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Managing the Public Debt: The Optimal Taxation Approach

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Missale, Alessandro

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Abstract

This paper examines research on public debt management, focusing on debt structure by denomination, indexation features, and maturity. The optimal taxation approach is reviewed and its policy implications are related to the trade-off between minimization of the expected cost of debt servicing and minimization of budgetary risk. Strong arguments are provided for debt instruments which yield low returns when output and hence revenues are lower and public spending higher than expected. This debt design minimizes tax distortions and provides flexibility in conducting fiscal policy. The exact characterization of the debt composition which supports efficient taxation depends on the stochastic structure of the economy. Long-term nominal debt is a hedge against supply shocks affecting revenues and inflation and makes the government budget insensitive to interest-rate risk. However, at high levels of debt, the extent of insurance or flexibility that governments can obtain by issuing long-term nominal debt is limited by the need to maintain the credibility of the anti-inflation stance. Copyright 1997 by Blackwell Publishers Ltd

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Publisher Info
Article provided by Blackwell Publishing in its journal Journal of Economic Surveys.

Volume (Year): 11 (1997)
Issue (Month): 3 (September)
Pages: 235-65
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Handle: RePEc:bla:jecsur:v:11:y:1997:i:3:p:235-65

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  2. Ilan Goldfajn & Marcos Antonio Silveira, 2002. "Should government smooth exchange rate risk?," Textos para discussão 465, Department of Economics PUC-Rio (Brazil). [Downloadable!]
  3. Wilson Au-Yeung & Jason McDonald & Amanda Sayegh, 2006. "Australian Government Balance Sheet Management," NBER Working Papers 12302, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
  4. Gerardo M Licandro, 2001. "Monetary Policy Coordination, Monetary Integration and other essays," Levine's Working Paper Archive 625018000000000172, David K. Levine. [Downloadable!]
  5. Nick Davis, 2001. "Does Crown Financial Portfolio Composition Matter?," Treasury Working Paper Series 01/34, New Zealand Treasury. [Downloadable!]
  6. Kannan, R & Singh, Bhupal, 2007. "Debt-deficit dynamics in India and macroeconomic effects: A structural approach," MPRA Paper 16480, University Library of Munich, Germany, revised 2007. [Downloadable!]
  7. Fausto Hernández Trillo & Alejandro Villagómez Amezcua, 2000. "La estructura de la deuda pública en México: Lecciones y perspectivas," RES Working Papers 3104, Inter-American Development Bank, Research Department. [Downloadable!]
  8. Eric Hansen, 2003. "Objectives, Targets and Instruments for Crown Financial Policy," Treasury Working Paper Series 03/21, New Zealand Treasury. [Downloadable!]
  9. Alessandro MISSALE & Emanuele BACCHIOCCHI, 2005. "Managing debt stability," Departemental Working Papers 2005-05, Department of Economics University of Milan Italy. [Downloadable!]
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