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Contracts
We Didn't Think of
That...
It is usually argued
that a contract facilitates trade between two parties who have a
long-term relationship involving large specific investments. Once these
investments have been made, competition will have little impact on the
terms of their trading, so these must be governed instead by contractual
provision. A major problem facing the drafters of the contract is to
anticipate and deal appropriately with the many contingencies which may
arise. In fact since it does not pay to plan for every conceivable
eventuality, or one simply cannot do so, contracts will typically
contain large gaps. In Discussion Paper No. 60, Research Fellows Oliver
Hart and John Moore consider how these gaps might be filled
during the course of the trading relationship.
Hart and Moore study contracts in which there are 'gaps', due to the
inability of the parties ex-ante to identify the objective events which
will ex-post determine their benefits and costs, or how these benefits
and costs will be affected by objective events. Inability to specify
these objective events is important, because the contract cannot be
based directly upon the realized values of benefits and costs. These are
only known (jointly) to the parties themselves, and not to the enforcers
of the contract - the courts.
This incompleteness in the contract may be less important if it contains
a mechanism for revising the terms of trade after the contract is
signed, and as information is received concerning benefits and costs.
Ex-ante, it will typically be in the parties' interests to prescribe, as
far as possible, the sorts of revisions that can later take place. For
example if, having signed the contract, they each privately take actions
which affect the probability distributions of benefits and costs, then
the ex post division of surplus matters because it will affect these
actions. Or the parties may be risk averse, in which case the ex post
terms of trade will determine the extent of risk- sharing.
The parties can rescind the original contract and negotiate a new one ex
post. Hart and Moore discover that this places severe limitations on the
price revision schemes that are feasible ex ante. They demonstrate that
these limitations depend crucially on what kind of communication
mechanism the parties have at their disposal.
For example, suppose the messages sent between parties cannot be
publicly recorded. Thus if one party receives a message, he can choose
to reveal it in the event of a dispute, but is under no obligation to do
so since he can always deny that he received it. In this case, Hart and
Moore find that the only feasible price revision scheme is very crude:
given that there is a single item to trade, the contract would simply
specify a no-trade price and a trading price, which if necessary the
buyer can raise and the seller can lower. If on the other hand, a public
record exists of all messages sent and received, then other forms of
contractual revision are feasible, but they are nonetheless still
surprisingly restrictive.
Hart and Moore consider applications of their analysis to two
situations: first where the parties are risk averse, and second where
they take actions which affect the probable size of the ex post surplus.
If messages cannot be publicly recorded, then in both situations the
fact that the surplus can only be divided crudely almost always means
that the contract is very inefficient. If messages can be publicly
recorded, however, then contracts can be written which share risk
efficiently in the first model.
Incomplete Contracts and Renegotiation
O Hart and J Moore
Discussion
Paper No. 60, April 1985 (ATE)
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