Policy Implications

If Loanable Funds is Correct:

  • Government deficits crowd out private investment
  • Debt accumulation is unsustainable
  • Austerity is necessary to avoid crisis
  • Government must “live within its means”

If BOMD is Correct:

  • Government deficits add to private sector wealth
  • Debt/GDP ratio stabilizes naturally
  • Austerity reduces private sector equity
  • Government cannot “run out of money” (for fiat currency issuer)

The Evidence

Central bank endorsements: - Bank of England (2014): “Bank lending creates deposits” - Bundesbank (2017): “A bank can grant loans without any prior inflows”

Empirical observation: - Banks create loans and deposits simultaneously - Government spending precedes taxation operationally - Countries with sovereign currencies never “run out of money”

Conclusion: Evidence strongly supports BOMD model.


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