Chapter 10 Real GDP and the Price Level in the Long Run Introduction After a tsunami hit the Indian Ocean region in 2004, observers predicted it might also deal a mortal blow to the regional economies. Yet inflation rates in most nations hit by the tsunami rose only slightly in 2005 and levels of GDP increased by at least 4%. In this chapter, you will learn why positive long-run real GDP and price level trends can overwhelm even a tsunami. Copyright © 2008 Pearson Addison Wesley. All rights reserved. 10-2 Learning Objectives • Understand the concept of long-run aggregate supply • Describe the effect of economic growth on the long-run aggregate supply curve • Explain why the aggregate demand curve slopes downward and list key factors that cause this curve to shift Copyright © 2008 Pearson Addison Wesley. All rights reserved. 10-3 Learning Objectives (cont'd) • Discuss the meaning of long-run equilibrium for the economy as a whole • Evaluate why economic growth can cause deflation • Evaluate likely reasons for persistent inflation in recent decades Copyright © 2008 Pearson Addison Wesley. All rights reserved. 10-4 Chapter Outline • Output Growth and the Long-Run Aggregate Supply Curve • Total Expenditures and Aggregate Demand • The Aggregate Demand Curve • Shifts in the Aggregate Demand Curve Copyright © 2008 Pearson Addison Wesley. All rights reserved. 10-5 Chapter Outline (cont'd) • Long-Run Equilibrium and the Price Level • The Effects of Economic Growth on the Price Level • Causes of Inflation Copyright © 2008 Pearson Addison Wesley. All rights reserved. 10-6 Did You Know That... • Several times during the period known as the “Roaring Twenties” the price level declined in the United States? • In the meantime, average prices of shares of stock more than doubled, and real GDP increased? • Why did the United States experience deflation even as the nation experienced economic growth in the 1920s? Copyright © 2008 Pearson Addison Wesley. All rights reserved. 10-7 Output Growth and the Long-Run Aggregate Supply Curve • Aggregate Supply The total of all planned production for the economy Copyright © 2008 Pearson Addison Wesley. All rights reserved. 10-8 Output Growth and the Long-Run Aggregate Supply Curve (cont'd) • Long-Run Aggregate Supply Curve A vertical line representing the real output of goods and services after full adjustment has occurred It represents the real GDP of the economy under conditions of full employment; the economy is on its production possibilities curve Copyright © 2008 Pearson Addison Wesley. All rights reserved. 10-9 Figure 10-1 The Production Possibilities and the Economy’s Long-Run Aggregate Supply Curve Copyright © 2008 Pearson Addison Wesley. All rights reserved. 10-10 Output Growth and the Long-Run Aggregate Supply Curve (cont'd) • LRAS is vertical Input prices fully adjust to changes in output prices Suppliers have no incentive to increase output Unemployment is at the natural rate Determined by endowments and technology (or existing resources) Copyright © 2008 Pearson Addison Wesley. All rights reserved. 10-11 Output Growth and the Long-Run Aggregate Supply Curve (cont'd) • Endowments The various resources in an economy, including both physical resources and such resources as ingenuity and management skills Copyright © 2008 Pearson Addison Wesley. All rights reserved. 10-12 Output Growth and the Long-Run Aggregate Supply Curve (cont'd) • Growth is shown by outward shifts of either the production possibilities curve or the LRAS curve caused by Growth of population and the labor-force participation rate Capital accumulation Improvements in technology Copyright © 2008 Pearson Addison Wesley. All rights reserved. 10-13 Figure 10-2 The Long-Run Aggregate Supply Curve and Shifts in It Copyright © 2008 Pearson Addison Wesley. All rights reserved. 10-14 Figure 10-3 A Sample Long-Run Growth Path for Real GDP Copyright © 2008 Pearson Addison Wesley. All rights reserved. 10-15 Total Expenditures and Aggregate Demand • Aggregate Demand The total of all planned expenditures in the entire economy Copyright © 2008 Pearson Addison Wesley. All rights reserved. 10-16 Total Expenditures and Aggregate Demand (cont'd) • Questions What determines the total amount that individuals, governments, firms, and foreigners want to spend? What determines the equilibrium price level? Copyright © 2008 Pearson Addison Wesley. All rights reserved. 10-17 The Aggregate Demand Curve • Aggregate Demand Curve A curve showing planned purchase rates for all final goods and services in the economy at various price levels, all other things held constant Copyright © 2008 Pearson Addison Wesley. All rights reserved. 10-18 Figure 10-4 The Aggregate Demand Curve As the price level rises, real GDP declines Copyright © 2008 Pearson Addison Wesley. All rights reserved. 10-19 The Aggregate Demand Curve (cont'd) • What happens when the price level rises? The real-balance effect (or wealth effect) The interest rate effect The open economy effect • What happens when the price level falls? The greater the total planned spending Copyright © 2008 Pearson Addison Wesley. All rights reserved. 10-20 The Aggregate Demand Curve (cont'd) • The Real-Balance Effect The change in the real value of money balances when the price level changes Copyright © 2008 Pearson Addison Wesley. All rights reserved. 10-21 The Aggregate Demand Curve (cont'd) • The Interest Rate Effect Higher price levels indirectly increase the interest rate, which in turn causes a reduction in borrowing and spending. Copyright © 2008 Pearson Addison Wesley. All rights reserved. 10-22 The Aggregate Demand Curve (cont'd) • The Open Economy Effect Higher price levels result in foreigners’ desiring to buy fewer American-made goods while Americans desire more foreign-made goods (i.e., net exports fall). Copyright © 2008 Pearson Addison Wesley. All rights reserved. 10-23 Aggregate Demand versus Demand for a Single Good • When the aggregate demand curve is derived, we are looking at the entire circular flow of income and product. • When a demand curve is derived, we are looking at a single product in one market only. Copyright © 2008 Pearson Addison Wesley. All rights reserved. 10-24 Shifts in the Aggregate Demand Curve • Any non-price-level change that increases aggregate spending (on domestic goods) shifts AD to the right. • Any non-price-level change that decreases aggregate spending (on domestic goods) shifts AD to the left. Copyright © 2008 Pearson Addison Wesley. All rights reserved. 10-25 Table 10-1 Determinants of Aggregate Demand Copyright © 2008 Pearson Addison Wesley. All rights reserved. 10-26 GDP Deflator Shifts in the Aggregate Demand Curve (cont'd) 120 90 AD 0 1 2 3 4 5 Real GDP per Year ($ trillions) Copyright © 2008 Pearson Addison Wesley. All rights reserved. 6 7 10-27 GDP Deflator Shifts in the Aggregate Demand Curve (cont'd) 120 90 AD 0 1 2 3 4 5 Real GDP per Year ($ trillions) Copyright © 2008 Pearson Addison Wesley. All rights reserved. 6 7 10-28 Shifts in the Aggregate Demand Curve (cont'd) GDP Deflator Increase in aggregate demand 120 90 AD 0 1 2 3 4 5 Real GDP per Year ($ trillions) Copyright © 2008 Pearson Addison Wesley. All rights reserved. 6 AD1 7 10-29 Shifts in the Aggregate Demand Curve (cont'd) GDP Deflator Decrease in aggregate demand 120 100 0 9 10 11 12 AD1 AD 13 14 Real GDP per Year ($ trillions) Copyright © 2008 Pearson Addison Wesley. All rights reserved. 15 10-30 Long-Run Equilibrium and the Price Level • For the economy as a whole, long-run equilibrium occurs at the price level where the aggregate demand curve (AD) crosses the long-run aggregate supply curve (LRAS). Copyright © 2008 Pearson Addison Wesley. All rights reserved. 10-31 Figure 10-5 Long-Run Economywide Equilibrium Copyright © 2008 Pearson Addison Wesley. All rights reserved. 10-32 Long-Run Equilibrium and the Price Level (cont'd) • The effects of economic growth on the price level Economic growth and secular deflation Copyright © 2008 Pearson Addison Wesley. All rights reserved. 10-33 Long-Run Equilibrium and the Price Level (cont'd) • Secular Deflation A persistent decline in prices resulting from economic growth in the presence of stable aggregate demand Copyright © 2008 Pearson Addison Wesley. All rights reserved. 10-34 Secular Deflation versus Long-Run Price Stability in a Growing Economy • Secular deflation An increase in LRAS will, ceteris paribus, result in a decrease in the price level. • Avoiding secular deflation If the AD curve shifts outward by the same amount as the LRAS curve, the price level remains constant. The AD curve can be shifted outward by increasing the money supply. Copyright © 2008 Pearson Addison Wesley. All rights reserved. 10-35 Figure 10-6 Secular Deflation versus Long-Run Price Stability in a Growing Economy, Panel (a) Copyright © 2008 Pearson Addison Wesley. All rights reserved. 10-36 Figure 10-6 Secular Deflation versus Long-Run Price Stability in a Growing Economy, Panel (b) Copyright © 2008 Pearson Addison Wesley. All rights reserved. 10-37 International Example: Deflation is the Norm in Japan • Since 1998, Japan’s real GDP has increased every year except 2002. • As the LRAS curve shifted rightward, the price level gradually declined. • Consequently Japan experienced deflation. Copyright © 2008 Pearson Addison Wesley. All rights reserved. 10-38 Figure 10-7 Inflation Rates in the United States Source: Economic Report of the President; Economic Indicators, various issues Copyright © 2008 Pearson Addison Wesley. All rights reserved. 10-39 Figure 10-8 Explaining Persistent Inflation, Panel (a) • When LRAS1 shifts to LRAS2, the price level rises from 120 to 140 • Inflation is caused by a decrease in LRAS Copyright © 2008 Pearson Addison Wesley. All rights reserved. 10-40 Figure 10-8 Explaining Persistent Inflation, Panel (b) An increase in AD from AD1 to AD2 causes the price level to rise from 120 to 140, and an increase in AD causes inflation Copyright © 2008 Pearson Addison Wesley. All rights reserved. 10-41 Figure 10-9 Real GDP and the Price Level in the United States, 1970 to the Present Copyright © 2008 Pearson Addison Wesley. All rights reserved. 10-42 International Policy Example: The People’s Bank of China Rediscovers How to Create Inflation • LRAS has been increasing rapidly in China. • Real GDP has risen at least 7% per year since 1998. • Recently the price level has increased. Copyright © 2008 Pearson Addison Wesley. All rights reserved. 10-43 International Policy Example: The People’s Bank of China Rediscovers How to Create Inflation (cont'd) • Money supply growth caused aggregate demand to shift rightward. • AD shifted at a faster pace than the rightward shift in the LRAS curve. • The end result was an increase in the price level. Copyright © 2008 Pearson Addison Wesley. All rights reserved. 10-44 Issues and Applications: Why the 2004 Tsunami Did Not Swamp Asian Economies • The estimated death toll from the tsunami of 2004 exceeded all others since the year 1556. • In spite of this huge toll, most of the regional economies stayed on their long-run growth paths. Copyright © 2008 Pearson Addison Wesley. All rights reserved. 10-45 Issues and Applications: Why the 2004 Tsunami Did Not Swamp Asian Economies (cont'd) • Observers were concerned that… LRAS would decrease, causing price levels to jump, resulting in sudden inflation and then real GDP would drop, leading to recession. Copyright © 2008 Pearson Addison Wesley. All rights reserved. 10-46 Issues and Applications: Why the 2004 Tsunami Did Not Swamp Asian Economies (cont'd) • Yet tourism drop-off generated a decline in AD, which helped reduce price increases. • Inflation rates dropped back to levels consistent with long-term trends. • Real GDP grew in 2005 in all four nations. Copyright © 2008 Pearson Addison Wesley. All rights reserved. 10-47 Table 10-2 Inflation Rates and Real GDP Growth Rates in Selected Southeast Asian Nations Copyright © 2008 Pearson Addison Wesley. All rights reserved. 10-48 Summary Discussion of Learning Objectives • Long-run aggregate supply The long-run aggregate supply curve is vertical at the level of real GDP that firms plan to produce when they have full information and when input prices have adjusted to any change in output prices. • Economic growth Shown by an outward shift of the LRAS curve or of the production possibilities curve Copyright © 2008 Pearson Addison Wesley. All rights reserved. 10-49 Summary Discussion of Learning Objectives (cont'd) • Why the aggregate demand curve slopes downward and factors that cause it to shift Slopes downward due to the real-balance effect, the interest rate effect, and the open economy effect May shift due to a number of factors Copyright © 2008 Pearson Addison Wesley. All rights reserved. 10-50 Summary Discussion of Learning Objectives (cont'd) • Long-run equilibrium for the economy Occurs when the price level adjusts until total planned real expenditures equal actual real GDP Copyright © 2008 Pearson Addison Wesley. All rights reserved. 10-51 Summary Discussion of Learning Objectives (cont'd) • Why economic growth can cause deflation If AD is stationary during a period of economic growth, the LRAS curve shifts rightward along the AD curve and the equilibrium price level falls. • Likely reasons for persistent inflation One event that causes inflation is a decline in LRAS; another occurs in a growing economy when AD growth exceeds the increase in LRAS. Copyright © 2008 Pearson Addison Wesley. All rights reserved. 10-52 End of Chapter 10 Real GDP and the Price Level in the Long Run