The Characteristics of Price Inflation

How changes in the money supply, economic growth, and savings levels affect inflation and when and why inflation might escalate into hyperinflation.


This content originally appeared on HackerNoon and was authored by Hyper Inflation

:::info Author:

(1) Laurence Francis Lacey, Lacey Solutions Ltd, Skerries, County Dublin, Ireland.

:::

:::tip Editor's Note: This is Part 4 of 7 of a study on how changes in the money supply, economic growth, and savings levels affect inflation. Read the rest below.

:::

3.1 Characterisation of Price Inflation

A plot of the natural log-transformed US BMS time series over the period 2001 to 2019 is given in Figure 1. The year 2001 is the reference year (time = 0), and the BMS data were expressed relative to the value obtained in year 2001. The corresponding plots for the natural log-transformed US CPI time series is given in Figure 2; the natural log-transformed US real GDP time series is given in Figure 3; the natural log-transformed average American household savings time series is given in Figure 4

\ Figure 1: Plot of the natural log-transformed US BMS time series over the period 2001 to 2019, with 2001 as the reference year (time = 0)

\ The average annual rate of growth of the US BMS, over the period 2001 to 2019, was 5.7%, with:

\ igure 2: Plot of the natural log-transformed US CPI time series over the period 2001 to 2019, with 2001 as the reference year (time = 0)

\ The average annual rate of US price inflation as measured by CPI, over the period 2001 to 2019, was 2.2%, with:

\ 𝑣𝐢𝑃𝐼(𝑑) = 0.0217 x t

\ Figure 3: Plot of the natural log-transformed US real GDP time series over the period 2001 to 2019, with 2001 as the reference year (time = 0)

\ The average annual rate of growth of the US real GDP, over the period 2001 to 2019, was 2.0%, with:

\ 𝑣𝐺𝐷𝑃(𝑑) = 0.0197 x t

\ Figure 4: Plot of the natural log-transformed average annual American household savings over the period 2001 to 2019, with 2001 as the reference year (time = 0)

\ The average annual rate of growth of American household savings, over the period 2001 to 2019, was 1.0%, with:

\ 𝑣𝑆𝐴𝑉(𝑑) = 0.0095 x t

\ The linear regression fits are summarised in Table 1.

\

\ BMS, broad money supply; CPI, consumer price index; GDP, (real) gross domestic product; SAV, average American household savings; df, degrees of freedom

\ Henceforth, the annual US household savings estimates for the years not available were imputed, using the regression fit obtained from the available years of data.

\ The residual time series (RES(t)) was obtained from the relationship:

\ 𝑅𝐸𝑆(𝑑) = 𝑣𝐡𝑀𝑆(𝑑) βˆ’ 𝑣𝐺𝐷𝑃(𝑑) βˆ’ 𝑣𝑆𝐴𝑉(𝑑) βˆ’ 𝑣𝐢𝑃𝐼

\ This residual time series is plotted in Figure 5.

\ Figure 5: Plot of the residual time series (RES(t)) over the period 2001 to 2019, with 2001 as the reference year (time = 0)

\ The average annual rate of growth of the residual time series (RES(t)), over the period 2001 to 2019, was 0.5%, with:

\ 𝑅𝐸𝑆(𝑑) = 0.0046 x t

\ This gives:

\ 𝑣𝐢𝑃𝐼(𝑑) = 𝑣𝐡𝑀𝑆(𝑑) βˆ’ 𝑣𝐺𝐷𝑃(𝑑) βˆ’ 𝑣𝑆𝐴𝑉(𝑑) βˆ’ 𝑅𝐸𝑆(𝑑)

\ Further detail of the residual time series (RES(t)), over the period 2001 to 2019, are given in Table 2.

\

\ RES, residual time series; df, degrees of freedom

\

:::info This paper is available on arxiv under CC BY-NC-ND 4.0 DEED license.

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This content originally appeared on HackerNoon and was authored by Hyper Inflation


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