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Lending Booms: Latin America and the World

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Author Info
Gourinchas, Pierre-Olivier
Landerretche, Oscar
Valdés, Rodrigo

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Abstract

Recent theories on the origins of crises put lending booms at the root of financial collapses. Yet lending booms may be a natural consequence of economic development and fluctuations. So, are lending booms dangerous? In this Paper, we investigate this question empirically using a broad sample of lending boom episodes over 40 years, with a special eye on Latin America. Our results indicate that: (1) lending booms are often associated with (i) a domestic investment boom, (ii) an increase in domestic interest rates, (iii) a worsening of the current account, (iv) a decline in reserves, (v) a real appreciation, and (vi) a decline in output growth; (2) lending booms typically do not substantially increase the vulnerability of the banking sector or the balance of payments. On comparing Latin America and the rest of the world, we find that Latin American lending booms make the economy considerably more volatile and vulnerable to financial and balance-of-payment crises than is the case in other regions.

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Publisher Info
Paper provided by C.E.P.R. Discussion Papers in its series CEPR Discussion Papers with number 2811.

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Date of creation: May 2001
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Handle: RePEc:cpr:ceprdp:2811

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Related research
Keywords: Balance-of-Payment Crises; Banking Crisis; Credit Boom; Latin America; Lending Boom; Macroeconomic Performance;

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Find related papers by JEL classification:
E44 - Macroeconomics and Monetary Economics - - Money and Interest Rates - - - Financial Markets and the Macroeconomy
E51 - Macroeconomics and Monetary Economics - - Monetary Policy, Central Banking, and the Supply of Money and Credit - - - Money Supply; Credit; Money Multipliers
F32 - International Economics - - International Finance - - - Current Account Adjustment; Short-term Capital Movements

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This page was last updated on 2009-11-25.


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