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Supply and demand-driven inflation : decomposition and policy implications / Kira Kang, Rodrigo Sekkel, Temel Taskin, Jing Yang.FB3-8/2026-33E-PDF

"This note decomposes Canadian inflation into supply- and demand-driven components using detailed personal consumption expenditure data. We find that both supply and demand forces contributed to the post-pandemic rise in inflation, with supply-side pressures accounting for the larger share. Demand-driven inflation is more cyclical and declines during economic downturns. We then use the decomposition in two policy applications. First, contractionary monetary policy shocks lower demand-driven inflation but have little effect on supply-driven inflation. Second, estimates of a targeted Taylor rule indicate that the Bank of Canada responds more strongly to demand-driven inflation than to supply-driven inflation. The results highlight the importance of distinguishing between the sources of inflation when evaluating inflationary pressures and monetary policy"--Abstract, page ii.

Permanent link to this Catalogue record:
publications.gc.ca/pub?id=9.965200&sl=0

Publication information
Department/Agency
  • Bank of Canada, issuing body.
TitleSupply and demand-driven inflation : decomposition and policy implications / Kira Kang, Rodrigo Sekkel, Temel Taskin, Jing Yang.
Series title
  • Staff analytical paper = Document analytique du personnel, 3110-9195 ; 2026-33
Publication typeMonograph - View Master Record
Language[English]
FormatDigital text
Electronic document
Note(s)
  • Cover title.
  • Includes bibliographical references.
Publishing information
  • [Ottawa] : Bank of Canada = Banque du Canada, July 2, 2026.
  • ©2026
Author / Contributor
  • Kang, Kira, author.
Description1 online resource (ii, 15 pages) : charts.
Catalogue number
  • FB3-8/2026-33E-PDF
Subject terms
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