May 4, 2017 - Balance of Payments

10:54 PM

Measure  of money inflows and outflows between the United States and the Rest of the World

  • Inflows are referred to as CREDITS
  • Outflows are referred to as DEBITS 
The Balance of Payments is divided into 3 accounts
  • Current Account
  • Capital/Financial Account
  • Official Reserves Account 
Current Account
  • Balance of Trade or Net Exports
    • Exports of Goods/Services - Import of Goods/Services 
    • Exports create a credit to the balance of Payments 
    • Imports create a debit to the balance of payments 
  • Net Foreign Income 
    • Income earned by U.S. owned foreign assets -Income paid to foreign held U.S. assets
    • Ex. Interest payments on U.S. owned Brazilian bonds - Interest payments on German-owned U.S. Treasury bonds
  • Net Transfers (tend to be unilateral) 
    • Foreign Aid -> a debit to the current account 
    • Ex. Mexican migrant workers send money to family in Mexico 
Capital/Financial Account
  • The balance of capital ownership
  • Includes the purchase of both real and financial assets
  • Direct investment in the United States is a credit to the capital account
    • Ex. The Toyota Factory in San Antonio
  • Direct Investment by U.S. firms/individuals in a foreign country are debts to the capital account 
    • Ex. The Intel Factory in San Jose, Costa Rica 
  • Purchase of foreign financial assets represents a debt to the capital account 
    • Ex. Warren Buffet buys stock in Petrochina 
  • Purchase of domestic financial assets by foreigners represents a credit to the capital account 
    • The United Arab Emirates sovereign wealth fund purchases a large stake in the NASDAQ
Current Account with Financial Account = 0 

Official Reserves 
  • The foreign currency holdings of the United States Federal Reserve System 
  • When there is a balance of payments surplus the Fed accumulates foreign currency and debits the balance of payments 
  • When there is balance of payments deficit the Fed depletes its reserves of foreign currency and credits the balance of payments 
  • The Official Reserves zero out the balance of payments
Balance of Trade: Exports - Imports 
Balance of Goods and Services: (Goods Exports + Services Exports) - (Goods Imports + Services Imports)
Balance on Current Account: Balance of goods and services + Net investments  + Net transfer
Balance of Capital Account: Direct investment and purchase of stocks and bonds 
Official Reserves: Current Account + Capital Account = 0

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