Volume 21, Issue 1 January 2025

Inflation Expectations Anchoring: New Insights from Microevidence of a Survey at High Frequency and of Distributions

Abstract

We analyze the anchoring of long-term euro-area inflation expectations in the decade following the Global Financial Crisis, by exploring a new weekly survey, conducted among around 25 macroanalysts from 2010 to 2018. We perform a battery of tests on level expectations from the weekly survey and measures based on the distribution of inflation expectations from a quarterly survey. These include measures of uncertainty, the probability of expected long-term inflation lying between 1.5 percent and 2.5 percent, and deflation risk. We find that long-term euro-area inflation expectations remained broadly anchored to the European Central Bank’s inflation aim.

Authors

  • Nikos Apokoritis
  • Gabriele Galati
  • Richhild Moessner

JEL codes

  • E31
  • E58
  • F62