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The Causes of Inflation

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Author Info
Frederic S. Mishkin

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Abstract

This paper attempts to provide a perspective on the causes of inflation by exploring why sustained inflations occur and the role of monetary policy in the inflation process. The conclusion reached in this paper is that in the last ten years there has been a convergence of views in the economics profession on the causes of inflation. As long as inflation is appropriately defined to be a sustained inflation, macro-economic analysis, whether of the monetarist or Keynesian persuasion, leads to agreement with Milton Friedman's famous dictum, "Inflation is always and everywhere a monetary phenomenon." However, the conclusion that inflation is a monetary phenomenon does not settle the issue of what causes inflation because we also need to understand why inflationary monetary policy occurs. This paper also examines this issue and it finds that the underlying cause of inflationin the United States has been accommodating monetary policy geared to achieving a high employment target. The role of expectations has been important in the inflationary process so that to prevent the resurgence of inflation at a minimum cost in terms of unemployment and output loss, monetary policy must be both non-accommodating and credible.

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Paper provided by National Bureau of Economic Research, Inc in its series NBER Working Papers with number 1453.

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Date of creation: Sep 1984
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Publication status: published as Mishkin, Frederic H. "The Causes of Inflation," Price Stability and Public Policy, Federal Reserve Bank of Kansa City, 1984, pp. 1-24, Kansas City.
Handle: RePEc:nbr:nberwo:1453

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  1. Thomas J. Sargent, 1981. "Stopping moderate inflations: the methods of Poincaré and Thatcher," Working Papers 0, Federal Reserve Bank of Minneapolis. [Downloadable!]
  2. Eckstein, Otto, 1984. "Foundations of Aggregate Supply Price," American Economic Review, American Economic Association, vol. 74(2), pages 216-20, May. [Downloadable!] (restricted)
  3. George L. Perry, 1983. "What Have We Learned about Disinflation," Brookings Papers on Economic Activity, Economic Studies Program, The Brookings Institution, vol. 14(1983-2), pages 587-602. [Downloadable!]
  4. Barro, Robert J, 1977. "Unanticipated Money Growth and Unemployment in the United States," American Economic Review, American Economic Association, vol. 67(2), pages 101-15, March.
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  5. Eisner, Robert & Pieper, Paul J, 1986. "A New View of the Federal Debt and Budget Deficits: Reply," American Economic Review, American Economic Association, vol. 76(5), pages 1156-57, December. [Downloadable!] (restricted)
  6. Blanchard, Olivier J, 1984. "The Lucas Critique and the Volcker Deflation," American Economic Review, American Economic Association, vol. 74(2), pages 211-15, May.
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