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MACRO · Macroeconomics — GDP, AD-AS, money & exchange rates
Midterm & Final Reference · Ultra-Dense A4
Generated by AskSia.ai — graphs, formulas, traps
GDP & AD-AS MODEL ↗ TAP
Measuring output
GDP = C + I + G + NX (expenditure approach)

GDP = market value of final goods/services produced within a country in a period. Excludes intermediate goods (avoid double-counting), used goods, and pure financial transfers.

MeasureDefinitionUse
Nominal GDPcurrent pricesraw output × current P
Real GDPbase-year pricestrue output growth
GDP deflator(nom/real)·100broad price level
GNPby nationals (anywhere)≠ GDP
AD-AS framework
AD slopes down
Wealth, interest-rate, and exchange-rate effects: lower P → real wealth ↑, r ↓, exports ↑ → real GDP demanded ↑.
SRAS up, LRAS vertical
SRAS slopes up due to sticky wages/prices. LRAS is vertical at potential GDP — long-run output is determined by resources + tech, not P.
Demand-pull inflation: AD shifts right Cost-push inflation: SRAS shifts left

Output gap: recession when actual GDP < potential. Boom when above (inflationary). Equilibrium where AD intersects both SRAS and LRAS only in long run.

⚡ EXAM TRAP — GDP EXCLUSIONS

Used cars, stock purchases, transfer payments (welfare, gifts), housework, and underground economy are not in GDP. Used goods were counted when first sold; financial trades just swap claims; transfers are not production.

FISCAL POLICY ↗ TAP
Tools and direction
ToolExpansionaryContractionary
Govt spending G (raise G)
Taxes T↓ (cut taxes)
Use when…recessionary gapinflationary gap
Spending multiplier = 1 / (1 − MPC) Tax multiplier = −MPC / (1 − MPC)

MPC = marginal propensity to consume. Spending multiplier > |tax multiplier| because the first dollar of G is spent in full; the first dollar of tax cut leaks (1 − MPC) into savings.

Multiplier example
$100 G increase, MPC=0.8
multiplier = 1/(1−0.8) = 5
Total ΔY = $100 · 5 = $500.
$100 tax cut, MPC=0.8
tax mult = −0.8/0.2 = −4 (sign with tax direction)
$100 cut → ΔY = $100 · 4 = $400.

Crowding out: deficit-financed G raises r → reduces private I and net exports. Long-run, partial offset to fiscal stimulus.

Budget surplus = T − G − Transfers Deficit when negative Debt accumulates deficits

Automatic stabilizers (progressive tax, unemployment insurance) cushion fluctuations without new legislation. Discretionary policy is the active kind.

⚡ EXAM TRAP — DEFICIT vs DEBT

Deficit = single-year shortfall. Debt = accumulated deficits over history. Confusing them gives nonsense. 'The deficit fell but the debt rose' is normal — debt grows whenever deficit > 0, even if deficit is shrinking.

IS-LM MODEL ↗ TAP
Two markets, one equilibrium
CurveMarketSlopeWhy
ISgoodsdownward (r vs Y)r ↓ → I ↑ → AD ↑ → Y ↑
LMmoneyupward (r vs Y)Y ↑ → money demand ↑ → r ↑ to clear money mkt
Equilibrium: where IS crosses LM — both goods and money markets clear simultaneously
Shifts that matter
IS shifts (goods)
Right: ↑G, ↓T, ↑C autonomous, ↑I autonomous. Left: opposites. Fiscal policy moves IS.
LM shifts (money)
Right: ↑M (money supply) or ↓P (real money supply ↑). Left: opposites. Monetary policy moves LM.
Fiscal expansion (G↑): IS shifts right → r ↑, Y ↑ (crowding out limits Y ↑)Monetary expansion (M↑): LM shifts right → r ↓, Y ↑

Liquidity trap: at very low r, LM becomes flat. Monetary policy ineffective (more M doesn't lower r further); fiscal policy works without crowding out.

⚡ EXAM TRAP — POLICY MIX EFFECTS ON r

Fiscal expansion + monetary expansion can both raise Y, but the effect on r depends on relative shifts. r outcome is ambiguous when both move in the expansionary direction. Always draw the diagram before claiming r rises or falls.

MONETARY POLICY & MULTIPLIER ↗ TAP
The Fed's three tools
ToolTo expandHow it works
Open Market OpsBuy bondsinjects reserves → r ↓
Discount rateLower itcheap borrowing for banks
Reserve reqLower itmore lending capacity per $
Money multiplier = 1 / RR where RR = required reserve ratio
Money creation by banks

Banks loan a fraction (1−RR) of every deposit; that loan becomes a new deposit elsewhere; cycle repeats. Total money created from $1 reserve injection = $1 × multiplier.

RR = 10%
Multiplier = 1/0.10 = 10. $1B reserve injection → up to $10B money supply.
Real-world haircut
Banks hold excess reserves; borrowers don't fully redeposit; cash leakage. Actual multiplier < theoretical.
M1 = currency + checking deposits + traveler's checksM2 = M1 + savings + small time deposits + retail money market funds

Quantity theory: MV = PY. With V (velocity) stable and Y at potential, ΔM directly causes ΔP — money is neutral in the long run.

⚡ EXAM TRAP — FED 'PRINTS' MONEY?

The Fed doesn't literally print money in OMO — it creates reserves digitally and buys bonds. Banks then multiply those reserves into broader money supply via lending. Don't say 'Fed prints' on essays.

EXCHANGE RATES & TRADE ↗ TAP
Exchange rate basics

Quoted as units of foreign per domestic OR domestic per foreign — read carefully. Appreciation = currency stronger (buys more foreign). Depreciation = weaker.

If $ appreciates…Effect
US exportsmore expensive abroad → ↓
US importscheaper at home → ↑
NX = X − M↓ falls
AD↓ (NX is part of AD)
Real exchange rate = nominal × (P_domestic / P_foreign)
What moves exchange rates
Interest rate parity
Higher domestic r → foreign capital inflow → currency demand ↑ → appreciation. Tight money strengthens currency.
Purchasing power parity (LR)
Long run: e ≈ P_domestic / P_foreign. Country with higher inflation tends to depreciate.

Balance of payments: current account (trade in goods + services + transfers) + capital account (financial flows) = 0 (with reserve adjustment). Trade deficit ↔ capital surplus identity.

NX = Y − (C + I + G) = S − I (national saving identity)

Fixed vs floating: floating regimes let market clear; fixed regimes require central bank intervention to defend the peg. Crisis when reserves run out (1992 GBP, 1997 Asia).

⚡ EXAM TRAP — APPRECIATION ≠ STRENGTH FOR THE ECONOMY

'Strong currency' sounds good, but appreciation hurts exporters and widens trade deficits. Don't conflate political 'strong currency' rhetoric with macro health. Fed often welcomes mild depreciation to support exports.

INFLATION & UNEMPLOYMENT ↗ TAP
Inflation — measures and types
MeasureBasketUses
CPIfixed consumer basketcost of living, COLAs
GDP deflatorall of GDPbroad price level
PCEchained consumer expenditureFed's preferred
Core (ex-food/energy)CPI minus volatilespolicy guidance
Inflation rate = (P_t − P_{t−1}) / P_{t−1} × 100
Unemployment — classification
Frictional + structural
Frictional: between jobs, normal turnover. Structural: skills/location mismatch. Together = natural rate (NAIRU). Unavoidable.
Cyclical
Recession-driven, beyond natural rate. Fluctuates with business cycle. Target of stabilization policy.
U-rate = unemployed / labor force × 100 LF participation = LF / working-age population

Discouraged workers (gave up looking) and part-time for economic reasons are not in U-rate. U-6 (broader measure) captures them.

Phillips curve: short-run trade-off between inflation and unemployment. Vertical in long run at NAIRU — only expected-inflation surprises move U temporarily.

⚡ EXAM TRAP — REAL vs NOMINAL

Real wages = nominal wages / price level. If nominal wages grow 3% and inflation is 5%, real wages fell 2%. Always adjust for inflation when comparing across years.

MONEY, BANKS & THE FED ↗ TAP
Functions of money

Money serves 4 functions: medium of exchange, unit of account, store of value, standard of deferred payment. Anything that performs all four counts as money — historically gold, salt, today fiat currency.

TypeExampleBacking
Commoditygold, silver coinsintrinsic value
FiatUSD, EUR (post-1971)government decree
CryptocurrencyBTC, stablecoinscryptography / collateral
Banking & reserves
T-account basics
Assets (loans + reserves) = Liabilities (deposits) + Equity. Bank lends out (1−RR) of every deposit.
Bank run
Many depositors withdraw at once. Banks can't liquidate loans fast enough. Solved by FDIC insurance + Fed lender-of-last-resort.
Reserves = required + excess Lending capacity = excess reserves

The Fed (US central bank): 12 regional banks + Board of Governors. Dual mandate: maximum employment + stable prices (target ~2% inflation).

Federal funds rate: rate banks charge each other for overnight reserves — Fed's main policy lever
⚡ EXAM TRAP — FED ≠ COMMERCIAL BANK

The Fed doesn't take retail deposits or make consumer loans. It deals with banks and Treasury. Commercial banks (BoA, Chase) deal with you. Confusing the two leads to wrong answers about who creates which kind of money.

DECISION BOX — WHICH POLICY? ↗ TAP
Diagnose the gap, pick the tool
SymptomUse § fromTool
Y < potential, U high§ ⑤ ⑥expansionary monetary OR fiscal (or both)
P rising fast (demand-pull)§ ⑤ ⑥contractionary: ↑r, ↓G, ↑T
Cost-push inflation (oil shock)§ ① ⑥tradeoff: tighten and accept Y↓, or loosen and accept P↑
Liquidity trap (r near 0)§ ② ⑤fiscal works (no crowding); QE / forward guidance
Currency too strong, NX falling§ ⑦cut r → currency depreciates → NX up
Deficit growing, debt concern§ ⑥↑T or ↓G; long run, austerity vs growth tradeoff
'how much does Y rise from $X G'§ ⑥spending multiplier 1/(1−MPC) × ΔG
'tax cut effect on Y'§ ⑥tax mult −MPC/(1−MPC) × ΔT
Fed buys bonds (OMO)§ ⑤reserves ↑ → money mult → M ↑ → r ↓
'money mult given RR'§ ⑤1 / RR (theoretical max)
'IS-LM shift, find new r and Y'§ ②identify which curve moves, sketch, compare
'real GDP vs nominal GDP'§ ①deflator = (nominal/real)·100
Final exam meta
Diagnose first
(1) Where is Y relative to Y*? (2) What's inflation doing? (3) What's r doing? (4) Open or closed economy?
Then prescribe
Match symptom to tool. Always state direction of shifts (left/right) and effect on r, Y, P. Show curves moved.
⚡ EXAM TRAP — ALWAYS DRAW THE DIAGRAM

Macro questions get fuzzy fast. Drawing AD-AS or IS-LM with shift arrows is worth 30-50% of the points. Even if your numerical answer is wrong, a correct diagram earns partial credit. Words alone won't do.

⚡ FINAL EXAM TRAP — SHORT RUN vs LONG RUN

Many macro effects vanish in the long run. Monetary expansion: SR Y ↑, LR only P ↑ (money neutral). Fiscal expansion: SR Y ↑, LR partial crowding out. Always specify the time horizon — 'in the short run' or 'in the long run' belongs in nearly every answer.

MACRO · Comprehensive Cram Sheet · Ultra-Dense A4
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