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Prosperität und Depression: Eine theoretische Untersuchung der Konjunkturbewegungen

1955

by Haberler

Business Cycle TheoryGottfried HaberlerLeague of NationsGreat DepressionAcceleration PrincipleEconomic PolicyPrice TheoryRicardo EffectUnemploymentWage RigidityArthur SpiethoffInterventionismMethodologyMonetary TheoryProduction CostsBusiness CyclesCredit ExpansionJan TinbergenMonetary PolicyAlvin HansenArthur Cecil PigouFriedrich A. HayekMoney SupplyPrice LevelVelocity of CirculationAlfred MarshallBankingDiscount RateExpectationsGold StandardOpen Market OperationsCapital TheoryCentral BankingWorld War IJoseph SchumpeterKnut WicksellUnderconsumptionFritz MachlupIrving FisherLionel RobbinsLudwig von MisesNatural Rate of InterestSavingForced SavingInvestmentJohn Maynard KeynesRoundabout ProductionAustrian SchoolEconomic CrisisPlanned EconomyPrice MechanismInflationDepreciationCapital ConsumptionStabilizationOverproductionBoom and BustWilhelm RopkeDeflationGold ReservesHoardingMoney MarketProtectionismEconomic RecoveryFree BankingBalance of PaymentsExchange ControlExchange RatesCapital MovementsComparative AdvantageInternational TradeFixed CapitalGustav CasselEconomic GoodsInterest RatesCapital GoodsRagnar FrischSpeculationCapital IntensityWagesProfit and LossUncertaintyCapital AccumulationDiminishing ReturnsEffective DemandMalinvestmentReparationsEmil LedererJean Charles Léonard de SismondiThomas MalthusNeutral MoneyGunnar MyrdalStockholm SchoolHuman ActionElasticity of DemandLabor MobilityIncome DistributionLiquidityJoan RobinsonEugen von Bohm-BawerkJohn HicksProductivity of CapitalTime PreferenceOskar LangeInterest TheoryKeynesian EconomicsClassical EconomicsMultiplierInfrastructureNational IncomeJacob VinerInnovationInsuranceEquilibriumMathematical EconomicsReal IncomeWelfare EconomicsEconomic DevelopmentOpportunity CostLegal TenderDeficit SpendingCapital FlightTrade UnionsNicholas KaldorEntrepreneurshipCompetitionDevaluationFiscal PolicyOskar MorgensternTrade PolicyBanknotesPurchasing PowerPaul SamuelsonDavid RicardoFrank KnightWar EconomyFederal ReserveJames TobinQuantity Theory of MoneyNeoclassical EconomicsSay's LawJean-Baptiste SayEconomic HistoryValuationWilliam Stanley JevonsAgricultureKarl MarxMilton FriedmanProductivityTaxation

Table of Contents · 238 segments

1
Title Page and Publication Informationbibliography
2
Preface to the First Editionessay
3
Preface to the Second Edition of 1939essay
4
Preface to the Third Edition of 1941essay
5
Preface to the Second German Editionessay
6
Table of Contents: Introduction and Opening Part I Chapterschapter
7
Detailed Table of Contents for Parts II–III and German Edition Appendixchapter
8
Introduction: Purpose, Theory Analysis, and Synthetic Aimessay
9
Preliminaries §1: Plural Causes of Business Cycles and Compatibility of Explanationstheoretical
10
Preliminaries §1: Classification of Causal Factors and Exogenous versus Endogenous Theoriestheoretical
11
Preliminaries §1: Inherent Instability and Mechanical Analogy for Cyclical Motiontheoretical
12
Preliminaries §2: Method for Analyzing Business Cycle Theoriestheoretical
13
Pure Monetary Theory: Introductory Remarks on Money Turnoverchapter
14
Hawtrey’s Monetary Cycle Mechanism: Credit Expansion, Crisis, Depression, and Recoverytheoretical
15
Hawtrey on Periodicity, Fixed Capital, and Stabilization Policytheoretical
16
International Complications and Final Assessment of Hawtrey’s Theorytheoretical
17
General Characteristics of Overinvestment Theoriestheoretical
18
Monetary Overinvestment Theories: Wicksellian Interest Theory and the Beginning of the Upswingtheoretical
19
Monetary Overinvestment: Upswing, Forced Saving, and the Unsustainable Crisis Turntheoretical
20
Upper Turning Point Analogy: Overcapitalization in a Planned Economytheoretical
21
Investable Funds, Capital Scarcity, and the Stopping of Expansiontheoretical
22
Hayek's Capital Scarcity Mechanism, Accounting Profits, and the Start of Depressiontheoretical
23
Losses in the Boom and Neisser's Critique of Hayektheoretical
24
Why Expansion Must End and the Limits of Price Stabilizationtheoretical
25
Decline: Readjustment and Secondary Deflationtheoretical
26
The Struggle for Liquidity During Depressiontheoretical
27
Lower Turning Point: Effective Money Supply and Revival of Credit Demandtheoretical
28
Expansion from Partial Employmenttheoretical
29
Cycle Rhythm: Mises, Banking Policy, and Interest-Rate Criteriatheoretical
30
Seasonal Credit Demand and the Limits of a Simple Cycle Formulatheoretical
31
International Difficulties: Balance of Payments and the Gold Standardtheoretical
32
International Capital Movements and Trade Compositiontheoretical
33
Concluding Appraisal of Monetary Overinvestment Theorytheoretical
34
Nonmonetary Overinvestment Theories: General Characteristics and the Upswingtheoretical
35
The Crisis: Capital Scarcity, Overproduction, and Cassel’s Varianttheoretical
36
The Downturn and Depressiontheoretical
37
Recovery, Schumpeter’s Entrepreneur, Rhythm, and Reinvestment Cyclestheoretical
38
International Complicationstheoretical
39
Introduction to the Acceleration Principle and Overinvestment Theorytheoretical
40
Statement of the Acceleration Principletheoretical
41
Acceleration from Durable Capital Goodstheoretical
42
Acceleration in Durable Consumer Goodstheoretical
43
Acceleration through Inventories and Stockstheoretical
44
General Form of the Acceleration Principletheoretical
45
Limitations of the Acceleration Principletheoretical
46
Consumer Demand, Capital-Goods Production, and the First Impulsetheoretical
47
Factors Determining the Net Investment Effect of Demand Shiftstheoretical
48
Financing, Credit Expansion, and Integration with Overinvestment Theorytheoretical
49
Reasons for the Collapse of the Boomtheoretical
50
Chapter 4 Introduction: Cost Changes, Horizontal Disequilibria, and Over-Indebtednesschapter
51
Production Costs and Mitchell’s Cyclical Cost Mechanismtheoretical
52
Analytical Elements in Cost and Efficiency Explanationstheoretical
53
Horizontal Disequilibrium and the Possibility of General Depressiontheoretical
54
Error Theories, Forecasting Mistakes, and Horizontal Maladjustmenttheoretical
55
Relations Between Horizontal and Vertical Disequilibriumtheoretical
56
Fisher’s Debt-Deflation Theory in the Cycle Frameworktheoretical
57
How Debts Intensify Deflationtheoretical
58
Over-Indebtedness as Cause Versus Amplifier of Crisistheoretical
59
Financial Organization, Fixed Money Claims, and Depression Severitytheoretical
60
Chapter 5 Introduction: History and Scope of Underconsumption Theorieschapter
61
Forms of Underconsumption Theory: Deflation, Secular Price Decline, and Oversavingtheoretical
62
Insufficient Consumer Demand versus Capital Scarcity as the Cause of the Boom’s Collapsetheoretical
63
Lagging Wages, Excess Profits, and Overinvestmenttheoretical
64
Chapter 6: Psychological Theories — Introduction: Psychological and Economic Factorstheoretical
65
Analysis of the Psychological Factor in Business-Cycle Explanationtheoretical
66
Summary: Compatibility of Psychological Theories with Other Business-Cycle Theoriestheoretical
67
Introduction: Harvest Cycle Theories and Agriculture in the Business Cyclechapter
68
Closed Economy Assumption and Real Elasticity Theoriestheoretical
69
Critique of Demand Elasticity in Money and Efforttheoretical
70
Raw Materials, Real Wages, and Rural-Urban Labor Migrationtheoretical
71
Non-Agricultural Consumer Goods and Farmers' Purchasing Powertheoretical
72
Investment, Saving, International Aspects, and Summary of Agricultural Influencestheoretical
73
The Industrial Cycle's Influence on Agriculture: Production Rigidity and Demand Effectstheoretical
74
Agricultural Demand, Costs, and Industrial Business Cyclestheoretical
75
Introduction to Recent Discussions of Business Cycle Theorychapter
76
Saving and Investment: Ambiguity, Neo-Wicksellian Usage, and Keynesian Identitytheoretical
77
How Keynesian Saving-Investment Equality Appears in Inflation and Deflationtheoretical
78
Alternative Definitions: Keynes’s Treatise, Robertson’s Process Analysis, and Monetary Incometheoretical
79
Swedish Ex Ante and Ex Post Analysis, Credit-Market Curves, and the Link to Robertsontheoretical
80
Hoarding, Liquidity Preference, and the Interest Ratetheoretical
81
Keynes’s Critique of Classical Interest Theory and the Wicksellian Replytheoretical
82
Critique of Monetary Interest Theory: Hoarding, Idle Funds, and Velocitytheoretical
83
Keynes’s Liquidity-Preference Definition of the Interest Ratetheoretical
84
Continuation on Keynes’s Interest Theory and Money Loanstheoretical
85
Liquidity Preference and the Demand for Means of Paymenttheoretical
86
Keynes’s Three Motives for Holding Moneytheoretical
87
Hoarding, Interest Rates, and Pure Liquidity Preferencetheoretical
88
How Increased Investment Demand Affects the Interest Ratetheoretical
89
Planned Investment, Finance, and the Ex-Ante Theory of Interesttheoretical
90
Saving, Money Supply, and Infinite Elasticity in Keynesian Interest Theorytheoretical
91
Absolute Liquidity Preference, Lower Bound Interest Rates, and the Multiplier’s Psychological Premisestheoretical
92
Keynesian Determinants and the Multiplier Problemtheoretical
93
Pure Theory of the Multiplier and Marginal Propensity to Consumetheoretical
94
Practical Measurement Problems of the Multipliertheoretical
95
Multiplier Classifications, Temporary Deviations, and Money Velocitytheoretical
96
Concluding Remarks on the Multiplier and Opening of Underemployment Theorytheoretical
97
Keynesian Underemployment, Oversaving, Cycle Explanations, and Involuntary Unemploymenttheoretical
98
Money Wages, Real Wages, and Aggregate Demandtheoretical
99
Indirect Effects of Wage Cuts and Liquidity Preferencetheoretical
100
Wage and Price Flexibility, Stability, and Chronic Underconsumptiontheoretical
101
Disappearance of Investment Opportunities and Institutional Savingtheoretical
102
Empirical Limits of Secular Stagnation Arguments and General Equilibrium Framingtheoretical
103
Macroscopic and Microscopic Analysis in Business-Cycle Theorytheoretical
104
Static and Dynamic Theories of the Business Cycletheoretical
105
Expectations, Sequence Analysis, and Statistical Dynamic Modelstheoretical
106
Footnotes on Mathematical and Statistical Business Cycle Analysisfootnotes
107
Part Two: Summary Presentation of the Nature and Causes of Business Cycle Fluctuationschapter
108
Chapter 9 §§1–2: Defining Crisis, Depression, Prosperity, and Criteria of Economic Conditionschapter
109
Chapter 9 §3: The Business Cycle in General and Technical Senseschapter
110
Chapter 9 §4: Basic Facts and Statistical Indicators of the Business Cyclechapter
111
Chapter 9 §5: The Secular Trend and Other Components of Economic Time Serieschapter
112
Chapter 9 §6: The Business Cycle and Long Waveschapter
113
Chapter 9 §7: Possibility of a General Theory of the Cyclechapter
114
Chapter 9 §8: Two Regular Features of the Cyclechapter
115
Chapter 10 Introduction: The Expansion and Contraction Processtheoretical
116
The Expansion Process with Unemployed Resourcestheoretical
117
Expansion under Full or Nearly Full Employmenttheoretical
118
Monetary Analysis of the Expansion Processtheoretical
119
Interest-Rate Terminology and Basic Investable-Funds Curvestheoretical
120
Demand, Investment Definitions, and Supply Sources of Investable Fundstheoretical
121
Savings and Inflation as Separate Sources of Investment Financetheoretical
122
Supply of Savings and the Timing of Income Availabilitytheoretical
123
Inflationary Sources of Investable Fundstheoretical
124
Shape of the Supply Curve and Movements of Curves over Timetheoretical
125
Subdivisions of the Capital Market and the Cumulative Expansion Processtheoretical
126
Feedback Effects on the Supply of Fundstheoretical
127
Timing, Instability, and Forms of Monetary Expansiontheoretical
128
Why Capital-Goods and Durable-Goods Production Rises Faster Than Perishable Consumer-Goods Productiontheoretical
129
Accelerator Principle, Financing, Forced Saving, and the Beginning of the Saving Processtheoretical
130
Time Lags in the Income Stream and Self-Acceleration of Expansiontheoretical
131
Immediate Effect of Savingtheoretical
132
Saving and Hoardingtheoretical
133
Consequences of Continued Savingtheoretical
134
Limitations: Elasticity of Money Supply During the Upswingtheoretical
135
Institutional Complications: Segmented Money and Capital Marketstheoretical
136
Saving in the Initial Stage of Expansiontheoretical
137
Saving in the Later Course of Expansiontheoretical
138
Stock-Market Wealth Effects and Saving During the Expansiontheoretical
139
Saving at the Climax of the Expansiontheoretical
140
The Contraction Process: General Mechanism and Deflationtheoretical
141
Monetary Analysis of the Contraction Processtheoretical
142
Why Capital and Durable Goods Output Falls Faster in Contractiontheoretical
143
Turning Points, Crisis and Recovery: Introduction to the Problemchapter
144
Lower Turning Point and Random versus Organic Limiting Forcestheoretical
145
The Downturn: Method and Main Causes of Contractiontheoretical
146
Declining Resistance to Deflationary Shocks and the Opening of Organic Disequilibriatheoretical
147
Monetary and Non-Monetary Disturbances: Two Hypothesestheoretical
148
The Purely Monetary Explanation of the Downturntheoretical
149
Structural Disequilibria and the Acceleration Principletheoretical
150
Credit Restriction and Derived Demandtheoretical
151
Factor Scarcity, Production Shifts, and Bottleneckstheoretical
152
Monopolistic Factor Restrictions and Efficiency Declinetheoretical
153
Investment Decline from Insufficient Demandtheoretical
154
Unforeseen Repercussions of Demand Saturationtheoretical
155
Are These Disequilibria Inevitable?theoretical
156
Kaldor’s Boom-Collapse Analogy and the Plan of the Recovery Analysistheoretical
157
Main Causes of Recovery: Credit, Investment, Consumer Spending, and Policy Stimulitheoretical
158
Why Contraction Eventually Becomes More Responsive to Expansionary Stimulitheoretical
159
Endogenous Recovery Forces: Confidence, Investment Revival, Innovation, and Replacement Demandtheoretical
160
Money-Wage Reductions and Their Monetary Effects During Depressiontheoretical
161
Competition, Hoarding, Liquidity, and Policy Implications of Wage and Price Cutstheoretical
162
Chapter 12 Introduction: International Aspects and Methodchapter
163
Transport Costs, Localization, and the Spread of Local Expansionstheoretical
164
Simultaneous Prosperity, Depression, and Existing Tariffstheoretical
165
Effects of Tariff Changes on Cyclical Fluctuationstheoretical
166
Tariffs, Protectionism, and Cyclical Trade Policytheoretical
167
Capital Mobility, Interest Rate Equalization, and Goods Mobilitytheoretical
168
Changes in Capital Mobility and Their Cyclical Effectstheoretical
169
Localization of Credit and the Damping of Local Booms and Depressionstheoretical
170
Credit Localization, International Propagation, and Demand Shiftstheoretical
171
Demand Diversions and Deflationary Net Effectstheoretical
172
Partial Mobility of Capital and Its Cyclical Effectstheoretical
173
Degrees of Monetary Autonomy and the Unified Money Systemtheoretical
174
Decentralized Banking, Localized Credit, and Gold-Standard Policytheoretical
175
Different National Monetary Unitstheoretical
176
Fixed Exchange Rates and the Possibility of Currency Changetheoretical
177
Speculation in Foreign Currencies under the Gold Standardtheoretical
178
Foreign Exchange Standards and Monetary Groupstheoretical
179
Effects of the Foreign Exchange Standard on Cyclical Transmissiontheoretical
180
Variable Exchange Rates and Irregular Capital Movementstheoretical
181
Currency Devaluation: Initial Analytical Setuptheoretical
182
Effects of Devaluation on Goods Exchangetheoretical
183
World Effects of Devaluation and International Equilibriumtheoretical
184
Devaluation and Capital Movementstheoretical
185
Deflationary Effects of Capital Flighttheoretical
186
Free Exchange Rates and Monetary Independencetheoretical
187
Free Exchange Rates and Immediate Balance-of-Payments Adjustmenttheoretical
188
Changes under Free Exchange Rates and Opening Comparison with the Gold Standardtheoretical
189
Floating Rates Without Capital Movementstheoretical
190
Localization of Prosperity and Depression under Floating Exchange Ratestheoretical
191
Capital Movements under Floating Exchange Ratestheoretical
192
Gold Standard Contrast, Cycle-Induced Capital Flows, Limits, Extensions, and Transition to Part IIItheoretical
193
Chapter 13, §1: Further Remarks on the Theory of the Multipliertheoretical
194
§2: The Foreign Trade Multipliertheoretical
195
§3: Combining the Multiplier and the Acceleration Principle in Dynamic Modelstheoretical
196
§4: The Problem of Turning Pointstheoretical
197
§5: Hayek’s Ricardo Effecttheoretical
198
Hayek’s Ricardo Effect and Production Periodstheoretical
199
Ricardo Effect, Accelerator Principle, and Full Employmenttheoretical
200
Short-Run Limits to Capital-Labor Substitutiontheoretical
201
Real Wages During the Upswing and the Empirical Challenge to Hayektheoretical
202
Price Rigidity, Wage Rigidity, and Unemploymenttheoretical
203
Price and Wage Flexibility, Saving, Hoarding, and Full Employmentchapter
204
Cyclical Price Flexibility, Friction, and the Premises of Spending Policytheoretical
205
Limits of Spending Policy at Full Employmenttheoretical
206
Appendix I: Business-Cycle Indicators by Countrychapter
207
Appendix II: Production and Employment Indices by Industry Groupchapter
208
Appendix II Data Sources for Industrial Production and Employment, Continuedbibliography
209
Appendix III: The General Theory—Initial Appraisal and Aggregate-Model Contextessay
210
Appendix III: The General Theory—Investment, Liquidity Preference, Consumption Function, and Equilibrium Unemploymenttheoretical
211
Keynes on Underemployment, Wage Flexibility, and the Limits of Equilibriumtheoretical
212
Say’s Law as the Core Issue in Keynes’s Systemtheoretical
213
Say’s Law, Monetary Neutrality, and Neoclassical Theorytheoretical
214
The Limits of the Keynesian Revolution and Keynesian Policyessay
215
Keynes’s Originality and Influence on Economic Thoughtessay
216
Names and Subject Index, Adams to Beschäftigungbibliography
217
Register Entries: Employment, Accelerator Principle, and B Authorsbibliography
218
Register Entries: C–D Topics and Authorsbibliography
219
Register Entries: E Topics from Efficiency to Exportsbibliography
220
Register Entries: F Authors, Debt-Deflation, and Free Exchange Ratesbibliography
221
Register Entries: Money, Gold Standard, Marginal Analysis, and Great Britainbibliography
222
Register Entries: H Authors, Monetary Theory, Hoarding, and Liquiditybibliography
223
Register Entries: Imports, Inflation, Investment, and J Authorsbibliography
224
Register Entries: Kahn, Keynes, Capital, Business Cycles, Credit, and Crisesbibliography
225
Register Entries: Agriculture, Liquidity, Wages, Localization, and L Authorsbibliography
226
Register Entries: M Authors and Macro-Micro Analysisbibliography
227
Index Entries M–Z (Register, Continued)bibliography
228
Further Remarks on the Pigou Effectessay
229
Pigou Effect, Wage and Price Flexibility, and Hansen's Objectiontheoretical
230
Deflation Policy, Wealth-Saving Relation, Secular Stagnation, and Metzler on Monetary Policytheoretical
231
Remarks on the Current State of Business Cycle Theory: Introductionessay
232
Business Cycle Theory: Effective Demand, Price Rigidity, and Policy Implicationsessay
233
Hicks, the Multiplier-Accelerator Model, and Critiques of the Acceleration Principleessay
234
Limits of the Accelerator Principle and Inventory Cyclestheoretical
235
Modified Accelerator Theories: Tinbergen, Kaldor, and Capital Deepeningtheoretical
236
Keynesian Rigidity, Pigou Effects, and Short-Run Flexibilitytheoretical
237
Relative Prices, Cost Pressure, Demand Stabilization, and Inflationtheoretical
238
Cost Maladjustment, Disaggregation, and Partial Depressiontheoretical