvature of Earnings Profiles, Earnings Shocks, Taxes, and Social Security

    with Lars Ljungqvist
    November 2012
    The same high labor supply elasticity that characterizes a representative family model with indivisible labor and employment lotteries can also emerge without lotteries when self-insuring individuals choose career lengths. Off corners, the more elastic the earnings profile is to accumulated working time, the longer is a worker's career. Negative (positive) unanticipated earnings shocks reduce (increase) the career length of a worker holding positive assets at the time of the shock, while the effects are the opposite for a worker with negative assets. By inducing a worker to retire at an official retirement age, government provided social security can attenuate responses of career lengths to earnings profile slopes, earnings shocks, and taxes.
  • A Labor Supply Elasticity Accord?

    with Lars Ljungqvist
    January 2011
    Until recently, an insurmountable gulf separated a high labor supply elasticity macro camp from a low labor supply elasticity micro camp was fortified by a contentious aggregation theory formerly embraced by real business cycle theorists. The repudiation of that aggregation theory in favor of one more genial to microeconomic observations opens possibilities for an accord about the aggregate labor supply elasticity. The new aggregation theory drops features to which empirical microeconomists objected and replaces them with life-cycle choices that microeconomists have long emphasized. Whether the new aggregation theory ultimately indicates a small or large macro labor supply elasticity will depend on how shocks and government institutions interact to determine whether workers choose to be at interior solutions for career length.
  • History dependent public policies

    with David Evans
    January 2011
    A planner is compelled to raise a prescribed present value of revenues by levying a distorting tax on the output of a representative firm that faces adjustment costs and resides within a rational expectations equilibrium. We describe recursive representations both for a Ramsey plan and for a set of credible plans. Continuations of Ramsey plans are not Ramsey plans. Continuations of credible plans are credible plans. As they are often constructed, continuations of optimal inflation target paths are not optimal inflation target paths. Matlab files
  • Where to draw lines: stability versus efficiency

    September 2010
    What kinds of assets should financial intermediaries be permitted to hold and what kinds of liabilities should they be allowed to issue? This paper reviews how tensions involving stability versus efficiency and regulation versus laissez faire have for centuries run through macroeconomic analysis of these questions. The paper also discusses how two leading models raise questions of whether deposit insurance is a good or bad arrangement. This paper is the text of the Phillips Lecture, given at the London School of Economics on February 12, 2010.
  • Practicing Dynare

    with A. Bhandari, F. Barillas, R. Colacito, S. Kitao, C. Matthes, and Y. Shin
    December 2010
    This is a revised version that includes a new section solving examples from the revised chapter `Fiscal Policies in a Growth Model' from the soon to be published third edition of Recursive Macroeconomic Theory by Ljungqvist and Sargent. This paper teaches Dynare by applying it to approximate equilibria and estimate nine dynamic economic models. Among the models estimated are a 1977 rational expectations model of hyperinflation by Sargent, Hansen, Sargent, and Tallarini’s risk-sensitive permanent income model, and one and two-country stochastic growth models. The examples.zip file contains dynare *.mod and data files that implement the examples in the paper. Source Code
  • Interest rate risk and other determinants of post WWII U.S. government debt/GDP dynamics

    with George Hall
    February 2010
    This paper uses the sequence of government budget constraints to motivate estimates of interest payments on the U.S. Federal government debt. We explain why our estimates differ conceptually and quantitatively from those reported by the U.S. government. We use our estimates to account for contributions to the evolution of the debt to GDP ratio made by inflation, growth, and nominal returns paid on debts of different maturities.
  • Alternative Monetary Policies in a Turnpike Economy: Vintage Article

    with Rodolfo Manuelli
    June 2009
    This paper modifies a Townsend turnpike model by letting agents stay at a location long enough to trade some consumption loans, but not long enough to support a Pareto optimal allocation. Monetary equilibria exist that are non-optimal in the absence of a scheme to pay interest on currency at a particular rate. Paying interest on currency at the optimal rate delivers a Pareto optimal allocation, but a different one than the allocation for an associated nonmonetary centralized economy. The price level remains determinate under an optimal policy. We study the response of the model to ``helicopter drops of currency, steady increases in the money supply, and restrictions on private intermediation.
  • The Timing of Tax Collections and the Structure of  "Irrelevance'' Theorems in a Cash-in-Advance Model: Vintage Article

    with Bruce Smith
    June 2009, Originally 1998
    A standard timing protocol allows in a cash-in-advance model allows the government to elude the inflation tax. That matters. Altering the timing of tax collections to make the government hold cash overnight disables some classical propositions but enables others. The altered timing protocol loses a Ricardian proposition and also the proposition that open market operations, accompanied by tax adjustments needed to finance the change in interest on bonds due the public, are equivalent with pure units changes. The altered timing enables a Modigliani-Miller equivalence proposition that does not otherwise prevail.
  • Evolution and Intelligent Design

    January 7, 2008
    This paper is my AEA presidential address. It discusses the relationship between two sources of ideas that influence monetary policy makers today. The first is a set of analytical results that impose the rational expectations equilibrium concept and do `intelligent design' by solving Ramsey and mechanism design problems. The second is a long trial and error learning process that constrained government budgets and anchored the price level with a gold standard, then relaxed government budgets by replacing the gold standard with a fiat currency system wanting nominal anchors. Models of out-of-equilibrium learning tell us that such an evolutionary process will converge to a self-confirming equilibrium (SCE). In an SCE, a government's probability model is correct about events that occur under the prevailing government policy, but possibly wrong about the consequences of other policies. That leaves room for more mistakes and useful experiments than exist in a rational expectations equilibrium.
  • Israel 1983: A Bout of Unpleasant Monetarist Arithmetic

    with Joseph Zeira
    February 2008
    This paper is about the consequences that using fiscal policy to bail out banks can have for inflation rates. It is a case study of a bail out of banks in Israel in 1983. That bailout might have been good news for banks’ shareholders, but it was not good news for people whose net wealth positions were harmed by inflation.
  • Some of Milton Friedman’s Scientific Contributions to Macroeconomics

    An assessment of the enduring influences of Milton Friedman’s work in macroeconomics.
  • Two Questions about European Unemployment

    with Lars Ljungqvist
    June 2007
    A general equilibrium search model makes layoff costs affect the aggregate unemployment rate in ways that depend on equilibrium proportions of frictional and structural unemployment that in turn depend on the generosity of government unemployment benefits and skill losses among newly displaced workers. The model explains how, before the 1970s, lower flows into unemployment gave Europe lower unemployment rates than the United States; and also how, after 1980, higher durations have kept unemployment rates in Europe persistently higher than in the U.S. These outcomes arise from the way Europe's higher firing costs and more generous unemployment compensation make its unemployment rate respond to bigger skill losses among newly displaced workers. Those bigger skill losses also explain why U.S. workers have experienced more earnings volatility after 1980 and why, especially among older workers, hazard rates of gaining employment in Europe now fall sharply with increases in the duration of unemployment.
  • Understanding European Unemployment with Matching and Search-Island Models

    with Lars Ljungqvist
    June 2007
    To match broad macroeconomic observations about European and American unemployment during the last 60 years, we use a search-island model and some matching models with workers who have heterogeneous skills and entitlements to government benefits. There are labor market frictions in these models, but not in a closely related representative family model with employment lotteries(please see the following paper on this web page). High government mandated unemployment insurance (UI) and employment protection (EP) in Europe increase durations and levels of unemployment when there is higher `turbulence' in the sense of worse skill transition probabilities for workers who suffer involuntary layoffs. But when there is lower turbulence, high European EP suppresses unemployment rates despite high European UI. Different matching models assign unemployed workers to different waiting pools (i.e., matching functions). This affects how strongly unemployment responds to increases in turbulence. Unless the long-term unemployed share a matching function with other unemployed workers who are not discouraged, the economy almost closes down in turbulent times. This catastrophe does not occur in the search-island model where there are no labor market externalities and each worker bears the full consequences of his own decisions.
  • Understanding European Unemployment with a Representative Family Model

    with Lars Ljungqvist
    June 2007
    A representative family model with indivisible labor and employment lotteries has no labor market frictions and complete markets .The high aggregate labor supply elasticity implies that when generous government-supplied unemployment insurance are included, we get the unrealistic result that economic activity collapses. Because there is no frictional unemployment, an increase in employment protection decreases aggregate work because the representative family substitutes into leisure. Therefore, the model does not provide the same successful accounting for a half century of European and American unemployment rates offered by the models in the previous paper on this web page or in our paper entitled Two Questions about European Unemployment.
  • Taxes, benefits, careers, and markets

    with Lars Ljungqvist
    May 2007
    An incomplete markets life-cycle model with indivisible labor makes career lengths and human capital accumulation respond to labor tax rates and government supplied non-employment benefits. We compare aggregate and individual outcomes in this individualistic incomplete markets model with those in a comparable collectivist representative family with employment lotteries and complete insurance markets. The incomplete and complete market structures assign leisure to different types of individuals who are distinguished by their human capital and age. These microeconomic differences distinguish the two models in terms of how macroeconomic aggregates respond to some types of government supplied non-employment benefits, but remarkably, not to labor tax changes.
  • How Sweden's unemployment became more like Europe's

    with Lars Ljungqvist
    July 2007
    Prepared for NBER-SNSS conference on reforming the Swedish welfare state
    Until the mid 1990s, Sweden’s unemployment rate was different from the rest of Europe’s – it was systematically lower? This paper explains why and also why it has become more like Europe’s in the last decade.
  • Do Taxes Explain European Employment? Indivisible Labor, Human Capital, Lotteries, and Personal Savings

    with Lars Ljungqvist
    June 2006
    Prepared for 2006 NBER Macroeconomics Annual conference
    To appreciate the role of a `not-so-well-known aggregation theory' that underlies Prescott's (2002) conclusion that higher taxes on labor have depressed Europe relative to the U.S., this paper compares aggregate outcomes for economies with two alternative arrangements for coping with indivisible labor: (1) employment lotteries plus complete consumption insurance, and (2) individual consumption smoothing via borrowing and lending at a risk-free interest rate. We compare these two arrangements in both single-agent and general equilibrium models. Under idealized conditions, the two arrangements support equivalent outcomes when human capital is not present; when it is present, outcomes are naturally different. Households' reliance on personal savings in the incomplete markets model constrains the `career choices' that are implicit in their human capital acquisition plans relative to those that can be supported by lotteries and consumption insurance in the complete markets model. Lumpy career choices make the incomplete markets model better at coping with a generous system of government funded compensation to people who withdraw from work. Adding generous government supplied benefits to Prescott's model with employment lotteries and consumption insurance causes employment to implode and prevents the model from matching outcomes observed in Europe.
  • Jobs and Unemployment in Macroeconomic Theory: A Turbulence Laboratory

    with Lars Ljungqvist
    August 2005
    This is the text of Sargent’s Presidential address to the World Congress of the Econometric Society in London on August 19,
    We use three general equilibrium frameworks with jobs and unemployed workers to study the effects of government mandated unemployment insurance (UI) and employment protection (EP). To illuminate the forces in these models, we study how UI and EP affect outcomes when there is higher `turbulence' in the sense of worse skill transition probabilities for workers who suffer involuntary layoffs. Two of the frameworks have labor market frictions and incomplete markets – the matching and search-island models -- while the third one is a frictionless complete markets economy -- the representative family model with employment lotteries. Although they provide very different ways of thinking about the decisions faced by unemployed workers, the adverse welfare state dynamics that come from high UI indexed to past earnings, and that were isolated by Ljungqvist and Sargent in 1998, are so strong that they determine outcomes in all three frameworks. Another force stressed by Ljungqvist and Sargent in 2002, through which higher layoff taxes suppress frictional unemployment in less turbulent times, prevails in the models with labor market frictions, but not in the frictionless representative family model. In addition, the high aggregate labor supply elasticity that emerges from employment lotteries and complete insurance markets in the representative family model makes it impossible to incorporate European-style unemployment insurance in that model without getting the unrealistic result that economic activity virtually shuts down.
  • Obsolescence, Uncertainty, and Heterogeneity: The European Unemployment Experience

    with Lars Ljungqvist
    August 2005
    A general equilibrium model of stochastically aging McCall workers whose human capital depreciates during spells of unemployment and appreciates during spells of employment. There are layoff taxes and government supplied unemployment compensation with a replacement ratio attached to past earnings, the product of human capital and a wage draw. The wage draw changes on the job via Markov chain, inspiring some quits. We use a common calibration of the model with “European” and “American” unemployment compensations to study the different unemployment experiences of Europe and the U.S. from the 1950s through 2000. The model succeeds in explaining why unemployment rates were lower in Europe in the 1950s and 1960s, but higher after the 1970s. The explanation is about how layoff taxes and unemployment compensation linked to past earnings interact with an increase in economic turbulence. The paper relates these macro outcomes to evidence from earnings distributions and displaced workers studies.
  • A, B, C, (and D)’s for Understanding VARs

    with Juan Rubio, Jesus Villaverde, and Mark Watson
    July 2006
    An approximation to the equilibrium of a complete dynamic stochastic economic model can be expressed in terms of matrices (A,B,C,D) that define a state space system. An associated state space system (A,K,C,I) determines a vector autoregression for fixed observables available to an econometrician. We review a permanent income example that illustrates a simple special condition for checking whether the mapping from VAR shocks to economic shocks is invertible.
  • Ambiguity in American Monetary and Fiscal Policy

    How a coherent monetary and fiscal policy somehow emerges out of the helter-skelter of U.S. politics, with some historical examples.
  • Business Cycle Modeling without Pretending to Have Too Much A Priori Economic Theory

    with Christopher Sims
    1977
    This paper is an out of print old timer. Several people asked me to put it on my webpage.
  • Is Keynesian Economics a Dead End?

    October 1977
    This paper is an old timer. It served as notes for my November 1977 talk to the Minnesota economics association. At those meetings, I saw my old undergraduate teacher Hyman Minsky for the first time since undergraduate days at Cal Berkeley.
  • Business Cycle Analysis with Unobservable Index Models and the Methods of the NBER

    with Robert Litterman and Danny Quah
    June, 1984
    This is an unpublished paper about dynamic unobservable index models like the ones in the previous paper with Chris Sims.
  • Using Unobservable Index Models to Estimate Unobservables and Forecast Observables

    with Robert Litterman and Danny Quah
    April, 1984
    This is another unpublished paper about dynamic unobservable index models..
  • Politics and Efficiency of Separating Capital and Ordinary Government Budgets

    with Marco Bassetto with Thomas Sargent
    December, 2004
    We analyze the democratic politics of a rule that separates capital and ordinary account budgets and allows the government to issue debt to finance capital items only. Many national governments followed this rule in the 18th and 19th centuries and most U.S. states do today. This simple 1800s financing rule sometimes provides excellent incentives for majorities to choose an efficient mix of public goods in an economy with a growing population of overlapping generations of long-lived but mortal agents. In a special limiting case with demographics that make Ricardian equivalence prevail, the 1800s rule does nothing to promote efficiency. But when the demographics imply even a moderate departure from Ricardian equivalence, imposing the rule substantially improves the efficiency of democratically chosen allocations. We calibrate some examples to U.S.\ demographic data. We speculate why in the twentieth century most national governments abandoned the 1800s rule while U.S. state governments have retained it.
  • Lotteries for consumers versus lotteries for firms

    with Lars Ljungqvist
    October, 2003
    A discussion of a paper by Edward Prescott for the Yale Cowles commission conference volume on general equilibrium theory. Prescott emphasizes the similarities in lotteries that can be used to aggregate over nonconvexities for firms, on the one hand, and households, on the other. We emphasize their differences.
  • Reactions to the Berkeley Story

    October, 2002
    This paper is my discussion of a paper at the 2002 Jackson Hole Conference by Christina and David Romer. The Romers’ paper uses narrative evidence to support and extend an interpretation of post war Fed policy that has also been explored by Brad DeLong and others. The basic story is that the Fed has a pretty good model in the 50s, forgot it under the influence of advocates of an exploitable Phillips curve in the late 60s, then came to its senses by accepting Friedman and Phelps’s version of the natural rate hypothesis in the 1970s. The Romers extend the story by picking up Orphanides’s idea that the Fed misestimated potential GDP or the natural unemployment rate in the 1970s. The Romers’ story is that the Fed needed to accept the natural rate hypothesis (which it did by 1970 according to them) and also to have good estimates of the natural rate (which according to them it didn’t until the late 70s or early 80s). The Romers story is about the Fed’s forgetting then relearning a good model. My comment features my own narration of a controversial paper by `Professors X and Y’.
  • European Unemployment and Turbulence Revisited in a Matching Model

    with Lars Ljungqvist
    September, 2003
    This paper recalibrates a matching model of den Haan, Haefke, and Ramey and uses it to study how increased turbulence interacts with generous unemployment benefits to affect the equilibrium rate of unemployment. In contrast to den Haan, Haefke, and Ramey, we find that increased turbulence causes unemployment to rise. We trace the difference in outcomes to how we model the hazard of losing skills after a voluntary job change.
  • European Unemployment: From a Worker's Perspective

    with Lars Ljungqvist
    Sept 17, 2001
    Prepared for an October 2001 conference in honor of Edmund Phelps. Within the environment of our JPE 1998 paper on European unemployment, this paper conducts artificial natural experiments that provoke ``conversations'' with two workers who experience identical shocks but make different decisions because they live on opposite sides of the Atlantic Ocean.
  • Optimal Taxation without State Contingent Debt

    with Rao Aiyagari, Albert Marcet and Juha Seppala
    Sept 29, 2001
    An extensively revised version of a paper recasting Lucas and Stokey's analysis of optimal taxation in a market setting where the government can issue only risk free one-period government debt. This setting moves the optimal tax and debt policy substantially in the direction posited by Barro. The paper works out two examples by hand, another by the computer.
  • Comment on Christopher Sims's `Fiscal Consequences for Mexico of Adopting the Dollar'

    June 13, 2000
    A comment prepared for a conference on dollarization at the Federal Reserve Bank of Cleveland, June 1-3, 2000.
  • Optimal Taxation without State Contingent Debt

    with Albert Marcet and Juha Seppala
    Sept 29, 2001
    An extensively revised version of a paper recasting Lucas and Stokey's analysis of optimal taxation in a market setting where the government can issue only risk free one-period government debt. This setting moves the optimal tax and debt policy substantially in the direction posited by Barro. The paper works out two examples by hand, another by the computer.
  • Discussion of Can Market and Voting Institutions Generate Optimal Intergenerational Risk Sharing, by Antonio Rangel and Richard Zeckhauser

    March 25, 1999
    NBER Florida conference on social security.
  • Optimal Fiscal Policy in a Linear Stochastic Economy

    with Francois Velde
    April 29, 1998
  • Accounting Properly for the Government's Interest Costs

    with George Hall
  • Neural Networks for Encoding and Adapting in Dynamic Economics

    with In-Koo Cho
  • Mechanics of Forming and Estimating Dynamic Linear Economies

    with Evan Anderson, Lars P. Hansen and Ellen McGrattan
  • Two Computational Experiments to Fund Social Security

    with He Huang and Selo Imrohoroglu
  • Coinage, Debasements, and Gresham 's Laws

    with Bruce Smith
  • The European Unemployment Dilemma

    with Lars Ljungqvist
    May 1997
  • An Appreciation of A. W. Phillips

    with Lars Peter Hansen
  • Expectations and the Nonneutrality of Lucas