UPSC MainsECONOMICS-PAPER-I201915 Marks
Q25.

Keynesian demand for money is one of the key concepts of Keynesian theory of unemployment. Illustrate.

How to Approach

This question requires a detailed explanation of Keynesian demand for money and its connection to Keynes’s theory of unemployment. The answer should begin by defining the Keynesian theory of unemployment and then delve into the three motives for holding money as proposed by Keynes – transactions, precautionary, and speculative. The speculative motive, and its inverse relationship with the rate of interest, is crucial to understanding how demand for money influences unemployment. Structure the answer by first outlining the Keynesian framework, then explaining the three motives, and finally illustrating how these motives contribute to unemployment.

Model Answer

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Introduction

John Maynard Keynes revolutionized macroeconomic thought with his General Theory of Employment, Interest and Money (1936), challenging classical assumptions about self-correcting markets. A central tenet of this theory is the concept of aggregate demand driving economic activity and influencing unemployment levels. Keynes argued that insufficient aggregate demand could lead to prolonged periods of unemployment, a stark contrast to classical economists who believed in ‘Say’s Law’ – supply creates its own demand. The Keynesian demand for money, a crucial component of the aggregate demand function, explains how individuals and firms decide to hold wealth in liquid form, impacting investment and ultimately, employment levels.

Keynesian Theory of Unemployment: A Foundation

Keynesian economics posits that unemployment arises not from rigidities in the labor market, but from a deficiency in aggregate demand. This deficiency can stem from various factors, including pessimistic business expectations, reduced consumer confidence, or a decline in investment. Unlike classical economists who believed wages and prices would adjust to restore full employment, Keynes argued that these adjustments were often slow and incomplete, necessitating government intervention to boost demand.

The Three Motives for Holding Money

Keynes identified three primary motives driving the demand for money:

1. Transactions Motive

This motive relates to the everyday needs of individuals and firms to conduct transactions. People hold money to bridge the time gap between receiving income and making purchases. The transactions demand for money is directly proportional to the level of national income (Y) – as income rises, so does the need for money to facilitate transactions. It is relatively stable and insensitive to interest rate changes.

2. Precautionary Motive

Individuals and firms hold money as a buffer against unforeseen circumstances – unexpected expenses, business downturns, or other uncertainties. The precautionary demand for money is also positively related to income, as wealthier individuals and firms may hold larger precautionary balances. Like the transactions motive, it is largely unaffected by interest rates.

3. Speculative Motive

This is the most innovative and crucial aspect of Keynes’s theory. The speculative motive arises from the belief that the current price of bonds (and therefore interest rates) may change in the future. Individuals compare the current interest rate with their expected future interest rate.

  • If current interest rates are low: Investors expect them to rise, leading to a fall in bond prices. They will prefer to hold money now, anticipating a future opportunity to buy bonds at lower prices. This increases the demand for money.
  • If current interest rates are high: Investors expect them to fall, leading to a rise in bond prices. They will prefer to hold bonds now, anticipating a future opportunity to sell them at higher prices. This decreases the demand for money.

Therefore, the speculative demand for money has an inverse relationship with the interest rate (r). A lower interest rate encourages speculation, increasing money demand, while a higher interest rate discourages speculation, decreasing money demand.

Illustrating the Link to Unemployment

The total demand for money (L) is the sum of these three motives: L = L1 + L2 + L3 (where L1 = transactions, L2 = precautionary, and L3 = speculative). The intersection of the money demand curve (L) and the money supply curve (M) determines the equilibrium interest rate.

How does this relate to unemployment?

  • Lower Interest Rates & Investment: A higher demand for money (driven by speculative motives) pushes up interest rates. Conversely, a lower demand for money pushes down interest rates. Lower interest rates stimulate investment, as borrowing becomes cheaper.
  • Investment & Aggregate Demand: Increased investment boosts aggregate demand (AD).
  • Aggregate Demand & Employment: An increase in AD leads to increased output and employment, reducing unemployment.

Therefore, if the speculative demand for money is high (perhaps due to pessimistic expectations), it can lead to higher interest rates, reduced investment, lower AD, and consequently, higher unemployment. Keynes advocated for government intervention – through monetary policy (lowering interest rates) or fiscal policy (increasing government spending) – to stimulate AD and reduce unemployment when private demand is insufficient.

Liquidity Preference Theory

The Keynesian demand for money is often referred to as the ‘Liquidity Preference Theory’. This theory emphasizes that individuals prefer to hold their wealth in the most liquid form – money – even if it means foregoing potential returns from other assets like bonds. This preference for liquidity is a key driver of the speculative demand for money and its impact on the economy.

Conclusion

In conclusion, the Keynesian demand for money, particularly the speculative motive, is integral to understanding Keynes’s theory of unemployment. The inverse relationship between the speculative demand for money and interest rates, and the subsequent impact on investment and aggregate demand, highlights the crucial role of monetary policy in stabilizing the economy. By understanding these dynamics, policymakers can implement measures to mitigate unemployment and promote full employment, a cornerstone of Keynesian economic thought. The theory remains relevant today, informing macroeconomic policies aimed at managing economic fluctuations and ensuring sustainable growth.

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

Aggregate Demand (AD)
The total demand for goods and services in an economy at a given price level and time period. It is the sum of consumption, investment, government spending, and net exports.
Liquidity Trap
A situation in which monetary policy becomes ineffective because interest rates are already near zero, and further reductions fail to stimulate economic activity.

Key Statistics

In 2023, the unemployment rate in India was approximately 8.3% (CMIE data, as of November 2023). This highlights the continued relevance of understanding factors influencing employment levels.

Source: Centre for Monitoring Indian Economy (CMIE)

India's fiscal deficit was 5.9% of GDP in FY23 (provisional estimates). This indicates the government's reliance on borrowing to finance spending, which can influence aggregate demand and interest rates.

Source: Controller General of Accounts (CGA)

Examples

The 2008 Financial Crisis

The 2008 financial crisis saw a sharp decline in investor confidence, leading to a ‘flight to safety’ and increased demand for liquid assets like cash. This increased demand for money pushed up interest rates, exacerbating the credit crunch and contributing to a significant rise in unemployment globally.

Frequently Asked Questions

How does the Reserve Bank of India (RBI) influence the money supply?

The RBI uses various tools, including the repo rate (the rate at which it lends money to commercial banks), the reverse repo rate (the rate at which it borrows money from commercial banks), the Cash Reserve Ratio (CRR), and the Statutory Liquidity Ratio (SLR), to control the money supply and influence interest rates.

Topics Covered

EconomyMacroeconomicsMonetary TheoryUnemploymentKeynesian Economics