Manias, Panics, and Crashes

A History of Financial Crises
By Charles P. Kindleberger Robert Aliber

John Wiley & Sons

Copyright © 2005 Charles P. Kindleberger
All right reserved.

ISBN: 978-0-471-46714-4


Chapter One

Financial Crisis: A Hardy Perennial

The years since the early 1970s are unprecedented in terms of the volatility in the prices of commodities, currencies, real estate and stocks, and the frequency and severity of financial crises. In the second half of the 1980s, Japan experienced a massive bubble in its real estate and in its stock markets. During the same period the prices of real estate and of stocks in Finland, Norway, and Sweden increased even more rapidly than in Japan. In the early 1990s, there was a surge in real estate prices and stock prices in Thailand, Malaysia, Indonesia, and most of the nearby Asian countries; in 1993, stock prices increased by about 100 percent in each of these countries. In the second half of the 1990s, the United States experienced a bubble in the stock market; there was a mania in the prices of the stocks of firms in the new industries like information technology and the dot.coms.

Bubbles always implode; by definition a bubble involves a non-sustainable pattern of price changes or cash flows. The implosion of the asset price bubble in Japan led to the massive failure of a large number of banks and other types of financial firms and more than a decade of sluggish economic growth. The implosion of the asset price bubble in Thailand triggered the contagion effect and led to sharp declines in stock prices throughout the region. The exception to this pattern is that the implosion of the bubble in U.S. stock prices in 2000 led to declines in stock prices for the next several years but the ensuing recession in 2001 was brief and shallow.

The changes in the foreign exchange values of national currencies during this period were often extremely large. At the beginning of the 1970s, the dominant market view was that the foreign exchange value of the U.S. dollar might decline by 10 to 12 percent to compensate for the higher inflation rate in the United States than in Germany and in Japan in the previous few years. In 1971 the United States abandoned the U.S. gold parity of $35 an ounce that had been established in 1934; in the next several years there were two modest increases in the U.S. gold parity although the U.S. Treasury would no longer buy and sell gold. The effort to retain a modified version of the Bretton Woods system of pegged exchange rates that was formalized in the Smithsonian Agreement of 1972 failed and there was a move to floating exchange rates early in 1973; in the 1970s the U.S. dollar lost more than half of its value relative to the German mark and the Japanese yen. The U.S. dollar appreciated significantly in the first half of the 1980s, although not to the levels of the early 1970s. A massive foreign exchange crisis involved the Mexican peso, the Brazilian cruzeiro, the Argentinean peso, and the currencies of many of the other developing countries in the early 1980s. The Finnish markka, the Swedish krona, the British pound, the Italian lira, and the Spanish peseta were devalued in the last six months of 1992; most of these currencies depreciated by 30 percent relative to the German mark. The Mexican peso lost more than half of its value in terms of the U.S. dollar during the presidential transition in Mexico at the end of 1994 and the beginning of 1995. Most of the Asian currencies-the Thai baht, the Malaysian ringgit, the Indonesian rupiah, and the South Korean won-depreciated sharply in the foreign exchange market during the Asian Financial Crisis in the summer and autumn of 1997.

The changes in the market exchange rates for these individual currencies were almost always much larger than those that would have been inferred from the differences between national inflation rates in particular countries. The scope of 'overshooting' and 'undershooting' of national currencies was both more extensive and much larger than in any previous period.

Some of the changes in commodity prices in the period were spectacular. The U.S. dollar price of gold increased from $40 an ounce at the beginning of the 1970s to nearly $1,000 an ounce at the end of that decade; at the end of the 1980s the price was $450, and at the end of the 1990s it was $283. The price of oil was $2.50 a barrel at the beginning of the 1970s and $40 a barrel at the end of that decade; in the mid-1980s the oil price was $12 a barrel and then at the end of the 1980s the price was back at $40 after the Iraqi invasion of Kuwait.

The number of bank failures during the 1980s and the 1990s was much, much larger than in any earlier decades. Several of these failures were isolated national events: Franklin National Bank in New York City and Herstatt AG in Cologne, Germany, made large bets on the changes in currency values in the early 1970s and both banks lost the bets and were forced to close because of the large losses. Crédit Lyonnais, once the largest bank in France and a government-owned firm, made an exceptionally large number of loans associated with the effort to rapidly increase its size and its bad loans eventually cost the French taxpayers more than $30 billion. Three thousand U.S. savings and loan associations and other thrift institutions failed in the 1980s, with losses to the American taxpayers of more than $100 billion. The collapse of the U.S. junk bond market in the early 1990s led to losses of more than $100 billion.

Most of the bank failures in the 1980s and the 1990s were systemic and involved all or most of the banks and financial institutions in a country. When the bubbles in Japanese real estate and stocks imploded, the losses incurred by the Japanese banks were many times their capital and virtually all the Japanese banks became wards of their governments. Similarly when the Mexican currency and the currencies of the other developing countries depreciated sharply in the early 1980s, most of the banks in this group of countries failed because of the combination of their large loan losses and the currency revaluation losses of their domestic borrowers. Virtually all of the banks in Finland, Norway, and Sweden went bankrupt when the bubbles in their real estate and stock markets imploded at the beginning of the 1990s. (Many of the government-owned banks in these various countries incurred comparably large loan losses and would have failed if they were not already in the public sector.) Virtually all of the Mexican banks failed at the end of 1994 when the peso depreciated sharply. Most of the banks in Thailand and Malaysia and South Korea and several of the other Asian countries went bankrupt after the mid-1997 Asian Financial Crisis (the banks in Hong Kong and Singapore were an exception).

These financial crises and bank failures resulted from the implosion of the asset price bubbles or from the sharp depreciations of national currencies in the foreign exchange market; in some cases the foreign exchange crises triggered bank crises and in others the bank crises led to foreign exchange crises. The cost of these bank crises was extremely high in terms of several metrics-the losses incurred by the banks in each country as a ratio of the country's GDP or as a share of government spending, and the slowdowns in the rates of economic growth. The losses incurred by the banks headquartered in Tokyo and Osaka-eventually a burden on the country's taxpayers-were more than 25 percent of Japan's GDP. The losses incurred by the Argentinean banks were 50 percent of its GDP-a lot of money in yen and pesos and U.S. dollars, and a much larger share of GDP than the losses incurred by U.S. banks in the Great Depression of the 1930s.

These bank failures occurred in three different waves: the first at the beginning of the 1980s, the second at the beginning of the 1990s and the third in the second half of the 1990s. The bank failures, the large changes in exchange rates and the asset price bubbles were systematically related and resulted from rapid changes in the economic environment. The 1970s was a decade of accelerating inflation, the largest sustained increase in the U.S. consumer price level in peacetime. The market price of gold surged initially because some investors relied on the cliché that 'gold is a good inflation hedge' as the basis for their price forecasts; however the increase in the gold price was many times larger than the contemporary increase in the U.S. price level. Toward the end of the 1970s investors were buying gold because the price of gold was increasing-and the price was increasing because investors were buying gold. The Hunt brothers from Texas tried to corner the silver market and the price of this precious metal in the 1970s increased even more rapidly than the price of gold.

The prevailing view in the late 1970s was that U.S. and world inflation rates would accelerate. Some analysts predicted that the gold price would increase to $2,500 an ounce; the forecasters in the oil industry and in the banks that were large lenders to firms in the oil industry predicted that the oil price would reach $80 to $90 a barrel by 1990. One of the clichés at the time was that the price of an ounce of gold was more or less the same as the price of twenty barrels of oil.

The range of movement in bond prices and stock prices in the 1970s was much greater than in the several previous decades. In the 1970s the real rates of return on both U.S. dollar bonds and U.S. stocks were negative. In contrast in the 1990s the real rates of return on bonds and on stocks averaged more than 15 percent a year.

The foreign indebtedness of Mexico, Brazil, Argentina, and other developing countries as a group increased from $125 billion in 1972 to $800 billion in 1982. The major international banks headquartered in New York and Chicago and Los Angeles and London and Tokyo increased their loans to governments and government-owned firms in these countries at an average annual rate of 30 percent a year for ten years. The cliché at the time was that governments didn't go bankrupt. During this period the borrowers had a stellar record for paying the interest on their loans on a timely basis-but then they obtained all the cash needed to pay the interest on these loans from the lenders in the form of new loans.

In the autumn of 1979 the Federal Reserve adopted a sharply contractive monetary policy; interest rates on U.S. dollar securities surged. The price of gold peaked in January 1980 as inflationary anticipations were reversed. A severe world recession followed.

In 1982 the Mexican peso, the Brazilian cruzeiro, the Argentinean peso, and the currencies of the other developing countries depreciated sharply, share prices in these countries tumbled, and most of the banks in these countries failed as a result of the large loan losses.

The sharp increase in real estate prices and stock prices in Japan in the 1980s was associated with a boom in the economy; Japan as Number One: Lessons for America was a bestseller in the country. The banks headquartered in Tokyo and Osaka increased their deposits and their loans and their capital much more rapidly than banks headquartered in the United States and in Germany and in the other European countries; usually seven or eight of the ten largest banks in the world were Japanese. Then at the beginning of the 1990s real estate prices and stock prices in Japan imploded. Within a few years many of the leading Japanese banks and financial institutions were broke, kaput, bankrupt, and insolvent, and remained in business only because of an implicit understanding that the Japanese government would protect the depositors from financial losses if the banks were closed. A striking story of a mania and a crash-but a crash without a panic, apparently because of the belief that government would socialize the loan losses.

Three of the Nordic countries-Norway, Sweden, and Finland-replicated the Japanese asset price bubble at the same time. A boom in real estate prices and stock prices in the second half of the 1980s associated with financial liberalization was followed by a collapse in real estate prices and stock prices and the failure of the banks.

Mexico had been one of the great economic success stories of the early 1990s as it prepared to enter the North American Free Trade Agreement. The Bank of Mexico had adopted a tough contractive monetary policy that reduced the inflation rate from 140 percent to less than 10 percent in a four-year period; during the same period several hundred government-owned firms were privatized and business regulations were liberalized. Foreign capital flowed to Mexico because the real rates of return on government securities were high and because the prospective profit rates on industrial investments were also high. The universal expectation was that Mexico would become the low-wage, low-cost base for producing automobiles and washing machines and many other manufactured goods for the U.S. and Canadian markets. Because the large inflow of foreign savings led to a real appreciation of the peso, Mexico developed a trade deficit that reached 7 percent of its GDP. Mexico's external debt was 60 percent of its GDP and the country obtained the money to pay the interest on its increasing foreign indebtedness from the inflow of new investments. Then several political incidents, partly associated with the presidential election and transition in 1994, led to a sharp decline in the inflow of foreign funds, the Mexican government was unable to continue to support the peso in the foreign exchange market, and the currency lost more than half of its value in several months. Once again the depreciation of the peso resulted in large loan losses, and the Mexican banks - which had been privatized in the previous several years-failed.

In the mid-1990s real estate prices and stock prices surged in Bangkok, Kuala Lumpur, and Indonesia; these were the 'dragon economies' that seemed likely to emulate the economic successes of the 'Asian tigers' of the previous generation-Taiwan, South Korea, Hong Kong, and Singapore. Japanese firms and European and U.S. firms began to invest in these countries as low-wage, low-cost sources of supply, much as U.S. firms had invested in Mexico as a source of supply for the North American market. European and Japanese banks rapidly increased their loans in these countries. The domestic lenders in Thailand then experienced large loan losses on their domestic credits in the autumn and winter of 1996 because they had not been sufficiently discriminating in their evaluations of the willingness of Thai borrowers to pay the interest on their indebtedness. Foreign lenders sharply reduced their purchases of Thai securities, and then the Bank of Thailand, much like the Bank of Mexico thirty months earlier, did not have the foreign exchange reserves to support its currency in the foreign exchange market. The sharp decline in the foreign exchange value of the Thai baht in early July 1997 led to capital outflows from the other Asian countries and the foreign exchange values of their currencies (except for the Hong Kong dollar and the Chinese yuen, which remained rigidly pegged to the U.S. dollar) declined by 30 percent or more. The Indonesian rupiah lost 80 percent of its value in the foreign exchange market. Most of the banks in the area-except for those in Hong Kong and Singapore-would have been bankrupt in any reasonable 'mark-to-market' test. The crises spread from Asia to Russia, there was a debacle in the ruble, and the country's banking system collapsed in the summer of 1998. Investors then became more cautious and they sold risky securities and bought safer U.S. government securities, with the result that the changes in the relationship between the interest rates on these two groups of securities caused the collapse of Long-Term Capital Management, then the largest U.S. hedge fund.

The immense scope of the financial crashes in the last thirty years reflects in part that there are many more countries in the international financial economy and in part that data collection is more comprehensive. Despite the lack of perfect comparability across different time periods, the conclusion is unmistakable that financial failure has been more extensive and pervasive in the last thirty years than in any previous period.

(Continues...)



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