secular stagnation hypothesis

E950847

The secular stagnation hypothesis is an economic theory proposing that mature economies can experience prolonged periods of low growth, low interest rates, and underemployment due to chronic demand shortfalls and structural factors.

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Label Occurrences
secular stagnation hypothesis canonical 2

Statements (59)

Predicate Object
instanceOf economic hypothesis
macroeconomic theory
appliesPrimarilyTo advanced economies
associatedWith Alvin Hansen NERFINISHED
Lawrence Summers NERFINISHED
assumes persistent gap between desired saving and desired investment at full employment
attributedCause declining relative price of capital goods
deleveraging after financial crises
demographic slowdown
high desired saving relative to investment
lower capital intensity of new technologies
population aging
rising income inequality
slower labor force growth
weak aggregate demand
contrastsWith temporary cyclical stagnation
coreIdea chronic demand shortfalls can depress output and employment
economies may operate below potential output for extended periods
mature economies can experience prolonged periods of low growth
monetary policy may be constrained by the zero lower bound
negative natural real interest rates may be required to restore full employment
persistent low real interest rates can coexist with weak investment
structural factors can reduce equilibrium real interest rates
criticizedBy real business cycle theorists
some New Classical economists
criticizedFor insufficient empirical support in some periods
underestimating role of supply-side factors
explains persistent low real interest rates in advanced economies
persistent unemployment or underemployment
sluggish post-crisis recoveries
weak investment despite low borrowing costs
field business cycle theory
economic growth theory
macroeconomics
historicalContext Great Depression NERFINISHED
Great Recession NERFINISHED
influencedDebateOn appropriate level of real interest rates
post-crisis macroeconomic policy
keyConcept chronic excess saving over investment
liquidity trap
natural rate of interest
output gap
underemployment equilibrium
zero lower bound
originatedIn 1930s
policyImplication macroprudential policies to reduce financial instability
need for more expansionary fiscal policy
redistribution to raise consumption demand
structural reforms to raise investment and productivity
tolerance of higher inflation targets
use of large-scale public investment programs
proposedBy Alvin Hansen NERFINISHED
publicationContext American Economic Review NERFINISHED
relatedConcept Keynesian economics
growth slowdown in advanced economies
hysteresis in unemployment
revivedBy Lawrence Summers NERFINISHED
revivedIn 2010s
timeHorizon long run

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Alvin Hansen notableWork secular stagnation hypothesis
Alvin Hansen theoryDeveloped secular stagnation hypothesis