I use a student's water bottle to make this point.  The water presumably 
moves toward equilibrium but my motion makes more counteracting forces 
before the equilibium can occur.  Even if I put it on the table, tell them 
that the tiny vibrations are causing the same sort of disturbance.


On Tue, Aug 10, 2010 at 07:51:45PM -0700, Lakshmi Rhone wrote:
> At his blog Rajiv Sethi quotes someone saying:
> 
> 
> 
> ?perhaps the fundamentals move faster than the markets adjust, so FX is
> never in equilibrium. Perhaps (in the language of statistical mechanics) the
> relaxation time is much longer than the average time between forcings.?
> 
> 
> 
> 
> 
> OK makes sense: We are always forced out of an existing equilibrium before
> the system makes the adjustments to arrive at it.
> 
> 
> 
> Well I never did get the economists' vision that the economy is best
> understood as making price and output adjustments to arrive at a given
> equilibrium when there is over or underproduction.
> 
> For example, the consequence of being out of equilibrium as the economy
> always in fact is--for example, supply exceeding demand as it so often
> does--is often enough a shift of the aggregate supply curve such that a new
> equilibrium price is being set.
> 
> The market does not work by adjusting supply to demand at the already
> existing theoretical equilibrium price (oversupply may be dumped at below
> equilibrium prices but this does not mean that the economy is adjusting by
> reducing supply so that there is supply and demand equilibrium at the
> already existing equilibrium price); in fact supply will not eventually be
> reduced. It will be increased. That is the consequence of overproduction.
> 
> 
> In other words, the responses of market actors to disequilibrium do not
> bring about adjustment towards the already existing equilibrium but rather
> the creation of a new equilibrium price, usually the result of jumps in the
> supply curve in response to overproduction.
> 
> And those jumps are also brought about by bigger, more powerful firms at the
> expense of smaller ones. Bankruptcy and real competition (as most people,
> not economists, define it) is an essential part of the so-called
> "adjustment" process which is not really an adjustment process. It's a
> process of creative leaps and destruction.
> The market is presented as a serene system of peaceful marginal adjustments
> to arrive at equilibrium. But capitalism is actually a system of dynamic
> disequilibrium.
> 
> But my question for the economists: how do you explain what the market
> consequences are to disequilibrium?

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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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