On the other hand, when savings plans are based on the expectation of incomes that depend on a rise in investment but in actual fact investment falls, aggregate income will be lower than what was expected by households when they originally made their savings plans. Hence the planned rise in overall household savings may not materialize, since the total income is lower than what was expected at the time when the savings plans were made. Moreover, firms’ savings (i.e. retained profits) are likely to fall. The ex post identity of savings and investments holds, but the mechanism to trigger the equalization is the unexpected fall in real income that neutralized the planned increase in savings. It assumes that after an increase in the household savings rate, companies will invest more than before, despite a fall in consumption, which is the inevitable counterpart to higher savings. In the orthodox model, the economy is exclusively driven by autonomous consumer decisions.