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Zimbabwe bond notes: transitional stepping stones to economic growth

By Bernard Bwoni                                                                    Basic monetary theory will tell you that when an ...

Thursday, 30 October 2014

Deflation: not just a Zimbabwe burden

Bernard Bwoni

Japan has been in persistently mild deflation since the early 1990s, the USA and the EU are on the cusp of the ‘dreaded’ deflation with alarmingly low interests of below a percent still declining. Deflation occurs when prices are declining over time which is the opposite of inflation. It is a revaluation of a currency and when there is too little money for the needs of the economy that means the nominal price of goods and services goes down. Over time money becomes more valuable than the other goods in the economy. There will be more goods available but not enough money to buy these goods. Producers respond but streamlining production and to cater for this reduction in productions jobs will have to go. With deflation as the supply of money goes down, the supply of other goods goes up, demand for money goes up and demand of other goods goes up as well. The supply of goods and services rises faster than the supply of money. That belief that the value of money will decline in future constrain investment and the anticipation of cheaper prices in future stifles consumption is what causes deflation.

The liquidity crunch could be a symptom of a deflationary spiral for Zimbabwe. Demand has been running persistently below the economy’s capacity to meet supply demands, prices and incomes have continued with the downward slide which has further weakened the demand. This trend is not good for the economy because a fall in prices and incomes arm-twists consumers to cut down their spending. The producers who are already producing at below capacity have in turn responded to low sales by keeping nominal wages low. With deflation if prices continue to fall, reducing nominal wages will have minimal impact and instead most companies end up reducing their wage bill by laying off workers. Zimbabwe is in a difficult position because the country cannot devalue and as such prices and wages must rise gradually. The effect of reduction in production due to capacity problems is reduction in consumer spending which is a recipe for even more damaging gloomy downward escalation. In countries where governments can print their own money this does raise solvency concerns and in Zimbabwe it is not possible. The Reserve Bank is supposed to stimulate spending by reducing the real interest rate which is the nominal interest minus the rate of inflation. This has the effect of stimulating enterprise and hampers savings thus reducing the GDP output gap which is the difference between the actual GDP or actual output and potential output.

The Zimbabwe government could stimulate demand and possibly nudge inflation up again by initiating larger new spending or reducing taxes and the Reserve Bank could buy the bonds used to finance the resulting deficit. So if the Reserve Bank reassures investors and the public that it would keep these bonds this is likely going to bring about fiscal stability.

Money does not have any inherent value as it is simply pieces of paper or numbers. A house has value because it provides shelter and food has value because it has a use value, if you don’t eat you eventually die of hunger. Money is good with a limited supply and there is demand for it because people want it to buy goods and services. Goods and services are integral to any economy hence GDP is a measure of the value of goods and services in any country. Thus money is a way that allows people to give up goods and services which are less desirable to them and to get those that are more desirable to them. This is about a natural set of beliefs that money will always have value in the future. If people believe that money is likely to lose value in the future they are going to get rid of their money fast. This is what gives rise to inflation. People are rational beings, if money is going to have less value in future they get rid of it and that can be bad for the economy. If people lose faith in the money supply and believe that it will be worth less in future then the economy will stop functioning. Money is just like goods and services and is governed by the same rules of supply and demand. The value of any good or services is determined by its supply and demand and the supply and demand for other goods in the economy.

Deflation is a symptom of other problems or underlying problems in any economy. However it is not necessarily bad if businesses are in a position of being able to continue to produce goods at lower prices due to cost-reducing initiatives and gains in efficiency. To start off with consumers purchasing power increases due to falling prices until money supply diminishes. The problem with deflation is that it is difficult to come out of once the spiral in decline starts, business profits decline, unemployment soars and spending declines as consumers hold on to their money which causes severe problems within the economy. The anticipation of cheaper prices in future means that people will not buy today thus postponing spending. The spiral effect is unique in all countries going through a deflationary period in that consumers hold on to their money in anticipation of lower prices in future. This means that business is affected as profits decline as they have to reduce production and with reduction in production comes cuts in jobs which lead to reduced demand for goods because people cannot afford them and prices will continue to decline. Falling prices is likely to lead to falling wages.

Zimbabwe’s deflationary problems are multifaceted to include stifle growth due to perennial decline in consumer spending, a manufacturing sector hampered by low capacity and the impact of unrestrained imports into the country. Sales in Zimbabwe have continued to nose dive, real wages have remained stagnant and some cases declining. The supply of goods and services has been rising faster than the supply of money and a good example is technology in Zimbabwe. There has been a sharp decline in the price of tech gadgets such as mobile phones and laptop computers for example due to an unprecedented increase in the supply of such.

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