Causation

Role of Expectations in Determining Inflation Persistence After a Cost-Push Shock

The way in which inflation expectations are formed is crucial in determining the long-term consequences of a cost-push shock. If expectations remain anchored or adjust slowly, the shock may only cause a one-time increase in the inflation rate. However, if expectations are adaptive and people revise them upwards in response to the initial price rise, a self-perpetuating wage-price spiral can be triggered, leading to sustained and accelerating inflation.

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Updated 2025-08-17

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