Inflation targeting, disinflation, and debt traps in Argentina

This paper highlights the role of external indebtedness and the presence of inflationary inertia in order to assess the effectiveness and sustainability of inflation targeting during disinflation episodes. As the recent Argentinian experience illustrates, a sluggish inflation rate and a significant...

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Detalhes bibliográficos
Autores: Libman, Emiliano, Palazzo, Gabriel Martín
Formato: artículo
Estado:Versión publicada
Fecha de publicación:2020
País:Argentina
Recursos:Consejo Nacional de Investigaciones Científicas y Técnicas
Repositorio:CONICET Digital (CONICET)
Idioma:inglés
OAI Identifier:oai:ri.conicet.gov.ar:11336/124610
Acesso em linha:http://hdl.handle.net/11336/124610
Access Level:acceso abierto
Palavra-chave:CHRONIC INFLATION
DEBT TRAPS
INFLATION TARGETING
LACK OF CREDIBILITY
https://purl.org/becyt/ford/5.2
https://purl.org/becyt/ford/5
Descrição
Resumo:This paper highlights the role of external indebtedness and the presence of inflationary inertia in order to assess the effectiveness and sustainability of inflation targeting during disinflation episodes. As the recent Argentinian experience illustrates, a sluggish inflation rate and a significant currentaccount deficit may make the stabilization process difficult. To illustrate the point, we build a model that shows that, when inflation adjusts fast, the target may be achieved without building too much external debt. But if inflation adjusts slowly, an excessive build-up of external debt could lead to an increase in the risk premium, a sudden shortage of foreign exchange, and the eventual collapse of the inflation-targeting regime.