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All terms
M2Tier 2 · The Commercial Layer

Broad money

Money the public can actually spend — currency plus bank deposits and close substitutes — most of which is created by commercial banks when they lend.

Also called: M2, money supply.

When a bank grants a loan it credits the borrower's account. Both sides of its balance sheet grow at once: a new asset (the loan) and a new liability (the deposit). That deposit is new broad money, and no saver's balance fell to produce it.

The US M2 aggregate covers currency, chequing and savings deposits, small time deposits and retail money market fund shares. The precise boundary is a definitional choice, which is why 'did M2 rise?' sometimes has a less interesting answer than 'whose liability moved?'

Broad money shrinks when loans are repaid. Repayment destroys the deposit that the loan created — which is why deleveraging drains money from an economy rather than merely redistributing it.

The mechanics

Created by
Commercial bank lending, and by central bank purchases from non-banks.
Destroyed by
Loan repayment, and by banks selling assets to their own depositors.
Not the same as
Reserves. Broad money is a bank's liability; reserves are the central bank's.

The common misreading

That banks are intermediaries passing savers' money to borrowers. Causality runs the other way: loans create deposits, and deposits are the by-product of lending rather than its raw material.

Primary sources

Post it yourself

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