Concept

Recession as a Tool to Correct Real Appreciation Under a Fixed Exchange Rate

To reverse a real appreciation under a fixed exchange rate without devaluing, a country must achieve an inflation rate below that of its anchor country for a sustained period. This typically requires inducing a domestic recession to create a 'negative bargaining gap,' which puts downward pressure on wages and prices. This method of internal adjustment is often associated with high economic costs, such as rising unemployment, and significant political challenges.

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Updated 2025-08-11

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