General

Inflation

Inflation is the rate at which the general level of prices for goods and services rises over time, decreasing the purchasing power of money.

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Exam Tip

Inflation erodes purchasing power. Fixed income suffers most. Fed targets 2% inflation.

What is Inflation?

Inflation is the gradual increase in prices and the corresponding decrease in the purchasing power of money. When inflation rises, each dollar buys fewer goods and services than before.

Measuring Inflation

MeasureWhat It Tracks
CPI (Consumer Price Index)Prices paid by urban consumers for goods and services
PPI (Producer Price Index)Prices received by domestic producers
PCE (Personal Consumption Expenditures)Fed's preferred measure

Types of Inflation

TypeCauseExample
Demand-PullToo much money chasing too few goodsEconomic boom
Cost-PushRising production costsOil price spike
Built-InWage-price spiralWorkers demand raises expecting inflation

Effects on Investments

Asset TypeImpact of Inflation
Cash/SavingsLoses purchasing power
BondsValue decreases (fixed payments worth less)
StocksMixed (companies can raise prices, but costs rise too)
Real EstateOften hedges against inflation
TIPSDesigned to protect against inflation

Inflation and Interest Rates

The Federal Reserve raises interest rates to combat high inflation and lowers them to stimulate growth when inflation is low.

Historical Context

PeriodInflation Rate
Long-term average (US)~3% annually
1970s-80s (high inflation)10-14%
2021-2022 (post-COVID)7-9%
Fed target2%

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