Causation

Causal Chain of Inflation with Positive Expected Inflation

When inflation expectations are positive, the causal chain leading to inflation is modified to include these expectations as a key component. The process begins with workers factoring expected inflation into their nominal wage demands. This demand, combined with any additional increase sought due to their bargaining position (the bargaining gap), determines the total nominal wage increase. Firms, in turn, raise prices to match the increase in their wage costs, resulting in an actual inflation rate that is the sum of expected inflation and the bargaining gap.

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Updated 2025-10-04

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