Inflation Estimation Problems

John Vandivier

Inflation is reported by the government in the US as the inflation derived from CPI, not the GDP Deflator. <a href="http://www.usinflationcalculator.com/">It is calculated by the Bureau of Labor Statistics.

Problems:

  • Heterogeneity error
    • This effects GDP Deflator as well
    • Geography
    • Age
    • Many other factors
    • Your personal inflation depends on the price behaviors of the goods you consume.
    • A non-subjective, market-wide estimate depends on non-selective averages.
  • Substitution bias
  • Quality changes (up or down)
  • Goods no longer bought, new goods on the market
  • Selection bias for the basket of goods
    • Political determination of the basket of goods
    • Confirmation bias on the size on inflation
    • Calculation problem from a restricted set of minds estimating the market effects
  • Representative of the \"average consumer.\"
    • This consumer doesn't exist.
    • This consumer doesn't represent a real measure of economic growth. The full distribution of consumption better predicts market behavior. Market calculations are based on full distribution calculations. This is another form of a calculation problem. The GDP Deflator better accounts for this and many of the other errors.
    • The \"average consumer\" is selectively determined and as a result selection bias occurs once again. The \"average consumer\" is constructed by taking various averages of various selected behaviors and consumptions.
In conclusion, a more proper estimate of inflation would be based on GDP, as GDP is far less selectively determined and biased than the CPI, although GDP is a simplification as well. The secondary goods market matters for the economy as well, for example.