Measuring the Price Level and Inflation MB MC MB MC Introduction What Do You Think? Could you retire in thirty years if you have $100 million? Copyright c 2004 by The McGraw-Hill Companies, Inc. All rights reserved. Chapter 6: Measuring the Price Level and Inflation Slide 2 MB MC The Consumer Price Index: Measuring the Price Level Consumer Price Index (CPI) For any period, measures the cost in that period of a standard basket of goods and services relative to the cost of the same basket of goods and services in a fixed year, called the base year Copyright c 2004 by The McGraw-Hill Companies, Inc. All rights reserved. Chapter 6: Measuring the Price Level and Inflation Slide 3 MB MC Monthly Household Budget of the Typical Family in 1995 (Base Year) Constructing a Hypothetical CPI Item Cost (in 1995) Rent, two-bedroom apartment $500 Hamburgers (60 at $2.00 each) 120 Movie tickets (10 at $6.00 each) 60 Total expenditure Copyright c 2004 by The McGraw-Hill Companies, Inc. All rights reserved. Chapter 6: Measuring the Price Level and Inflation $680 Slide 4 MB MC Cost of Reproducing the 1995 (Base-Year) Basket of Goods and Services in Year 2000 Constructing a Hypothetical CPI Item Cost (in 2000) Cost (in 1995) Rent, two-bedroom apartment $630 $500 Hamburgers (60 at $2.00 each) 150 120 Movie tickets (10 at $6.00 each) 70 60 $850 $680 Total expenditure 850 - 680 170 Cost of Living 25% 680 680 Copyright c 2004 by The McGraw-Hill Companies, Inc. All rights reserved. Chapter 6: Measuring the Price Level and Inflation Slide 5 The Consumer Price Index: Measuring the Price Level MB MC Constructing the CPI Bureau of Labor Statistics (BLS) Pick a base year Conduct the consumer expenditure survey to determine the base-year basket of goods and services Measure the current prices of the base-year basket CPI Cost of base - year basket of goods and services in current year Cost of base - year basket of goods and services in base year Copyright c 2004 by The McGraw-Hill Companies, Inc. All rights reserved. Chapter 6: Measuring the Price Level and Inflation Slide 6 MB MC Cost of Reproducing the 1995 (Base-Year) Basket of Goods and Services in Year 2000 Constructing a Hypothetical CPI Item Cost (in 2000) Cost (in 1995) Rent, two-bedroom apartment $630 $500 Hamburgers (60 at $2.00 each) 150 120 Movie tickets (10 at $6.00 each) 70 60 $850 $680 Total expenditure •The CPI in year 2000 = $850/$680 = 1.25 •Base year = 1.00 •The cost of living increased by 25% from 1995 to 2000 Copyright c 2004 by The McGraw-Hill Companies, Inc. All rights reserved. Chapter 6: Measuring the Price Level and Inflation Slide 7 MB MC The Consumer Price Index: Measuring the Price Level Constructing the CPI The CPI for a given period measures the cost of living for that period relative to the base year Copyright c 2004 by The McGraw-Hill Companies, Inc. All rights reserved. Chapter 6: Measuring the Price Level and Inflation Slide 8 MB MC Constructing the CPI The Consumer Price Index: Measuring the Price Level The CPI is a price index. Price Index A measure of the average price of a given class of goods or services relative to the price of the same goods and services in a base year Copyright c 2004 by The McGraw-Hill Companies, Inc. All rights reserved. Chapter 6: Measuring the Price Level and Inflation Slide 9 MB MC Inflation CPI Measures the average level of prices relative to prices in the base year Inflation Measures how fast the average price level is changing over time Copyright c 2004 by The McGraw-Hill Companies, Inc. All rights reserved. Chapter 6: Measuring the Price Level and Inflation Slide 10 MB MC Inflation Rate of Inflation The annual percentage rate of change in the price level Copyright c 2004 by The McGraw-Hill Companies, Inc. All rights reserved. Chapter 6: Measuring the Price Level and Inflation Slide 11 MB MC Calculating Inflation Rates: 1972 - 1976 Year CPI 1972 0.418 1973 0.444 1974 0.493 1975 0.538 1976 0.569 Inflation rate : 1972 - '73 0.444 - 0.418 0.062 x 100 6.2% 0.418 Inflation rate : 1973 - '74 0.493 - 0.444 0.110 x 100 11.0% 0.444 Copyright c 2004 by The McGraw-Hill Companies, Inc. All rights reserved. Chapter 6: Measuring the Price Level and Inflation Slide 12 MB MC Calculating Inflation Rates: 1929 - 1933 Year CPI 1929 0.171 1930 0.167 1931 0.152 1932 0.137 1933 0.130 Inflation rate : 1929 - '30 0.167 - 0.171 - 0.023 x 100 - 2.3% 0.171 Inflation rate : 1930 - '31 0.152 - 0.167 - 0.090 x 100 - 9.0% 0.167 Copyright c 2004 by The McGraw-Hill Companies, Inc. All rights reserved. Chapter 6: Measuring the Price Level and Inflation Slide 13 MB MC Inflation Deflation A situation in which the prices of most goods and services are falling over time so that inflation is negative Copyright c 2004 by The McGraw-Hill Companies, Inc. All rights reserved. Chapter 6: Measuring the Price Level and Inflation Slide 14 MB MC Adjusting for Inflation Deflating a Nominal Quantity Nominal Quantity A quantity that is measured in terms of its current dollar value Real Quantity A quantity that is measured in physical terms -for example, in terms of quantities of goods and services Copyright c 2004 by The McGraw-Hill Companies, Inc. All rights reserved. Chapter 6: Measuring the Price Level and Inflation Slide 15 MB MC Adjusting for Inflation Deflating a Nominal Quantity Deflating (a nominal quantity) A process of dividing a nominal quantity by a price index (such as the CPI) to express the quantity in real terms Copyright c 2004 by The McGraw-Hill Companies, Inc. All rights reserved. Chapter 6: Measuring the Price Level and Inflation Slide 16 MB MC Comparing the Real Values of a Family’s Income in 1995 and 2000 Year Nominal family income CPI Real family income = Nominal family income/CPI 1995 $20,000 1.00 $20,000/1.00 = $20,000 2000 $22,000 1.25 $22,000/1.25 = $17,600 Copyright c 2004 by The McGraw-Hill Companies, Inc. All rights reserved. Chapter 6: Measuring the Price Level and Inflation Slide 17 MB MC Adjusting for Inflation Example Home run hitters drive Cadillacs 1930 Babe Ruth’s salary was $80,000 1998 Mark McGwire’s salary was $8.3 million CPI (1982 - 84 = 100) o o o o Copyright c 2004 by The McGraw-Hill Companies, Inc. All rights reserved. 1930 = 0.167 1998 = 1.64 Babe Ruth’s real salary = $80,000/0.167 = $479,000 Mark McGwire’s real salary = $8.3 million/1.64 = $5.06 million Chapter 6: Measuring the Price Level and Inflation Slide 18 MB MC Adjusting for Inflation Real Wage The wage paid to workers measured in terms of real purchasing power The real wage for any given period is calculated by dividing the nominal (dollar) wage by the CPI for that period Copyright c 2004 by The McGraw-Hill Companies, Inc. All rights reserved. Chapter 6: Measuring the Price Level and Inflation Slide 19 MB MC Adjusting for Inflation Real Wages of U.S. Production Workers An example: Nominal Wages CPI (1982 - 84 = 100) Real Wage 1970 $3.23 0.388 $3.23/0.388 = $8.32 1990 $10.01 1.307 $10.01/1.307 = $7.66 Copyright c 2004 by The McGraw-Hill Companies, Inc. All rights reserved. Chapter 6: Measuring the Price Level and Inflation Slide 20 MB MC Nominal and Real Wages for Production Workers’ 1960 - 2001 Copyright c 2004 by The McGraw-Hill Companies, Inc. All rights reserved. Chapter 6: Measuring the Price Level and Inflation Slide 21 MB MC Adjusting for Inflation Indexing The practice of increasing a nominal quantity each period by an amount equal to the percentage increase in a specified price index Indexing prevents the purchasing power of the nominal quantity from being eroded by inflation Copyright c 2004 by The McGraw-Hill Companies, Inc. All rights reserved. Chapter 6: Measuring the Price Level and Inflation Slide 22 MB MC Adjusting for Inflation Indexing to Maintain Buying Power An example: Social Security Payment Inflation 2000 $1,000/month 2005 $1,200/month indexed to inflation Copyright c 2004 by The McGraw-Hill Companies, Inc. All rights reserved. 2000 - 2005 = 20% Chapter 6: Measuring the Price Level and Inflation Slide 23 MB MC Adjusting for Inflation Example An indexed labor contract Contract specifics o 1st year wage = $12/hr o Real wage will rise 2 percent in the 2nd and 3rd year CPI: Year 1 = 1.00; Year 2 = 1.05; Year 3 = 1.10 Year 2 wage = w2/1.05 = $12 x 1.02 = $12.24 o W2 = $12.24 X 1.05 = $12.85 Year 3 wage = w3/1.10 = 12.24 x 1.02 = $12.48 o W3 = $12.48 X 1.10 = $13.73 Copyright c 2004 by The McGraw-Hill Companies, Inc. All rights reserved. Chapter 6: Measuring the Price Level and Inflation Slide 24 MB MC Adjusting for Inflation Economic Naturalist Every few years there is a well-publicized battle in Congress over whether the minimum wage should be raised. Why do these heated debates recur so regularly? Copyright c 2004 by The McGraw-Hill Companies, Inc. All rights reserved. Chapter 6: Measuring the Price Level and Inflation Slide 25 MB MC Does the CPI Measure “True” Inflation? 1996 report by the Boskin Commission estimated that the CPI overstates inflation by as much as 1 to 2 percentage points a year. Overstating Inflation Would unnecessarily increase government spending Underestimate the improvements in the standard of living Copyright c 2004 by The McGraw-Hill Companies, Inc. All rights reserved. Chapter 6: Measuring the Price Level and Inflation Slide 26 MB MC Does the CPI Measure “True” Inflation? Two Causes of the CPI Overestimation of Inflation Quality adjustment bias Substitution bias Copyright c 2004 by The McGraw-Hill Companies, Inc. All rights reserved. Chapter 6: Measuring the Price Level and Inflation Slide 27 MB MC Does the CPI Measure “True” Inflation? Substitution Bias -- An Example Assume 1995 CPI basket Inflation: 1995 - 2000 = $300/$200 = 1.50 or 50% Items Expenditure 1995 Prices 2000 Prices Coffee (50 cups at $1/cup) $50 $2/cup = $100 Tea (50 cups at $1/cup) $50 $1/cup = $50 Scones (100 at $1 each) $100 $1.50/cup = $150 $200 $300 Total Copyright c 2004 by The McGraw-Hill Companies, Inc. All rights reserved. Chapter 6: Measuring the Price Level and Inflation Slide 28 MB MC Does the CPI Measure “True” Inflation? Substitution Bias -- An Example Assume 1995 CPI basket Inflation: 1995 - 2000 w/substitution = $250/$200 = 25% Item (2000 w/substitution) Expenditure Coffee (0 cups at $2/cup) $0.00 Tea (100 cups at $1/cup) 100.00 Scones (100 at $1.50 each) 150.00 Total Copyright c 2004 by The McGraw-Hill Companies, Inc. All rights reserved. $250.00 Chapter 6: Measuring the Price Level and Inflation Slide 29 MB MC Does the CPI Measure “True” Inflation? Economic Naturalist Why is inflation in the health care sector apparently high? Copyright c 2004 by The McGraw-Hill Companies, Inc. All rights reserved. Chapter 6: Measuring the Price Level and Inflation Slide 30 MB MC Price Level The Costs of Inflation: Not What You Think A measure of the overall level of prices at a particular point in time as measured by a price index such as the CPI Relative Price The price of a specific good or service in comparison to the prices of other goods and services Copyright c 2004 by The McGraw-Hill Companies, Inc. All rights reserved. Chapter 6: Measuring the Price Level and Inflation Slide 31 MB MC The Costs of Inflation: Not What You Think Observations Changes in relative price do not necessarily imply a significant amount of inflation. Inflation can be high without affecting relative prices. Copyright c 2004 by The McGraw-Hill Companies, Inc. All rights reserved. Chapter 6: Measuring the Price Level and Inflation Slide 32 MB MC The Costs of Inflation: Not What You Think Observations To counteract relative price changes, government policy would have to affect the market for specific goods. To counteract inflation, the government must use monetary and fiscal policy. Copyright c 2004 by The McGraw-Hill Companies, Inc. All rights reserved. Chapter 6: Measuring the Price Level and Inflation Slide 33 MB MC The Costs of Inflation: Not What You Think The Price Level, Relative Prices, and Inflation CPI % change in oil prices Inflation Relative price of oil 2000 1.20 8% (2000 - 2001) 10% -2% 8% (2001 - 2002) 6% +2% 2001 1.32 2002 1.40 Copyright c 2004 by The McGraw-Hill Companies, Inc. All rights reserved. Chapter 6: Measuring the Price Level and Inflation Slide 34 MB MC The True Costs of Inflation “Shoe-Leather” Costs The use of resources to economize on holding cash during periods of high inflation Copyright c 2004 by The McGraw-Hill Companies, Inc. All rights reserved. Chapter 6: Measuring the Price Level and Inflation Slide 35 MB MC The True Costs of Inflation “Shoe-Leather Costs at Woodrow’s Hardware Need $5,000 cash/day May withdraw $25,000 on Monday or $5,000/day Cost of a withdraw = $4/trip Copyright c 2004 by The McGraw-Hill Companies, Inc. All rights reserved. Chapter 6: Measuring the Price Level and Inflation Slide 36 MB MC The True Costs of Inflation “Shoe-Leather Costs at Woodrow’s Hardware Zero inflation Withdraw $25,000 Shoe-leather cost = $4/week Copyright c 2004 by The McGraw-Hill Companies, Inc. All rights reserved. Chapter 6: Measuring the Price Level and Inflation Slide 37 MB MC The True Costs of Inflation “Shoe-Leather Costs at Woodrow’s Hardware 10% inflation Withdraws $25,000 o Average cash holding/day = $15,000 o Cost of holding cash = $15,000 x 10% = $1,500 Copyright c 2004 by The McGraw-Hill Companies, Inc. All rights reserved. Chapter 6: Measuring the Price Level and Inflation Slide 38 MB MC The True Costs of Inflation “Shoe-Leather Costs at Woodrow’s Hardware 10% inflation Withdraws $5,000 daily o Average cash holding/day = $5,000 o Cost of holding cash = $5,000 x 10% = $500 o Shoe-leather cost = $4/trip x 200 trips (50 wks) = $800 o Benefit of $1,000 > cost of $800 Copyright c 2004 by The McGraw-Hill Companies, Inc. All rights reserved. Chapter 6: Measuring the Price Level and Inflation Slide 39 MB MC The True Costs of Inflation “Noise” in the Price System Inflation obscures the information transmitted by prices and reduces the efficiency of the market system Copyright c 2004 by The McGraw-Hill Companies, Inc. All rights reserved. Chapter 6: Measuring the Price Level and Inflation Slide 40 MB MC The True Costs of Inflation Distortions of the Tax System Inflation, Indexation, and -- Bracket creep Capital depreciation allowance Copyright c 2004 by The McGraw-Hill Companies, Inc. All rights reserved. Chapter 6: Measuring the Price Level and Inflation Slide 41 MB MC The True Costs of Inflation Observation Inflation may distort the incentives provided by the tax system for people to work, save, and invest and reduce economic growth. Copyright c 2004 by The McGraw-Hill Companies, Inc. All rights reserved. Chapter 6: Measuring the Price Level and Inflation Slide 42 MB MC The True Costs of Inflation Unexpected Redistribution of Wealth From workers to employers if wages are not indexed to inflation From lenders to borrowers Copyright c 2004 by The McGraw-Hill Companies, Inc. All rights reserved. Chapter 6: Measuring the Price Level and Inflation Slide 43 MB MC The True Costs of Inflation Interference with Long-Run Planning Retirement planning Investment and business strategies Copyright c 2004 by The McGraw-Hill Companies, Inc. All rights reserved. Chapter 6: Measuring the Price Level and Inflation Slide 44 MB MC Hyperinflation Economic Naturalist How costly is high inflation? Copyright c 2004 by The McGraw-Hill Companies, Inc. All rights reserved. Chapter 6: Measuring the Price Level and Inflation Slide 45 MB MC Hyperinflation Economic Naturalist Fischer, Sahay, and Vegh examined 133 market economies 1960 - 96 45 episodes of high inflation (100% +) in 25 countries o Real GDP/person fell by an average of 1.6%/yr o Real consumption/ person fell by an average of 1.3%/yr o Real investment/person fell by an average of 3.3%/yr Copyright c 2004 by The McGraw-Hill Companies, Inc. All rights reserved. Chapter 6: Measuring the Price Level and Inflation Slide 46 MB MC Inflation and Interest Rates Nominal Interest Rate (market interest rate) The annual percentage increase in the nominal value of a financial asset Copyright c 2004 by The McGraw-Hill Companies, Inc. All rights reserved. Chapter 6: Measuring the Price Level and Inflation Slide 47 MB MC Inflation and Interest Rates Real Interest Rate The annual percentage increase in the purchasing power of a financial asset The real interest rate on any asset equals the nominal interest rate on that asset minus the inflation rate Copyright c 2004 by The McGraw-Hill Companies, Inc. All rights reserved. Chapter 6: Measuring the Price Level and Inflation Slide 48 MB MC Inflation and Interest Rates Inflation and the Real Interest Rate Real Interest Rate (r ) nominal interst (i ) - the inflation rate( ) r i - Copyright c 2004 by The McGraw-Hill Companies, Inc. All rights reserved. Chapter 6: Measuring the Price Level and Inflation Slide 49 MB MC Inflation and Interest Rates Year Real Interest 1970 1975 1980 1985 1990 1995 2000 0.80 -3.3 -2.0 3.9 2.1 2.7 2.2 Copyright c 2004 by The McGraw-Hill Companies, Inc. All rights reserved. = Nominal Interest 6.5 5.8 11.5 7.5 7.5 5.5 4.7 Chapter 6: Measuring the Price Level and Inflation - Inflation 5.7 9.1 13.5 3.6 5.4 2.8 2.5 Slide 50 MB MC The Real Interest Rate in the United States, 1960 - 2001 Copyright c 2004 by The McGraw-Hill Companies, Inc. All rights reserved. Chapter 6: Measuring the Price Level and Inflation Slide 51 MB MC Inflation and Interest Rates Observations Unexpected inflation will benefit borrowers and hurt lenders Expected inflation may not hurt lenders if they can adjust the nominal interest rates Copyright c 2004 by The McGraw-Hill Companies, Inc. All rights reserved. Chapter 6: Measuring the Price Level and Inflation Slide 52 MB MC Inflation and Interest Rates Fisher-Effect The tendency for nominal interest rates to be high when inflation is high and low when inflation is low Copyright c 2004 by The McGraw-Hill Companies, Inc. All rights reserved. Chapter 6: Measuring the Price Level and Inflation Slide 53 MB MC Inflation and Interest Rates in the United States, 1960 - 2001 Copyright c 2004 by The McGraw-Hill Companies, Inc. All rights reserved. Chapter 6: Measuring the Price Level and Inflation Slide 54 End of Chapter MB MC