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Credit Expansion, Land Speculation, and Low-Interest-Rate Policy

2025/03/30 by Tomohiro Hirano, Joseph E. Stiglitz, Hirano, Tomohiro +1
Economics, Econometrics and Finance · #Banking stability, regulation, efficiency #Economic theories and models #FOS: Economics and business #Global Financial Crisis and Policies #Theoretical Economics (econ.TH)

paper · pdf · doi:10.48550/arxiv.2503.23552

openalex publication_date 2025/03/30 · openalex created_date 2025/10/10 · openalex updated_date 2026/07/30

Abstract

This paper analyses the impact of credit expansions arising from decreases in collateral requirements or more expansionary monetary policies on long-term productivity in a model with endogenous growth. Credit expansions associated with relaxation of land collateral financing (capital collateral financing) will be productivity-and growth-retarding (enhancing). Without appropriate financial regulation, expansionary monetary policy may so encourage land speculation using leverage that productive capital investment is decreased; there is a temporary asset boom, but slower economic growth. The generation that experienced the asset price boom is better off, but subsequent generations are worse off because of low growth.

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