The Illusions of Inflation Targeting, With an Application to Ukraine

Author:

Gertchev Nikolay

Abstract

This article reviews the analytical justification, the theoretical content, and the practical experience of inflation targeting, which has become the standard framework for monetary policy. It shows that due to the inflation-targeting literature’s neglect for the money demand as part of the monetary relation that drives price determination, it provides a distorted theoretical account of the most basic relations in a monetary economy and an illusionary vision of what a modern central bank could achieve. The last section of the article uses the recent monetary history of Ukraine to illustrate the pitfalls and illusions of inflation targeting.

Publisher

Mises Institute

Subject

General Economics, Econometrics and Finance

Reference42 articles.

1. Adler, Gustavo, Ruy Lama, and Juan Pablo Medina. 2019. “Foreign Exchange Intervention and Inflation Targeting: The Role of Credibility.” Journal of Economic Dynamics and Control 106: 1–20.

2. Adrian, Tobias, Douglas Laxton, and Maurice Obstfeld. 2018. “An Overview of Inflation-Forecast Targeting.” In Advancing the Frontiers of Monetary Policy, edited by Tobias Adrian, Douglas Laxton, and Maurice Obstfeld, chapter 1. Washington, D.C.: International Monetary Fund.

3. Agénor, Pierre-Richard. 2000. “Monetary Policy under Flexible Exchange Rates: An Introduction to Inflation Targeting.” World Bank Policy Research Working Paper 2511, Washington, D.C.

4. Amato, Jeffery, and Stefan Gerlach. 2002. “Inflation Targeting in Emerging Market and Transition Economies: Lessons after a Decade.” European Economic Review 46: 781–90.

5. Andrusiv, Victor, Oleg Ustenko, Yurii Romanenko, and Ihar Tyshkevich. 2018. The Future of the Ukrainian Oligarchs. Kyiv, Ukraine: Ukrainian Institute for the Future.

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