Monday, December 4, 2023

Macroeconomics Chapter 8 Notes

 

  • Financial system - a group of instutiuons that bring savers , brorrowers nad investors toegther

    • Finanical markets and financial intermedaries

    • Help people manage both money and risk

  • Financial Markets- Institutions through which savers can directly provide funds to borrowers

    • Bond market

      • A bond is a certifcate of indebtness

      • Stock Market

        • Stocks are claims to partial ownership in a firm

  • Financial Intermediaries- Institution through which savers can indirectly provide funds to borrowers

    • Banks

    • Mutual Funds

 

Roles

 

  • Intermediation: helps match one person's savings with another person investment

    • Saving and investment are key to long-term growth

  • Provide liquidity: The ease at which an asset can be converted to cash

  • Diversify Risk: Risk sharing across assets or people

 

It fulfills its roles by creating financial assets that can be bought and sold

 

Major Financial Assets

 

Debt- A loan to a borrower in exchange for the future repayment of the loan amount plus periodic interest

Bonds- Certificates of indebtedness in which the buyer lends money in return for Regular interest payments over a period of time and the future repayment of the money borrowwed

 

The higher the interest rate, the higher the borrowers credit risk

 

Equity

  • A claim to partial ownership of a firm, with voting rights and its assets and profits

  • Compared to bonds, stocks offer higher risk and higher returns in the form of dividends and capital gains

  • Stock prices reflect expected profitability

    • Stock indexes are watched closely as indicators of future sconomics conditions

 

Derivatives

  • Financial assets based on the value of some other asset.

    • The buyer agrees to pay the seller based on the future price of some asset

    • Allows sellers to transfer risk relating to future prices to the contact partner

 

 

 

Major Payers in the financial system

 

 

Savers- people and governments who make funds available.

  • Entreprenuers and businesses

 

Speculators

  • People who buy and sell assets purely for fiancal gain

 

 

Examples of Financial Intermediaries

  • Commercial banks and trust companies

    • Pay depositors interest and charge browwoers higher interest on loans

    • Act as a medium of exchange

  • Investment banks

    • Do not accept deposits and do not make typical loans

    • Instead they assit companies in issuing stocks and bonds by acting as market makers

      • They match buyers with sellers

 

  • Mutual Funds

    • Sell shares in the fund to the public and use the proceeds to buy portfolios of stocks and bonds of other companies

    • Provide asset diversifcation and access to professional money managers who make decisions on behalf of cilents for a fee

  • Pension Funds

    • A professionally managed portfolios that provides income to retirees

    • 2 types: defined benefit and defined contribution

  • Insurance Companies

    • Provide financial protection agnaist possible future losses in exchange for premiums

 

 

Valuing Assets

 

  • Basic tradeo-off

  • Expected risk in fiancial assets is correlated with expected return

  • Money Market: short term debt products such as money market mutual funds, treasury bills or money markets bank accounts

  • Fixed income: Bonds

Both are low risk and low reward Assets in developing countries carry more risk and reward

 

 

2 ways to classify risk

  • Market risk- Risk that is broadly shared by the entire market or economy

  • Idiosyncratic Risk - risk that is unique to the particular company or asset

Standards devication measures how spread out a set of numbers is relative to a bunch mark. Expected value

 

  • It is most commonly used to measure of risk in fiancial markets

  • A low Sd incidates that the data points tend to be close to the expected value

 

Appraoches ti choosing stocks

 

  • Savers decide on which assets to purchase based on the asset valuation principle : Any financial Asset's value is the present value of its expected future cash flows

  • There are 3 basic appraches used to pick stocks that are most likely to increase in value

 

  1. Fundamental analysis

    1. Conduct research on an indivual company to predict future profits.

    2. Net present value is a measure of the current value of a stream of expected future cash flows

  2. Technical Analysis

    1. Computer Analysis of movements in stock prices to predict future movements

 

 

The effcient market hypothesis

The EMH states that market prices always incorpoates all available information, representing stock value as correctly as possible

 

 

FUND and Tech analysis only work if the current price differs from the ocrrect price

 

 

Principle: Markets often organize economic activity to maximize economic

well-being.

• Financial markets:

→ Are markets in which people trade financial assets.

→ Are governed by the forces of supply and demand.

■ Sellers/savers/lenders are the people with spare funds.

■ Buyers/investors/borrowers are those have productive ways to spend those

funds.

→ Match buyers and sellers who can both gain from trade.

■ Investors want to spend on productive inputs such as factories, machinery and

equipment.

■ Savers let investors borrow funds for a price.

→ Allow funding to flow to the places where it is most highly valued and so help

allocate the economy’s scarce resources to their most efficient uses.

 

 

 

GDP is both the total income in an economy and the total expe on the ecnomy's output of goods and services

National accounting identity for an open economy

 

  • In a closed economy net exports and imports are 0.

So gdp = c+i+g

 

Private saving- the portion of household's income that is not used for consumption or paying taxes

Y+TR-TA-C=Y-T-C=YD-C

Where yd- y-t is dispoable income

 

Public saving: net tex revenue minus government purchases

 (Y-C-T)+(T-G) = Y-T-G

This portion of national incom that is not used for consumption or government purchases

Term: Long-term bonds are riskier than short term bonds because holders of long term bonds have to wait longer for repayment of principal.

 

Credit Risk: when bonds buyers perceive that the probability of default is high, they demand higher interest rate as compensation for that risk

 

Tax treatment : When provincial and local governments issue bonds, the bond owners are not equired to pay deferal income tax on the interest inceome.

 

 

 

Sprivate = Y-T-C is the amount of income (y) that households have left after paying the their taxes (t) and paying for consumption (c )

C= Y-T- Sprivate

= 800 billion- 150 -50

=600 bill

 

Public saving is the amoount of tax revenue that the government has left after paying for its spending. In order to solve for government

 

 

  • National Saving

    • S=Y-C-G

      • S is national saving

      • T is the national income

      • C is the total consumption

      • G is the total government expenfiture

    • S=Sprivate+Spublic

 

 

Since SPrivate Private = Y – T – C, then SPrivate Private = 10 000 – 1500 – 6000 = 2500.

Since SPublic Public = T – G, then SPublic Public = 1500 – 1700 = –200.

Since S = national saving = SPrivate Private + SPublic Public = 2500 + (–200) = 2300.

Finally, since I = investment = S, then 3300 – 100r = 2300 so that after rearranging, r = 10.


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