Chapter 14 Money in the Open Economy Copyright © 2008 Pearson Addison-Wesley. All rights reserved. Chapter 14 Topics • Exchange rates and purchasing power parity. • Flexible and fixed exchange rates. • Monetary small open economy – fixed and flexible exchange rates. • Capital controls. Copyright © 2008 Pearson Addison-Wesley. All rights reserved. 14-2 Equation 14.1 The purchasing power parity relationship – prices are equalized across countries in terms of the currency of one country. Copyright © 2008 Pearson Addison-Wesley. All rights reserved. 14-3 Table 14.1 Purchasing Power Parity and the Big Mac Index Copyright © 2008 Pearson Addison-Wesley. All rights reserved. 14-4 Figure 14.1 The Real Exchange Rate for Canada vs. the United States Copyright © 2008 Pearson Addison-Wesley. All rights reserved. 14-5 A Monetary SOE – Flexible Exchange Rate • Model is identical to the small open economy model with production and investment in Chapter 13, with an added money market. • The nominal exchange rate is essentially determined by nominal money demand and supply. Copyright © 2008 Pearson Addison-Wesley. All rights reserved. 14-6 Figure 14.2 The Goods Market in the Monetary Small Open-Economy Model Copyright © 2008 Pearson Addison-Wesley. All rights reserved. 14-7 Equation 14.2 In the monetary SOE model, we assume that purchasing power parity always holds. Copyright © 2008 Pearson Addison-Wesley. All rights reserved. 14-8 Equation 14.3 Money demand depends on P, Y, and the world real interest rate r*. Copyright © 2008 Pearson Addison-Wesley. All rights reserved. 14-9 Equation 14.4 Substituting in the money demand equation using the purchasing power parity relationship, and equating money demand with money supply gives: Copyright © 2008 Pearson Addison-Wesley. All rights reserved. 14-10 Figure 14.3 The Money Market in the Monetary Small Open-Economy Model with a Flexible Exchange Rate Copyright © 2008 Pearson Addison-Wesley. All rights reserved. 14-11 Figure 14.4 An Increase in the Money Supply in the Monetary Small Open-Economy Model with a Flexible Exchange Rate Copyright © 2008 Pearson Addison-Wesley. All rights reserved. 14-12 Main Results with Flexible Exchange Rate • Money is neutral – the price level and nominal exchange rate increase in proportion to the money supply increase. • A flexible exchange rate implies that the domestic price level is insulated from movements in the foreign price level. • A change in the world real interest rate will affect the domestic price level. Copyright © 2008 Pearson Addison-Wesley. All rights reserved. 14-13 Figure 14.5 An Increase in the Foreign Price Level in the Monetary Small Open-Economy Model with a Flexible Exchange Rate Copyright © 2008 Pearson Addison-Wesley. All rights reserved. 14-14 Figure 14.6 An Increase in the World Real Interest Rate with a Flexible Exchange Rate Copyright © 2008 Pearson Addison-Wesley. All rights reserved. 14-15 Monetary SOE Model – Fixed Exchange Rate • In this version of the model, the domestic money supply becomes endogenous rather than the exchange rate. • The money supply changes to equate money supply and money demand at the fixed exchange rate. Copyright © 2008 Pearson Addison-Wesley. All rights reserved. 14-16 Figure 14.7 The Money Market in the Monetary Small Open-Economy Model with a Fixed Exchange Rate Copyright © 2008 Pearson Addison-Wesley. All rights reserved. 14-17 Table 14.2 A Simplified Government Balance Sheet Copyright © 2008 Pearson Addison-Wesley. All rights reserved. 14-18 Main Results with a Fixed Exchange Rate • The SOE cannot have a monetary policy that is independent of what happens in the rest of the world. • An increase in the foreign price level causes a proportionate increase in the domestic price level. • A change in the world real interest rate has no effect on the price level. Copyright © 2008 Pearson Addison-Wesley. All rights reserved. 14-19 Figure 14.8 An Increase in the Foreign Price Level in the Monetary Small OpenEconomy Model with a Fixed Exchange Rate Copyright © 2008 Pearson Addison-Wesley. All rights reserved. 14-20 Figure 14.9 An Increase in the World Real Interest Rate with a Fixed Exchange Rate Copyright © 2008 Pearson Addison-Wesley. All rights reserved. 14-21 Capital Controls • Capital controls can dampen the effects of macroeconomic shocks that come from abroad. • However, capital controls cause inefficiencies in world credit markets. Copyright © 2008 Pearson Addison-Wesley. All rights reserved. 14-22 Figure 14.10 A Devaluation in Response to a Temporary Total Factor Productivity Shock Copyright © 2008 Pearson Addison-Wesley. All rights reserved. 14-23 Figure 14.11 A Temporary Total Factor Productivity Shock, With and Without Capital Controls Copyright © 2008 Pearson Addison-Wesley. All rights reserved. 14-24 Figure 14.12 A Total Factor Productivity Shock Under a Fixed Exchange Rate, With and Without Capital Controls Copyright © 2008 Pearson Addison-Wesley. All rights reserved. 14-25