Micro McEachern ECON 13 2008-2009 CHAPTER Capital, Interest, Designed by Amy McGuire, B-books, Ltd. Chapter 13 and Corporate Finance Copyright ©2009 by South-Western, a division of Cengage Learning. All rights reserved 1 Production, Saving, and Time Production – Cannot occur without prior saving – Roundabout production • Produce capital to increase productivity – Requires saving • Takes time – Goods and services are not available from current production LO1 Chapter 13 Copyright ©2009 by South-Western, a division of Cengage Learning. All rights reserved 2 Consumption, Saving, and Time LO1 Chapter 13 Consumers – Positive rate of time preference • Value present consumption more than future consumption – Willing to pay more to consume now • Impatience • Uncertainty – Interest • Reward for postponing consumption – Interest rate Copyright ©2009 by South-Western, a division of Cengage Learning. All rights reserved 3 LO1 Exhibit 1(a) Marginal Rate of Return per Year on Investment in Farm Equipment Marginal rate of return = MRP/MRC Chapter 13 Copyright ©2009 by South-Western, a division of Cengage Learning. All rights reserved 4 Optimal Investment Specialization and exchange • Purchase capital • Borrow funds Diminishing marginal returns from capital Marginal rate of return on investment – Capital’s MRP as percentage of its MRC – Marginal benefit of investment Market interest rate LO2 – Opportunity cost of investing Chapter 13 Copyright ©2009 by South-Western, a division of Cengage Learning. All rights reserved 5 LO2 Exhibit 1(b) Interest rate (percent) Marginal Rate of Return per Year on Investment in Farm Equipment 40 Marginal rate of return 32 24 16 8 0 $10,000 $20,000 $30,000 $40,000 $50,000 $60,000 Investment Marginal rate of return curve: line segments showing the relationship between the market interest rate and the amount invested in farm equipment. This curve shows the farmer’s demand for investment. Chapter 13 Copyright ©2009 by South-Western, a division of Cengage Learning. All rights reserved 6 Optimal Investment Maximize profit – Increase investment as long as marginal rate of return > market interest rate Demand for investment – Derived demand – Marginal rate of return curve – Demand curve: steps down • Diminishing marginal productivity of capital 2 LO Chapter 13 Copyright ©2009 by South-Western, a division of Cengage Learning. All rights reserved 7 Case Study LO2 The Value of a Good Idea–Intellectual Property Chapter 13 Intellectual property Intangible assets created by human knowledge and ideas Costly to produce Once produced, can be supplied at low cost Copyright ©2009 by South-Western, a division of Cengage Learning. All rights reserved 8 Case Study LO2 The Value of a Good Idea–Intellectual Property Chapter 13 Patent Invention, technical advances Copyright Original expression of an author, artist, composer, computer programming Trademark Unique commercial marks and symbols Copyright ©2009 by South-Western, a division of Cengage Learning. All rights reserved 9 Case Study LO2 The Value of a Good Idea–Intellectual Property Chapter 13 Enforcing property rights Costly Diminished incentive to create new products Pirated videos, music, computer games, software No royalties to artists No wages to industry workers No profits to producers, programmers No taxes to government Copyright ©2009 by South-Western, a division of Cengage Learning. All rights reserved 10 The Market for Loanable Funds LO2 Chapter 13 Demanders of loans (borrow) – Entrepreneurs • Start firms • Invest in physical and intellectual capital – Increase investment until • Expected marginal rate of return = market interest rate – Households • Present consumption • Invest in human capital Downward sloping D curve Copyright ©2009 by South-Western, a division of Cengage Learning. All rights reserved 11 The Market for Loanable Funds LO2 Chapter 13 Demand for loanable funds – Negative relationship • Market interest rate • Quantity of loans demanded – Declining marginal rate of return on investment – Other things constant • Prices of other resources • Technology • Tax laws Copyright ©2009 by South-Western, a division of Cengage Learning. All rights reserved 12 The Market for Loanable Funds LO2 Chapter 13 Supply of loanable funds – Banks = financial intermediaries – Positive relationship • Market interest rate • Quantity of savings supplied – Interest rate • Reward for saving Market interest rate • Demand • Supply Copyright ©2009 by South-Western, a division of Cengage Learning. All rights reserved 13 LO2 Exhibit 2 Market for Loanable Funds Because of the declining marginal rate of return on capital, the quantity of loanable funds demanded is inversely related to the interest rate. The equilibrium rate of interest, 8%, is found where D intersects the S. An increase in demand from D to D’ raises the equilibrium interest rate from 8% to 9% and increases the market quantity of loanable funds from $100 billion to $115 billion. Chapter 13 Copyright ©2009 by South-Western, a division of Cengage Learning. All rights reserved 14 Why Interest Rates Differ Risk – The more valuable the collateral, the lower the interest rate Duration of the loan – Interest rate increases with the duration of the loan Administration costs – Decrease as size of the loan increases Tax treatment 2 LO Chapter 13 Copyright ©2009 by South-Western, a division of Cengage Learning. All rights reserved 15 LO2 Exhibit 3 Interest Rates Charged for Different Types of Loans Interest rates are higher for riskier loans. Rates for home mortgages and new cars are relatively low because these loans are backed up by the home or car as collateral. Personal loans and credit card balances face the highest rates, because these loans are riskier – that is, the likelihood borrowers fail to repay the loans is greater and the borrower offers no collateral. Chapter 13 Copyright ©2009 by South-Western, a division of Cengage Learning. All rights reserved 16 LO3 Present Value and Discounting Present value Current value of payment(s) to be received in the future Present value one year hence Amount received one year from now Divided by (1+interest rate) The higher the interest rate The more any future payment is discounted The lower its present value Chapter 13 Copyright ©2009 by South-Western, a division of Cengage Learning. All rights reserved 17 LO3 Present Value and Discounting Present value (PV) for payments in later years Receive M dollars t years from now Interest rate i M PV t (1 i ) Smaller for higher t Chapter 13 Copyright ©2009 by South-Western, a division of Cengage Learning. All rights reserved 18 LO3 Present Value and Discounting Present value of an income stream Receive $100 next year, and $150 year after next; i=5% $100 $150 PV $231.29 2 1.05 (1.05) Present value of an annuity Perpetuity – if continues indefinitely Present value of receiving M dollars each year forever M Chapter 13 i Copyright ©2009 by South-Western, a division of Cengage Learning. All rights reserved 19 Case Study LO3 The Million-Dollar Lottery? Chapter 13 Win $1 million Paid in annuities $50,000 a year for 20 years, i=10% Present value: $425,700 Lump sum Less than half After taxes: only 27% of winnings Copyright ©2009 by South-Western, a division of Cengage Learning. All rights reserved 20 Corporate Finance Corporation – Owned by stockholders – Owns property – Earns profit – Sue or get sued – Incur debt LO4 Chapter 13 Copyright ©2009 by South-Western, a division of Cengage Learning. All rights reserved 21 Corporate Stock and Retained Earnings Fund investment – Issue and sell stock – Retain some of their profits – Borrow Pay – Corporate income taxes on any profit – Dividends to shareholders Retained earnings – Reinvested profit LO4 Chapter 13 Copyright ©2009 by South-Western, a division of Cengage Learning. All rights reserved 22 Corporate Bonds Corporations borrow – Bank loan – Issue and sell bonds Bond – Pay back a fixed sum, on the maturity date; annual interest payment – Less risky LO4 Chapter 13 Copyright ©2009 by South-Western, a division of Cengage Learning. All rights reserved 23 Securities Exchange Securities market – Stocks and bonds – Secondary market for securities • Enhance liquidity – Hedge funds – Determine the current value of a corporation – Allocate funds more readily to successful 4 firms than to firms in financial difficulty LO Chapter 13 Copyright ©2009 by South-Western, a division of Cengage Learning. All rights reserved 24