sexta-feira, 21 de junho de 2013

the relevant question

is this: what is behind the very low inflation rate in US?

is the shale gás phenomenon a significantly important supply shock able to promote growth without inflation for some years in the US (cesg's conjecture)? or is fk correct in arguing inflation is temporarily low only (mark-up shocks to a felipes curva in a dsge model!!), no super-marvelous new steady-state in sight...?

in cesg's scenario, the excessive stress may ebb away in a couple of months; in fk's, it only gets sourer and sourer

3 comentários:

  1. Bernanke é bom praca...
    Maradona

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  2. Independente de quem esteja certo o 10 anos vai furar 3,0% antes do segundo semestre.

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  3. " (mark-up shocks to a felipes curva in a dsge model!!) "

    mark-up shocks ? theory of labour value again ? Oh God !

    Phillips Curve ?

    Fabio K, forget Keynes and Cambridge. Don't regress, only calibrate


    Cesg you are my hero !, after antoninho of course

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