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Globalization and U.S. inflation

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Author Info
Geoffrey M.B. Tootell

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Abstract

Estimates of the Phillips curve suggest that the low level of unemployment over the last few years should have produced a fairly significant increase in the rate of inflation, yet inflation has continued to fall. Some take this occurrence as evidence that the NAIRU has declined. Others argue that social factors, such as recent movements of employee health coverage to health maintenance organizations have temporarily masked inflation. Perhaps the most widely cited explanation for the surprisingly good inflation performance of late concerns the increasing sensitivity of the U.S. economy to foreign economic conditions; specifically, many have argued that since capacity utilization abroad has been slack in recent years, U.S. inflation has remained mild. This study uses a variety of approaches to examine whether U.S. inflation depends on foreign, rather than domestic capacity constraints. The author shows that foreign capacity plays little, if any, role in the determination of U.S. inflation independent of any role it might play in the determination of U.S. capacity utilization. He cautions that anyone who believes in a world where we no longer need worry about domestic capacity constraints will eventually be rudely awakened by data that suggests otherwise. His results indicate that the Phillips curve, relating some measure of U.S. capacity to U.S. inflation, is alive, if ailing a bit, even as the world gets more integrated.

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Publisher Info
Article provided by Federal Reserve Bank of Boston in its journal New England Economic Review.

Volume (Year): (1998)
Issue (Month): Jul ()
Pages: 21-33
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Handle: RePEc:fip:fedbne:y:1998:i:jul:p:21-33

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Related research
Keywords: Inflation (Finance);

References listed on IDEAS
Please report citation or reference errors to , or , if you are the registered author of the cited work, log in to your RePEc Author Service profile, click on "citations" and make appropriate adjustments.:

  1. Froot, Kenneth A & Klemperer, Paul D, 1989. "Exchange Rate Pass-Through When Market Share Matters," American Economic Review, American Economic Association, vol. 79(4), pages 637-54, September. [Downloadable!] (restricted)
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  2. Richard Baldwin, 1988. "Hysteresis In Import Prices: The Beachhead Effect," NBER Working Papers 2545, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
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  3. Olivier J. Blanchard & Lawrence H. Summers, 1986. "Hysteresis And The European Unemployment Problem," NBER Chapters, in: NBER Macroeconomics Annual 1986, Volume 1, pages 15-90 National Bureau of Economic Research, Inc. [Downloadable!]
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  4. Dixit, Avinash K, 1989. "Hysteresis, Import Penetration, and Exchange Rate Pass-Through," The Quarterly Journal of Economics, MIT Press, vol. 104(2), pages 205-28, May. [Downloadable!] (restricted)
  5. Jeffrey Sachs, 1986. "High Unemployment in Europe: Diagnosis and Policy Implications," NBER Working Papers 1830, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
  6. Jeffrey C. Fuhrer, 1995. "The Phillips curve is alive and well," New England Economic Review, Federal Reserve Bank of Boston, issue Mar, pages 41-56. [Downloadable!]
  7. Brian Motley, 1990. "Has there been a change in the natural rate of unemployment?," Economic Review, Federal Reserve Bank of San Francisco, issue Win, pages 3-16. [Downloadable!]
  8. Staiger, Douglas & Stock, James H & Watson, Mark W, 1997. "The NAIRU, Unemployment and Monetary Policy," Journal of Economic Perspectives, American Economic Association, vol. 11(1), pages 33-49, Winter. [Downloadable!] (restricted)
  9. Geoffrey M.B. Tootell, 1994. "Restructuring, the NAIRU, and the Phillips curve," New England Economic Review, Federal Reserve Bank of Boston, issue Sep, pages 31-44.
  10. Feenstra, Robert C. & Gagnon, Joseph E. & Knetter, Michael M., 1996. "Market share and exchange rate pass-through in world automobile trade," Journal of International Economics, Elsevier, vol. 40(1-2), pages 187-207, February. [Downloadable!] (restricted)
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  11. Stuart E. Weiner, 1993. "New estimates of the natural rate of unemployment," Economic Review, Federal Reserve Bank of Kansas City, issue Q IV, pages 53-69. [Downloadable!]
  12. Gagnon, Joseph E. & Knetter, Michael M., 1995. "Markup adjustment and exchange rate fluctuations: evidence from panel data on automobile exports," Journal of International Money and Finance, Elsevier, vol. 14(2), pages 289-310, April. [Downloadable!] (restricted)
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Cited by:
(explanations, Please report citation or reference errors to , or , if you are the registered author of the cited work, log in to your RePEc Author Service profile, click on "citations" and make appropriate adjustments.)

  1. Fabio Milani, 2008. "Does Global Slack Matter More than Domestic Slack in Determining U.S. Inflation?," Working Papers 080910, University of California-Irvine, Department of Economics. [Downloadable!]
    Other versions:
  2. Steven B. Kamin & Mario Marazzi & John W. Schindler, 2004. "Is China "exporting deflation"?," International Finance Discussion Papers 791, Board of Governors of the Federal Reserve System (U.S.). [Downloadable!]
  3. Raphael Auer & Andreas M. Fischer, 2008. "The effect of trade with low-income countries on U.S. industry," Globalization and Monetary Policy Institute Working Paper 14, Federal Reserve Bank of Dallas. [Downloadable!]
    Other versions:
  4. Alessandro Calza, 2008. "Globalisation, domestic inflation and global output gaps - evidence from the euro area," Working Paper Series 890, European Central Bank. [Downloadable!]
  5. Carlos Esteban Posada P. & Camilo Morales J., . "Inflación y apertura: evidencia para Colombia (1980-2005)," Borradores de Economia 460, Banco de la Republica de Colombia. [Downloadable!]
    Other versions:
  6. Mark A. Wynne & Erasmus K. Kersting, 2007. "Openness and inflation," Staff Papers, Federal Reserve Bank of Dallas, issue Apr. [Downloadable!]
  7. Alessandro Calza, 2008. "Globalisation, domestic inflation and the global output gaps: evidence from the Euro era," Globalization and Monetary Policy Institute Working Paper 13, Federal Reserve Bank of Dallas. [Downloadable!]
  8. Jane Ihrig & Steven B. Kamin & Deborah Lindner & Jaime Marquez, 2007. "Some simple tests of the globalization and inflation hypothesis," International Finance Discussion Papers 891, Board of Governors of the Federal Reserve System (U.S.). [Downloadable!]
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