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Chapter 1: The European Economy: Macroeconomic Outlook and Policy

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Author Info
Lars Calmfors
Giancarlo Corsetti
Seppo Honkapohja
John Kay
Gilles Saint-Paul
Hans-Werner Sinn ()
Jan-Egbert Sturm
Xavier Vives

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Abstract

The economic recovery in Europe is expected to continue. GDP in the euro area is forecasted to grow by 2.0 per cent in 2006, remaining lower than in most other parts of the world. Inflation in the euro area is expected to reach 1.9 per cent this year. The labour market situation will only improve marginally. Macroeconomic policies in the euro area are heading towards an undesirable mix of monetary and fiscal policies. The ECB is likely to tighten monetary policy, whereas the stance of fiscal policy will probably remain more or less unchanged. Such a mix is inimical to growth. For reasons of long-run sustainability, structural budget deficits in the euro area should be reduced. This would leave room for a looser monetary policy than would otherwise be possible. Key to a better policy mix is a restoration of incentives for fiscal discipline, which were watered down by the 2005 reform of the Stability Pact. One way of achieving this could be for the ECB to reform its monetary policy framework, involving a rise in the inflation target, conditional on a strengthening of fiscal policy institutions. A small group of fiscally responsible EU states could also take the lead by entering into enhanced fiscal policy co-ordination.

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Publisher Info
Article provided by CESifo Group Munich in its journal EEAG Report on the European Economy.

Volume (Year): (2006)
Issue (Month): (03)
Pages: 12-49
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Handle: RePEc:ces:eeagre:v::y:2006:i::p:12-49

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  1. Dixit, Avinash & Lambertini, Luisa, 2001. "Monetary-fiscal policy interactions and commitment versus discretion in a monetary union," European Economic Review, Elsevier, vol. 45(4-6), pages 977-987, May. [Downloadable!] (restricted)
  2. Beetsma, Roel & Uhlig, Harald, 1999. "An Analysis of the Stability and Growth Pact," Economic Journal, Royal Economic Society, vol. 109(458), pages 546-71, October. [Downloadable!] (restricted)
  3. George A. Akerlof & William R. Dickens & George L. Perry, 1996. "The Macroeconomics of Low Inflation," Brookings Papers on Economic Activity, Economic Studies Program, The Brookings Institution, vol. 27(1996-1), pages 1-76. [Downloadable!]
  4. Julio J. Rotemberg, 1999. "A Heuristic Method for Extracting Smooth Trends from Economic Time Series," NBER Working Papers 7439, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
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  5. Mélitz, Jacques, 1997. "Some Cross-Country Evidence about Debt, Deficits and the Behaviour of Monetary and Fiscal Authorities," CEPR Discussion Papers 1653, C.E.P.R. Discussion Papers. [Downloadable!] (restricted)
  6. Nicola Giammarioli & Natacha Valla, 2003. "The natural real rate of interest in the Euro area," Working Paper Series 233, European Central Bank. [Downloadable!]
  7. Christopher Allsopp & Michael J. Artis, 2003. "The Assessment: EMU, Four Years On," Oxford Review of Economic Policy, Oxford University Press, vol. 19(1), pages 1-29.
  8. Wood, Adrian, 1995. "How Trade Hurt Unskilled Workers," Journal of Economic Perspectives, American Economic Association, vol. 9(3), pages 57-80, Summer. [Downloadable!] (restricted)
  9. Otmar Issing, 2002. "On Macroeconomic Policy Co-ordination in EMU," Journal of Common Market Studies, Blackwell Publishing, vol. 40(2), pages 345-358, 06. [Downloadable!] (restricted)
  10. Allsopp, Christopher & Vines, David, 1998. "The Assessment: Macroeconomic Policy after EMU," Oxford Review of Economic Policy, Oxford University Press, vol. 14(3), pages 1-23, Autumn.
  11. Marco Buti & Lucio R. Pench, 2004. "Why Do Large Countries Flout the Stability Pact? And What Can Be Done About It?," Journal of Common Market Studies, Blackwell Publishing, vol. 42(5), pages 1025-1032, December. [Downloadable!] (restricted)
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