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Cost-Push Shocks and Monetary Policy in Open Economics

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Author Info
Philip R. Lane
Michael B. Devereux,Juanyi Xu

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Abstract

This paper compares alternative monetary policy rules in a model of an emerging market economy that experiences external shocks to world interest rates and the terms of trade. The model is a two-sector dynamic open economy, with endogenous capital accumulation and slow price adjustment. Two key factors are highlighted in examining the response of the economy to shocks, and in the assessment of the effectiveness of monetary rules.These are: a) balance-sheet related financial frictions in capital formation; and b) delayed pass-through of changes in exchange rates to imported goods prices. We find that, while financial frictions cause a magniFcation of real and financial volatility, they have no effect on the comparison or ranking of alternative monetary policies. But the degree of exchange rate pass-through is very important for the assessment of monetary rules. With high pass-through, there is a trade-off between between real stability (in output or employment) and inflation stability. Moreover, the best monetary policy rule in this case is to stabilise non-traded goods prices. But, with delayed pass-through, the same trade off between real stability and inflation stability disappears, and the best monetary policy rule is CPI price stability Classification-

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Paper provided by IIIS in its series The Institute for International Integration Studies Discussion Paper Series with number iiisdp036.

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Date of creation: 20 Apr 2005
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Handle: RePEc:iis:dispap:iiisdp036

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Related research
Keywords: Monetary Policy; Exchange Rate Pass-through; Balance Sheet Constraints;

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Cited by:
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  1. Pengfei Wang & Yi Wen, 2007. "Incomplete information and self-fulfilling prophecies," Working Papers 2007-033, Federal Reserve Bank of St. Louis. [Downloadable!]
  2. Pengfei Wang & Yi Wen, 2006. "Imperfect competition and sunspots," Working Papers 2006-015, Federal Reserve Bank of St. Louis. [Downloadable!]
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This page was last updated on 2009-12-8.


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