Activity (Process)

Disinflationary Process from a Sustained Recessionary Shock

When a negative aggregate demand shock is sustained, it can initiate a disinflationary process. As workers and consumers observe a lower inflation rate (e.g., 2%), they revise their future inflation expectations downward to align with this recent experience. This reduction in expected inflation causes the entire Phillips curve to shift down. Consequently, in the next period, the same level of cyclical unemployment leads to an even lower inflation rate (e.g., 1%). This cycle of falling expectations, downward-shifting Phillips curves, and declining inflation continues as long as demand remains depressed, which can be depicted as a movement from point C to D to E in related diagrams.

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Updated 2025-10-05

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