In-Depth Notes on Money, Federal Reserve, and Interest Rates
Functions of Money
- Medium of Exchange: Money used for buying and selling goods.
- Unit of Account: A standard numerical monetary unit of measure that provides a consistent measure of value.
- Store of Value: Money retains value over time, allowing wealth to be stored in money form.
- Liquidity Advantage: Money can quickly be converted into goods or services.
Money Supply Definitions
M1
- Components:
- Currency (coins + paper money)
- Checkable deposits
- Other liquid deposits
- Institutions offering checkable deposits:
- Commercial banks
- Thrift Institutions (e.g., savings and loan associations, mutual savings banks, credit unions)
M2
- Components:
- M1 plus near-monies (e.g., small-denominated time deposits, money market mutual funds)
Components of Money Supplies
- M1 and M2: Measurement categories defined by the Federal Reserve.
- Source: Information provided by the Board of Governors of the Federal Reserve System.
Backing of the Money Supply
- Guaranteed by the government's capability to maintain stable value.
- Money is often considered a form of debt.
- Factors contributing to money's value:
- Acceptability
- Legal tender status
- Relative scarcity of the currency
Money and Prices
- Effects of Price on Purchasing Power:
- Prices directly influence how much can be purchased.
- Hyperinflation can make money unusable.
- Stabilizing Purchasing Power:
- Intelligent management of the money supply through monetary policy.
- Application of appropriate fiscal policy.
Federal Reserve Overview
- Historical Background: Formation and evolution of the Federal Reserve System.
- Structure:
- Board of Governors: Oversees the Federal Reserve.
- 12 Federal Reserve Banks:
- Function as the central bank.
- Operate as quasi-public banks and serve as banker’s banks (hold reserve balances).
Federal Open Market Committee (FOMC)
- Assists the Board of Governors in monetary policy formulation.
- Conducts open market operations.
Functions of the Federal Reserve
- Primary Functions:
- Issue currency
- Hold reserves and set reserve requirements (though reserve requirements were ended in 2020)
- Lend money to financial institutions
- Collect checks
- Act as a fiscal agent for the U.S. Government
- Supervise banks
- Control the money supply
Federal Reserve Independence
- Established as an independent agency to insulate it from political pressures.
- Political independence allows for strategic decisions, such as adjusting interest rates to combat inflation.
Fractional Reserve Banking System
- Concept: Banks hold a fraction of deposits as reserves and loan out the remaining portion.
- Goldsmiths' Role: They issued receipts that became used as money, creating an early form of banking.
- Bank Characteristics:
- Banks create money through lending.
- Banks are vulnerable to financial panics.
Federal Reserve Influence on Lending and Money Supply
- Can adjust the money supply by modifying incentives and guidelines for banks and thrifts.
- Increased lending facilitated by favorable Fed policies can lead to easier access to credit.
- Conversely, restrictive policies can reduce lending volumes and raise interest rates.
Interest Rates
- Definition: The cost associated with borrowing money, often considered as a payment for the use of funds.
Market Dynamics: Interest rates fluctuate based on supply and demand for money.
Demand for Money Categories
- Transactions Demand for Money (
D_t): Based on nominal GDP, largely independent of interest rates. - Asset Demand for Money (
D_a): Reflects money as a store of value, inversely related to interest rates.
Total Demand for Money
- Total demand (
D_m): Aggregate of both transactions and asset demand.
Equilibrium Interest Rate
- Changes due to shifts in the money supply and the demand for money.
- Relationship between interest rates and bond prices is inversely correlated: lower bond prices lead to higher interest rates.
The Last Word: Cryptocurrencies
- Examples: Bitcoin, Ether.
- Blockchain Technology: Tracks ownership and transactions of digital currencies.
- Potential future development: Central bank digital currencies (CBDCs) may surpass private cryptocurrencies in prominence and use.