How do negative interest rates work? | CNBC Explains

How do negative interest rates work? | CNBC Explains


How do negative interest rates work? | CNBC Explains

One of the tools being discussed as a way to deal with the economic damage of the coronavirus pandemic is negative interest rates. CNBC’s Tom Chitty looks at whether we’ll ever be paid to borrow money.
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Content

0.26 -> When the economy is in crisis, central banks take center stage.
4.52 -> Central banks are charged with keeping prices stable
6.96 -> and ensuring economic growth, among other responsibilities.
10.4 -> To that end, they have a range of tools at their disposal,
13.18 -> including controlling the supply of money, setting interest rates
16.28 -> and regulating private lenders.
18.32 -> But one idea being talked about as a way to shore up a shrinking economy
22.14 -> has the potential to turn the way we think about money upside down.
26.14 -> Negative interest rates.
33.08 -> In June 2014, the European Central Bank began a great economic experiment.
37.84 -> Faced with slow economic growth and inflation way below the bank’s target rate,
42.02 -> the bank did something revolutionary. It began to charge a negative interest rate.
46.9 -> To understand why this was so radical, it’s important to think about how interest rates work.
52.06 -> Anyone lending money usually expects to be paid a fee, known as interest,
56.52 -> to cover the risk or inconvenience of not having their cash to hand.
60.3 -> We see this with banks paying interest to savers and consumers paying interest on home loans.
65.4 -> The cost of borrowing, as a percentage of the original sum loaned, is the interest rate.
69.9 -> But negative interest rates turn the world upside down,
73.18 -> with borrowers charging lenders for holding onto their money.
76.5 -> So, what are central banks trying to achieve by making interest rates negative?
80.689 -> Imagine a big lever that they push back and forth as they attempt to keep the economy on course.
87.22 -> When central banks transact with major financial institutions,
90.7 -> changes in the rates received by these lenders gradually ripple out
94.08 -> through the wider network of commercial clients and consumers.
97.5 -> When prices are rising and there are fears that the economy is expanding
101.04 -> at an unsustainable rate, central banks pull back the lever
104.56 -> and raise interest rates, making loans more expensive.
107.7 -> But if inflation is falling and the economy isn’t growing
110.44 -> as fast as it could, central banks push the lever
113.32 -> and lower the cost of borrowing to stimulate demand and encourage spending.
117.54 -> But what happens when interest rates are already low and there isn’t enough lending and spending
122.26 -> to spark the economy back to life?
124.26 -> Central banks can charge financial institutions for not putting their money to work.
129.26 -> In the same way that you or I might put any spare cash into a savings account,
133.6 -> commercial banks store their reserves with central banks.
136.58 -> In a world of negative interest rates, instead of paying interest on these savings,
140.56 -> the central bank charges financial institutions for holding onto them.
144.4 -> The idea is to encourage banks to lend this money
146.56 -> to consumers and businesses, even if they don’t expect a big return.
150.44 -> As consumers spend and firms invest for the future, the economy begins to grow again.
155.14 -> So how have negative interest rates worked out in the real world?
159.02 -> In the wake of the Great Financial Crisis, central banks across the globe
162.9 -> cut interest rates to fight the recession.
164.88 -> ...that's towards the aggressive end of the rate cuts...
166.88 -> ...another three quarter point cut...
168.58 -> ...unprecedented rate cut...
170.58 -> Just a few years later, five central banks found themselves facing further economic difficulties,
175.78 -> and took the plunge into negative territory, pushing their headline rates below zero.
180.4 -> Although intended as temporary measures, none of these institutions
183.56 -> have yet been able to lift rates above zero for very long.
187.2 -> The European Central Bank believes its negative interest rate policies
190.54 -> have been responsible for up to 0.5% of economic growth in the euro zone since 2014.
196.44 -> That may not sound all that impressive, but it still represented more than $65B of GDP in 2019.
203.46 -> Elsewhere results have been mixed, with the Swedish Riksbank abandoning
206.9 -> its negative interest rate policy despite failing to consistently reach its inflation target.
212.26 -> What’s the biggest threat to negative interest rates then?
215.3 -> Cold, hard, cash.
217.34 -> Why watch your savings shrink when you can have a form of money that holds its value instead?
221.94 -> For large financial institutions dealing with billions of dollars,
225.64 -> withdrawing everything and stuffing it under the mattress isn’t an option.
229.16 -> This means they’ll accept the pain of rates being pushed a little way below zero
232.74 -> as the price of knowing their money’s safe with their central bank.
235.98 -> But banks are wary of passing on negative rates to businesses and consumers with smaller balances,
240.89 -> who may find it easier to switch to cash rather than see their savings shrink.
244.84 -> If the difference between the central bank rate and the rates they pass on to customers gets squeezed,
249.64 -> that means banks stand to make less profit.
252.28 -> Although that may not sound like a tragedy, it’s possible that pushing the interest rate lever too far
257.049 -> may put banks under too much pressure and cause them to lend less.
260.66 -> That’s the opposite of what central banks are looking for when they lower rates.
264.72 -> Some economists think this ‘reversal interest rate’ is likely to be around -1% in the euro zone.
270.58 -> So far, the lowest central banks’ main policy rates have sunk is -0.75%.
276.1 -> While Danish banks have offered mortgages with negative interest rates to prospective homeowners,
280.7 -> consumers still aren’t quite being paid to borrow once fees are taken into account.
285.26 -> And saving for the future is more difficult than ever as savings accounts and pension funds offer low returns.
291.12 -> A negative interest rate policy may have its limits, and it certainly won’t head off deflation or recession alone.
297.32 -> But in a world of low interest rates, don’t be surprised if more central banks
301.78 -> look to turn the world upside down as economic uncertainty looms.
306.8 -> Hi guys. Thanks for watching our video.
308.36 -> Whether you're a borrower or a lender, we'd love to know your thoughts on negative interest rates.
313.3 -> Comment below to let us know, and remember: subscribe.

Source: https://www.youtube.com/watch?v=6KibetJGVA0