Did the Bundesbank target monetary expansion or inflation? Evidence from monetary base growth

Author:

Boeva Galina,Vaubel Roland

Abstract

Summary Several empirical studies have suggested that the Bundesbank has pursued inflation targets rather than monetary targets. These studies have been criticized because they do not adequately measure the deviation from target and because they use some short term interest rate as a measure of the Bundesbank’s policy actions instead of the comprehensive measure, the monetary base adjusted for changes in reserve requirements. We find that, in the period from 1979 III to 1998 IV, changes in adjusted monetary base growth reacted negatively and significantly to deviations from target monetary expansion as measured relative to the nearest margin of the target band if, and only if, no control variables are added. With our control variables, the significance of this coefficient drops to 10 per cent. By contrast, deviations of the inflation rate from the inflation objective used to derive the money supply target never has any significant effect on changes in adjusted monetary base growth. This result holds regardless of whether the lagged or the currently expected inflation rate is employed. The results are consistent with money supply targeting (if anything) but not with inflation targeting.

Publisher

Springer Science and Business Media LLC

Subject

Economics and Econometrics,Statistics and Probability

Reference18 articles.

1. Bernanke, Ben S., and Ilian Mihov (1997), “What Does the Bundesbank Target?”, European Economic Review 41: pp. 1025–1053.

2. Clarida, Richard, and Mark Gertler (1997), “How the Bundesbank Conducts Monetary Policy”, in Reducing Inflation: Motivation and Strategy, Christina D. and David H. Romer, eds., pp. 363–412, Chicago: The Chicago University Press.

3. Clarida, Richard, Jordi Gali, and Mark Gertler (1998), “Monetary Policy Rules in Practice: Some International Evidence”, European Economic Review 42: pp. 1033–1067.

4. Clausen, Volker, and Bernd Hayo (2005), “Monetary Policy in the Euro-area: Lessons from the First Years”, International Economics and Economic Policy 1: pp. 349–364.

5. Clausen, Jens Richard, and Carsten-Patrick Meier (2005), “Did the Bundesbank Follow a Taylor rule? An Analysis Based on Real Time Data”, Schweizerische Zeitschrift für Volkswirtschaft und Statistik 14: pp. 213–246.

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