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Liquidity Preference Theory Revisited—To Ditch or to Build on It?

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Author Info
Joerg Bibow (The Levy Economics Institute)
Abstract

This paper revisits Keynes’s liquidity preference theory as it evolved from the Treatise on Money to The General Theory and after, with a view of assessing the theory’s ongoing relevance and applicability to issues of both monetary theory and policy. Contrary to the neoclassical “special case” interpretation, Keynes considered his liquidity preference theory of interest as a replacement for flawed saving or loanable funds theories of interest emphasizing the real forces of productivity and thrift. His point was that it is money, not saving, which is the necessary prerequisite for economic activity in monetary production economies. Accordingly, turning neoclassical wisdom on its head, it is the terms of finance as determined within the financial system that “rule the roost” to which the real economy must adapt itself. The key practical matter is how deliberate monetary control can be applied to attain acceptable real performance. In this regard, it is argued that Keynes’s analysis offers insights into practical issues, such as policy credibility and expectations management, that reach well beyond both heterodox endogenous money approaches and modern Wicksellian orthodoxy, which remains trapped in the illusion of money neutrality.

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Paper provided by EconWPA in its series Method and Hist of Econ Thought with number 0508003.

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Length: 32 pages
Date of creation: 16 Aug 2005
Date of revision:
Handle: RePEc:wpa:wuwpmh:0508003

Note: Type of Document - pdf; pages: 32
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Related research
Keywords: liquidity preference theory; interest rate determination; loanable funds fallacy; bank behavior; monetary policy; credibility; liquidity traps; money neutrality;

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Find related papers by JEL classification:
B22 - Schools of Economic Thought and Methodology - - History of Economic Thought since 1925 - - - Macroeconomics
B31 - Schools of Economic Thought and Methodology - - History of Thought: Individuals - - - Individuals
B41 - Schools of Economic Thought and Methodology - - Economic Methodology - - - Economic Methodology
E12 - Macroeconomics and Monetary Economics - - General Aggregative Models - - - Keynes; Keynesian; Post-Keynesian
E43 - Macroeconomics and Monetary Economics - - Money and Interest Rates - - - Determination of Interest Rates; Term Structure of Interest Rates
E52 - Macroeconomics and Monetary Economics - - Monetary Policy, Central Banking, and the Supply of Money and Credit - - - Monetary Policy

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  1. Goodhart, Charles A E, 2000. "Can Central Banking Survive the IT Revolution?," International Finance, Blackwell Publishing, vol. 3(2), pages 189-209, July. [Downloadable!] (restricted)
  2. Greg Hannsgen, 2004. "Gibson's Paradox, Monetary Policy, and the Emergence of Cycles," Economics Working Paper Archive 410, Levy Economics Institute, The. [Downloadable!]
    Other versions:
  3. Jörg Bibow, 2004. "Reflections on the current fashion for central bank independence," Cambridge Journal of Economics, Oxford University Press, vol. 28(4), pages 549-576, July. [Downloadable!] (restricted)
  4. Charles Goodhart, 2000. "Can Central Banking Survive the IT Revolution?," FMG Special Papers sp125, Financial Markets Group. [Downloadable!] (restricted)
  5. Wray, L Randall, 1992. "Alternative Theories of the Rate of Interest," Cambridge Journal of Economics, Oxford University Press, vol. 16(1), pages 69-89, March.
  6. Lavoie, Marc, 1996. "Horizontalism, Structuralism, Liquidity Preference and the Principle of Increasing Risk," Scottish Journal of Political Economy, Scottish Economic Society, vol. 43(3), pages 275-300, August.
  7. Jorg Bibow, 2002. "What has Happened to Monetarism? An Investigation into the Keynesian Roots of Milton Friedman's Monetary Thought and Its Apparent Monetarist Legacies," Economics Working Paper Archive 347, Levy Economics Institute, The. [Downloadable!]
  8. JÖRG BIBOW, 2005. "Germany in crisis: the unification challenge, macroeconomic policy shocks and traditions, and EMU," International Review of Applied Economics, Taylor and Francis Journals, vol. 19(1), pages 29-50, January. [Downloadable!] (restricted)
  9. Bibow, Jorg, 1998. "On Keynesian Theories of Liquidity Preference," The Manchester School of Economic & Social Studies, Blackwell Publishing, vol. 66(2), pages 238-73, March.
  10. Bibow, Jorg, 2001. "The Loanable Funds Fallacy: Exercises in the Analysis of Disequilibrium," Cambridge Journal of Economics, Oxford University Press, vol. 25(5), pages 591-616, September.
  11. Cottrell, Allin, 1994. "Post-Keynesian Monetary Economics," Cambridge Journal of Economics, Oxford University Press, vol. 18(6), pages 587-605, December.
  12. Arestis, Philip & Howells, Peter, 1996. "Theoretical Reflections on Endogenous Money: The Problem with 'Convenience Lending.'," Cambridge Journal of Economics, Oxford University Press, vol. 20(5), pages 539-51, September.
  13. Milton Friedman, 2002. "Comment on Gaspar and Issing," Australian Economic Papers, Blackwell Publishing, vol. 41(4), pages 366-368, December. [Downloadable!] (restricted)
  14. Jorg Bibow, 2002. "The Markets versus the ECB, and the EURO's Plunge," Eastern Economic Journal, Eastern Economic Association, vol. 28(1), pages 45-57, Winter. [Downloadable!]
  15. Andrea Terzi, 2004. "The independence of finance from saving: A flow-of-funds interpretation," Macroeconomics 0405017, EconWPA. [Downloadable!]
  16. Trevithick, J A, 1994. "The Monetary Prerequisites for the Multiplier: An Adumbration of the Crowding-Out Hypothesis," Cambridge Journal of Economics, Oxford University Press, vol. 18(1), pages 77-90, February.
  17. Greenwald, Bruce & Stiglitz, Joseph E, 1993. "New and Old Keynesians," Journal of Economic Perspectives, American Economic Association, vol. 7(1), pages 23-44, Winter. [Downloadable!] (restricted)
  18. Bibow, Jorg, 1995. "Some Reflections on Keynes's 'Finance Motive' for the Demand for Money," Cambridge Journal of Economics, Oxford University Press, vol. 19(5), pages 647-66, October.
  19. Runde, Jochen, 1994. "Keynesian Uncertainty and Liquidity Preference," Cambridge Journal of Economics, Oxford University Press, vol. 18(2), pages 129-44, April.
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