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Liquidity Preference Theory Revisited: To Ditch or to Build on It?

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Joerg Bibow
Abstract

This paper revisits KeynesÕs liquidity preference theory as it evolved from the Treatise on Money to The General Theory and after, with a view of assessing the theoryÕs ongoing relevance and applicability to issues of both monetary theory and policy. Contrary to the neoclassical Òspecial caseÓ interpretation, Keynes considered his liquidity preference theory of interest as a replacement for flawed saving or loanable funds theories of interest emphasizing the real forces of productivity and thrift. His point was that it is money, not saving, which is the necessary prerequisite for economic activity in monetary production economies. Accordingly, turning neoclassical wisdom on its head, it is the terms of finance as determined within the financial system that Òrule the roostÓ to which the real economy must adapt itself. The key practical matter is how deliberate monetary control can be applied to attain acceptable real performance. In this regard, it is argued that KeynesÕs analysis offers insights into practical issues, such as policy credibility and expectations management, that reach well beyond both heterodox endogenous money approaches and modern Wicksellian orthodoxy, which remains trapped in the illusion of money neutrality.

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Paper provided by Levy Economics Institute, The in its series Economics Working Paper Archive with number wp_427.

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Date of creation: Aug 2005
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Handle: RePEc:lev:wrkpap:wp_427

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  1. Goodhart, Charles A E, 2000. "Can Central Banking Survive the IT Revolution?," International Finance, Blackwell Publishing, vol. 3(2), pages 189-209, July. [Downloadable!] (restricted)
  2. Greg Hannsgen, 2004. "Gibson's Paradox, Monetary Policy, and the Emergence of Cycles," Economics Working Paper Archive 410, Levy Economics Institute, The. [Downloadable!]
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  3. Jörg Bibow, 2004. "Reflections on the current fashion for central bank independence," Cambridge Journal of Economics, Oxford University Press, vol. 28(4), pages 549-576, July. [Downloadable!] (restricted)
  4. Charles Goodhart, 2000. "Can Central Banking Survive the IT Revolution?," FMG Special Papers sp125, Financial Markets Group. [Downloadable!] (restricted)
  5. Wray, L Randall, 1992. "Alternative Theories of the Rate of Interest," Cambridge Journal of Economics, Oxford University Press, vol. 16(1), pages 69-89, March.
  6. Lavoie, Marc, 1996. "Horizontalism, Structuralism, Liquidity Preference and the Principle of Increasing Risk," Scottish Journal of Political Economy, Scottish Economic Society, vol. 43(3), pages 275-300, August.
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  7. Jorg Bibow, 2002. "What has Happened to Monetarism? An Investigation into the Keynesian Roots of Milton Friedman's Monetary Thought and Its Apparent Monetarist Legacies," Economics Working Paper Archive 347, Levy Economics Institute, The. [Downloadable!]
  8. JÖRG BIBOW, 2005. "Germany in crisis: the unification challenge, macroeconomic policy shocks and traditions, and EMU," International Review of Applied Economics, Taylor and Francis Journals, vol. 19(1), pages 29-50, January. [Downloadable!] (restricted)
  9. Bibow, Jorg, 1998. "On Keynesian Theories of Liquidity Preference," The Manchester School of Economic & Social Studies, Blackwell Publishing, vol. 66(2), pages 238-73, March.
  10. Bibow, Jorg, 2001. "The Loanable Funds Fallacy: Exercises in the Analysis of Disequilibrium," Cambridge Journal of Economics, Oxford University Press, vol. 25(5), pages 591-616, September.
  11. Cottrell, Allin, 1994. "Post-Keynesian Monetary Economics," Cambridge Journal of Economics, Oxford University Press, vol. 18(6), pages 587-605, December.
  12. Arestis, Philip & Howells, Peter, 1996. "Theoretical Reflections on Endogenous Money: The Problem with 'Convenience Lending.'," Cambridge Journal of Economics, Oxford University Press, vol. 20(5), pages 539-51, September.
  13. Dow, Sheila C, 1996. "Horizontalism: A Critique," Cambridge Journal of Economics, Oxford University Press, vol. 20(4), pages 497-508, July.
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  14. Milton Friedman, 2002. "Comment on Gaspar and Issing," Australian Economic Papers, Blackwell Publishing, vol. 41(4), pages 366-368, December. [Downloadable!] (restricted)
  15. Jorg Bibow, 2002. "The Markets versus the ECB, and the EURO's Plunge," Eastern Economic Journal, Eastern Economic Association, vol. 28(1), pages 45-57, Winter. [Downloadable!]
  16. Andrea Terzi, 2004. "The independence of finance from saving: A flow-of-funds interpretation," Macroeconomics 0405017, EconWPA. [Downloadable!]
  17. Trevithick, J A, 1994. "The Monetary Prerequisites for the Multiplier: An Adumbration of the Crowding-Out Hypothesis," Cambridge Journal of Economics, Oxford University Press, vol. 18(1), pages 77-90, February.
  18. Bruce Greenwald & Joseph Stiglitz, 1993. "New and Old Keynesians," NBER Reprints 1810, National Bureau of Economic Research, Inc.
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  19. Bibow, Jorg, 1995. "Some Reflections on Keynes's 'Finance Motive' for the Demand for Money," Cambridge Journal of Economics, Oxford University Press, vol. 19(5), pages 647-66, October.
  20. Runde, Jochen, 1994. "Keynesian Uncertainty and Liquidity Preference," Cambridge Journal of Economics, Oxford University Press, vol. 18(2), pages 129-44, April.
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