Trust in Financial Markets: Tough to Create, Easy to Lose

When asked what is the worst thing that could1-5 years. The survey also asked whether the
happen to the economy, German people answerrespondents or their friends or family had lost money
inflation and Americans answer unemployment. Thisduring the crisis of 1996. The objective was to see
difference is deeply rooted in the experience of thehow experiences reported in that question affects
two countries during the turbulent economic timespeople's expectations of another crisis. The survey
between the two world wars. Germany experiencedfound that only a third of Bulgarians ruled out the
what is still considered to be one of the worstpossibility of a banking crisis, while a third believed
inflation periods of all times and the U.S. populationthat a crisis is likely or very likely. This is remarkable
was traumatized by sky high unemployment. Almostbecause Bulgaria has had very successful reforms in
a century later these experiences affect how peopleits financial system and its economy.
think and how societies structure their economicYet, the survey found that the 1996 crisis still
policies - the German authorities place a top priorityweighed heavily on respondents minds. People who
on controlling inflation whereas the U.S. government ishad experienced a large loss in 1996 were almost 50
vigilant on unemployment.percent more likely to expect another crisis. Clearly,
That negative experiences affect expectations andgoing through a traumatic financial event has
behavior was confirmed recently in a research reportlong-term effects on people's trust in the stability of
using data from Bulgaria. Bulgaria is a small country isthe financial system. Furthermore, incomplete trust
Southern Europe, one of the Soviet satellites thataffects behavior. People repeatedly mentioned lack
began market and political reforms in the beginning ofof trust as one of the major reasons for not opening
the 1990's. It was, however, too eager to liberalize itsa bank account, taking out credit or investing in the
financial system and too slow to reform its realstock market.
economy. Government provided credit to politicallyWould we see the same effect in the U.S.? How long
important enterprises and corruption contributed to awould it take for people who lost 50 percent of their
build-up of bad debts in the banking system. By 1996,retirement portfolio and 20-30 percent of the equity
the situation was unmanageable and a large fractionin their homes to become enthusiastic investors
of the banking system imploded. Many people lostagain? The analysis from Bulgaria suggests that it
their life savings.may take years and possibly decades. One more
Twelve years later, in May 2008, a national pollingreason to avoid a meltdown of the financial system.
agency conducted a survey investigating whetherThe full report it available as a research paper from
the experience of 1996 affects how people werethe Economics Department of Georgia State
thinking about the financial system. The survey askedUniversity in Atlanta, in the U.S.
people whether a banking crisis is likely in the next