Wednesday 4 November 1998
1. If inflation is actually accelerating, adaptive expectations
will tend to make people
-
consistently underestimate inflation
-
consistently overestimate inflation
-
on average, estimate inflation correctly
-
produce unbiased estimates of inflation
a. Adaptive expectations imply that you assume what
is happening now will also happen next period; if inflation is accelerating,
next period it will be faster than this period, but you have assumed it
will be the same. So adaptive expectations will mean you consistently underestimate
inflation when it is accelerating.
2. If inflation is actually slowing down, rational
expectations would result in people
-
consistently underestimating inflation
-
consistently overestimating inflation
-
on average, estimating inflation correctly over half the
time
-
producing unbiased estimates of inflation
d. Rational expectations is a jargon phrase; it
implies that all information is taken into account, so estimates are unbiased
that is, in effect, the definition. Unbiased in this context means
that the error is random, not that you get it right any particular fraction
of the time.
3. If government and the Fed wanted to reduce an
unusually high inflation rate using discretionary macro policy, would success
at low cost be more likely if
-
people really believed they were going to do it
-
people did not have faith that the restrictionary policy
would be maintained if unemployment increased
-
it would not make any difference
-
nobody knows
a. This is the credibility of policy issue. In the
short run, restrictionary monetary/macro policy what is needed to reduce
inflation is likely to cause more unemployment. If people do not believe
that the policy will be maintained in the face of higher unemployment,
their expectations will not change, and the reduction in inflation will
be slower, and the rise in unemployment larger, than if they do believe
policy will remain restrictionary until the inflation is reduced in which
case their expectations do change, and the reduction in inflation is achieved
quicker and with less rise in unemployment.