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Public Debt in the USA: How Much, How Bad and Who Pays?

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Willem H. Buiter

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Abstract

The USA is in the middle of the pack of industrial countries as regards the public debt-GOP and public deficit-GOP ratios. The period since 1980 is the only peace-time period outside the Great Depression to see a sustained increase in the debt-GOP ratio. The budgetary retrenchment planned by the Clinton administration is likely to prove insufficient to achieve a sustainable path. although the remaining permanent primary (noninterest) gap is small: between 0.1% and 1.0% of GOP. The maximal amount of seigniorage revenue that can be extracted at a constant rate of inflation is not far from the recent historical value of less that 0.5% of GOP. Subtracting net public sector investment from the conventional budget deficit is likely to overstate the government revenue producing potential of public sector investment. Public debt matters when markets are incomplete and/or lump-sum taxes are restricted. Future interest payments associated with the public debt are not equivalent to currently expected future transfer payments. Even ignoring the distortionary character of most real-world taxes and transfers. and holding constant the government's exhaustive spending program, the "generational accounts" are therefore not a sufficient statistic for the effect on aggregate consumption of the government's tax-transfer program. Solving the immediate budgetary problems still leaves the much more serious macroeconomic problems of an undersized US Federal government sector and an inadequate US national saving rate.

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Paper provided by National Bureau of Economic Research, Inc in its series NBER Working Papers with number 4362.

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Date of creation: May 1993
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Handle: RePEc:nbr:nberwo:4362

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Find related papers by JEL classification:
E31 - Macroeconomics and Monetary Economics - - Prices, Business Fluctuations, and Cycles - - - Price Level; Inflation; Deflation
E41 - Macroeconomics and Monetary Economics - - Money and Interest Rates - - - Demand for Money

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  1. Anand, Ritu & van Wijnbergen, Sweder, 1989. "Inflation and the Financing of Government Expenditure: An Introductory Analysis with an Application to Turkey," World Bank Economic Review, Oxford University Press, vol. 3(1), pages 17-38, January.
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  3. Buiter, Willem H & Corsetti, Giancarlo & Roubini, Nouriel, 1992. "`Excessive Deficits': Sense and Nonsense in the Treaty of Maastricht," CEPR Discussion Papers 750, C.E.P.R. Discussion Papers. [Downloadable!] (restricted)
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  4. Chamley, Christophe & Polemarchakis, Herakles, 1984. "Assets, General Equilibrium and the Neutrality of Money," Review of Economic Studies, Blackwell Publishing, vol. 51(1), pages 129-38, January. [Downloadable!] (restricted)
  5. B. Douglas Bernheim, 1987. "Ricardian Equivalence: An Evaluation of Theory and Evidence," NBER Chapters, in: NBER Macroeconomics Annual 1987, Volume 2, pages 263-316 National Bureau of Economic Research, Inc. [Downloadable!]
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  6. Barro, Robert J, 1974. "Are Government Bonds Net Wealth?," Journal of Political Economy, University of Chicago Press, vol. 82(6), pages 1095-1117, Nov.-Dec.. [Downloadable!] (restricted)
  7. Wallace, Neil, 1981. "A Modigliani-Miller Theorem for Open-Market Operations," American Economic Review, American Economic Association, vol. 71(3), pages 267-74, June. [Downloadable!] (restricted)
  8. Jeffrey A. Frankel & Michael P. Dooley & Donald Mathieson, 1988. "International Capital Mobility in Developing Countries vs. Industrial Countries: What do Saving-Investment Correlations Tell Us?," NBER Working Papers 2043, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
  9. Laurence J. Kotlikoff, 1989. "From Deficit Delusion to the Fiscal Balance Rule: Looking For an Economically Meaningful Way to Assess Fiscal Policy," NBER Working Papers 2841, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
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  10. Olivier Jean Blanchard, 1990. "Suggestions for a New Set of Fiscal Indicators," OECD Economics Department Working Papers 79, OECD, Economics Department. [Downloadable!]
  11. Buiter, Willem H, 1988. "Some Thoughts on the Role of Fiscal Policy in Stabilization and Structural Adjustment in Developing Countries," CEPR Discussion Papers 260, C.E.P.R. Discussion Papers. [Downloadable!] (restricted)
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Cited by:
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  1. Uhlig, H., 1997. "Capital income taxation and the sustainability of permanent primary deficits," Discussion Paper 11, Tilburg University, Center for Economic Research. [Downloadable!]
  2. Budina, Nina & Van Wijnbergen, Sweder, 2000. "Fiscal deficits, monetary reform, and inflation stabilization in Romania," Policy Research Working Paper Series 2298, The World Bank. [Downloadable!]
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