Monetary policy and inflation expectations: impact and causal analysis of heterogeneous economic agents’ expectations in South Africa

This study employs a Vector Error Correction (VEC) model to investigate the dynamic relationship between changes in monetary policy and inflation expectations within various sectors. The analysis encompasses data from the financial, business, and trade union sectors, spanning the first quarter of 20...

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Main Authors: Thobani Mlangeni, Eugene Msizi Buthelezi
Format: Article
Language:English
Published: Taylor & Francis Group 2024-12-01
Series:Journal of Applied Economics
Subjects:
Online Access:https://www.tandfonline.com/doi/10.1080/15140326.2023.2289724
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author Thobani Mlangeni
Eugene Msizi Buthelezi
author_facet Thobani Mlangeni
Eugene Msizi Buthelezi
author_sort Thobani Mlangeni
collection DOAJ
description This study employs a Vector Error Correction (VEC) model to investigate the dynamic relationship between changes in monetary policy and inflation expectations within various sectors. The analysis encompasses data from the financial, business, and trade union sectors, spanning the first quarter of 2000 to the fourth quarter of 2022. Results indicate that trade unions exhibit sensitivity to previous changes in the repo rate. In the long term, monetary policy influences inflation expectations within the financial sector. In contrast, elevated repo rates in the business sector correlate with diminished expectations, subsequently impacting wage dynamics. Granger causality tests establish a significant link between repo rate shifts and inflation expectations in the business and trade union sectors. The study advances the understanding of diverse sector responses to monetary policy’s impact on inflation expectations, and implement sector-specific policy adjustments that consider the unique dynamics of each sector, ensuring a more targeted and effective response.
format Article
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institution Kabale University
issn 1514-0326
1667-6726
language English
publishDate 2024-12-01
publisher Taylor & Francis Group
record_format Article
series Journal of Applied Economics
spelling doaj-art-99cd0dda653844748e4200721ed704be2025-08-20T03:26:44ZengTaylor & Francis GroupJournal of Applied Economics1514-03261667-67262024-12-0127110.1080/15140326.2023.2289724Monetary policy and inflation expectations: impact and causal analysis of heterogeneous economic agents’ expectations in South AfricaThobani Mlangeni0Eugene Msizi Buthelezi1Department of Economics and Finance, the University of Free State, Bloemfontein, South AfricaDepartment of Economics and Finance, the University of Free State, Bloemfontein, South AfricaThis study employs a Vector Error Correction (VEC) model to investigate the dynamic relationship between changes in monetary policy and inflation expectations within various sectors. The analysis encompasses data from the financial, business, and trade union sectors, spanning the first quarter of 2000 to the fourth quarter of 2022. Results indicate that trade unions exhibit sensitivity to previous changes in the repo rate. In the long term, monetary policy influences inflation expectations within the financial sector. In contrast, elevated repo rates in the business sector correlate with diminished expectations, subsequently impacting wage dynamics. Granger causality tests establish a significant link between repo rate shifts and inflation expectations in the business and trade union sectors. The study advances the understanding of diverse sector responses to monetary policy’s impact on inflation expectations, and implement sector-specific policy adjustments that consider the unique dynamics of each sector, ensuring a more targeted and effective response.https://www.tandfonline.com/doi/10.1080/15140326.2023.2289724Monetary policyinflation expectations
spellingShingle Thobani Mlangeni
Eugene Msizi Buthelezi
Monetary policy and inflation expectations: impact and causal analysis of heterogeneous economic agents’ expectations in South Africa
Journal of Applied Economics
Monetary policy
inflation expectations
title Monetary policy and inflation expectations: impact and causal analysis of heterogeneous economic agents’ expectations in South Africa
title_full Monetary policy and inflation expectations: impact and causal analysis of heterogeneous economic agents’ expectations in South Africa
title_fullStr Monetary policy and inflation expectations: impact and causal analysis of heterogeneous economic agents’ expectations in South Africa
title_full_unstemmed Monetary policy and inflation expectations: impact and causal analysis of heterogeneous economic agents’ expectations in South Africa
title_short Monetary policy and inflation expectations: impact and causal analysis of heterogeneous economic agents’ expectations in South Africa
title_sort monetary policy and inflation expectations impact and causal analysis of heterogeneous economic agents expectations in south africa
topic Monetary policy
inflation expectations
url https://www.tandfonline.com/doi/10.1080/15140326.2023.2289724
work_keys_str_mv AT thobanimlangeni monetarypolicyandinflationexpectationsimpactandcausalanalysisofheterogeneouseconomicagentsexpectationsinsouthafrica
AT eugenemsizibuthelezi monetarypolicyandinflationexpectationsimpactandcausalanalysisofheterogeneouseconomicagentsexpectationsinsouthafrica