UPSC MainsECONOMICS-PAPER-I201615 Marks
Q8.

Discuss in brief Friedman's restatement of the quantity theory of money and find its similarity/difference with the classical quantity theory.

How to Approach

This question requires a comparative analysis of the Classical Quantity Theory of Money (QTM) and Milton Friedman’s restatement. The answer should begin by outlining the core tenets of the Classical QTM, then detail Friedman’s modifications, and finally, highlight the similarities and differences between the two. A structured approach, using headings and subheadings, will enhance clarity. Focus on the role of the velocity of money and its stability (or lack thereof) in both theories.

Model Answer

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Introduction

The Quantity Theory of Money (QTM) is a foundational concept in macroeconomics, attempting to explain the relationship between the money supply and the price level. The classical formulation, dating back to the monetarists like David Ricardo and John Stuart Mill, posited a direct and proportional relationship. However, this theory faced challenges in explaining real-world economic fluctuations. In the mid-20th century, Milton Friedman refined the QTM, addressing some of its shortcomings. His restatement, while building upon the classical foundation, introduced crucial modifications regarding the velocity of money, making it a more robust and empirically relevant framework.

The Classical Quantity Theory of Money

The classical QTM is expressed by the equation of exchange: M x V = P x Y, where:

  • M represents the money supply
  • V represents the velocity of money (the rate at which money changes hands)
  • P represents the price level
  • Y represents real output (real GDP)

The classical theory assumes that V is stable and determined by institutional factors (payment habits, banking technology, etc.) and that Y is determined by real factors like technology and resource availability, and is independent of the money supply in the long run. Therefore, changes in M directly and proportionally affect P. An increase in the money supply leads to an equivalent increase in the price level, resulting in inflation. This theory was particularly influential before the Keynesian revolution.

Friedman’s Restatement of the Quantity Theory of Money

Milton Friedman, in his work *A Monetary History of the United States* (1963, with Anna Schwartz), challenged the classical assumption of a stable velocity of money. He argued that V is not constant but is itself influenced by several factors, including changes in income, interest rates, and institutional developments. Friedman’s restatement emphasized the importance of the demand for money. He posited that individuals hold money for various motives (transactions, precautionary, and speculative), and the demand for money is stable in the long run.

Friedman’s modified equation of exchange implicitly incorporates the demand for money. He argued that changes in the money supply primarily affect the price level in the long run, but in the short run, they can influence real output, especially if the economy is operating below its potential. He also highlighted the role of expectations. If people anticipate inflation, they will adjust their behavior, potentially leading to a more rapid increase in prices.

Similarities between Classical and Friedman’s Theories

  • Long-Run Neutrality of Money: Both theories agree that money is neutral in the long run. Changes in the money supply ultimately affect only the price level and have no lasting impact on real variables like output and employment.
  • Equation of Exchange: Both theories utilize the equation of exchange (M x V = P x Y) as a fundamental framework for analyzing the relationship between money, prices, and output.
  • Monetary Policy’s Role: Both acknowledge the importance of monetary policy in controlling inflation.

Differences between Classical and Friedman’s Theories

Feature Classical QTM Friedman’s Restatement
Velocity of Money (V) Assumed to be stable and constant Variable and influenced by factors like income, interest rates, and expectations
Real Output (Y) Determined by real factors and independent of money supply Can be affected by changes in money supply in the short run, especially when the economy is below potential
Demand for Money Not explicitly considered Central to the theory; demand for money is stable in the long run
Short-Run Effects Money only affects prices Money can affect both prices and output in the short run

Friedman’s restatement is considered more realistic because it acknowledges the complexities of the real world and the dynamic nature of the velocity of money. The classical theory, with its rigid assumptions, often failed to explain observed economic phenomena.

Conclusion

In conclusion, Friedman’s restatement of the QTM represents a significant refinement of the classical theory. While both theories share the core principle of the long-run neutrality of money, Friedman’s emphasis on the variable velocity of money and the demand for money makes his version more empirically grounded and capable of explaining short-run economic fluctuations. His work profoundly influenced monetary policy, advocating for stable money supply growth as a means of controlling inflation, a principle still debated and applied today.

Answer Length

This is a comprehensive model answer for learning purposes and may exceed the word limit. In the exam, always adhere to the prescribed word count.

Additional Resources

Key Definitions

Velocity of Money
The rate at which money is exchanged in an economy. It represents the number of times, on average, a unit of money is spent within a given period (usually a year).
Monetary Neutrality
The idea that changes in the money supply only affect nominal variables (like prices and wages) and have no lasting impact on real variables (like output and employment) in the long run.

Key Statistics

In 2023, the M1 money stock in the United States was approximately $17.8 trillion (Federal Reserve data, as of November 2023).

Source: Federal Reserve

The average velocity of money in the US has declined from around 1.9 in the 1990s to approximately 1.4 in recent years (Bureau of Economic Analysis data, as of knowledge cutoff 2023).

Source: Bureau of Economic Analysis (BEA)

Examples

Hyperinflation in Zimbabwe (2007-2009)

Zimbabwe experienced hyperinflation due to excessive money printing by the government. The money supply increased exponentially, leading to a dramatic rise in prices and a collapse of the Zimbabwean dollar. This exemplifies the classical QTM in an extreme scenario.

Frequently Asked Questions

Does the Quantity Theory of Money still hold relevance today?

While the relationship isn't always straightforward, the QTM remains a valuable framework for understanding the long-run relationship between money supply and inflation. Modern central banks consider monetary aggregates alongside other economic indicators when formulating policy.

Topics Covered

EconomicsMacroeconomicsMonetary EconomicsMoney SupplyInflationMonetary Policy