Sunday, October 22, 2017

Demand would not pick unless...





It is a known fact that capital and investment might move to profitable locations in case of higher taxes and in a globalised world production might too get shifted to lower wage locations.

Nonetheless, lower taxes might increase capital inflows and appreciate the dollar which would also reduce the domestic and international price level by lowering taxes and the borrowing cost and would increase real wages and demand.

Higher savings due to higher real wages and higher real interest rate would reduce nominal interest rate and interest rate expectations, probably to zero.

Lower prices, lower interest rate and a strong exchange rate are also expansionary interms of domestic demand and imports/exports.

A strong exchange rate and lower import prices could also make the economy competitive and increase real wages and demand.

Assembling of low price imports into furnished exports has increased the Chinese competitiveness.

A strong currency also means cheaper imports and lower inflation and wage expectations and increased competitiveness.

However, it has been a tradition in economics to incentivize supply by lowering the borrowing cost and real wages which has backfired in terms of demand, there is little incentive to save and invest due to lower real interest rate and consume too because real wages have been cut below productivity.

If the transmission of lower cost to lower price and higher real wages don’t happen demand and growth would not pick…




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