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The Cyclical Behavior of Prices: Interpreting the Evidence

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Author Info
Judd, John P
Trehan, Bharat
Abstract

Previous studies of the cyclical behavior of prices have found that the cross-correlations between output and prices in post-WWII U.S. data are generally negative. These correlations h have been interpreted as being more consistent with supply-driven models of business cycle fluctuations than with models that focus on demand shocks. In this paper, the authors show that the signs of price-output correlations provide little information about the underlying shock; for instance, a simple Keynesian model driven by demand shocks leads to negative correlations between these variables. The authors' results suggest that price-output correlations may not be a particularly useful way to characterize the cyclical behavior of prices. Copyright 1995 by Ohio State University Press.

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Publisher Info
Article provided by Blackwell Publishing in its journal Journal of Money, Credit and Banking.

Volume (Year): 27 (1995)
Issue (Month): 3 (August)
Pages: 789-97
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Handle: RePEc:mcb:jmoncb:v:27:y:1995:i:3:p:789-97

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  1. Paul Cashin & Sam Ouliaris, 2001. "Key Features of Australian Business Cycles," IMF Working Papers 01/171, International Monetary Fund. [Downloadable!]
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  2. David Smant, 1996. "Re-examining the cyclical behaviour of prices and output," Review of World Economics (Weltwirtschaftliches Archiv), Springer, vol. 132(4), pages 651-674, December. [Downloadable!] (restricted)
  3. den Haan, Wouter J. & Sumner, Steven W., 2004. "The comovement between real activity and prices in the G7," European Economic Review, Elsevier, vol. 48(6), pages 1333-1347, December. [Downloadable!] (restricted)
  4. Fabio Canova & Gianni de Nicoló, 1999. "On the Sources of Business Cycles in the G-7," Economics Working Papers 459, Department of Economics and Business, Universitat Pompeu Fabra, revised Mar 2000. [Downloadable!]
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  5. repec:bep:maccon:v:3:y:2003:i:1:p:1064-1064 is not listed on IDEAS
  6. Michael Kiley, 2002. "The lead of output over inflation in sticky price models," Economics Bulletin, Economics Bulletin, vol. 5(5), pages 1-7. [Downloadable!]
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  7. Wouter J. den Haan, 2002. "The Comovement between Real Activity and Prices in the G7," Tinbergen Institute Discussion Papers 02-092/2, Tinbergen Institute. [Downloadable!]
  8. Brian Motley, 1998. "Growth and inflation: a cross-country study," Economic Review, Federal Reserve Bank of San Francisco, pages 15-28. [Downloadable!]
  9. James A. Kahn & Margaret M. McConnell & Gabriel Perez-Quiros, 2002. "On the causes of the increased stability of the U.S. economy," Economic Policy Review, Federal Reserve Bank of New York, issue May, pages 183-202. [Downloadable!]
  10. James Peery Cover & C. James Hueng, 2006. "Why Did the Sign of the Price-Output Correlation Change? Evidence from a Structural VAR with GARCH Errors," Working Papers 200602, Ball State University, Department of Economics, revised Mar 2006. [Downloadable!]
  11. Yang-Woo Kim, 1996. "Are prices countercyclical? Evidence from East Asian countries," Review, Federal Reserve Bank of St. Louis, issue Sep, pages 69-82. [Downloadable!]
  12. Dean Croushore, 1998. "Low inflation: the surprise of the 1990s," Business Review, Federal Reserve Bank of Philadelphia, issue Jul, pages 3-12. [Downloadable!]
  13. Agenor, Pierre-Richard & McDermott, C John & Prasad, Eswar S, 2000. "Macroeconomic Fluctuations in Developing Countries: Some Stylized Facts," World Bank Economic Review, Oxford University Press, vol. 14(2), pages 251-85, May. [Downloadable!]
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  14. Francesco Busato, 2004. "Relative Demand Shocks," Economics Working Papers 2004-11, School of Economics and Management, University of Aarhus. [Downloadable!]
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