Causation

Explanation for the Alignment of Income and Substitution Effects for a Borrower

For a borrower, an increase in the interest rate makes them financially worse off, as they will have to pay more on their loans. This reduction in lifetime purchasing power creates a negative income effect, which encourages a decrease in consumption now. In parallel, the higher interest rate raises the opportunity cost of consuming today rather than saving for tomorrow. This creates a substitution effect that also incentivizes a reduction in current consumption in favor of future consumption. Since both effects prompt a decrease in present consumption, they are aligned and reinforce each other.

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Updated 2025-10-08

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