Global imbalances

Three facts have characterized the pre-crisis debates in macroeconomics: the increase in the US current account de cit, the decline in interest rates and the increase in the share of US assets in global portfolios. Caballero, Farhi and Gourinchas (2008) described these "anomalies" as being...

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Main Author: El Kallab, Tania (author)
Format: article
Published: 2014
Online Access:http://hdl.handle.net/10725/6130
http://libraries.lau.edu.lb/research/laur/terms-of-use/articles.php
https://thema.u-cergy.fr/IMG/documents/2014-28.pdf
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author El Kallab, Tania
author_facet El Kallab, Tania
author_role author
dc.creator.none.fl_str_mv El Kallab, Tania
dc.date.none.fl_str_mv 2014
2017-09-05T10:27:08Z
2017-09-05T10:27:08Z
2017-09-05
dc.identifier.none.fl_str_mv http://hdl.handle.net/10725/6130
El Kallab, T. (2014). Global Imbalances:" Made in the USA" or" Made in China"? (No. 2014-28). THEMA (THéorie Economique, Modélisation et Applications), Université de Cergy-Pontoise.
http://libraries.lau.edu.lb/research/laur/terms-of-use/articles.php
https://thema.u-cergy.fr/IMG/documents/2014-28.pdf
dc.language.none.fl_str_mv en
dc.relation.none.fl_str_mv THEMA
dc.rights.*.fl_str_mv info:eu-repo/semantics/openAccess
dc.title.none.fl_str_mv Global imbalances
"Made in the USA" or "Made in China"
dc.type.none.fl_str_mv Article
info:eu-repo/semantics/publishedVersion
info:eu-repo/semantics/article
description Three facts have characterized the pre-crisis debates in macroeconomics: the increase in the US current account de cit, the decline in interest rates and the increase in the share of US assets in global portfolios. Caballero, Farhi and Gourinchas (2008) described these "anomalies" as being external to the United States. The high saving rates in Asian countries in the aftermath of the collapse of their nancial markets led to a high demand for American nancial assets rather than domestic Asian ones, which were now considered unsafe. Our paper uses the basic model provided by Caballero, Farhi and Gourinchas to investigate whether an alternative explanation for these three facts, namely, the increase in American consumption. We show that the increase in US consumption would indeed cause a rise in capital ows towards the US (fact 1), but interest rates would rise rather than decrease (fact 2), and the share of american assets in global portfolios would not be a ected (fact 3).
eu_rights_str_mv openAccess
format article
id LAURepo_883eecda8813e291939b3cbf1fece8c9
identifier_str_mv El Kallab, T. (2014). Global Imbalances:" Made in the USA" or" Made in China"? (No. 2014-28). THEMA (THéorie Economique, Modélisation et Applications), Université de Cergy-Pontoise.
language_invalid_str_mv en
network_acronym_str LAURepo
network_name_str Lebanese American University repository
oai_identifier_str oai:laur.lau.edu.lb:10725/6130
publishDate 2014
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spelling Global imbalances"Made in the USA" or "Made in China"El Kallab, TaniaThree facts have characterized the pre-crisis debates in macroeconomics: the increase in the US current account de cit, the decline in interest rates and the increase in the share of US assets in global portfolios. Caballero, Farhi and Gourinchas (2008) described these "anomalies" as being external to the United States. The high saving rates in Asian countries in the aftermath of the collapse of their nancial markets led to a high demand for American nancial assets rather than domestic Asian ones, which were now considered unsafe. Our paper uses the basic model provided by Caballero, Farhi and Gourinchas to investigate whether an alternative explanation for these three facts, namely, the increase in American consumption. We show that the increase in US consumption would indeed cause a rise in capital ows towards the US (fact 1), but interest rates would rise rather than decrease (fact 2), and the share of american assets in global portfolios would not be a ected (fact 3).PublishedN/A2017-09-05T10:27:08Z2017-09-05T10:27:08Z20142017-09-05Articleinfo:eu-repo/semantics/publishedVersioninfo:eu-repo/semantics/articlehttp://hdl.handle.net/10725/6130El Kallab, T. (2014). Global Imbalances:" Made in the USA" or" Made in China"? (No. 2014-28). THEMA (THéorie Economique, Modélisation et Applications), Université de Cergy-Pontoise.http://libraries.lau.edu.lb/research/laur/terms-of-use/articles.phphttps://thema.u-cergy.fr/IMG/documents/2014-28.pdfenTHEMAinfo:eu-repo/semantics/openAccessoai:laur.lau.edu.lb:10725/61302021-03-19T09:10:09Z
spellingShingle Global imbalances
El Kallab, Tania
status_str publishedVersion
title Global imbalances
title_full Global imbalances
title_fullStr Global imbalances
title_full_unstemmed Global imbalances
title_short Global imbalances
title_sort Global imbalances
url http://hdl.handle.net/10725/6130
http://libraries.lau.edu.lb/research/laur/terms-of-use/articles.php
https://thema.u-cergy.fr/IMG/documents/2014-28.pdf