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Deflation, Silent Runs, and Bank Holidays, in the Great Contraction

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Hugh Rockoff
Abstract

This paper argues that the banking crises in the United States in the early 1930s were similar to the twin crises' -- banking and balance of payments crises -- which have occurred in developing countries in recent years. The downturn that began in 1929 undermined banks that had made risky loans in the twenties. The deflation that followed further weakened the banks, especially in rural areas where the deflation in prices and incomes was the greatest. Depositors in those areas began transferring their deposits to banks they regarded as safer, or purchasing bonds. These silent runs,' essentially a capital flight, have been neglected in many accounts of the banking crises. But evidence from the Gold Settlement Fund (which recorded interregional gold movements) and from regional deposit movements suggests that silent runs were important, especially in the crucial year 1930. When the crisis worsened, state and local authorities began declaring bank holidays,' which limited the right of depositors to make withdrawals, a movement that culminated in the declaration of a national bank holiday by President Roosevelt.

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Paper provided by National Bureau of Economic Research, Inc in its series NBER Working Papers with number 9522.

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Date of creation: Mar 2003
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Handle: RePEc:nbr:nberwo:9522

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N12 - Economic History - - Macroeconomics and Monetary Economics; Growth and Fluctuations - - - U.S.; Canada: 1913-

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  2. Smiley, Gene, 1981. "Regional Variation in Bank Loan Rates in the Interwar Years," The Journal of Economic History, Cambridge University Press, vol. 41(04), pages 889-901, December. [Downloadable!]
  3. Miller, Victoria, 1998. "The Double Drain with a Cross-Border Twist: More on the Relationship between Banking and Currency Crises," American Economic Review, American Economic Association, vol. 88(2), pages 439-43, May. [Downloadable!] (restricted)
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  6. Brandt, Loren & Sargent, Thomas J., 1989. "Interpreting new evidence about China and U.S. silver purchases," Journal of Monetary Economics, Elsevier, vol. 23(1), pages 31-51, January. [Downloadable!] (restricted)
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