Causation

Immediate Effects of an Oil Price Shock: PS Curve Shift and Output Share Redistribution

Following an increase in the price of an imported input like oil, a redistribution of output shares occurs. Foreign oil producers claim a larger portion of the output per worker. To maintain their own profit margins, domestic firms pass on this cost increase by raising prices. This action reduces the real wage for workers, who end up with a smaller share of the output. This reduction in the real wage is represented by a downward shift in the price-setting (PS) curve, which opens a positive bargaining gap at the initial employment level.

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Updated 2026-05-02

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