High real interest rates in the aftermath of disinflation: Is it a lack of credibility?

Graciela L. Kaminsky*, Leonardo Leiderman

*Corresponding author for this work

Research output: Contribution to journalArticlepeer-review

Abstract

High real interest rates have been observed in many countries for several months after the adoption of disinflation programs. While they may reflect primarily a liquidity crunch, high ex post real interest rates can also be explained in terms of an ex post error in inflation expectations that reflects a lack of credibility of the low-inflation policy. The latter hypothesis is tested using data for Argentina, Israel, and Mexico during the implementation of the stabilization programs in the mid-1980s.

Original languageEnglish
Pages (from-to)191-214
Number of pages24
JournalJournal of Development Economics
Volume55
Issue number1
DOIs
StatePublished - Feb 1998

Keywords

  • Credibility crisis
  • Currency crisis
  • Stabilization programs

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