Did doubling reserve requirements cause the 1937–38 recession? New evidence on the impact of reserve requirements on bank reserve demand and lending

B-Tier
Journal: Journal of Financial Intermediation
Year: 2023
Volume: 56
Issue: C

Authors (3)

Calomiris, Charles W. (not in RePEc) Mason, Joseph R. (not in RePEc) Wheelock, David C. (Federal Reserve Bank of St. Lo...)

Score contribution per author:

0.670 = (α=2.01 / 3 authors) × 1.0x B-tier

α: calibrated so average coauthorship-adjusted count equals average raw count

Abstract

In 1936–37, the Federal Reserve doubled member banks’ reserve requirements. Friedman and Schwartz (1963) famously argued that the doubling increased reserve demand and forced the money supply to contract, which they argued caused the recession of 1937–38. Using a new database on individual banks, we find that higher reserve requirements did not generally increase banks’ reserve demand or contract lending because reserve requirements were not binding for most banks. Aggregate effects on credit supply from reserve requirement increases were therefore economically small and statistically zero.

Technical Details

RePEc Handle
repec:eee:jfinin:v:56:y:2023:i:c:s1042957323000396
Journal Field
Finance
Author Count
3
Added to Database
2026-01-29