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Dinero e Inflación: ¿En Qué Estamos?

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Jose De Gregorio

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Abstract

This paper analyzes the rapid growth of money (M1A) in the Chilean economy that has coincided with low inflation and a loosened monetary policy. This has been advocated to assert that such monetary growth is inconsistent with the inflation target. This work is intended to prove such an argument wrong. First, we present episodes occurred in other lower-inflation countries, where monetary aggregates have grown even faster than in Chile, without resulting in higher inflation. Second, we show that money trends are consistent with money demand estimates, although these are very volatile. Finally, we explain why in the context of a monetary policy based on inflation targeting, where the policy instrument is the interest rate, it is possible for money to fluctuate widely without jeopardizing the inflation target. Even if inflation is associated to an excessive increase in the amount of money, and monetary policy is neutral over the long term, monetary aggregates provide little information on inflationary pressures.

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Paper provided by Central Bank of Chile in its series Working Papers Central Bank of Chile with number 201.

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Date of creation: Feb 2003
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Handle: RePEc:chb:bcchwp:201

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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. De Grauwe, Paul & Polan, Magdalena, 2001. "Is Inflation Always and Everywhere a Monetary Phenomenon?," CEPR Discussion Papers 2841, C.E.P.R. Discussion Papers. [Downloadable!] (restricted)
  2. José De Gregorio, 2001. "La Política Cambiaria," Economic Policy Papers Central Bank of Chile 02, Central Bank of Chile. [Downloadable!]
  3. Paul De Grauwe & Magdalena Polan, 2001. "Is Inflation Always and Everywhere a Monetary Phenomenon?," International Economics Working Papers Series wpie009, Katholieke Universiteit Leuven, Centrum voor Economische Studiën, International Economics. [Downloadable!]
  4. W A Razzak, 2001. "Money in the era of inflation targeting," Reserve Bank of New Zealand Discussion Paper Series DP2001/02, Reserve Bank of New Zealand. [Downloadable!]
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