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Stock-Returns and Inflation in a Principal-Agent Economy

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Author Info
Jovanovic, B.
Ueda, M.

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Abstract

We study a monetary in which final goods sell on spot markets, while labor and dividends sell through contracts. Firms and workers confuse absolute and relative price changes: A positive price-level shock makes sellers think they are producing better goods than they really are. They split this apparent windfall with workers who get a higher real wage. Hence, unexpected inflation shifts real income from firms (the principals) to workers (the agents) and thereby lowers stock-returns.

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File URL: http://www.econ.nyu.edu/cvstarr/working/1998/RR98-15.PDF
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Publisher Info
Paper provided by C.V. Starr Center for Applied Economics, New York University in its series Working Papers with number 98-15.

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Length: 26 pages
Date of creation: 1998
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Handle: RePEc:cvs:starer:98-15

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Related research
Keywords: MONEY SUPPLY PRICES STOCKS

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Find related papers by JEL classification:
E43 - Macroeconomics and Monetary Economics - - Money and Interest Rates - - - Determination of Interest Rates; Term Structure of Interest Rates
E51 - Macroeconomics and Monetary Economics - - Monetary Policy, Central Banking, and the Supply of Money and Credit - - - Money Supply; Credit; Money Multipliers

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