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2004Sveriges Riksbank Prize · Behavioural, empirical, institutional

Finn Kydland and Edward Prescott

Citation: For their contributions to dynamic macroeconomics: the time consistency of economic policy and the driving forces behind business cycles.

The key idea

Time inconsistency: optimal policy announced today becomes sub-optimal tomorrow once private agents have reacted. Real Business Cycle theory: business cycles can arise purely from technology shocks under flexible prices.

The explanation

Kydland-Prescott's 1977 paper showed that discretionary monetary policy is dominated by rules-based policy precisely because of the credibility problem. Their 1982 paper launched RBC theory: business cycles as the optimal response of forward-looking agents to technology shocks. The methodology (calibration, computational dynamic stochastic general equilibrium) reshaped macroeconomics.

Why Africa should care

Time inconsistency is the textbook diagnosis of African inflation cycles: central banks promise low inflation, then accommodate fiscal pressure, then surprise. Inflation-targeting frameworks (Kenya 2012, South Africa 2000, Ghana 2007) are explicit responses to the Kydland-Prescott problem. RBC's calibration methodology is used by Africa-focused DSGE models at the IMF, the AfDB, and the SARB.

How to use it

When a government promises future policy, ask: what makes today's promise credible? If nothing — no constitutional rule, no independent agency, no political cost to reneging — discount the promise. Time inconsistency is the lens.

Canonical works

  • Finn E. Kydland and Edward C. Prescott (1977) "Rules Rather than Discretion: The Inconsistency of Optimal Plans" Journal of Political Economy
  • Finn E. Kydland and Edward C. Prescott (1982) "Time to Build and Aggregate Fluctuations" Econometrica
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