[HN Gopher] Setelinleikkaus: When Finns snipped their cash in ha...
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       Setelinleikkaus: When Finns snipped their cash in half to curb
       inflation
        
       Author : Michelangelo11
       Score  : 182 points
       Date   : 2024-11-26 08:52 UTC (14 hours ago)
        
 (HTM) web link (jpkoning.blogspot.com)
 (TXT) w3m dump (jpkoning.blogspot.com)
        
       | thaumasiotes wrote:
       | Somehow this author has come to the conclusion that price
       | controls are the "solution" to inflation.
       | 
       | This is a fundamental misunderstanding of why inflation is viewed
       | as bad.
        
         | gostsamo wrote:
         | The article talks about history of alternatives to the interest
         | rates, mainly controlling the currency supply and how it might
         | be implemented in the future. How you discovered price control
         | as the solution in there is still a mystery to me.
        
           | shigawire wrote:
           | I think they are considering the last part of the article to
           | be "price controls". If the government prevents people from
           | buying certain goods by selectivity freezing certain
           | purchases I'm not sure I'd call that a price controls -- more
           | like a prohibition.
           | 
           | But I could see how this could be done similarly more like a
           | price control. If the control was this granular, then maybe
           | car purchases could be limited to $30,000 instead of blocked
           | fully. This is effectively a price control.
           | 
           | Also - the author notes in the comments the post is a
           | prognostication, not endorsement.
           | 
           | That said, much like the original Finnish plan, I have no
           | idea how you'd implement this without massive loopholes. I'd
           | imagine even if there were merits to the policy it would fail
           | on account of the difficulty in implementation.
           | 
           | I wonder if it is more reasonable if there was equally a
           | carrot to go with the stick - something analogous to the bond
           | portion of the Finish approach.
        
             | pjc50 wrote:
             | In this context, all European countries including Finland
             | were subject to rationing during the war; the question is
             | about how to phase out both rationing and price controls
             | without having a huge discontinuity at that moment.
        
               | eru wrote:
               | Or you can just accept the discontinuity, because
               | sometimes the cures are worse than the disease.
        
           | thaumasiotes wrote:
           | Yes, the solution he advocates is "we freeze your assets,
           | allot you a certain basket of consumer goods, and take what
           | we consider the appropriate price out of your frozen assets".
           | 
           | If you'd rather describe that as "communism" than "price
           | controls", feel free.
           | 
           | The theme of the whole piece is that, if you don't allow
           | people to pay more for things, then the price of those things
           | won't rise, and that this is some sort of policy victory.
           | It's a very stupid viewpoint; seeing prices fail to rise
           | because you redenominated the currency means nothing. Seeing
           | prices fail to rise because you prohibit that, on the other
           | hand, doesn't mean nothing - instead, it means your economy
           | is collapsing.
        
             | Lvl999Noob wrote:
             | The post is not a study or a solution or a suggestion or
             | anything of the sort. The author clarified in the last
             | portion that it is a prediction. Someone predicting the bad
             | consequences of the current direction is not advocating for
             | that direction.
        
             | gostsamo wrote:
             | price control would be if they forbid some goods to be paid
             | beyond certain price where the goal is to regulate the
             | distribution of those goods. Currency supply control is a
             | general policy targeted at the total of goods one can pay
             | for in order to maintain the overall economic activity.
             | This is the difference between heating certain rooms in the
             | house and causing global warming.
        
       | pjc50 wrote:
       | Mentioning the war on COVID but not the actual war between Russia
       | and Ukraine that caused a huge spike in European energy prices is
       | a big omission, since that caused a lot of global inflation.
        
         | gregman1 wrote:
         | Extreme hike in energy prices was about four months before the
         | war began. It's when EU decided to abandon long term gas
         | contracts and turned to spot prices (~11.2021). The war started
         | in 02.2022.
        
           | eru wrote:
           | Well, the full scale portion of the war started in February
           | 2022.
           | 
           | But you are right otherwise.
        
             | casenmgreen wrote:
             | Yes. I was surprised to find out that Russia had been
             | conducted sabotage operations against UA artillery
             | ammunitions dumps for many years prior to full scale
             | invasion, and the Ukrainians had already lost the majority
             | of their artillery ammunition reserves this way by the time
             | invasion began.
        
               | Yawrehto wrote:
               | And they conquered Crimea in 2014--partially, if I
               | remember right, to get a port that doesn't freeze over in
               | the winter, something they have wanted for literally
               | hundreds of years.
        
               | ceejayoz wrote:
               | They already had
               | https://en.wikipedia.org/wiki/Port_of_Novorossiysk for
               | that.
        
               | int_19h wrote:
               | To be more precise, they already had the port, but were
               | afraid to lose it to the new government of Ukraine.
               | 
               | This is also a big reason why Crimea, by and large,
               | supported annexation - it has very large proportions of
               | the population that are either active or retired
               | Soviet/Russian navy.
        
           | ArnoVW wrote:
           | From your perspective the war started in 2022.
           | 
           | In reality that phase of the war started before. Russia did
           | not improvise this war. They started disrupting the supply in
           | 2021 to ensure that Europe would not fill their strategic
           | reserves / winter storage during the summer, thus insuring
           | maximum leverage when they needed it. This is well documented
           | [1]
           | 
           | Note that this is just talking about this phase of the war.
           | Hostilities started in 2014 when parts of Ukraine "suddenly
           | self-liberated" themselves. Helped by mysterious soldiers in
           | professional but unmarked uniforms.
           | 
           | [1] https://www.banque-france.fr/en/publications-and-
           | statistics/...
        
             | nostrebored wrote:
             | Nobody has sabotaged European energy security more than
             | European governments. The divestment from nuclear and
             | reliance on LNG was an obvious disaster in the making.
             | Taiwan has made a similar blunder and will pay the price at
             | the next whiff of geopolitical instability.
        
               | poincaredisk wrote:
               | You've just read how Russia literally sabotaged European
               | energy security and you compared this to... some European
               | countries taking a suboptimal decision?
               | 
               | And Europe is not a single country. My country still
               | happily digs out and burns tons of coal (annoying our
               | neighbors in the process). I hope you're proud of us.
        
               | nostrebored wrote:
               | It's not suboptimal, it's a geopolitical disaster that
               | people in 50 years will look back on and ask "how did
               | this happen?"
        
         | Cumpiler69 wrote:
         | False. Inflation was mainly caused by the central
         | banks(especially the US FED but also the ECB who followed suit)
         | devalued the currency by over-issuing it during the pandemic,
         | not due to the post pandemic high energy prices which are not
         | that high when you adjust for the crazy Inflation the excessive
         | money printing generated.
         | 
         | In short, they barrowed money in your name with you as a
         | guarantor and now you're paying for it, it's that simple.
         | 
         | The war caused by Russia is just a convenient scapegoat that's
         | easier to sell to the financially illiterate population to
         | deflect the blame. Keep in mind most voters don't understand
         | basic economics and how currency supply affects inflation, but
         | they do understand "Russia dropping bombs = bad".
         | 
         | When 80% of the entire world supply of USD (the world reserve
         | currency that the EU also has to use) was printed during the
         | pandemic, how can anyone say that Russia's war caused the
         | inflation? Do people not know arithmetic anymore?
         | 
         | https://fred.stlouisfed.org/series/M1SL
        
           | ttyprintk wrote:
           | The European Central Bank said it's due to energy.
        
             | Cumpiler69 wrote:
             | Of course they'd say that. Did you expect them to just say
             | _" yeah, we fucked you over by devaluing the currency
             | causing your wages to be worthless"_?. Don't be naive
             | please and look into how much currency was issued during
             | the pandemic and see for yourself.
        
             | johngladtj wrote:
             | The people who caused the problem say they weren't
             | responsible for the problem.
             | 
             | Do you see the issue here?
        
               | ceejayoz wrote:
               | That goes both directions, though. Central banks are
               | prone to understating their responsibility for bad
               | things; the gold bugs and crypto hodl folks are prone to
               | overstating it.
               | 
               | The answer likely lies somewhere in the middle. The US's
               | relatively soft landing post-pandemic seems to
               | demonstrate _some_ use of monetary policy in this fashion
               | works.
        
           | sofixa wrote:
           | Utter nonsense, and I say this as nicely as I can.
           | 
           | Check the price of Russian gas before and after the invasion,
           | and the resulting price of electricity:
           | https://ec.europa.eu/eurostat/statistics-
           | explained/index.php...
           | 
           | Combine with the fact that Russia and Ukraine are some of the
           | biggest exporters of many critical raw materials, like
           | importantly, foodstuffs (wheat, sunflower oil, etc), and
           | steel, aluminium, oil, gas. Hell, there was a crisis in
           | availability of mustard and snails in France due to the
           | invasion of Ukraine (and on the mustard, a series of bad
           | harvests in Canada which further complicated things).
           | 
           | We can even clearly see it in the inflation charts, first
           | there was growth in energy inflation towards the end of 2021
           | (as things were ramping back up from Covid), then a big spike
           | in 2022 due to Russia's invasion, and then over 2022-2023,
           | related spike in other sectors:
           | https://ec.europa.eu/eurostat/statistics-
           | explained/index.php...
           | 
           | To pretend none of this had no impact whatsoever is wilful
           | ignorance.
        
             | Cumpiler69 wrote:
             | Bruh, 80% of all USD in existence was issued during the
             | pandemic alone. How the hell can you tell me with a
             | straight face that that didn't cause the inflation? I feel
             | like I'm taking crazy pills.
             | 
             | https://fred.stlouisfed.org/series/M1SL
        
               | sofixa wrote:
               | Bad faith argument again, or at least terrible tunnel
               | vision.
               | 
               | So what? In the EU a lot of that money went into the
               | Recovery fund, which released the funds in multiple steps
               | (only the first one was in 2021), and a lot of it is
               | still remaining in the fund.
               | 
               | How do you explain the massive inflation in the EU then?
               | 
               | And are you seriously that centred on "money printing"
               | that you cannot imagine gas and oil prices raising
               | multiple times, and the disappearance of multiple
               | critical raw material suppliers, had _no impact
               | whatsoever_?
        
               | weberer wrote:
               | >Bad faith argument again
               | 
               | Stop saying this whenever somebody disagrees with you.
               | That's not what that term means at all.
        
               | sofixa wrote:
               | I'm not saying this because they're disagreeing with me.
               | Inflation is probably one of the most talked about topics
               | of the past few years, I find it impossible that people
               | haven't heard about the multi-layered complexity of it,
               | and thus anyone blaming it purely on "money printing" has
               | to be acting in bad faith.
        
               | theultdev wrote:
               | It's not really complex, GP is correct.
               | 
               | High energy prices cause high transportation and
               | manufacturing costs which causes everything else to rise.
               | 
               | But the main cause of inflation is printing of money,
               | especially when you introduce such a large amount in such
               | a short time.
               | 
               | People used to know that, they either pretend it's not
               | true now or they're ignorant.
               | 
               | And yes the "bad faith" parrot line is really annoying
               | and doesn't contribute to the conversation. It's what
               | people say when they don't have a rebuttal.
        
               | sofixa wrote:
               | > It's what people say when they don't have a rebuttal
               | 
               | Only I have a rebuttal, and came with receipts from
               | Eurostat. So what exactly are you trying to argue?
               | 
               | > But the main cause of inflation is printing of money,
               | especially when you introduce such a large amount in such
               | a short time.
               | 
               | The original premise (which is still in bad faith,
               | however much you dislike that part) was that money
               | printing was the _main_ cause. And this is fundamentally
               | and provably wrong (check my comment upthread, Eurostat
               | inflation per sector with the timeline). Inflation was
               | kickstarted by energy inflation which coincides with the
               | Russian invasion.
               | 
               | Did money printing contribute? Of course. Did Russia's
               | invasion of Ukraine and all the issues it brought in
               | energy prices and food prices? Of course. Did the Houthis
               | contribute with their attacks disturbing supply chains?
               | Probably. Did Covid contribute with all the supply chain
               | issues it caused? Of course.
               | 
               | Trying to pin it solely or mostly on one single reason,
               | especially when it is a global phenomenon that many
               | countries suffered from regardless of their exact
               | specifics (e.g. Sweden's monetary policy was not the same
               | as the EUs nor Canada's, yet they all suffered from
               | serious inflation) is arguing in bad faith. It's so
               | trivially provably wrong, it's not even funny
               | entertaining people who are wrong.
        
               | _hl_ wrote:
               | Read the notes in the link you posted. I don't think it
               | says what you think it says.
               | 
               | In May 2020, the definition of M1 (monetary supply in
               | "cash") was changed to include savings deposits. They
               | changed this not due to some conspiracy, but because
               | savings accounts were deregulated to remove withdrawal
               | limits, effectively rendering them cash-equivalent, and
               | thus necessary to include in M1 metrics.
               | 
               | I.e. the 80% spike has nothing to do with money being
               | printed.
        
           | Zanfa wrote:
           | It would be stupid to discount the effect that artificially
           | limiting energy exports and using it for blackmail before and
           | during the full-blown Russian invasion is naive. IIRC my nat
           | gas prices went up like 10x compared to the previous year.
        
           | riffraff wrote:
           | Do you think that since M1 is down 13% since peak we should
           | be seeing deflation right now, or does M1 growth only impact
           | inflation one way?
        
           | _heimdall wrote:
           | While I would also lean towards blaming the US Fed, how can
           | you be so confident in precisely what caused inflation?
           | 
           | One of my big issues with economics as a "science" is that
           | they try to boil down massively complex systems into a
           | handful of numbers. When it comes to global economics and
           | geopolitics the system is even more complex. How would we
           | ever be able to say any particular time of inflation was
           | causes by exclusively, or primarily, any one factor?
           | 
           | At best looking at historic data and seeing graphs that move
           | together show correlation, they will never show causation.
        
           | 1986 wrote:
           | Money supply increased significantly in 2020 for sure but
           | that's NOT what you're seeing in the M1 graph. M1 was revised
           | to include savings accounts at the same time and this is the
           | major source of the discontinuity:
           | 
           | https://fredblog.stlouisfed.org/2021/05/savings-are-now-
           | more...
           | 
           | M2 captures the pandemic influx better and is significantly
           | less dramatic: https://fred.stlouisfed.org/series/WM2NS
        
           | dennis_jeeves2 wrote:
           | >Do people not know arithmetic anymore?
           | 
           | They never knew it.
        
         | ttyprintk wrote:
         | Especially since the Finnish experience is the only direct
         | comparison to Ukraine today, where both their army and
         | government are fighting Russia.
        
         | akira2501 wrote:
         | The embargo caused the spike. Which makes having thrown away a
         | workable peace deal a criminal act.
        
           | int_19h wrote:
           | There was no "workable peace deal".
        
             | akira2501 wrote:
             | What makes you so confident in the absence of something? In
             | particular given that there is a massive amount of
             | reporting that conflicts with your single sentence
             | assertion?
        
               | int_19h wrote:
               | I'm Russian, and I've been following the mess in Ukraine
               | very closely since 2014.
               | 
               | The key word in my single sentence is "workable". All
               | Russian peace deals so far essentially amount to 1) they
               | get all the territory they claim, and 2) they pinky
               | promise to not invade Ukraine again, but 3) Ukraine is
               | forbidden from taking actions - such as joining NATO -
               | that would actually guarantee that such an invasion
               | wouldn't re-occur.
               | 
               | Knowing Russian politics and discourse inside the country
               | around imperial ambitions in general and Ukraine in
               | particular, I'm firmly convinced that any peace deal that
               | would be signed on these terms will last only as long as
               | it'll take for Russia to build up enough to resume
               | hostilities with a much stronger upper hand. Most
               | Ukrainians seem to be of the same opinion.
        
             | jeroenhd wrote:
             | As unrealistic as it may be, "Russia gives back the stolen
             | land and pays reparations" sounds like a workable deal if
             | Russia itself suffers for long enough. Or maybe Russia will
             | leave Ukraine if we give them all the land and assets owned
             | by the "Ukraine should make a deal with Russia" people, as
             | they're of the opinion that placating an invading army is
             | the best way to peace.
        
               | akira2501 wrote:
               | > if Russia itself suffers for long enough.
               | 
               | Do you want Russia, a geopolitical entity, to somehow
               | measurably suffer, or do you want an end to pointless
               | bloodshed? Are you willing to put your own life to this
               | lofty goal?
               | 
               | > placating an invading army is the best way to peace.
               | 
               | If you're not capable of repelling the invasion
               | effectively, then yes, this is absolutely true. How could
               | it not be? There's no reason that you can't have peace
               | today and sue for justice tomorrow.
        
       | mock-possum wrote:
       | The convenience of cutting paper money in half is a really
       | anachronistic element of this tale - I've got a fair amount of
       | money saved up, and approximately none of it exists as paper, so
       | much as it exists 'on paper' - that is, as figures marked in a
       | bank's digital ledger, somewhere in a server farm.
       | 
       | How would an effort like this be handled today?
       | 
       | ... a new crypto currency?
        
         | nextlevelwizard wrote:
         | as the article states, it didn't really work back then either
         | as the bank accounts were not touched.
         | 
         | > This stock of notes only comprised 8% of the total Finnish
         | money supply
        
         | jsnell wrote:
         | The tricky part isn't money on a digital ledger. That's easy
         | enough to handle with e.g. a one-off deposit tax (IIRC used as
         | recently as the Euro crisis). There's no operational problem
         | here, it just needs to be legislated to happen. Executing the
         | operation properly might take a while (it's not something
         | they'd have a process for), but banks must already have in
         | place systems for e.g. freezing assets which could be used to
         | buy time.
         | 
         | Bonds can just have a haircut on their nominal value, which is
         | pretty much standard operation procedure during a financial
         | bailout.
         | 
         | The real problem is deposits in foreign banks in foreign
         | currencies. In the modern world by the time a country would be
         | looking into this kind of a measure, a lot of the capital will
         | have already fled. In this case the blocker is jurisdiction /
         | sovereignty, not any kind of technical limitation.
        
           | eru wrote:
           | > The real problem is deposits in foreign banks in foreign
           | currencies.
           | 
           | Well, money abroad doesn't contribute to local inflation,
           | does it?
        
             | ben_w wrote:
             | It can do; everyone you export to and import from still has
             | the same money with which to buy and sell, and the same
             | goods have different prices than you'd expect from just
             | exchange rates in different markets.
        
             | jsnell wrote:
             | I took the question to be on the logistics of executing
             | this kind of operation with digital ledgers, not on
             | when/whether those operations make sense.
             | 
             | Confiscating foreign assets would do little[0] to reduce
             | inflation. But it's the same for local assets. Obviously
             | just chopping off a zero from every note and bank balance
             | doesn't actually reduce inflation, unless accompanied by
             | some other structural changes.
             | 
             | [0] I say "little" rather than nothing, since it could have
             | the effect of repatriating the money -> increasing the
             | exchange rate -> making imports cheaper. But I can't
             | imagine the effect being strong.
        
         | _heimdall wrote:
         | That is basically one of the conspiracy theories I have heard
         | related to central bank digital currencies.
         | 
         | As the tale goes, eventually major banks will run into another
         | financial crisis (possibly intentionally if you _really_ like
         | conspiracy theories). The government will say they have no
         | choice but to step in, and their solution will be to open the
         | federal reserve to the public as a government-run bank. All
         | funds lost in the crisis would be covered under an extended
         | FDIC program and the money would be waiting for you in your new
         | Fed bank account, denominated in the newly created CBDC.
         | 
         | ---
         | 
         | In no way am I vouching for the theory, just sharing it as it
         | is very relates to you question of how it could be handled.
        
           | kmeisthax wrote:
           | The weirdest problem I see with this conspiracy theory is
           | that I don't see the actual conspiracy?
           | 
           | Like, USD is a fiat currency, it's backed by taxes. The only
           | difference between a paper dollar in your hand, a dollar in a
           | traditional bank account, and a dollar on the hypothetical
           | FedCoin blockchain is how easy it is to spend, what
           | gatekeepers are involved, and what anti-fraud/anti-theft
           | tools you can avail yourself of. Moving from a traditional
           | bank account to a CBDC doesn't make it any easier for the
           | government to seize your funds - they already can do that
           | just fine with basically anything.
        
             | _heimdall wrote:
             | I believe the conspiracy portion of that theory is that the
             | financial crisis would be triggered, or allowed,
             | intentionally to create the excuse for a CBDC and fed bank.
             | 
             | I don't see it as likely, just _a_ theory I 've seen
             | floated.
        
       | teractiveodular wrote:
       | A recent similar example was the Indian move in 2016 to
       | demonetize the [?]500 and [?]1,000 notes with very little notice,
       | which is in retrospect widely viewed to have been a disaster.
       | 
       | https://en.wikipedia.org/wiki/2016_Indian_banknote_demonetis...
        
         | guenthert wrote:
         | There were multiple motives for that move, notably however
         | _not_ among those an attempt to curb inflation.
        
         | theshrike79 wrote:
         | IIRC the reasoning was that only criminals have large amounts
         | of valuable notes and by demonetising them they'd hit the
         | criminals where it hurts.
         | 
         | But it turns out that tons of people in rural India had their
         | life savings under mattresses in large denomination bills...
        
         | astockwell wrote:
         | I imagine Finland's would be similarly branded a disaster if
         | the present-day internet/social media megaphones had existed..
         | 
         | History books on 1945 aggressive monetary policy change: "The
         | public didn't like it"
         | 
         | History books on 2025 aggressive monetary policy change: "The
         | public went frigging bananas, doxxed their leaders, coordinated
         | widespread disobediance on the scale of GME, etc"
         | 
         | (Granted I live in the US, and that's putting it mildly how the
         | US would react)
        
         | yieldcrv wrote:
         | The article references it in a short sentence
        
       | Carrentt wrote:
       | Fascinating piece of financial history I hadn't heard about.
       | Imagine your government telling you to literally take scissors to
       | your money, it's like a weird mix between arts & crafts hour and
       | monetary policy. Though I suppose we're already halfway there
       | with our modern central banks, just without the satisfying snip-
       | snip sounds.
       | 
       | The Finnish experiment failing because people just deposited
       | their cash in banks first is a classic example of Goodhart's Law
       | in action. Or as I like to call it, "If you tell people you're
       | going to cut their money in half, they'll find a way to keep it
       | whole."
       | 
       | What's really interesting is Belgium's more successful approach,
       | they went full scorched earth on 2/3 of their money supply and
       | somehow managed to pull off an economic miracle. Makes our
       | current inflation-fighting tools look rather tame in comparison.
       | "Sorry, best we can do is nudge interest rates up a quarter point
       | at a time.
        
         | eru wrote:
         | Turkey dropped six zeroes off their currency in the 2000s.
         | 
         | Technically, you could describe that as cutting
         | 999,9999/1,000,000 of their money supply. (Especially if they
         | had done a funny dance like the Finnish, where you would use
         | some scissors to only keep the tiny top left corner of your old
         | notes, and can exchange that for new ones.)
         | 
         | In practice, people saw the Turkish currency reform as merely a
         | cosmetic change, not an actually reduction in the money supply.
         | 
         | See
         | https://en.wikipedia.org/wiki/Revaluation_of_the_Turkish_lir...
        
           | Sharlin wrote:
           | Would've been funny if you had been expected to literally cut
           | out six zeroes from the notes.
           | 
           | In 1963 Finland also ended up shifting markka to the right by
           | two, so that the old markka became the new penni (1/100
           | markka).
        
           | pjc50 wrote:
           | This is one of those measures that hyperinflation countries
           | have to adopt for sanity, re-numbering the money.
           | 
           | The surprising case that worked is the Brazilian "Real": by
           | _renaming_ the currency as well as switching it to semi-
           | controlled exchange rates, inflation was drastically reduced.
           | https://en.wikipedia.org/wiki/Plano_Real
           | 
           | > Combined with all previous currency changes in the
           | country's history, this reform made the new real equal to
           | 2.75 x 1018 (2.75 quintillion) of Brazil's original reis.
           | 
           | (!)
        
             | pydry wrote:
             | Renaming didnt drastically reduce inflation. If it were
             | that easy everybody would do it. It just allowed the
             | government to reduce inflationary expectations while they
             | did the legwork of throttling spending, etc.
             | 
             | If they hadnt done the legwork to reduce inflationary
             | pressures this parlor trick would not have worked.
             | 
             | And, arguably, if they hadnt done it at all, inflation
             | would still have gone down simply by reducing the
             | inflationary pressures.
        
           | PrismCrystal wrote:
           | Romania dropped several zeros in 2005, so 1,000,000 became
           | 100. As someone who was around at that time, I still tend to
           | think of prices in the old system, which makes me look
           | ridiculous to younger people and even most of my same-age
           | peers.
           | 
           | Albania dropped a single zero way back in the mid-20th
           | century, and yet even generations born long after that still
           | think of prices in the old system. The first time I went to
           | Albania, I was paranoid and made a scene in shops, thinking
           | every shopkeeper was trying to rip me, a foreigner, off by
           | quoting a price an order of magnitude higher. My face was red
           | when someone finally explained how the country works.
        
           | Workaccount2 wrote:
           | >In practice, people saw the Turkish currency reform as
           | merely a cosmetic change, not an actually reduction in the
           | money supply.
           | 
           | Because it is just cosmetic. Governments chronically think
           | they can directly legislate more value into existence. They
           | fail to understand that currency is just an intermediary for
           | trading labor.
        
           | marcosdumay wrote:
           | Brazil has cut 3 zeroes from the currency many times.
           | 
           | It's actually no big deal if you change the currency name.
           | Cutting the zeroes isn't supposed to have any impact except
           | on making prices easier to write, so you only need to avoid
           | confusion.
        
         | guenthert wrote:
         | Well, as fascinating as your government telling you to
         | surrender all gold you might hold [1].
         | 
         | https://en.wikipedia.org/wiki/Gold_Reserve_Act
        
           | dr_dshiv wrote:
           | "By 1975, Americans could again freely own and trade gold."
           | 
           | Woah.
        
           | morkalork wrote:
           | How about your puppet government colluding with the soviet
           | union to print a new currency in secret and surprising
           | everyone with a currency reform over night:
           | 
           | https://english.radio.cz/when-savings-were-lost-and-
           | dreams-s...
        
         | jmyeet wrote:
         | So it's not quite the same thing but the US government has
         | historically performed a sovereign devaluation of its currency.
         | 
         | I am of course talking about FDR (Executive Order 6102). This
         | made it illegal to own gold. You had to hand it in and get paid
         | at ~$20/oz. After doing this, the US dollar (nominally on the
         | gold standard at the time) was revised to ~$35/oz.
        
       | j4nitor wrote:
       | Torille!
       | https://www.urbandictionary.com/define.php?term=Torille%21
        
       | eru wrote:
       | > It's not just the size of Operation Gutt that is striking to
       | the modern eye. It's also the oddity of the tool being used.
       | Today, we control inflation with changes in interest rates, not
       | changes in the quantity of money. To soften the effect of the
       | global COVID monetary overhang, for instance, central banks in
       | the U.S., Canada, and Europe began to raise rates in 2022 from
       | around 0% to 4-5% in 2024.
       | 
       | It's a bit more interesting than 'the central bank sets interest
       | rates'.
       | 
       | Simplified: the central bank decide on an interest rate that they
       | want to see. By itself that decision doesn't do anything.
       | 
       | What happens next is that they buy and sell government bonds in
       | the open market. The interest rate can be seen as the inverse of
       | the price of bonds.
       | 
       | If the central bank wants to see a lower interest rate, they buy
       | bonds with freshly printed money to drive up their prices, ie
       | drive down the interest rate.
       | 
       | If the central banks wants to increase the prevailing interest
       | rate, they sell government bonds from their inventory and
       | essentially destroy they money they receive in return.
       | 
       | So even when the language of modern central banking talks about
       | interest rates, they still change the quantity of money to
       | implement that.
       | 
       | (This is all simplified, especially with the interest on excess
       | reserves that was popular with the Fed for a while. And there's
       | also repos and reverse repos etc.)
        
         | neilwilson wrote:
         | Interest on reserves is very much still in place[0]. Open
         | Market Operations haven't been a thing since shortly after the
         | 2008 Financial Crisis.
         | 
         | https://www.federalreserve.gov/monetarypolicy/reserve-balanc...
        
           | eru wrote:
           | Alas, you are right. Compare also
           | https://www.cato.org/working-paper/floored
        
           | wbl wrote:
           | The OMC desk is still there trading. How is that not "a
           | thing?"
        
         | hgomersall wrote:
         | We don't control inflation with interest rates; we do some
         | economic theatre with interest rates that some people believe
         | controls inflation in a predictable way.
        
           | pjc50 wrote:
           | The evidence is very strong that we do actually control it,
           | because in many countries you can see in the historical data
           | when central bank targeting was introduced that the inflation
           | rate drops fairly rapidly into the target band.
           | 
           | It's not a perfect control system because the cost is
           | "NAIRU": non accelerating rate of unemployment. That is,
           | economic growth and wage growth are constrained to avoid a
           | wage-price spiral. And sometimes you get a shock from outside
           | the system.
        
             | hgomersall wrote:
             | Please do show this very strong evidence that the effect is
             | any more than the supply chains sorting themselves out.
             | Even some within the CBs are doubting the causality.
             | 
             | Japan had the lowest inflation of any major economy post
             | COVID, and yet persisted with essentially a ZIRP. There's a
             | good argument that in our high reserves world, interest is
             | actually inflationary.
        
               | pjc50 wrote:
               | UK historical investigation: https://www.elibrary.imf.org
               | /display/book/9781557758897/ch07... - written in 2000,
               | but you can see on this graph
               | https://www.macrotrends.net/global-
               | metrics/countries/gbr/uni... how flat it is from 1992 to
               | 2020. That's a very good record for any piece of policy.
               | Inflation control works for controlling business cycle
               | inflation. However, it's not perfect and the COVID+war
               | shock resulted in unavoidable inflation.
               | 
               | It's a ""plant"" in the
               | https://en.wikipedia.org/wiki/Control_theory sense.
               | 
               | (my original comment: "you can see in the historical data
               | when central bank targeting was introduced that the
               | inflation rate drops fairly rapidly into the target
               | band".
               | 
               | The US graph is similar
               | https://www.macrotrends.net/global-
               | metrics/countries/usa/uni... - although the adoption of
               | inflation targeting wasn't fully formalized, it was
               | definitely used in setting interest rates from the 90s.
        
               | hgomersall wrote:
               | Now show the UK plot for the 2010s. Also, show the one
               | for Japan. It's easy to cherry pick data to show whatever
               | you want. It doesn't constitute strong data for a casual
               | and reliable link between interest rates and inflation.
        
               | fernmyth wrote:
               | Plot the days when your air conditioner is on with the
               | temperature of your room. It will have many concrete
               | examples and a long-term correlation showing that
               | actually, the air conditioner is associated with the
               | temperature going _up_.
               | 
               | All feedback/control systems are like that.
        
               | hgomersall wrote:
               | Your argument would have more weight if the inflation
               | predictions were accurate. Here's the prediction report
               | for the BoE in Aug 2014: https://www.bankofengland.co.uk/
               | -/media/boe/files/inflation-...
               | 
               | (It's worth noting that even with the assumption of the
               | models used being useful, the spread on those inflation
               | rates is wild).
               | 
               | Here's what actually happened: https://www.ons.gov.uk/eco
               | nomy/inflationandpriceindices/time...
               | 
               | It very rapidly hit the bottom end of the prediction
               | range before jumping up again pretty high. All that time
               | interest rates were held constant and low.
               | 
               | Given they claim feedback lags of two years or so, one
               | wonders what the point of all this is... (one cannot run
               | a control loop with control lags substantially longer
               | than the time constant of the system; that's basically
               | the recipe for an unstable control system, assuming of
               | course the control system is doing anything).
               | 
               | There's an argument that it's inflation expectations that
               | matter, but there are dissenters within the temple that
               | disagree: https://www.federalreserve.gov/econres/feds/fil
               | es/2021062pap...
        
               | pjc50 wrote:
               | The second link https://www.macrotrends.net/global-
               | metrics/countries/gbr/uni... is from 1960 to 2023.
        
               | gruez wrote:
               | >There's a good argument that in our high reserves world,
               | interest is actually inflationary.
               | 
               | How's that working out with Turkey?
        
               | nostrebored wrote:
               | It will probably work out just fine as they become a key
               | player in European LNG.
               | 
               | Turkey couldn't have serviced their debt with rising
               | interest rates and continued government spending on
               | expansion.
               | 
               | Being inflation averse makes sense when you can't
               | reasonably make use of funds. It's not clear how much of
               | that is actually related to the business cycle and how
               | much is related to MMT, regardless of what adherents
               | would have you believe.
        
               | FuriouslyAdrift wrote:
               | This is the result of demographic crash and stagnation
               | more than anything else...
        
               | hgomersall wrote:
               | You mean interest rates don't necessarily control
               | inflation?
        
               | wbl wrote:
               | How is that working for Argentina or Turkey?
        
           | dennis_jeeves2 wrote:
           | Correct, it's mostly theater , and people nerding out on the
           | numbers. The true measure of inflation is this: For a single
           | day one works (calculated over a lifetime), how many days can
           | one survive without working which will pay off all of one's
           | bills. The lower this figure, higher is the inflation.
        
             | gruez wrote:
             | >The true measure of inflation is this: For a single day
             | one works (calculated over a lifetime), how many days can
             | one survive without working which will pay off all of one's
             | bills.
             | 
             | This rapidly falls apart when you try to actually calculate
             | it. Whose income do you use? Is inflation lower for doctors
             | than burger flippers? What do you use as the retirement
             | age? Does inflation go down if the retirement age is
             | raised? What counts as "survive"? Does that mean the price
             | of smartphones don't count toward inflation because you can
             | theoretically survive without them?
        
             | eru wrote:
             | Huh? What does this have to do with inflation at all?
        
               | dllthomas wrote:
               | Unless I miss something, it's very much not a standard
               | measure of inflation. That said, leaning on that "at
               | all": If wages are stickier than expenses, then the gap
               | between wages and expenses will represent recent
               | inflation to some degree.
        
         | Polygator wrote:
         | For an international perspective: buying and selling government
         | bonds is far from an universal mechanism for interest rate
         | control (AFAIK when discussing central banks the US is almost
         | always a special case)
         | 
         | For instance the Canadian, UK and European central banks
         | provide systems for interbank short-term loans. It is almost
         | entirely through these systems that they set their target rate.
         | 
         | For Canada the BoC doesn't do any open market operations to
         | reach target interest rate (so almost only repos and reverse
         | repos). Their target rate is in fact called the "target
         | overnight rate" and only concerns overnight lending between
         | Canadian financial institutions.
        
           | eru wrote:
           | For the interested https://en.wikipedia.org/wiki/Interbank_le
           | nding_market#Monet... has more on it.
           | 
           | As far as I understand, the central banks intervene in this
           | market by offering to loan or borrow above or below otherwise
           | prevailing market rates. This has the effect of adding money
           | to the system (or removing it). So that's pretty much the
           | same mechanism as what I described.
           | 
           | They use an intermediate proxy like the 'target overnight
           | rate' to help them decide how much money to add or remove to
           | the system: exactly as much as needed to bring the market
           | interest rate in line with their intermediate proxy.
        
         | IAmGraydon wrote:
         | Ahh...no. The Fed sets the interest rate directly. What you are
         | talking about is yields on treasury bonds, which are
         | manipulated via bond buying to force money into assets by
         | artificially dropping the yield of those bonds, thus creating a
         | more attractive investment in the stocks, assets, etc.
        
           | eru wrote:
           | I described Open Market Operations, see
           | https://en.wikipedia.org/wiki/Open_market_operation
           | 
           | > The Fed sets the interest rate directly.
           | 
           | So which interest rate does the Fed set directly, and how
           | does that setting have any effect on the economy?
           | 
           | (I know they have interest on excess reserves. I already
           | accounted for those in my original comment. I know, they are
           | annoying and misguided. I was mostly talking about the system
           | they used before, ie up until about 2008.)
        
             | IAmGraydon wrote:
             | The Fed directly sets the Overnight Rate, also known as the
             | Federal Funds Rate. It's the rate at which banks can borrow
             | from one another overnight to satisfy reserve requirements.
             | This rate indirectly affects the interest rate of all other
             | lending instruments because the higher cost of overnight
             | bank to bank lending is passed on to the customers in the
             | form of higher loan rates, credit card rates, mortgage
             | rates, etc.
             | 
             | The Open Market Operations you described (completely
             | different from the Overnight Rate) are a form of stimulus.
             | Because money always seeks higher risk-adjusted returns,
             | the Fed will buy treasuries, which drives down their yield.
             | This makes them an unattractive investment, so the money
             | goes where it can get a better risk-adjusted return. That's
             | usually in the market. So by adjusting treasury note
             | yields, they can stimulate the economy. Furthermore, those
             | treasury bonds are bought with printed money, so this is
             | effectively a way to inject massive amounts (trillions of
             | dollars) of printed money directly into the economy. It's
             | pretty crazy when you think about the power that these
             | policies have.
        
           | TeaBrain wrote:
           | They were entirely wrong about mechanism of setting the
           | interest rate through the discount and fed funds rate, but
           | this description also isn't comprehensive. The feds buying of
           | treasury bonds isn't just to push them down, but is also a
           | mechanism for increasing the monetary supply through the
           | expansion of the fed's balance sheet. This mechanism for
           | increasing the monetary supply is also why the linked article
           | doesn't appear to be accurate either, as they don't seem to
           | understand that the fed does have the ability to manipulate
           | the monetary supply through its balance sheet.
        
         | insane_dreamer wrote:
         | That's just one mechanism, but not the primary way in which the
         | Fed controls interest rates.
         | 
         | The Fed is a large provider of short-term loans ("fed funds")
         | to cover interbank exchanges.
         | 
         | It also is the lender of last resort and lends to banks
         | directly ("discount rate").
         | 
         | By changing these rates, the FED can influence the rates the
         | banks charge each other for loans, and down the line to
         | consumers.
        
           | xadhominemx wrote:
           | You are correct. Striking how many HN commentors are so often
           | confident and yet wrong...
        
             | mbar84 wrote:
             | Was he really that wrong? Isn't a bond just another debt
             | instrument? It's not obvious to me, that there is any
             | fundamental difference between the operations that both
             | comments describe.
        
               | insane_dreamer wrote:
               | While the effects may be similar, they are fundamentally
               | different mechanisms.
               | 
               | Also, this statement is incorrect:
               | 
               | > Simplified: the central bank decide on an interest rate
               | that they want to see. By itself that decision doesn't do
               | anything.
               | 
               | The Fed does in fact set interest rates and that decision
               | directly impacts rates all down the line to mortgages and
               | local loans. Intervening in the bond market is another
               | tool that the Fed can use.
        
             | rf15 wrote:
             | You are wrong. Striking how many HN commentators are so
             | often confident and yet wrong in their assumption that
             | everything is about the US.
        
               | yamazakiwi wrote:
               | It's easy to see why many commentators on a US company's
               | forum would make said assumptions.
        
               | hansvm wrote:
               | > Central banks work this way
               | 
               | >> Here's a biggish counter-example, setting fiscal
               | policy for 25% of the world's economic output
               | 
               | >>> Right! How could the other poster have possibly
               | missed that?
               | 
               | >>>> There are other central banks. Ignorant Americans...
        
         | jmyeet wrote:
         | > Simplified: the central bank decide on an interest rate that
         | they want to see.
         | 
         | This is incorrect.
         | 
         | Using the US central bank example, the Fed has a target for
         | inflation. It uses interest rates to try and hit that target.
         | If inflation is higher than 3% the Fed will raise rates to cool
         | the economy.
         | 
         | The Fed sets interest rates directly because lending money to
         | the Fed is viewed as "risk-free" (as the US government has
         | never defaulted on a debt). So if the Fed offers a risk-free
         | 4%, banks will need to offer more because they are not risk-
         | free. So banks no longer really lend savings out for loans.
         | They borrow money and lend it out at a higher rate (eg
         | mortgage-backed securities).
         | 
         | So when you could get a mortgage at 2.5%, it was because the
         | Fed was offering 0%. When the Fed offers 5%, mortgage rates
         | will go up to 7-8%.
         | 
         | There is another mechanism that the government could use to
         | control inflation: fiscal policy, specifically taxation. A
         | criticism of monetary policy to control inflation is that it's
         | indiscriminate. People will go out of business and lose their
         | houses. Taxes only target profits.
         | 
         | So in 2021-2022, we should've just passed a windfall profits
         | tax of 80%. That would've cooled off inflation real quick and
         | given the governments funds to distribute to those most
         | adversely affected. But that will _never_ happen because the
         | corporations and wealthy who own both parties will never stand
         | for wealth redistribution to the poor.
         | 
         | They will however demand wealth be transferred from the
         | government to the rich.
        
           | rpmisms wrote:
           | The false equivalence of a profits tax and redistributing
           | wealth to the poor is quite funny.
        
         | G3rn0ti wrote:
         | > Today, we control inflation with changes in interest rates,
         | not changes in the quantity of money.
         | 
         | That is also not quite correct, I believe. The FED can invest
         | money created out of thin air any time it wants (,,fiat money"
         | -- ,,there shall be money"), usually it buys government bonds
         | to help the federal government run its deficit. Sometimes this
         | scheme is called ,,quantitative easing" which is a charming
         | euphemism. This is what drove and still drives inflation
         | directly and indirectly (through the effect of our fractional
         | reserve system private banks amplify this about tenfold by
         | lending out 90% of their customers' deposits).
         | 
         | The interest rates everybody is obsessed about are just the
         | target rates for the interest earned or paid for for money in
         | the account of private banks at the FED. It is just a secondary
         | adjustment. At least during major crisis.
        
           | CraigJPerry wrote:
           | >> This is what drove and still drives inflation directly and
           | indirectly
           | 
           | QE is fascinating.
           | 
           | On the one side of QE you have central banks, absolutely
           | baffled by the fact they create all these reserves, we're
           | talking utterly un-relatable numbers for a human, numbers
           | that belong in the field of astronomy rather than finance.
           | And yet they fail to hit their inflation targets for over a
           | decade.
           | 
           | On the other side you have a bunch of folks shouting loudly
           | this amount of QE will cause ungodly amounts of inflation.
           | 
           | Now they shouted long enough that inflation eventually did
           | show up but it's not clear that it relates to QE. The onset
           | of inflation correlates more closely with global energy
           | supply shocks than with changes in QE policy or "printing"
           | money in Covid stimulus. However, energy, despite being an
           | input to almost everything we care about, isn't really
           | considered in the context of inflation by most macroeconomic
           | models. The models are less than helpful in the face of
           | "externalities".
           | 
           | >> through the effect of our fractional reserve system
           | 
           | We don't have fractional reserve in the USA, the UK, Aus etc
           | and haven't had for a number of years at this point.
        
             | G3rn0ti wrote:
             | > The onset of inflation correlates more closely with
             | global energy supply shocks than with changes in QE policy
             | or "printing" money in Covid stimulus.
             | 
             | Hmmm. [1]
             | 
             | > USA, the UK, Aus etc and haven't had for a number of
             | years at this point
             | 
             | Indeed, the US abolished the 10% reserve requirement in
             | 2020. Crazy. I hope you guys also save in inflation hedges.
             | 
             | [1] https://fred.stlouisfed.org/series/M2SL
        
             | abracadaniel wrote:
             | We're also currently in a period of Quantitative Tightening
             | as we slowly undo the QE done during covid, which should
             | have a deflationary effect. But who knows over what time
             | period and with what magnitude.
        
         | CraigJPerry wrote:
         | > Simplified: the central bank decide on an interest rate that
         | they want to see. By itself that decision doesn't do anything.
         | 
         | I get the simplified qualifier and I see what you're saying but
         | it's more accurate to say this is not true, it hasn't really
         | been substantially true since February 1994.
         | 
         | > What happens next is that they buy and sell government bonds
         | in the open market
         | 
         | Again i feel it's better to say exactly what happens, not a
         | model or simplification. What happens next is banks move to the
         | new interest rate without any OMO (open market operations) -
         | the announcement effect as it's called. There's many reasons
         | for this - not least that it's futile to fight against the
         | currency issuer.
         | 
         | Citation needed to support my statements above:
         | https://www.newyorkfed.org/medialibrary/media/research/epr/0...
        
         | jpkoning wrote:
         | "What happens next is that they buy and sell government bonds
         | in the open market."
         | 
         | This describes how central banks operated in the U.S. before
         | 2008 and in Canada before the 1990s. The Federal Reserve and
         | the Bank of Canada both set a target for the overnight interest
         | rate, and then they hit that target by doing open market
         | purchases (or sales) of bonds, effectively adding funds to (or
         | draining funds away from) the overnight lending market. By
         | changing the quantity of funds, they influenced the interest
         | rate.
         | 
         | What changed is that both central banks introduced interest
         | payments on balances that banks hold at the central bank.
         | Previously, these balances earned 0%. With this new tool, they
         | could directly set the overnight interest rate by adjusting the
         | rate paid on these reserves, eliminating the need for regular
         | open market operations.
        
           | lbotos wrote:
           | You make it sounds like they aren't doing regular open market
           | operations, but as I understand it... they still do?
           | 
           | https://www.newyorkfed.org/markets/domestic-market-
           | operation...
        
       | flanked-evergl wrote:
       | I live in Norway, most people I know in private life that are of
       | working age do not actually work, and for the most part they have
       | better lives than I do, and I do work. The amount of people on
       | sick leave have absolutely skyrocketed. 60% of welfare benefits
       | in Norway go to immigrants and the population in cities grows
       | faster than new homes are built.
       | 
       | The causes and solutions of inflation are not complex. People
       | just don't want it fixed.
        
         | JackYoustra wrote:
         | Seems like most people work? Who do you hang out around?
         | 
         | https://data.worldbank.org/indicator/SL.TLF.CACT.NE.ZS?locat...
        
       | labster wrote:
       | I wonder if anyone left his uncut so he could show it off later?
       | It would certainly be more attractive to numismatics later on.
        
       | dathinab wrote:
       | > To our modern sensibilities, this is a wildly invasive policy.
       | 
       | is it? not really
       | 
       | cutting the "value" of money in half always had been a important
       | emergency tool countries had and sometimes used
       | 
       | and "moving" half of the value into a found which even pays out
       | some years later is tbh. quite a fair way to do it (instead of
       | just literally halving the money value permanently)
        
         | flanked-evergl wrote:
         | Fixing inflation is simple, people keep voting for it to not be
         | fixed, so the inflation remains and gets worse.
        
         | BJones12 wrote:
         | Yes it is. It's the biggest wage theft in history.
        
         | tantalor wrote:
         | The uniquely invasive aspect is forcing people to spend half
         | their money to buy bonds. That doesn't happen very often.
         | 
         | It reminds me of "trillion dollar coin".
         | 
         | In both cases, the average person loses their buying power.
         | 
         | https://en.wikipedia.org/wiki/Trillion-dollar_coin
        
         | akira2501 wrote:
         | > quite a fair way to do it
         | 
         | Are your parents retired? Ask them if they think this was fair.
        
       | neilwilson wrote:
       | This is all very interesting historically.
       | 
       | However the rise of repo markets has rendered the money=medium of
       | exchange, bond=store of value belief pretty much redundant.
       | Rehypothecation more so.
       | 
       | Banks are liquidity providers. If they think they can make a turn
       | they'll discount any asset into money for you.
        
       | dr_dshiv wrote:
       | Without getting political, please, does anyone have a good
       | argument for the expected inflationary pressures of the next year
       | or two? Tariffs will make prices go up, investment in
       | infrastructure will make prices go up... but on the other hand,
       | AI & robotics seems to be a deflationary pressure... where does
       | one go for scenario analysis of the next year or two?
       | 
       | This article scared me a bit with the notion of banks
       | implementing "quantitative freezing."
        
         | pjc50 wrote:
         | > Without getting political
         | 
         | > inflationary pressures of the next year
         | 
         | You can't really separate these two. If central bank targeting
         | is left alone and the policies implemented aren't too
         | disruptive (i.e. not the wild claims of the campaign), then it
         | won't move much. If some of the wilder claims are implemented,
         | all bets are off.
        
         | marcosdumay wrote:
         | Ok, you mean on the US...
         | 
         | Keep in mind that the US government (like almost the entire
         | world) has control of inflation, and through more means than
         | you will think of.
         | 
         | Anyway, all of those are real factors, but inflation is a
         | monetary phenomenon. Those two don't need to have any kind of
         | correlation.
         | 
         | Personally, I have not follow US news closely enough to
         | understand what Trump wants to do with monetary policy.
        
         | dfxm12 wrote:
         | In addition to tariffs, expelling millions of people out of the
         | country will have inflationary effects as well, in many
         | different ways [0].
         | 
         | 0 - https://www.nytimes.com/2024/11/13/business/economy/trump-
         | im...
        
       | nabla9 wrote:
       | >Today, we control inflation with changes in interest rates, not
       | changes in the quantity of money.
       | 
       | That's not full truth. In the last 20 yeas central banks do their
       | big and sudden moves using "Open Market Operations". They buy or
       | sell money like assets in market and effectively increase or
       | limit the quantity of money.
        
         | atq2119 wrote:
         | Open market operations are the mechanism by which the interest
         | rate is controlled.
         | 
         | Basically, the central bank sets an interest rate target and
         | then performs open market operations until the interest rate
         | matches the target.
         | 
         | That obviously affects the quantity, but the point is that the
         | target is the interest rate. The quantity just ends up being
         | whatever happens to be necessary to hit the interest rate.
        
           | nabla9 wrote:
           | The target is inflation in both.
           | 
           | When you reduce the volume of assets available, or the price
           | renting the asset, you increase it's value. In this case the
           | asset is money.
           | 
           | Market interest rate is a signal how effective the action is
           | long before inflation statistics is available.
        
       | readyplayernull wrote:
       | It all comes down to math:
       | 
       | https://stephaniekelton.substack.com/p/how-to-cut-2-trillion...
        
         | openrisk wrote:
         | > To ensure that interest expense falls toward zero over time,
         | Congress could instruct the U.S. Treasury to stop issuing
         | anything with duration beyond a 3-mo T-bill. Voila! It wouldn't
         | just save $2 trillion, it would save tens of trillions of
         | dollars over time.
         | 
         | umm, not sure if her recipe is meant as a joke (I mean the
         | world is rapidly turning into a bad joke anyway so people
         | getting facetious might be a defense mechanism) but eliminating
         | risk-free money for anything beyond 3 months seems like very...
         | short-termist? No idea what kind of volatility that would do to
         | the broader financial / economic system (including e.g.
         | mortgage finance) but somehow it doesn't sound good.
        
           | sailfast wrote:
           | Reducing inflation always results in pain somewhere, pretty
           | much by definition. Wage decreases, job demand reductions,
           | taxes, higher interest rates, etc. Comes down to a decision
           | about where you want to spread the pain and how, and how you
           | weight that against "time to impact".
           | 
           | Unfortunately this compounds misunderstanding of the public
           | because politicians can cause inflation, leave office, then
           | come back to office after saddling the other person with the
           | problem. Fighting inflation rarely results in popularity in
           | the near term.
        
       | Yawrehto wrote:
       | I wonder what the cleansing element of it in Finland was, given
       | that they voted to join the Axis.
        
         | Seasandthequote wrote:
         | you mean WWII? If so, this is just wrong, no-one in Finland
         | "voted" to join the Axis, she was not technically a part of
         | Axis and didn't want to side with Germany at all. GB and Sweden
         | were first asked but they weren't able to help in the defence
         | from Soviet Union. AFAIK they weren't fighting anywhere but
         | their own territory
        
           | noinsight wrote:
           | Finland did cross the old borders in parts, but we
           | specifically didn't participate in the Siege of Leningrad and
           | refused all German demands for assistance.
        
           | int_19h wrote:
           | Finland had quite a few far right figures in its government
           | at the time who were obsessed with "Greater Finland", for
           | which they needed to occupy and annex East Karelia:
           | 
           | https://en.wikipedia.org/wiki/Finnish_military_administratio.
           | ..
        
         | AcerbicZero wrote:
         | Axis>Comintern
        
         | misja111 wrote:
         | I guess it refers to collaborators with the Russians?
        
         | enra wrote:
         | Soviets attacked Finland, and brought it in to the war. Finland
         | didn't want to become a part of Soviet Union (btw no-one did
         | willingly) and Axis was fighting against Soviet Union.
         | 
         | Enemy of your enemy is my friend.
        
       | krupan wrote:
       | If this second thing last paragraph doesn't make your skin crawl
       | then I don't know what will:
       | 
       | "Cash, which is awkward to immobilize for policy reasons, will be
       | gone in a decade or two, leaving the public entirely dependent on
       | bank deposits and fintech balances which, thanks to digitization
       | and automation, can be easily controlled by the authorities. To
       | rein in a jump in inflation, central bankers will require
       | commercial banks and companies like PayPal to impose temporary
       | quantitative freezing on their clients' accounts, but unlike
       | Finland's 1945 blockade, the authorities will be able to rapidly
       | and precisely define the criteria, say by allowing for spending
       | on necessities -- food, electricity, and gas-- while embargoing
       | purchases of luxury cars and real estate"
        
         | marcosdumay wrote:
         | I'm quite confident that governments aren't _that_ powerful.
         | 
         | They can issue money, and manage their currency. But I've never
         | heard about any government actually controlling what currency
         | people use. Not even extremely authoritarian ones.
        
           | hackernudes wrote:
           | Can you pay your taxes in another currency?
           | 
           | I think this idea is more about using technology and a
           | digital currency to restrict what can be purchased with a
           | specific digital currency. You said "controlling what
           | currency people use" which I take to mean something
           | different. They are both pretty terrifying and I'm not as
           | optimistic as you.
        
         | semprity wrote:
         | Indeed makes my skin crawl. How can one reasonably protect
         | himself from such draconian freezing? Asking for reasonably,
         | not bunker full of gold bars.
        
           | carlosjobim wrote:
           | Bunker full of gold bars. Or foreign currency. Or silver.
        
             | int_19h wrote:
             | The problem with all these is that money is kinda worthless
             | if you're unable to spend it, and regimes that are likely
             | to enact such monetary policies will often regulate the use
             | of gold etc as well. A bunker full of gold bars does you no
             | good if actually trying to spend any of it is a crime in
             | and of itself.
        
               | troyvit wrote:
               | I agree, and when I see foreign currency as an option I
               | think of two possibilities. First, moving to the country
               | that hosts that currency. Second, waiting for the US
               | currency to slide into obscurity and switching to
               | whatever takes over as the global currency.
               | 
               | Both are tough choices that rely on either too much time
               | or too much space.
        
           | misja111 wrote:
           | Bitcoin
        
         | mandibles wrote:
         | The quiet part is that you will not be able to spend on those
         | necessities when your politics no longer align with the regime.
         | 
         | Total control over money is a guaranteed path to
         | totalitarianism.
        
       | lutusp wrote:
       | > ... snipped their cash in half ...
       | 
       | Actually, they snipped their cash in _two_ , not in _half_.
       | 
       | This is one of several afflictions that lurk in modern language,
       | ignored by nearly all. Another is the use of phrases like
       | "similar effect to ..." where "effect similar to ..." is the
       | correct form. Notwithstanding how it grates on one's ear, this
       | second egregious malaprop seems to be the preferred form.
       | 
       | Oh, well. Since print is today either dead or dying, largely
       | replaced by chatbot-generated prose, this kind of complaint might
       | be likened to critical assessment of a cave drawing.
        
         | poincaredisk wrote:
         | This is a standard English idiom:
         | https://dictionary.cambridge.org/thesaurus/cut-in-half. You may
         | not like it, or think it's illogical, but that doesn't make it
         | incorrect.
        
         | Izkata wrote:
         | > Another is the use of phrases like "similar effect to ..."
         | where "effect similar to ..." is the correct form.
         | 
         | They have slightly different meanings. Use the first one when
         | describing the actions that cause the effects, use the second
         | one when describing the effects themselves. Though I suppose
         | "effect similar to" could be used in either case, depending on
         | what came before it.
        
       | hatthew wrote:
       | Why did finland expect that to work when >90% of money was in
       | banks? When the article described cutting money in half, my very
       | first thought was wondering what the banks did -- were the bills
       | there also cut on half or were all accounts artificially divided
       | in half? It didn't cross my mind that all money other than
       | physical cash was completely unaffected.
       | 
       | Now clearly I'm not smarter than the top economists in a country
       | of millions, so what am I missing? Why did they think it would
       | work?
        
       | yieldcrv wrote:
       | a bunch of failed monetary experiments that the author gives
       | charitable explanations for
        
       | a3w wrote:
       | Same link, but with enabled TLS:
       | https://jpkoning.blogspot.com/2024/11/setelinleikkaus-when-f...
        
       | aucisson_masque wrote:
       | Interesting read but the theory about cash going away in 10 years
       | 
       | > Cash, which is awkward to immobilize for policy reasons, will
       | be gone in a decade or two
       | 
       | Is a risky one. The are many culture where cash is the way to
       | pay, you use credit card for internet but everything else is
       | cash. I'm thinking of North Africa, which we have many of these
       | people in Europe. There are also the old people, of course they
       | will be gone in 10 to 20 years but then then I'm not sure it
       | would be ok with the general population. Removing cash would have
       | to bring advantage to be accepted.
        
         | dijit wrote:
         | Yet, in Sweden, I have legitimately forgotten how money looks.
         | 
         | I haven't handled cash in about 7 years (I'm not even
         | embellishing).
        
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