Robert E. Lucas, Jr., Awarded Nobel Prize in 1995,

Lecture presented April 5, 2001.

 

Robert Lucas’ contributions to economics have consisted of theoretical and econometric work on business-cycle theory and capital theory that led to the creation of a “new” macroeconomics based on the concept of “rational expectations”. Lucas argued that human beings should be conceived as forming their expectations on the basis of exactly the same information that is available to policy-makers and should not be assumed simply to adapt their behavior to the differences between expected and realized events, the standard approach of macroeconomics in the post World War II period.

 

The Nobel Committee recognized Professor Lucas “for having developed and applied the hypothesis of rational expectations, and thereby having transformed macroeconomic analysis and deepened our understanding of economic policy.”

 

Quotes from Robert Lucas’ April 2001 lecture at Trinity University:

 

I loved the Foundations.  Like so many others in my cohort, I internalized its view that if I couldn’t formulate a problem in economic theory mathematically, I didn’t know what I was doing.  I came to the position that mathematical analysis is not one of many ways of doing economic theory: It is the only way.  Economic theory is mathematical analysis.  Everything else is just pictures and talk.

 

In 1963, I had thought of a competitive industry in terms of firms solving short- and long-run, deterministic profit maximization problems, under the (false) belief that current prices would maintain their current values forever, and with the passage from one to the other and all the effects of unpredictable shocks tacked on as afterthoughts.  Five years later, I thought of the same economics in terms of firms maximizing expected discounted present value, with rational expectations about the probability distributions of future prices, and with stochastic shocks and adjustment costs both fully integrated into the theory.  From an objective point of view, this transformation can be viewed as a product of decades of research by many economists.  From my subjective viewpoint, it was the most rapid, radical change of view I have ever experienced as an economist.

 

Further work led to “Expectations and the Neutrality of Money,” submitted to the American Economic Review in 1970 and finally published in the Journal of Economic Theory in 1972.  The paper contained a careful and explicit construction of a theoretical example of an economy in which the motives, opportunities, and information of every economic actor was unambiguously spelled out.  Expectations were rational.  In this setting, as in Friedman’s AEA address, there was no long run trade-off between employment and inflation.  Yet the model also implied the kind of correlations between employment and inflation that were then widely interpreted as hard evidence that such trade-offs did exist.  I felt I understood for the first time both why Friedman and Phelps were right in arguing there was no long run trade-off between unemployment and inflation and why econometric tests continued to reject this “natural rate” view.  Working out this example took me to the limit of my technical skills and beyond: It was not easy reading, nor had it been easy writing…  It is easy for me to see the influences of Phelps, Rapping, Prescott, and Cass in this paper, but the combination was new and striking: No one else was doing macroeconomics this way in 1970.  The paper made my reputation.

 

On Monday I felt foolish as soon as I saw Ed [Prescott], but I handed him the draft anyway.  Of course we soon discovered that most of the results stated in the draft were false, and that we had no idea how to prove the theorems that were possibly true.  How could it have been otherwise?  If I had really known how to finish the paper I wouldn’t have asked Ed to work with me!  So we began work in earnest.  Some days, perhaps weeks, later I arrived at the office around 9 and found a note from Ed in my mailbox.  The full text was as follows:

 

“Bob, This is the way labor markets work:

 

v(s,y,λ) = max {λ,R(s,y) + min[λ,β∫v(s′,y,λ)f(s′,s)ds′]}.  Ed”

 

The normal response to such a note would, I suppose, have been to go upstairs to Ed’s office and ask for some kind of explanation.  But theoretical economists are not normal, and we do not ask for words that “explain” what equations mean.  We ask for equations that explain what words mean.  Ed had provided an equation that claimed to explain how labor markets work.  It was my job to understand it and to decide whether I agreed with this claim…  If I had to pick a single day to represent what I like about a life of research, it would be this one.  Ed’s note captures exactly why I think we value mathematical modeling: It is a method to help us get to new levels of understanding of the ways things work.  No one could have written Ed’s equation down at the beginning of an inquiry into the nature of unemployment: It is too far from earlier ways of thinking to be grasped in one step.  The new understanding that this equation represents could only be gained through a trial-and-error process, involving formulating and analyzing explicit models.  It is this struggle to capture behavior in tractable models that leads us deeper into the economics of market interactions, and forms the progressive element in economic thought.

 

Additional resources on Robert Lucas are available at the Nobel web site.

 

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