Saturday, March 8, 2014

Stop inflation targeting (US)...


Article;
More on wages and monetary policy.

Comment;
The FED should definitely stop targeting inflation now and should let deflation materialize... lower prices will improve the competitiveness of US exports and lower prices domestically will also improve real wages... good for savings and consumption too... Delevereging would be less painful because of more resources due to increase in the value of wages and income. Downward rigidity is not supported by the UK example. Even the US graphs show that average wages and incomes have come down from the pre-crisis levels... . But are now rigid at  low-levels . The question is how much will you squeeze the economy... there are limits... The recent recovery of the UK economy has shown that lower wages help in reducing unemployment... because labor-intensive technologies are cheap to invest... Deflation would help from many sides... Higher inflation expectation would increase income-expectation and deflation would make people expect less income because inflation is very low... If we will target inflation people will expect higher incomes and lower prices will make people accept lower wages... Both nominal wages and prices should go down to clear both goods and labor market... the Fed should stop targeting inflation... we need to improve real wages by lowering prices (Pigou-effect)... It will also help the economy in liquidity-trap... 

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