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The ShortRun Tradeoff between Inflation and Unemployment

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items and derived items copyright © 2001 by Harcourt, Inc.The Phillips Curve The Phillips curve illustrates the short-run relationship between inflation and unemployment... items and der

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Copyright © 2001 by Harcourt, Inc.

All rights reserved Requests for permission to make copies of any part of

the work should be mailed to:

Permissions Department, Harcourt College Publishers,

6277 Sea Harbor Drive, Orlando, Florida 32887-6777.

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Unemployment and Inflation

The natural rate of unemployment depends on various features of the labor market.

Examples include minimum-wage laws, the market power of unions, the role of efficiency wages, and the effectiveness

of job search.

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Unemployment and Inflation

The inflation rate depends primarily

on growth in the quantity of money, controlled by the Fed.

The misery index, one measure of the

“health” of the economy, adds together the inflation rate and unemployment rate.

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Unemployment and Inflation

Society faces a short-run tradeoff between unemployment and inflation.

If policymakers expand aggregate

demand, they can lower unemployment, but only at the cost of higher inflation.

If they contract aggregate demand, they can lower inflation, but at the cost of

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The Phillips Curve

The Phillips curve illustrates the short-run relationship between inflation and unemployment.

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The Phillips Curve

A 2

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Aggregate Demand, Aggregate Supply, and the Phillips Curve

The Phillips curve shows the short-run combinations of unemployment and

inflation that arise as shifts in the aggregate demand curve move the economy along the short-run aggregate supply curve.

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Aggregate Demand, Aggregate Supply, and the Phillips Curve

The greater the aggregate demand for

goods and services, the greater is the economy’s output, and the higher is the overall price level.

A higher level of output results in a lower level of unemployment.

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How the Phillips Curve is Related to the Model

of Aggregate Demand and Aggregate Supply

Phillips curve

0

(b) The Phillips Curve

Inflation Rate (percent per

year)

Unemployment Rate (percent)

A

7

2

(output is 7,500)

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Shifts in the Phillips Curve: The Role of Expectations

The Phillips curve seems to offer policymakers a menu of possible inflation and unemployment outcomes.

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The Long-Run Phillips Curve

In the 1960s, Friedman and Phelps

concluded that inflation and unemployment are unrelated in the long run.

As a result, the long-run Phillips curve is vertical at the natural rate of unemployment.

Monetary policy could be effective in the short run but not in the long run.

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The Long-Run Phillips Curve

Inflation

Phillips curve B

High inflation

in the long run.

A

Low inflation

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Natural rate of unemployment

A

Natural rate of output

(a) The Model of Aggregate

Demand and Aggregate Supply

Price

Level

4 …but leaves output and unemployment

at their natural rates.

How the Phillips Curve is Related to the

Model of Aggregate Demand and

1 An increase in the money supply increases aggregate demand…

AD 2

B

3 …and increases the inflation rate… Harcourt, Inc items and derived items copyright © 2001 by Harcourt, Inc.

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Expectations and the Short-Run Phillips Curve

Expected inflation measures how much people expect the overall price level to change.

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Expectations and the Short-Run Phillips Curve

In the long run, expected inflation

adjusts to changes in actual inflation.

The Fed’s ability to create unexpected

inflation exists only in the short run.

Once people anticipate inflation, the only way to get unemployment below the natural rate is for actual inflation to be above the anticipated rate.

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Expectations and the Short-Run Phillips Curve

Unemployment

Rate = unemployment Natural rate of - a Actual Expected ( inflation inflation- )

This equation relates the unemployment rate to the natural

rate of unemployment, actual inflation, and expected inflation.

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How Expected Inflation Shifts the

Short-Run Phillips Curve

Long-run Phillips curve

curve

2 …but in the long-run, expected inflation rises, and the short-run Phillips curve shifts to the right.

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The Natural-Rate Hypothesis

The view that unemployment eventually returns to its natural rate, regardless of the rate of inflation, is called the natural-rate hypothesis.

Historical observations support the natural-rate hypothesis.

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The Natural Experiment for the

Natural Rate Hypothesis

The concept of a stable Phillips curve

broke down in the in the early ’70s.

During the ’70s and ’80s, the economy experienced high inflation and high

unemployment simultaneously.

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The Phillips Curve in the 1960s

Inflation Rate (percent per year)

4 6 8 10

1968 1966

1961 1962

1967

1965

1964

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The Breakdown of the Phillips Curve

Unemployment Rate (percent)

Inflation Rate (percent per year)

0 1 2 3 4 5 6 7 8 9 10 2

4 6 8 10

1973

1971 1969

1970 1968

1966

1961

1962 1963

1967

1965

1964

1972

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Shifts in the Phillips Curve: The Role of Supply Shocks

Historical events have shown that the

short-run Phillips curve can shift due to changes in expectations

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Shifts in the Phillips Curve:

The Role of Supply Shocks

The short-run Phillips curve also shifts because of shocks to aggregate supply

Major adverse changes in aggregate supply can worsen the short-run tradeoff between unemployment and inflation.

An adverse supply shock gives policymakers

a less favorable tradeoff between inflation and unemployment.

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Shifts in the Phillips Curve:

The Role of Supply Shocks

A supply shock is an event that directly affects firms’ costs of production and thus the prices they charge

It shifts the economy’s aggregate supply curve

… and as a result, the Phillips curve.

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AS 2

1 An adverse shift in aggregate supply…

An Adverse Shock to Aggregate

Supply

Quantity of Output 0

Price

Level

P 1

Aggregate demand

(a) The Model of Aggregate

Demand and Aggregate Supply

Unemployment Rate 0

(b) The Phillips Curve

A

Inflation Rate

PC 2

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Shifts in the Phillips Curve:

The Role of Supply Shocks

In the 1970s, policymakers faced two

choices when OPEC cut output and raised worldwide prices of petroleum.

Fight the unemployment battle by expanding aggregate demand and accelerate inflation.

Fight inflation by contracting aggregate demand and endure even higher

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Inflation Rate

(percent per year)

Unemployment Rate (percent)

0 1 2 3 4 5 6 7 8 9 10

2 4 6 8 10

The Supply Shocks of the 1970s

1972

197 5 1981

1976

1978 1979 1980

1973 1974

1977

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The Cost of Reducing Inflation

To reduce inflation, the Fed has to pursue

contractionary monetary policy

When the Fed slows the rate of money

growth, it contracts aggregate demand.

This reduces the quantity of goods and

services that firms produce.

This leads to a rise in unemployment.

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Disinflationary Monetary Policy in the

Short Run and the Long Run

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The Cost of Reducing Inflation

To reduce inflation, an economy must

endure a period of high unemployment and low output.

When the Fed combats inflation, the economy moves down the short-run Phillips curve.

The economy experiences lower inflation but

at the cost of higher unemployment.

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The Cost of Reducing Inflation

The sacrifice ratio is the number of

percentage points of annual output that is lost in the process of reducing inflation

by one percentage point.

An estimate of the sacrifice ratio is five.

To reduce inflation from about 10% in 1979-1981 to 4% would have required an estimated sacrifice of 30% of annual output!

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Rational Expectations

The theory of rational expectations

suggests that people optimally use all the information they have, including information about government policies, when forecasting the future.

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How quickly the short-run tradeoff

disappears depends on how quickly expectations adjust.

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Rational Expectations

The theory of rational expectations

suggests that the sacrifice-ratio could be much smaller than estimated.

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The Volcker Disinflation

When Paul Volcker was Fed chairman in the 1970s, inflation was widely viewed as one of the nation’s foremost problems.

Volcker succeeded in reducing inflation (from 10% to 4%), but at the cost of high employment (about 10% in 1983).

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Inflation Rate

(percent per year)

2 4 6 8 10

The Volcker Disinflation

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The Greenspan Era

Alan Greenspan’s term as Fed chairman began with a favorable supply shock

In 1986, OPEC members abandoned their agreement to restrict supply.

This led to falling inflation and falling unemployment.

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2 4 6 8 10

Inflation Rate

(percent per year)

The Greenspan Era

1984

1991 1985 1992 1993 1986 1994

1988 1987 1995

1989 1990

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The Greenspan Era

Fluctuations in inflation and

unemployment in recent years have been relatively small due to the Fed’s actions.

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The Phillips curve describes a negative

relationship between inflation and

unemployment.

By expanding aggregate demand,

policymakers can choose a point on the

Phillips curve with higher inflation and lower unemployment.

By contracting aggregate demand,

policymakers can choose a point on the

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Summary

The tradeoff between inflation and

unemployment described by the Phillips curve holds only in the short run.

The long-run Phillips curve is vertical at the natural rate of unemployment.

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The short-run Phillips curve also shifts because of shocks to aggregate supply.

An adverse supply shock gives

policymakers a less favorable tradeoff between inflation and unemployment.

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Because monetary and fiscal policy can

influence aggregate demand, the government sometimes uses these policy instruments in an attempt to stabilize the economy.

Changes in attitudes by households and

firms shift aggregate demand; if the government does not respond, the result is undesirable and unnecessary

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Graphical

Review

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The Phillips Curve

A 2

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Harcourt, Inc items and derived items copyright © 2001 by Harcourt, Inc.

How the Phillips Curve is Related to the Model

of Aggregate Demand and Aggregate Supply

Phillips curve

0

(b) The Phillips Curve

Inflation Rate (percent per

year)

Unemployment Rate (percent)

A

7

2

(output is 7,500)

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The Long-Run Phillips Curve

Inflation

Phillips curve B

High inflation

in the long run.

A

Low inflation

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How the Phillips Curve is Related to the

Model of Aggregate Demand and

Aggregate Supply…

Natural rate of unemployment

A

Natural rate of output

(a) The Model of Aggregate

Demand and Aggregate Supply

Price

Level

4 …but leaves output and unemployment

at their natural rates.

P 2

2 …raises the

price level…

Quantity of Output Unemploy- ment Rate

1 An increase in the money supply increases aggregate demand…

AD 2

B

3 …and increases the inflation rate… Harcourt, Inc items and derived items copyright © 2001 by Harcourt, Inc.

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How Expected Inflation Shifts the

Short-Run Phillips Curve

Inflation

Rate

C B

Long-run Phillips curve

2 …but in the long-run, expected inflation rises, and the short-run Phillips curve shifts to the right.

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The Phillips Curve in the 1960s

Unemployment Rate (percent)

Inflation Rate (percent per year)

0 1 2 3 4 5 6 7 8 9 10 2

4 6 8 10

1968 1966

1961

1962 1963

1967

1965

1964

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The Breakdown of the Phillips Curve

Inflation Rate (percent per year)

4 6 8 10

1973

1971 1969

1970 1968

1966

1961 1962

1967

1965

1964

1972

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An Adverse Shock to Aggregate

Supply

AS 2

1 An adverse shift in aggregate supply…

Quantity of Output 0

Price

Level

P 1

Aggregate demand

(a) The Model of Aggregate

Demand and Aggregate Supply

Unemployment Rate 0

(b) The Phillips Curve

A

Inflation Rate

PC 2

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The Supply Shocks of the 1970s

Inflation Rate

(percent per year)

2 4 6 8 10

1972

197 5 1981

1976

1978 1979 1980

1973 1974

1977

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Disinflationary Monetary Policy in the

Short Run and the Long Run

Harcourt, Inc items and derived items copyright © 2001 by Harcourt, Inc.

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The Volcker Disinflation

Inflation Rate

(percent per year)

2 4 6 8

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The Greenspan Era

Unemployment Rate (percent)

0 1 2 3 4 5 6 7 8 9 10 0

2 4 6 8 10

Inflation Rate

(percent per year)

1984

1991 1985 1992 1993 1986 1994

1988 1987 1995

1989 1990

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