Journal Article

High and Volatile Inflation Begets a More Volatile Business Cycle


Abstract: Following five years of inflation above the Federal Reserve's 2 percent target, a pressing question for policymakers is: what are the macroeconomic consequences of inflation remaining persistently elevated? Drawing on historical lessons from the 1970s and a new theoretical framework, this paper shows that elevated and persistent inflation makes the economy more vulnerable to costpush shocks. When inflation is already high, a cost-push shock generates larger and more persistent inflation and a deeper output contraction than it would in an environment of low and stable inflation. The implication: low and stable inflation is not just a goal; it is itself a macroeconomic stabilizer.

JEL Classification: J62; I24; I28; N32;

https://doi.org/10.29338/ph2026-05

Access Documents

Authors

Bibliographic Information

Provider: Federal Reserve Bank of Atlanta

Part of Series: Policy Hub

Publication Date: 2026-07-13

Volume: 2026

Issue: 5

Pages: 10