Jurriaan Bendien  wrote:

> When I have looked into the background of the conceptual definition of
the “real interest rate”, I have found that (1) it changes across time, (2)
different authors use many different “key” interest rates to represent the
“real interest rate” (for example, a 3-month Treasury Bill or a five-year
bill, or a full mortgage etc.). (3) There is no real agreement about the
details of the calculation of the statistic.<


As far as I know, there are only two methods of calculating the
inflation-corrected interest rate. One is used in finance; the other is an
approximation often used by economists. As far as I know, the conceptual
definition of the "real" rate has not changed over time, though it's
possible that the formula used to estimate it has changed.


I had already noted that different people use different "key" rates. It
depends on what kind of question is being asked.


>It is true that the nominal interest rate for particular types of
government securities is fixed by regulation, but certainly e.g. for
mortgages or credit cards what is economically significant is a statistic
of the average interest rates. It is all really pretty political stuff,
since obviously different groups of economic actors are affected most by
different types of interest rates, as I already suggested earlier.<


There are no "average interest rates" except as a sloppy term used to
describe "general credit conditions" (which also involves credit
rationing). I don't know why the "average interest rate" keeps on coming
up. It's basically irrelevant.


In the US, the only interest rate in the US that's fixed by "regulation" is
the discount rate, i.e., the interest rate on normal loans from the Fed to
banks. I think that it's possible that some interest-rate ceilings exist
out there, but nowadays, almost all rates are below their ceilings.


> What most economics authors have in common, is that they try to find a
concept of the “true cost of borrowing”. You have the ... Fisher
equation..., where the nominal interest rate = the real interest rate + the
expected inflation rate, so that the real interest rate = the nominal
interest rate minus the expected interest rate, and so on. ... Point is,
what the real cost of borrowing is thought to be, will depend on your
choice of rate types, and on your inflation assumptions (never mind tax and
ancillary charges). <


This is all stuff I said before. The Fisher equation is the approximate
formula. And of course, I already mentioned that there are lots of
different types of interest rates. This is very repetitive.


> Now what bankers and IMF people try to do, for example, is to establish a
“neutral real interest rate” (NRIR) for the purpose of a macroeconomic
analysis that can inform monetary policy. They claim sometimes that this
concept originates with the Swedish economist Knut Wicksell’s rent theory
... Wicksell was supposed to be the first to define the “natural real
interest rate” as the rate at which savings and investment are equal ...,
which in turn, assuming no frictional disturbances, would equal the
marginal product of capital in the long-run (?). <


this is irrelevant to the discussion we were having, as all the other stuff
about the NRIR. So I've dropped it.


I said: >> To say that the "real" interest rate "doesn't have any real
existence or influence as a social force" is saying that real-world people
making inter-temporal decisions under conditions of moderate or greater
inflation do not know that the money they pay back (or receive) in the
future will have a lower ability to buy real goods and services than money
borrowed (or loaned) right now or do not make any decisions based on that
knowledge.<<

> What I meant is, that what influences people is only the “actual,
observable rates of interest”, and not a theoretical rate of interest. I do
not deny at all, that people can recognize the reducing buying power of
money, and its effect on their loan repayment. <

then we agree.

>But probably most people are not such rational actors as economics makes
them out to be – the main effect is, that they sense they are a bit more
constrained in what they can spend, or reschedule their mortgage.<

I never said anything about economic rationality. I don't see why it's
important here.
-- 
Jim Devine /  "Reality is that which, when you stop believing in it,
doesn't go away." -- Philip K. Dick
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