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Monetary cooperation during global inflation surges

Abstract:
We study optimal monetary policy during times of global scarcity of tradable goods. The optimal monetary response entails a surge in inflation, which helps rebalance production toward the tradable sector. While the inflation costs are fully borne domestically, however, the gains in terms of higher supply of tradable goods partly spill over to the rest of the world. National central banks may thus fall into a coordination trap and implement an excessively tight monetary policy causing an unnecessarily sharp global contraction.
Publication status:
Published
Peer review status:
Peer reviewed

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Publisher copy:
10.1257/aer.20231018

Authors

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Institution:
University of Oxford
Division:
SSD
Department:
Economics
Oxford college:
Hertford College
Role:
Author


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Funder identifier:
https://ror.org/001aqnf71
Grant:
EP/X027228/1


Publisher:
American Economic Association
Journal:
American Economic Review More from this journal
Volume:
116
Issue:
1
Pages:
164-188
Publication date:
2026-01-01
DOI:
EISSN:
1944-7981
ISSN:
0002-8282

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