OXFORD BULLETIN OF ECONOMICS AND STATISTICS, 58,4(1996)
0305-9049
AN EMPIRICAL ANALYSIS OF THE
CHANGING ROLE OF THE GERMAN
BUNDESBANK AFTER 1983
Katarina Juselius
I. INTRODUCTION
Juselius (1992) found that the Danish price inflation in 1975:1-1987:3 to
a large extent was imported (with Germany representing the foreign
influence), whereas the domestic effects from excess wages or excess
money were much less influential. This result was confirmed in Juselius
(1996), where the monetary explanation to price inflation was examined
in more detail based on an extended sample 1975:1-1993:4. The results
prompt the question whether, as is often claimed, German monetary
policy determines price inflation within Europe. This presupposes, of
course, that German price inflation is a monetary phenomenon. The
focus of the present paper is to test this presupposition by analyzing the
monetary mechanisms in Germany and their effect on price inflation over
the sample period 1975:2-1994:4. The empirical analysis indicated a
fundamental shift in the structure of the model around 1983, so the
model analysis is done separately before and after that date. The reunifi-
cation of East and West Germany adds another important regime shift in
the second period.
The empirical model describes a macroeconomic system of money,
income, prices, and interest rates within which three steady-state relations
are identified. They describe an aggregate demand/supply for money
relation, an aggregate income relation, and an interest rate relation. To
examine the effect of monetary policy measures on price inflation, special
attention is paid to the dynamics of the adjustment process and to the
interaction and feedback effects within the system.
ML-estimates of both the long-run steady-state relations and the
corresponding common trends are discussed in terms of similarities and
dissimilarities between the two periods. The finding here that the model
Financial support from the Social Sciences Research Council is gratefully acknowledged.
Helpful comments from an anonymous referee, Martin Browning, David Hendry, Henning
Tarp Jensen, Jurgen Wolters, and participants at seminars in Berlin, Copenhagen and Aarhus
are gratefully acknowledged. Henning Tarp Jensen has provided valuable research assistance.
791
© Blackwell Publishers 1996. Published by Blackwell Publishers. 108 Cowley Road, Oxford 0X4 uF,
UK & 238 Main Street, Cambridge, MA 02142, USA.