Theory

Interaction of Market Power and COVID-19 Shocks Drove Sellers' Inflation

According to some economic analyses, the sellers' inflation observed during the COVID-19 pandemic was driven by a combination of two factors. First, the long-term rise in corporate market power created an environment with weak competition. Second, pandemic-related supply chain disruptions led to increased input costs. This combination allowed firms not only to pass on these higher costs to consumers but also to increase their profit margins, confident that their competitors would act similarly.

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Updated 2026-05-02

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