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Excess Savings and Twin Deficits: The Transmission of Fiscal Stimulus in Open Economies / Rishabh Aggarwal, Adrien Auclert, Matthew Rognlie, Ludwig Straub.

NBER Working papers Available online

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Format:
Book
Author/Creator:
Aggarwal, Rishabh.
Contributor:
National Bureau of Economic Research.
Auclert, Adrien.
Rognlie, Matthew.
Straub, Ludwig.
Series:
Working Paper Series (National Bureau of Economic Research) no. w30185.
NBER working paper series no. w30185
Language:
English
Physical Description:
1 online resource: illustrations (black and white);
Place of Publication:
Cambridge, Mass. National Bureau of Economic Research 2022.
Summary:
We study the effects of debt-financed fiscal transfers in a general equilibrium, heterogeneous-agent model of the world economy. In the long run, increases in government debt anywhere raise the world interest rate and increase private wealth everywhere. In the short run, a country with a larger-than-average fiscal deficit experiences both a large increase in private savings ("excess savings") and a small but persistent current account deficit (a slow-motion "twin deficit"). These patterns are consistent with the evolution of the world's balance of payments since the beginning of the Covid pandemic.
Notes:
Print version record
June 2022.

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