Deposit or loan? (A Law-and-Economics Critique of Fractional-Reserve Banking, Fiduciary Media, and Systemic Risk)

This article advances a law-and-economics critique of fractional-reserve banking, focusing on the legal taxonomy of bank contracts and the risk externalities of maturity transformation. We argue that the conflation of custody-like deposits with mutuum loans blurs property-rights boundaries and weake...

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Detalles Bibliográficos
Autores: Martínez Meseguer, César, Arenas Laorga, Carlos, Ortega Jiménez, Aarón
Tipo de recurso: artículo
Fecha de publicación:2026
País:España
Institución:Universidad Villanueva (UV)
Repositorio:DIGI-UV. Repositorio Digital de la Universidad Villanueva
OAI Identifier:oai:dnet:digi-uv_____::b048f05ec7582730b2bc447d025ecc52
Acceso en línea:https://hdl.handle.net/20.500.12766/862
Access Level:acceso abierto
Palabra clave:Financial regulation
Fractional-reserve banking
Systemic risk
Descripción
Sumario:This article advances a law-and-economics critique of fractional-reserve banking, focusing on the legal taxonomy of bank contracts and the risk externalities of maturity transformation. We argue that the conflation of custody-like deposits with mutuum loans blurs property-rights boundaries and weakens liability discipline. Drawing on Austrian monetary theory, we link fiduciary media and demandable debt to pro-cyclical liquidity, run dynamics and the amplification of systemic risk. We reassess the real-bills doctrine and “demand loans,” showing why they do not neutralise run risk in practice and may obscure solvency–liquidity interactions. We then outline institutional reforms – 100%-reserve custodial deposits and a strict functional separation between custody and intermediation – together with market-based loss allocation. The article concludes with regulatory implications for lender-of-last-resort, deposit insurance, and capital/liquidity regimes consistent with risk reduction and legal coherence.