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Business Cycles Observed and Assessed: Why and How They Matter

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Author Info
Victor Zarnowitz
Abstract

Business cycles are fairly well defined yet they have no generally accepted explanation. Natural disasters and then financial crises constituted the earliest perceived reasons for economic instability. Classical literature developed in late 19th-early 20th century favored the idea of self-sustaining or endogenous fluctuations, but recent models stress outside factors and random shocks. In an ideal world under assumptions of perfect competition, flexible prices, national expectations, and money neutrality, real business cycles due to shocks to technology are possible and perhaps also shocks to tastes, relative prices, and fiscal variables. In the real world, there is evidence that many sticky prices and wages coexist with many flexible prices flexible prices and wages. Movements in levels of prices can be stabilizing even while movements in expected changes of prices are destabilizing. Cyclical movements in nominal aggregates point to the role of money. The premise of passive money clashes with the view that monetary policy is very important. Recent history shows monetary factors influence the course of economic activity along with real and expectational variables. Certain variables have long been critically important in business cycles as shown by historical studies within and across countries: profits, investment, interest rates, money and credit. Leads and lags, nonlinearities and asymmetries also had demonstrably eminent roles, which they retain. Multiple-shock models are superior to single-shock models. Finally, recessions have high social costs in terms of unemployment and depressed growth. Expansions can also be costly by causing imbalances and excesses. Structural and policy problems may seem to be separable from these cyclical problems but often are not.

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Paper provided by National Bureau of Economic Research, Inc in its series NBER Working Papers with number 6230.

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Date of creation: Oct 1997
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Handle: RePEc:nbr:nberwo:6230

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Find related papers by JEL classification:
E32 - Macroeconomics and Monetary Economics - - Prices, Business Fluctuations, and Cycles - - - Business Fluctuations; Cycles
E37 - Macroeconomics and Monetary Economics - - Prices, Business Fluctuations, and Cycles - - - Forecasting and Simulation

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  4. Fair, Ray C, 1988. "Sources of Economic Fluctuations in the United States," The Quarterly Journal of Economics, MIT Press, vol. 103(2), pages 313-32, May. [Downloadable!] (restricted)
  5. Martin Eichenbaum, 1990. "Real business cycle theory: wisdom or whimsy?," Working Paper Series, Macroeconomic Issues 90-13, Federal Reserve Bank of Chicago.
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  6. Hamilton, James D, 1983. "Oil and the Macroeconomy since World War II," Journal of Political Economy, University of Chicago Press, vol. 91(2), pages 228-48, April. [Downloadable!] (restricted)
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  8. Kirman, Alan P, 1992. "Whom or What Does the Representative Individual Represent?," Journal of Economic Perspectives, American Economic Association, vol. 6(2), pages 117-36, Spring. [Downloadable!] (restricted)
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  10. Mankiw, N Gregory, 1989. "Real Business Cycles: A New Keynesian Perspective," Journal of Economic Perspectives, American Economic Association, vol. 3(3), pages 79-90, Summer. [Downloadable!] (restricted)
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  11. Lucas, Robert E, Jr, 1975. "An Equilibrium Model of the Business Cycle," Journal of Political Economy, University of Chicago Press, vol. 83(6), pages 1113-44, December. [Downloadable!] (restricted)
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    • Olivier J. Blanchard & Mark W. Watson, 1986. "Are Business Cycles All Alike?," NBER Chapters, in: The American Business Cycle: Continuity and Change, pages 123-180 National Bureau of Economic Research, Inc. [Downloadable!]
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  16. Jeffrey A. Miron, 1990. "The Economics of Seasonal Cycles," NBER Working Papers 3522, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
  17. Kydland, Finn E & Prescott, Edward C, 1982. "Time to Build and Aggregate Fluctuations," Econometrica, Econometric Society, vol. 50(6), pages 1345-70, November. [Downloadable!] (restricted)
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  18. Barro, Robert J, 1977. "Unanticipated Money Growth and Unemployment in the United States," American Economic Review, American Economic Association, vol. 67(2), pages 101-15, March.
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Cited by:
(explanations, Please report citation or reference errors to , or , if you are the registered author of the cited work, log in to your RePEc Author Service profile, click on "citations" and make appropriate adjustments.)

  1. Suzan Hol, 2006. "The influence of the business cycle on bankruptcy probability," Discussion Papers 466, Research Department of Statistics Norway. [Downloadable!]
  2. Mauro Napoletano & Andrea Roventini & Sandro Sapio, 2004. "Are Business Cycles All Alike? A Bandpass Filter Analysis of Italian and US Cycles," LEM Papers Series 2004/25, Laboratory of Economics and Management (LEM), Sant'Anna School of Advanced Studies, Pisa, Italy. [Downloadable!]
  3. Fagiolo G. & Roventini A., 2004. "Animal Spirits, Lumpy Investment, and the Business Cycle," Computing in Economics and Finance 2004 109, Society for Computational Economics. [Downloadable!]
  4. Giorgio Fagiolo & Andrea Roventini, 2008. "On the Scientific Status of Economic Policy: A Tale of Alternative Paradigms," LEM Papers Series 2008/03, Laboratory of Economics and Management (LEM), Sant'Anna School of Advanced Studies, Pisa, Italy. [Downloadable!]
    Other versions:
  5. Giovanni Dosi & Giorgio Fagiolo & Andrea Roventini, 2005. "Animal Spirits, Lumpy Investment, and Endogenous Business Cycles," LEM Papers Series 2005/04, Laboratory of Economics and Management (LEM), Sant'Anna School of Advanced Studies, Pisa, Italy. [Downloadable!]
  6. Giovanni Dosi & Giorgio Fagiolo & Andrea Roventini, 2006. "An Evolutionary Model of Endogenous Business Cycles," Computational Economics, Springer, vol. 27(1), pages 3-34, February. [Downloadable!] (restricted)
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