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Gibson’s Paradox

NBER WORKING PAPER SERIES

Because gold is a durable asset, its relative price is systematically affected by fluctuations in the real productivity of capital, which also determine real interest rates.

GIBSON'S PARAOOX ANO THE GOLO STANOARD

Robert B. Barsky Lawrence H. Summers

1985 research paper: “Gibson's Paradox and the Gold Standard”

Summers Barsky

Working Paper No. 1680

NATIONAL BUREAU OF ECONOMIC RESEARCH 1050 Massachusetts Avenue Cambridge, MA 02138 August 1985

Expected Return Matrix

Gold returns are higher when capital productivity is lower

We are grateful to Olivier Blanchard, Stanley Fischer, N. Gregory Mankiw, Franco Modigliani, Julio Rotemberg, and participants in seminars at Columbia, Harvard, Maryland. Michigan. MIT, UCLA, and the Federal Reserve for extremely helpful comments. The research reported here ;s part of the NBER's research programs in Economic Fluctuations and Financial Markets and Monetary Economics. Any opinions expressed are those of the authors and not those of the National Bureau of Economic Research.

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