Jim's explanation is probably clearer than mine.

On Mon, Nov 30, 2009 at 11:15:51AM -0800, Jim Devine wrote:
> Michael Perelman wrote:
> > I suspect that Hayek took a lot from volume 2 of Capital.
> 
> I understand Bohm-Bawerk and others helped with this learning.
> 
> > ... Interference with the market could
> > create problems, such as inflation, which would upset the balance
> > between the production of capital goods and final consumer goods. The
> > result would be a crisis of disproportion, somewhat like the imbalances
> > in volume 2 of Capital.
> 
> The key, as I understand it, is when the actual interest rate got
> below Wicksell's "natural" interest rate, encouraging excessive
> capital-intensity (roundaboutness) or above it, encouraging
> insufficient capital intensity. I guess there were other kinds of
> disproportionalities, so that the "structure of supply" didn't match
> the "structure of demand."
> 
> > Part of his crisis theory also resembled Marx's discussion of
> > fictitious capital in which financially-based decisions would cause
> > prices to become increasingly disconnected with the underlying values...
> 
> Finance (inflation of credit, though not necessarily of prices) could
> cause the differences between the actual and natural rates, but so
> could government policy.
> 
> BTW, the Austries and their colleagues saw "inflation" as happening
> during the 1920s even though prices were essentially flat (at least in
> the US and most other major capitalist countries, but not in Germany).
> Though this was credit inflation, not price inflation, they did like
> deflation and the Andrew Mellon strategy. They wanted "nature to take
> its course," to purge the economy and to allow new prosperity.
> -- 
> Jim Devine / "Segui il tuo corso, e lascia dir le genti." (Go your own
> way and let people talk.) -- Karl, paraphrasing Dante.
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-- 
Michael Perelman
Economics Department
California State University
Chico, CA 95929

Tel. 530-898-5321
E-Mail michael at ecst.csuchico.edu
michaelperelman.wordpress.com
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