13e Chapter 16: Supply-Side Policy: Short-Run Options McGraw-Hill/Irwin Copyright © 2013 by The McGraw-Hill Companies, Inc. All rights reserved. Supply-Side Policy • Fiscal and monetary policies focus on the demand side of the macro economy. These policies shift the aggregate demand curve. • Policies that alter the willingness or ability to supply goods at various price levels will shift the aggregate supply curve. They are supply-side policies. 16-2 Learning Objectives • 16-01. Explain why the short-run AS curve shifts upward. • 16-02. Discuss how an unemploymentinflation trade-off arises. • 16-03. Identify the tools of supply-side policy. 16-3 Aggregate Supply • In the 1970s, stagflation occurred. – Stagflation: the simultaneous occurrence of substantial unemployment and inflation. – Shifting AD to “fix” stagflation is not possible. • Increase AD: unemployment falls and inflation rises. • Decrease AD: unemployment rises and inflation falls. • Supply-side policy arose to provide an answer to stagflation. 16-4 Shape of the AS Curve • Each policy school in economics has an opinion about what the AS curve looks like. • Keynesians: – AS is horizontal. – An AD shift to the right in recession increases Q but does not increase P. – Inflation becomes a problem only after AD shifts past Q*, the production capacity. 16-5 Shape of the AS Curve • Each policy school in economics has an opinion about what the AS curve looks like. • Monetarists: – Changes in the money supply affect prices but not output. – An AD shift to the right increases inflation. – AS is a long-run concept and is vertical. 16-6 Shape of the AS Curve • Each policy school in economics has an opinion about what the AS curve looks like. • Hybrid version: – Most economists now see an AS curve with an upward slope that increases near full employment. – Inflation accelerates in that region of the curve as AD shifts right. 16-7 Impact of the Hybrid AS Curve • Shifts of AD affect both prices and output. • Outcomes of fiscal and monetary policy depend on how close the economy is to full employment. • The closer we are, the greater the risk that fiscal or monetary stimulus will spill over into inflation. 16-8 Inflation-Unemployment Trade-Off • The message of the upward-sloping AS curve is that demand-side policies alone can never succeed completely; they will always cause some unwanted inflation or unemployment. – There is an inflation-unemployment trade-off, which is expressed in the Phillips curve. 16-9 The Phillips Curve Trade-Off • As the economy moves from point A to B to C (left picture), the inflation-unemployment trade-off shifts from point a to b to c (right picture) on the Phillips curve. 16-10 The Inflationary Flashpoint • The upward-sloped AS curve has a point at which inflation rockets upward as the decrease in unemployment slows. – It is called the inflationary flashpoint: the output at which inflationary pressures intensify; the point on the AS curve where slope increases sharply. 16-11 Shifts of the AS Curve • Rightward shift of AS: – Good news! Reduces unemployment and inflation at the same time. – Also increases output. – Shifting AD cannot do this. • Leftward shift of AS: – Bad news! Both unemployment and inflation increase, and output decreases. 16-12 The Misery Index • Misery index: a simple sum of the inflation and unemployment rates. – If AS shifts right, both elements decrease and the misery index falls sharply. – If AS shifts left, both elements increase and the misery index rises sharply. 16-13 What Shifts the AS Curve? • Shifting AS right: – Policies that provide incentives for suppliers to increase production. • • • • • Tax incentives for saving, investment, and work. Human capital investment. Deregulation. Trade liberalization. Infrastructure development. 16-14 What Shifts the AS Curve? • Shifting AS left: – Policies that provide disincentives for suppliers to increase production. • • • • • Tax increases for saving, investment, and work. Deteriorating human capital investment. Excessive, costly regulation. Trade restrictions. Decaying infrastructure. – Negative external shocks, such as natural disasters and war. 16-15 Tax Incentives • Keynesians cut taxes to increase AD. • Supply-siders note that high tax rates destroy the incentive to work and produce, which ends up reducing output. • Low tax rates encourage people to earn more because more ends up in disposable income and less goes to the government. 16-16 Tax Incentives • Supply-siders emphasize a reduction in marginal tax rates for both workers and firms. – Marginal tax rate: the tax rate imposed on the latest earned (marginal) dollar of income. – High marginal tax rates provide a disincentive to • Earn more. • Start or expand a business. • Increase investment spending. 16-17 Tax Incentives • A reduction in marginal tax rates will shift AS to the right. • On the other hand, a tax rebate (one-time tax refund) adds to disposable income but does not affect the marginal tax rate, so AS does not shift. 16-18 Savings Incentives • Keynesians treat saving as a leakage to the circular flow, because they emphasize spending. • Supply-siders emphasize the importance of saving for financing more investment and economic growth. – They favor tax incentives that encourage saving and greater tax incentives for investment. 16-19 Investment Incentives • Supply-siders advocate tax incentives for investment: – Reduced taxes on capital gains and dividends. – Larger capital expensing of new investment. • The goal is to expand investment spending, which increases the capacity to produce. This will shift AS to the right. 16-20 Human Capital Investment • Human capital: the knowledge and skills possessed by the workforce. • Supply-siders encourage investments in human capital to provide the knowledge and skills needed to reduce structural unemployment. – This can be done by providing tax credits to employers who offer more worker training. 16-21 Other Human Capital Incentives • Supply-siders want to increase human capital by expanding and improving the educational system. • Affirmative action programs are designed to reduce discriminatory barriers, which will shift AS to the right. • Transfer payments can become excessive and provide a disincentive for recipients to take a job. Welfare reforms in 1996 had a positive supply-side impact and kept basic welfare programs intact. 16-22 Deregulation • When government sets rules that directly affect employment and production decisions, it affects the AS curve. – Excessive regulation is costly to producers and will shift AS to the left. – Decreased regulation (or deregulation) reduces costs for producers and will shift AS to the right. 16-23 Deregulation • Government interventions that have good reasons for existing but shift AS to the left by increasing costs to producers. – – – – – – Minimum wage. Mandatory benefits. Occupational health and safety. Transportation costs. Food and drug standards. Environmental protection. • Supply-siders contend that regulatory costs are now too high. 16-24 Easing Trade Barriers • When production costs rise, AS shifts left. – Tariffs (taxes on imported goods) make input costs higher. – Immigration restrictions make it more difficult to overcome skill shortages. • By advocating the reduction of tariffs on inputs and improvement in the flow of immigrant workers, supply-siders note that production costs fall and AS shifts right. 16-25 Infrastructure Development • Infrastructure: the transportation, communications, education, judicial, and other institutional systems that facilitate market exchanges. – Improving these institutional structures makes commerce flow easier and therefore reduces costs. – Reducing costs will cause the AS curve to shift right. 16-26 Adverse Supply-Side Policies • The following policies shift AS to the left: – Higher marginal tax rates for individuals and businesses. – Increased taxes on saving and investment. – Letting infrastructure deteriorate. – Increased government regulation. – Increased trade barriers. • When AS shifts left, output decreases, unemployment rises, and inflation increases. 16-27