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Inflation : Effects and Causes.

2008-02-19 07:32:29

Effects of inflation

A small amount of inflation is generally viewed as having a positive effect on

the economy.[3] One reason for this is that it is difficult to renegotiate some

prices, and particularly wages, downwards, so that with generally increasing

prices it is easier for relative prices to adjust. Many prices are "sticky

downward" and tend to creep upward, so that efforts to attain a zero inflation

rate (a constant price level) punish other sectors with falling prices,

profits, and employment. Efforts to attain complete price stability can also

lead to deflation, which is generally viewed as a negative by Keynesians

because of the downward adjustments in wages and output that are associated

with it. More generally because modest inflation means that the price of any

given good is likely to increase over time there is an inherent advantage to

making purchases sooner than later. This effect tends to keep an economy active

in the short term by encouraging spending and borrowing, and in the long term

by encouraging investments. High inflation, though, tends to reduce long-term

capital formation by hurting the incentive to save, and to effectively reduce

long-term spending by making products less affordable. Deflation, by contrast,

leads to an incentive to save more and encourages less short term spending

potentially slowing economic growth.

Inflation is also viewed as a hidden risk pressure that provides an incentive

for those with savings to invest them, rather than have the purchasing power of

those savings erode through inflation.[citation needed] In investing, inflation

risks often cause investors to take on more systematic risk, in order to gain

returns that will stay ahead of expected inflation. Inflation is also used as

an index for cost of living adjustments and as a peg for some bonds. In effect,

inflation is the rate at which previous economic transactions are discounted

economically.

Inflation also gives central banks room to maneuver, since their primary tool

for controlling the money supply and velocity of money is by setting the lowest

interest rate in an economy - the discount rate at which banks can borrow from

the central bank. Since borrowing at negative interest is generally

ineffective, a positive inflation rate gives central bankers "ammunition", as

it is sometimes called, to stimulate the economy. As central banks are

controlled by governments, there is also often political pressure to increase

the money supply to pay government services, this has the added effect of

creating inflation and decreasing the net money owed by the government in

previously negotiated contractual agreements and in debt.

However, in general, inflation rates above the nominal amounts required to give

monetary freedom, and investing incentive, are regarded as negative,

particularly because in current economic theory, inflation begets further

inflationary expectations.

o It will redistribute income from those on fixed incomes, such as pensioners,

and shifts it to those who draw a variable income, for example from wages and

profits which may keep pace with inflation.

o Similarly it will redistribute wealth from those who lend a fixed amount of

money to those who borrow. For example, where the government is a net debtor,

as is usually the case, it will reduce this debt redistributing money towards

the government. Thus inflation is sometimes viewed as similar to a hidden tax.

fixed exchange rate will be undermined through a weakening balance of trade.

will tend to hold less cash during times of inflation. This imposes real costs,

for example in more frequent trips to the bank. (The term is a humorous

reference to the cost of replacing shoe leather worn out when walking to the

bank.)

costs, for example with restaurants having to reprint menus.

prices. If there is higher inflation, firms that do not adjust their prices

will have much lower prices relative to firms that do adjust them. This will

distort economic decisions, since relative prices will not be reflecting

relative scarcity of different goods.

direction), it can grossly interfere with the normal workings of the economy,

hurting its ability to supply.

allowing inflation to move upwards, certain sticky aspects of the tax code are

met by more and more people. For example, income tax brackets, where the next

dollar of income is taxed at a higher rate than previous dollars, tend to

become distorted. Governments that allow inflation to "bump" people over these

thresholds are, in effect, allowing a tax increase because the same real

purchasing power is being taxed at a higher rate.

everywhere results in the destruction of real value in (1) all monetary items

over time (which cannot be updated) and (2) constant real value non-monetary

items (historical cost items, eg. retained income) when the latter are never

updated as a result of the stable measuring unit assumption which is a

generally accepted accounting principle or GAAP.[citation needed]

As noted, some economists see moderate inflation as a benefit; some business

executives see mild inflation as "greasing the wheels of commerce."[4][5] Some

economists have advocated reducing inflation to zero as a monetary policy goal

- particularly in the late 1990s at the end of a long disinflationary period,

when the policy seemed within reach; and some have even advocated deflation

instead of inflation.

[edit] Problems

High inflation can cause many problems:

1. It hurts people on fixed incomes (e.g. pensioners, students) by reducing

their purchasing power. This has a significant effect on GDP.[citation needed]

2. Rising inflation can prompt trade unions to demand higher wages, under the

circular logic that wages must keep up with inflation. (Of course, rising wages

can help fuel inflation.) In the case of collective bargaining, wages will be

set as a factor of price expectations (Pe). Pe will be higher when inflation

has an upward trend. This can cause a wage spiral. Also, if strikes occur in an

important industry which has a comparative advantage, productivity could

decline.[citation needed]

3. If inflation is higher in one country than in its trading partners', and

that country maintains fixed exchange rates, then the country's exports will

become more expensive abroad and it will tend toward a current-account deficit.

[citation needed]

4. High inflation distorts relative prices. The pricing mechanism allows for

the efficient allocation of resources and if prices are misaligned this will

lead to an economically inefficient allocation of resources.[citation needed]

[edit] Benefits

Inflation is often viewed as the universal enemy however this is not the full

story. Inflation may be the enemy of the saver but it is the debtor's friend,

ie as money becomes worth less an indebted person's burden is reduced. Given

that many people are in debt this other face of inflation is not neglible.

[edit] Causes of inflation

In the long run inflation is generally believed to be a monetary phenomenon

while in the short and medium term it is influenced by the relative elasticity

of wages, prices and interest rates.[6] The question of whether the short-term

effects last long enough to be important is the central topic of debate between

monetarist and Keynesian schools. In monetarism prices and wages adjust quickly

enough to make other factors merely marginal behavior on a general trendline.

In the Keynesian view, prices and wages adjust at different rates, and these

differences have enough effects on real output to be "long term" in the view of

people in an economy.

A great deal of economic literature concerns the question of what causes

inflation and what effect it has. There are different schools of thought as to

what causes inflation. Most can be divided into two broad areas: quality

theories of inflation, and quantity theories of inflation. Many theories of

inflation combine the two. The quality theory of inflation rests on the

expectation of a buyer accepting currency to be able to exchange that currency

at a later time for goods that are desirable as a buyer. The quantity theory of

inflation rests on the equation of the money supply, its velocity, and

exchanges. Adam Smith and David Hume proposed a quantity theory of inflation

for money, and a quality theory of inflation for production.

Keynesian economic theory proposes that money is transparent to real forces in

the economy, and that visible inflation is the result of pressures in the

economy expressing themselves in prices.

There are three major types of inflation, as part of what Robert J. Gordon

calls the "triangle model":

to increased private and government spending, etc.

drops in aggregate supply due to increased prices of inputs, for example. Take

for instance a sudden decrease in the supply of oil, which would increase oil

prices. Producers for whom oil is a part of their costs could then pass this on

to consumers in the form of increased prices.

"price/wage spiral" because it involves workers trying to keep their wages up

(gross wages have to increase above the CPI rate to net to CPI after-tax) with

prices and then employers passing higher costs on to consumers as higher prices

as part of a "vicious circle." Built-in inflation reflects events in the past,

and so might be seen as hangover inflation.

A major demand-pull theory centers on the supply of money: inflation may be

caused by an increase in the quantity of money in circulation relative to the

ability of the economy to supply (its potential output). This is most obvious

when governments finance spending in a crisis, such as a civil war, by printing

money excessively, often leading to hyperinflation, a condition where prices

can double in a month or less. Another cause can be a rapid decline in the

demand for money, as happened in Europe during the Black Plague.

The money supply is also thought to play a major role in determining moderate

levels of inflation, although there are differences of opinion on how important

it is. For example, Monetarist economists believe that the link is very strong;

Keynesian economics, by contrast, typically emphasize the role of aggregate

demand in the economy rather than the money supply in determining inflation.

That is, for Keynesians the money supply is only one determinant of aggregate

demand. Some economists consider this a 'hocus pocus' approach: They disagree

with the notion that central banks control the money supply, arguing that

central banks have little control because the money supply adapts to the demand

for bank credit issued by commercial banks. This is the theory of endogenous

money. Advocated strongly by post-Keynesians as far back as the 1960s, it has

today become a central focus of Taylor rule advocates. But this position is not

universally accepted. Banks create money by making loans. But the aggregate

volume of these loans diminishes as real interest rates increase. Thus, it is

quite likely that central banks influence the money supply by making money

cheaper or more expensive, and thus increasing or decreasing its production.

A fundamental concept in Keynesian analysis is the relationship between

inflation and unemployment, called the Phillips curve. This model suggests that

there is a trade-off between price stability and employment. Therefore, some

level of inflation could be considered desirable in order to minimize

unemployment. The Philips curve model described the U.S. experience well in the

1960s but failed to describe the combination of rising inflation and economic

stagnation (sometimes referred to as stagflation) experienced in the 1970s.

Thus, modern macroeconomics describes inflation using a Phillips curve that

shifts (so the trade-off between inflation and unemployment changes) because of

such matters as supply shocks and inflation becoming built into the normal

workings of the economy. The former refers to such events as the oil shocks of

the 1970s, while the latter refers to the price/wage spiral and inflationary

expectations implying that the economy "normally" suffers from inflation. Thus,

the Phillips curve represents only the demand-pull component of the triangle

model.

Another Keynesian concept is the potential output (sometimes called the

"natural gross domestic product"), a level of GDP, where the economy is at its

optimal level of production given institutional and natural constraints. (This

level of output corresponds to the Non-Accelerating Inflation Rate of

Unemployment, NAIRU, or the "natural" rate of unemployment or the

full-employment unemployment rate.) If GDP exceeds its potential (and

unemployment is below the NAIRU), the theory says that inflation will

accelerate as suppliers increase their prices and built-in inflation worsens.

If GDP falls below its potential level (and unemployment is above the NAIRU),

inflation will decelerate as suppliers attempt to fill excess capacity, cutting

prices and undermining built-in inflation.

However, one problem with this theory for policy-making purposes is that the

exact level of potential output (and of the NAIRU) is generally unknown and

tends to change over time. Inflation also seems to act in an asymmetric way,

rising more quickly than it falls. Worse, it can change because of policy: for

example, high unemployment under British Prime Minister Margaret Thatcher might

have led to a rise in the NAIRU (and a fall in potential) because many of the

unemployed found themselves as structurally unemployed (also see unemployment),

unable to find jobs that fit their skills. A rise in structural unemployment

implies that a smaller percentage of the labor force can find jobs at the

NAIRU, where the economy avoids crossing the threshold into the realm of

accelerating inflation.