Monday, January 22, 2018

A thought experiment in Fractional Reserve Lending

A Thought Experiment in Fractional Reserve Lending:
I see a really nice barbecue I’d like to buy, so, in anticipation of that purchase, I go to the bank to borrow $1,000. They lend me the barbecue money, and promise to charge no interest for six months. Through the miracle of fractional reserve lending here is the balance sheet:

Money lent
Note (the IOU)
Bank
Liability: $1,000 (a checking account)
Asset: My $1,000 IOU
Me
Asset: $1,000 in checking
Liability: My $1,000 IOU

Notice that the bank and I have, in effect, swapped liabilities. I’ve given them my IOU, and they’ve given me their checking account.

I’ve been waiting for the barbecue to go on sale, but about month three, I change my mind. I write the bank a check for $1,000, satisfying my IOU, and extinguishing my, and the bank’s, liabilities.

The big questions: Where did that $1,000 in my checking account come from, and what happened to the money when I wrote the bank a $1,000 check?

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