专栏诺贝尔奖

The random shock that clinched a brave Nobel prize

Last week Thomas Sargent was awarded the Nobel prize for economics. The idea most economists would associate with him is “rational expectations”. But the citation does not use the term. It asserts that his methods have been adopted around the world, but gives little clue what these are, hinting only they can be applied to the study of macroeconomic relationships.

The Swedish Academy is brave, but not very brave. It sensed that in present circumstances a prize to those who claim to understand the business cycle might encounter criticism. The public suspects that economists who specialise in this subject are of little use, and some professional critics agree. Willem Buiter has observed that the macroeconomics in which Prof Sargent is a central figure has been a “privately and socially costly waste of time and other resources” and represented “self referential, inward-looking distractions at best”.

Needless to say, this is not how Prof Sargent sees it. In an interview published last year on the Federal Reserve Bank of Minneapolis website, he dismissed critics of the state of macroeconomics as too ignorant to deserve a response. Asked to explain how his research illuminated the recent crisis, he makes much of the finding that deposit insurance can halt bank runs. This insight is not, however, unique to Prof Sargent, who must be aware that the establishment of the Federal Deposit Insurance Corporation precedes the paper he cites by 50 years.

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约翰•凯

约翰•凯(John Kay)从1995年开始为英国《金融时报》撰写manbetx20客户端下载 和商业的专栏。他曾经任教于伦敦商学院和牛津大学。目前他在伦敦manbetx20客户端下载 学院担任访问学者。他有着非常辉煌的从商经历,曾经创办和壮大了一家咨询公司,然后将其转售。约翰•凯著述甚丰,其中包括《企业成功的基础》(Foundations of Corporate Success, 1993)、《市场的真相》(The Truth about Markets, 2003)和近期的《金融投资指南》(The Long and the Short of It: finance and investment for normally intelligent people who are not in the industry)。

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