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On Fixed and Variable Fiscal Surplus Rules

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Author Info
Erdem Basci
M. Fatih Ekinci
Murat Yulek

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Abstract

Both emerging and developed economies increasingly use fiscal rules. This paper analyzes the effects of two alternative fiscal rules on debt sustainability. The fixed surplus rule fixes the ratio of primary surplus to gross domestic product (GDP), and the variable surplus rule sets the primary surplus as a linear function of the debt-to-GDP ratio. A simple debt dynamics equation is constructed that incorporates real shocks, and the probability of exceeding the critical debt level is simulated using Monte Carlo techniques. The results show that the variable surplus rule performs better than does the simple fixed surplus rule by reducing debt sustainability concerns and the necessary medium-term primary surplus. This result hinges on government ability to commit credibly to the variable surplus rule in the medium run.

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File URL: http://mesharpe.metapress.com/link.asp?target=contribution&id=A3U200L2437X1338
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Publisher Info
Article provided by M.E. Sharpe, Inc. in its journal Emerging Markets Finance and Trade.

Volume (Year): 43 (2007)
Issue (Month): 3 (June)
Pages: 5-15
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Handle: RePEc:mes:emfitr:v:43:y:2007:i:3:p:5-15

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Web page: http://mesharpe.metapress.com/link.asp?target=journal&id=111024

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Related research
Keywords: debt dynamics; debt sustainability; fiscal policy rules; Monte Carlo simulation;

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References listed on IDEAS
Please report citation or reference errors to , or , if you are the registered author of the cited work, log in to your RePEc Author Service profile, click on "citations" and make appropriate adjustments.:
  1. Richard Cantor & Frank Packer, 1996. "Determinants and impact of sovereign credit ratings," Economic Policy Review, Federal Reserve Bank of New York, issue Oct, pages 37-53. [Downloadable!]
    Other versions:
  2. Sandeep Kapur & Luis Catão, 2004. "Missing Link: Volatility and the Debt Intolerance Paradox," IMF Working Papers 04/51, International Monetary Fund. [Downloadable!]
  3. George Kopits, 2001. "Fiscal Rules: Useful Policy Framework or Unnecessary Ornament?," IMF Working Papers 01/145, International Monetary Fund. [Downloadable!]
  4. Guillermo Larraín & Helmut Reisen & Julia von Maltzan, 1997. "Emerging Market Risk and Sovereign Credit Ratings," OECD Development Centre Working Papers 124, OECD, Development Centre. [Downloadable!]
  5. Halpern, László & Neményi, Judit, 2002. "Fiscal Foundation of Convergence to European Union in Pre-Accession Transition Countries," Discussion Paper Series 1: Economic Studies 2002,03, Deutsche Bundesbank, Research Centre. [Downloadable!]
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