Soviet Economy
A monetary union?

The rapid pace of recent political change in the former Soviet Union has distracted attention from the economic implications of dcentralizing power to the republican level. In Discussion Paper No. 604, Research Fellow Peter Bofinger considers the future monetary order in the territory of the Soviet Union. He first presents four blueprints for its economic and monetary union. First, the Yavlinsky Treaty would have left the Soviet Central Bank (SCB) with unlimited discretion over credit policy but unable to impose adequate financial constraints on republican governments or the state-owned enterprise sector. Second, a framework modelled on the European System of Central Banks would place a complete ban on the SCB's financing of republics' deficits; the absence of efficient money markets and genuine private debt would then force the SCB's Council to determine the allocation of credit among the individual republics' commercial banks, leading to serious conflict within the Council. Third, a currency board would eliminate all discretion since the current account would then fully determine the money supply; such stringency could lead to abrupt credit rationing and to widespread bankruptcies in the enterprise sector. Fourth, allowing representatives of international institutions (including the EBRD, European Commission, IMF, OECD and the World Bank) to form a majority of the SCB Council would reduce the republics' influence and provide both flexibility and effective financial constraints with which to operate monetary policy with the relatively high degree of discretion required during the transition.
Although this proposal clearly presents political difficulties, Bofinger notes important advantages: maintaining a common currency for an area with a high degree of openness would avoid the negative effects of exchange rate instability on trade flows and allow the individual republics to live with a much lower aggregate level of currency reserves than they would need with separate currencies.
If the creation of independent currency areas proves inevitable, however, the success of macroeconomic stabilization will mainly depend on republican governments' willingness to cut subsidies and close down loss-making enterprises. In order to minimize the negative effects on inter-republican trade, the republics could avoid unnecessary exchange rate fluctuations by pegging their currencies to the same outside anchor (preferably the ecu). They could also reduce their overall foreign exchange reserves requirements by forming an exchange rate system modelled on the EMS or even a multilateral payments union. Such an arrangement need not restrict inter-republican trade flows, if the republics conduct their mutual trade through their own central banks and these clear all bilateral balances on a monthly basis.

Options for a New Monetary Framework for the Area of the Soviet Union
Peter Bofinger

Discussion Paper No. 604, November 1991 (IM)