Concept

Debt's Neutral Effect on Current Net Worth in the Marco-Julia Model

A key insight from the Marco-Julia model, illustrated by Figure 6.3, is that a loan transaction does not change the current net worth of either the borrower or the lender. As a direct consequence, their combined net worth also remains unchanged. This neutrality occurs because debt is a simple transfer of assets from one party to another. From an aggregate perspective, the lender's new asset (the IOU) is perfectly offset by the borrower's new liability, causing the debt to cancel out in the calculation of their joint net worth.

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Updated 2026-05-02

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