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" .. in all cases where the
repercussions of proposed policies are widespread, there is no real
alternative to CGE." |
General equilibrium theory is a formalization of the observation that real-world markets are interdependent; changes in supply or demand conditions usually have repercussions on supply and demand conditions, and thus equilibrium prices, on several other markets. Computable general equilibrium (CGE) modeling is an attempt to use general equilibrium theory as an operational tool for empirically oriented analyses of resource allocation issues in market economies.
The objective of this overview is to let readers who are familiar with microeconomics at the (advanced) undergraduate level, know that CGE model is not something new. It is a concept that they are already familiar with. Most who are new, especially students, to CGE modelling or who just heard about it may think that CGE model is something complicated Note_3 . This introduction (and also this book) attempt to give an idea that the principle of CGE modelling is something that is not beyond reach by even an undergradute students in Economics.
Another different and not less important message, however, is that good understanding of microeconomics at rather advance undergraduate levels is a necessary conditions for a good comprehension of CGE modeling. There are many cases, where anyone can carry out analysis using a CGE model especially those with good computing skills. Without good understanding of microeconomics principle, they are like users of a machine without understanding of how the machines work. They punch a button in a PC keyboards, producing some numbers, but can not explain what is going on.
The simplest CGE model is illustrated in figure 1.1, where most (advance) undergraduate students in Economics should be familiar with. This implies that basic understanding of Microeconomics (at advance undergraduate level) is a pre-requisite to understanding the principle of CGE modelling.
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Figure 1. 2-sector, 2-factor closed GE model |
Recalling the final year microeconomics, the above figure is a representation
of firm's and household's optimization where both firms and households clear
their supply and demand for factors (K and L) and commodities at the market
place. Recall that the unknown (or endogenous variable) in this model is
,
while the known (exogenous) variables are
and
.
If we know the production function of
and
(or the shape of their isoquant map) and the utility function (or the shape of
indifference map), then in principle we can solve this model to find all the
unknown (endogenous) variable
Note_4 .
We can also say that the job of a CGE model (like the one in figure 1) is to
find the resource allocation tha maximize welfare (utility) i.e. how input or
resource
(
and
)
are allocated among industries or how much are
?
The shape of isoquant map and indifference map is represented by production
function (technology) and utility function (taste). Hence, for example if the
technology and taste are represented with
,
,
and
,
it can be shown that the optimal resource allocation are (see example 1 below
for
derivation),
As
explicitly shown by that (closed-form) solution, resource allocation is
determined by economy's endowment of resource
(
and
),
parameter of technology
(
and
),
and taste parameter
(
).
The CGE model, however complicated or extended, carry the same principle, of which the biggest magic of all is it can solve for the (unobservable) set of prices.
Using this model, we then can make a comparative static analysis to ask such question as, how much all endogenous variables change if there is an increase in supply of capital or labor, labor or capital-saving technical change, or even increase in indirect taxes with little addition to production functions, or price relations.
This example will show that we can even solve a 2 sector and 2 factor, CGE
model by hand if the technology and taste are simple enough. Let production
function of industy 1
,
and industry 2
,
and consumer's maximize utility function of
.
Industry 1 maximize profit,
with
first order
conditions
and
these are simplified to,
Similarly, for industry
2
Since both firm face the same factor
prices,
While, household maximize utility subject to budget constraint, Note_5
The lagrangian function is,
first
order
condition,
combining
the first 2 of the first order
conditions,
To summarize, now we
have
From
1.3,
substituting
this to 1.1 and
1.2,
or
or
but
we
have
so,
let
by
substitution
Once
we now
and
,
we can
find
and
once, we know
then we know output
,
and
.
How do we know prices? First we have to set one price as numeraire, let
,
so all other prices (including factor prices) is relative to
.
We
have
so
we know solution for
,
we also
have
and
finally
Hence we have the solution to all endogenous variables in the GE model. To
summarize, the solution for real or quantity variables are
while
for price variables are
To make CGE a tool for empirical analyisis not only model to play with hyphothetically, CGE model needs data.This data is supposed to be a representation of economy's initial (general) equilibrium.
Calibration is finding or calculating parameter of the CGE model, for example
technological and taste parameters
(
),
such that they reflect the economy's initial equilibrium as represented by
data (such as Input-Output Table, or Social Accounting Matrix).
Let's rewrite the first order condition of industry
1
Since
in constant returns to scale technology, or by zero profit competitive
condition,
,
is in fact the share of capital payment for industry 1, and accordingly
is the share of labor payment for industry
1
Similary
for industry 2, its cost share
are
Therefore
to find technological parameter in the economy i.e.
and
,
we only need to know every industry labor and capital cost
share
Note_6 , and this is for example,
relatively easy to obtain from Input-Output Table that record labor and
capital payment of every industry. This way of calculating
and
is called calibration in the CGE modelling, and it guarantee that the
parameters calculated represent theoretically-consistent and reflect the
economy's data, or in CGE term reflect the economy's initial equilibrium.
Calibration for taste parameter is similar. Let's rewrite equation
1.3
substituting
this into budget
constraint,
similary
for

Hence,
is expenditure share of
and
is expenditure share of
and this as well can easily obtained (calibrated) using, for example,
Input-Output Table.
Reading. Good article in the Economist, "Economic models: Big questions and big numbers", Jul 13th 2006 (Attached).
Suppose from Input-Output Table, we have the following data
,
,
,
and
.
From these, we can calculate
,
and
.
Now, we can do the calibration to calculate
and
,
i.e.
Now, how do we know
and
?
First we know that
,
and
,
then we may assume that initially
(initialization like this does matter to the final solution, but it will not
matter for comparative static analysis, i.e. percentage change in all
variables in the comparative static is totally independent to this
initialization). Then now we know that
,
and
.
Using the solution we derived earlier, we can calculate all the endogenous
variables
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Price Variables |
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As mentioned earlier calibration ensure that the solution represent the
initial equilbirum and it has to be able to reproduce the data we have i.e.
.
A quick look of the solution suggest that it won't. However, we have to
remember that all price variables are relative to
that is why we set
.
We called
numeraire, such that if we multiply this by any amount all price variables
will change by the same proportion and all real variables are intact. So,
let's multiply
by
.
Our solution will become,
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Price Variables |
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Then, now we can confirm that our solution re-produce the data (initial
equilibrium),
or
More specifically
Firm
's
problem, where
is
and
this will produce demand for
factors
Household's problem
is
where
and
this will produce demand for
commodit
These demand have to be equal to their supply at the market for
goods
In factor market, demands have to be equal to their
supply
Definition
Walras' Law. Walras' law states that if markets for all but
one good are in equilibrium, then all markets must be in equilibrium and the
economy is in general equilibrium. If there is
market in the economy, and we know that there is equilibrium in
market, that we this law guarantee that all the
market is in equilibrium.
Definition
Numeraire. Numeraire is a price of a commodity such that all prices (including factor prices) are relative to this price. When a numeraire is multiplied by a factor, it will produce a proportional increase in all nominal variabes in the GE model, while leaving all real (quantity) variables unchanged. This result is called 'price' or 'nominal' homogeneity of GE model.
Definition
The First Fundamental Theorem of Welfare Economics. In welfare economics, the first welfare theorem is that a competitive market economy will simultaneously lead to a Pareto efficient equilibrium and general competitive equilibrium. This was first demonstrated mathematically by economists Kenneth Arrow and Gerard Debreu