Causation

Dual Drivers of Persistent Inflation: Bargaining Gap and Expected Inflation

When unemployment remains below its inflation-stabilizing rate, a persistent bargaining gap is created. This gap initiates an inflationary process. However, the inflation continues to rise in subsequent periods due to the role of expected inflation. The inflation rate from the previous period shapes the expectations for the current period, which in turn influences wage and price setting. This dynamic creates a feedback loop where a sustained bargaining gap and adaptive inflation expectations work together to cause inflation to increase year after year.

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Updated 2026-01-15

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