January 2008

Forecast foibles: Can the Fed foresee stormy times?

Jon Faust, 31 January 2008, 9289 reads

The US Federal Reserve makes monetary policy based on necessarily imperfect economic forecasts. Recent research shows that the Fed is quite adept at assessing current economic conditions, but forecasting the future remains disappointingly difficult.

Killer wage regulations

Carol Propper, John Van Reenen, 30 January 2008, 24035 reads

Centrally determined pay for public sector workers like NHS nurses acts as a maximum wage in some labour markets. Here is a summary of a new study arguing that the resulting hiring difficulties are causing patient deaths.

The tenuous future of Africa-EU trade relations

Peter Draper, 29 January 2008, 8369 reads

Many African economies recently signed economic partnership agreements with the European Union. This commentary analyses the agreements and identifies some significant challenges for future Africa-EU trade relations.

Germany’s disastrous economic demagoguery

Michael Burda, 28 January 2008, 11641 reads

German discussion of economic policy is appallingly demagogic. Neglect of economic reasoning has resulted in the threat of a maximum wage and passage of a minimum wage that will cost thousands of jobs.

African development from a comparative perspective

Thorvaldur Gylfason, 25 January 2008, 31640 reads

Are some African economies poised for prolonged growth and human development? This article assesses African development prospects using Iceland’s economic ascent over the last century as a benchmark.

How to meet the challenge of climate change

Carlo Carraro, Valentina Bosetti, Emanuele Massetti, Massimo Tavoni, 24 January 2008, 28456 reads

If the world wants to stabilise atmospheric greenhouse gases at 550 parts per million, massive changes are required, especially in the energy sector. This article discusses means and costs of drastically reducing carbon emissions.

The Fed’s emergency interest cut: There’s a new sheriff in town

Stephen Cecchetti, 23 January 2008, 16649 reads

A 75 basis point cut is biggest since the Fed instituted its current procedures more than two decades ago. Steve Cecchetti, the most popular Vox columnist by far, explains that the Fed was not reacting to the stock market drop. The signal is that there is a new sheriff in town; when he see changes in the economy that compromise medium-term stabilization objectives, he will do what needs to be done and do it right away.

How to insure against catastrophes

Howard Kunreuther , Erwann Michel-Kerjan, 22 January 2008, 5994 reads

Public policies must address large-scale risks that private insurers are unwilling to cover. Here are five economic principles for providing insurance against catastrophes and an evaluation of the US terrorism insurance programme.

Ratings agency reform

Richard Portes, 22 January 2008, 20079 reads

Recent financial market troubles highlight a number of problems with the credit ratings agencies. This column argues only a few of the proposed policy solutions are likely to be both feasible and helpful.

The challenge of sovereign wealth funds

Philipp M. Hildebrand, 21 January 2008, 14366 reads

The rapid growth of sovereign wealth funds risks provoking a protectionist response by industrialised countries. Here is the argument that a voluntary code of conduct could help avert the problem.

Valuable predictions of exchange rates

Pasquale Della Corte, Lucio Sarno, Ilias Tsiakas, 18 January 2008, 41435 reads

The forward premium, the difference between the forward exchange rate and the spot exchange rate, contains economically valuable information about the future of exchange rates. Here is the evidence that it can help predict short-run rates and that investors who ignore it and use random walk models may be leaving money on the table.

Forward guidance for monetary policy: Is it still possible?

Michael Woodford, 17 January 2008, 13123 reads

Central banks have experimented with ‘forward guidance’ – sending signals about the future path of interest rate policy more than just one decision ahead – as a way of stabilizing medium-to-longer run expectations. Here is a discussion of the phenomenon and some ideas on how the Fed could improve its signalling.

How to rescue Europe’s dwindling fish stocks

Thorvaldur Gylfason, 16 January 2008, 37607 reads

The Common Fisheries Policy, a product of special interests rather than economic rationale, has driven European fish stocks to dangerously low levels. Reforms creating tradable fishing rights determined by an independent authority and allocated via auction could save these vital natural resources from extinction.

Why India lags behind China

Arvind Panagariya, 15 January 2008, 43021 reads

Historically, successful development has involved exporting labour-intensive manufactures. Despite opening up to the world economy in many respects, India’s policies continue to retard the expansion of labour-intensive sectors. Here is a discussion of how India could speed its transition to a modern economy.

Is neoclassical economics right about pure inflation?

Ricardo Reis, Mark Watson, 14 January 2008, 10004 reads

Here is a discussion of work showing that constructed measures of ‘pure inflation’ differ markedly from standard measures. For example, pure inflation is uncorrelated with real output – just as neoclassical economics says it should be.

Immigration and the Philips curve

Samuel Bentolila, Juan Dolado, Juan Francisco Jimeno, 12 January 2008, 19713 reads

Spain’s inflation-less drop in unemployment is due in large part to its immigration boom. If immigrants’ labour-supply behaviour comes closer to that of natives and inflation remains above target, a deeper slowdown or increasing immigration flows will be needed to bring it down.

How simulations can improve negotiations in practice

Carlo Carraro, Alessandra Sgobbi, 11 January 2008, 7353 reads

Across the globe, management of shared resources depends on negotiated agreements. A model of Italian water sharing demonstrates how economic theory can improve negotiations in practice.

Are hospitals serving patients’ preferences?

Shoshana Neuman, Einat Neuman, 11 January 2008, 6693 reads

Evidence from Israeli hospitals shows that medical care-givers aren’t accommodating patients’ preferences. This summary of the findings suggests how hospitals might better serve their patients.

Stalin’s ‘no shirking condition’

Marcus Miller, Jennifer Smith, 10 January 2008, 14075 reads

In capitalist economies, firms pay higher wages to motivate workers who fear unemployment. In Soviet Russia, Stalin used the Gulag to discipline workers. The economic rationale of the ‘efficiency wage’ model helps explain the cruel brutality of Stalin’s prison camps.

Using tax policy to empower women

Alberto Alesina, Andrea Ichino, Loukas Karabarbounis, 9 January 2008, 41962 reads

Women have a more elastic labor supply than men and participate less in the market because of intra-family bargaining. Their labor income should be taxed less to achieve optimal taxation and to change the allocation of family chores in a way that allows females to work more in the market if they want. This tax approach may be fiscally cheaper, less distortionary and would directly address the source of labor market gender differences: intra-family bargaining.

The Fed's enhanced communication strategy: stealth inflation targeting?

Michael Woodford, 8 January 2008, 10342 reads

The new strategy is not ‘stealth inflation targeting,’ but it matters for the Fed’s own deliberations. Here the world’s leading monetary theorist argues that forcing FOMC members to look years ahead will move policy towards a coherent strategy, away from a sequence of short-term decisions -- highly desirable since the anticipation of policy matters to its effectiveness.

Cleansing effects of recessions: new evidence

Yoonsoo Lee, Toshihiko Mukoyama, 7 January 2008, 10980 reads

It is commonly believed that business cycles ‘cleanse’ industry with waves of creative destruction. New research shows that entry is higher in booms than busts, but exit rates and the type of exiting firms, are steady over the cycle. Plants entering during recessions, however, are larger and more productive –‘creative entry’ rather than ‘creative destruction’.

Income growth and civil war

Antonio Ciccone, 7 January 2008, 9710 reads

Since World War II, civil wars have killed more people than interstate conflicts. Poverty and low income growth have long been suspected as important causal factors, and new evidence suggests that drops in income raise the likelihood of civil war. However, democratic institutions may significantly alleviate such dangers.

Inequality and redistribution: why such a weak link?

Andreas Georgiadis, Alan Manning, 5 January 2008, 35527 reads

The standard framework for thinking about inequality and redistribution – the median voter approach – predicts that rising inequality should produce more redistribution. The facts reject this prediction for the UK and suggest that beliefs may be an important missing factor.

Are violins a good investment?

Kathryn Graddy, 4 January 2008, 10373 reads

The market for unusual assets has grown in recent years. Here is a column that reviews the evidence on the market for violins, showing that they have provided a relatively stable return, with low, and in some cases negative, correlation to other assets.

Civil war: Does international trade help or hurt?

Philippe Martin, Thierry Mayer, Mathias Thoenig, 4 January 2008, 33873 reads

Civil war is a pivotal challenge for the development of the world’s poorest nations. Recent research finds that trade deters severe conflicts but fosters less severe ones. Here is the logic and evidence.

Safety & efficacy of prescription drug regulation

Tomas Philipson , Eric Sun, 3 January 2008, 36916 reads

From an economic perspective, two critical issues are the speed-safety tradeoff in drug approval and the overlap of regulation and product liability. Research on the US experience suggests that regulatory agencies have historically erred on the “safety” side of the speed-safety balance and there would be gains from better integration of government regulation and product liability laws.

Free greenhouse gas cuts: too good to be true?

Robert N. Stavins, Judson Jaffe, Todd Schatzki, 3 January 2008, 7588 reads

The possibility of “no cost” emission reductions has been raised by research on California’s Global Warming Solutions Act of 2006. Here is a more sober assessment. Overly optimistic findings leave policymakers with inadequate appreciation of the stakes, and provide little insight into the relative cost of policy design alternatives.

Does mass media influence voters? Evidence from the US

Esther Duflo, 3 January 2008, 65560 reads

High quality empirical evidence from the shows that mass media influences voters but it is not clear that the media imparts a bias. It could be that improving access to any media informs voters and prompts them to turn against an embattled incumbent.

The clean-up of US manufacturing

Arik Levinson, 2 January 2008, 42552 reads

Since the 1970s, US manufacturing output has risen by 70% but air pollution has fallen by 58%. Was this due to improved abatement technology or shifting dirty production abroad?