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Why are we in a recession? The Financial Crisis is the Symptom not the Disease!

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Author Info
Ravi Jagannathan
Mudit Kapoor
Ernst Schaumburg

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Abstract

Globalization has brought a sharp increase in the developed world’s labor supply. Labor in developing countries – countries with vast pools of underemployed people – can now more easily augment labor in the developed world, without having to relocate, in ways not thought possible only a few decades ago. We argue that the large increase in the developed world’s labor supply, triggered by geo-political events and technological innovations, is the major underlying cause of the global macro economic imbalances that led to the great recession. The inability of existing institutions in the US and the rest of the world to cope with this shock set the stage for the great recession: The inability of emerging economies to absorb savings through domestic investment and consumption due to inadequate national financial markets and difficulties in enforcing financial contracts; the currency controls motivated by immediate national objectives; and the inability of the US economy to adjust to the perverse incentives caused by huge money inflows leading to a breakdown of checks and balances at various financial institutions. The financial crisis in the US was but the first acute symptom that had to be treated. A sustainable recovery will only occur when the natural flow of capital from developed to developing nations is restored.

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Paper provided by National Bureau of Economic Research, Inc in its series NBER Working Papers with number 15404.

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Date of creation: Oct 2009
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Handle: RePEc:nbr:nberwo:15404

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Find related papers by JEL classification:
E0 - Macroeconomics and Monetary Economics - - General
E00 - Macroeconomics and Monetary Economics - - General - - - General
E2 - Macroeconomics and Monetary Economics - - Macroeconomics: Consumption, Saving, Production, Employment, and Investment
E3 - Macroeconomics and Monetary Economics - - Prices, Business Fluctuations, and Cycles
G0 - Financial Economics - - General
G00 - Financial Economics - - General - - - General
G01 - Financial Economics - - General - - - Financial Crises
G2 - Financial Economics - - Financial Institutions and Services

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This page was last updated on 2009-11-21.


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