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The LM Curve: A Not-So-Fond Farewell

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Benjamin Friedman
Abstract

One of the most significant changes in monetary economics in recent years has been the virtual disappearance of what was once a dominant focus on money, and in parallel the disappearance of the LM curve as part of the analytical framework that economists use to think about issues of monetary policy. Today's standard workhorse model consists of an aggregate demand (or IS) curve and an aggregate supply (or price setting) curve, with the system closed when appropriate by an equation that represents monetary policy by relating the nominal interest rate to variables like output and inflation, but typically not either the quantity or the growth rate of money. This change in the standard analytics is an understandable reflection of how most central banks now make monetary policy: by setting a short-term nominal interest rate, with little if any explicit role for money.' But the disappearance of the LM curve has also left two lacunae in how economists think about monetary policy. Without the LM curve it is more difficult to take into account how the functioning of the banking system, and with it the credit markets more generally, matter for monetary policy. Abandoning the role of money and the analytics of the LM curve also leaves open the underlying question of how the central bank manages to fix the chosen interest rate in the first place.

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Paper provided by National Bureau of Economic Research, Inc in its series NBER Working Papers with number 10123.

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Date of creation: Nov 2003
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Handle: RePEc:nbr:nberwo:10123

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E52 - Macroeconomics and Monetary Economics - - Monetary Policy, Central Banking, and the Supply of Money and Credit - - - Monetary Policy

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  1. Minford, Patrick & Srinivasan, Naveen, 2009. "Determinacy in New Keynesian models: a role for money after all?," Cardiff Economics Working Papers E2009/21, Cardiff University, Cardiff Business School, Economics Section, revised Nov 2009. [Downloadable!]
  2. Songcheng Sheng & Peixin Wu, 2009. "The binary transmission mechanism of China’s monetary policy—A research on the “two intermediaries, two targets” model," Frontiers of Economics in China, Springer, vol. 4(3), pages 335-360, September. [Downloadable!] (restricted)
  3. Dai, Meixing, 2003. "Une note sur la règle du taux d’intérêt et le rôle de la courbe LM
    [A note on the interest rate rule and the role of LM curve]
    ," MPRA Paper 13779, University Library of Munich, Germany, revised Mar 2009. [Downloadable!]
  4. Dai, Meixing, 2009. "On the role of money growth targeting under inflation targeting regime," MPRA Paper 13780, University Library of Munich, Germany. [Downloadable!]
    Other versions:
  5. Dai, Meixing, 2007. "The design of a ‘two-pillar’ monetary policy strategy," MPRA Paper 14403, University Library of Munich, Germany, revised Mar 2009. [Downloadable!]
    Other versions:
  6. Philippe D Karam & Douglas Laxton & Andrew Berg, 2006. "A Practical Model-Based Approach to Monetary Policy Analysis--Overview," IMF Working Papers 06/80, International Monetary Fund. [Downloadable!]
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