When Redistribution Becomes a State Variable: Monetary-Fiscal Stabilization with Type-Specific Sticky Wages

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Main Author: Miyazaki, Kenji
Format: Preprint
Published: 2026
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author Miyazaki, Kenji
author_facet Miyazaki, Kenji
contents Many tractable TANK models treat redistribution as a contemporaneous wedge. I show that this view is incomplete once wage contracts are type-specific. In a tractable Two-Agent New Keynesian model, each household type adjusts its nominal wage relative to its own previous wage. This own-lag contract makes the cross-type wage gap a payoff-relevant distributional state variable. The wage gap follows a second-order expectational law of motion and feeds back into aggregate demand through consumption dispersion. Inflation stabilization or contemporaneous profit-wedge neutralization therefore generally fails to restore the corresponding representative-agent allocation. Under the maintained commitment benchmark, RANK-equivalent stabilization from period $t=1$ onward requires history-dependent transfers that respond to inherited wage dispersion, not only current profits. In the benchmark calibration, wage rigidity raises the peak output response to a transfer shock by a factor of 3.27, from $2.49\times 10^{-4}$ to $8.14\times 10^{-4}$.
format Preprint
id arxiv_https___arxiv_org_abs_2605_15614
institution arXiv
publishDate 2026
record_format arxiv
spellingShingle When Redistribution Becomes a State Variable: Monetary-Fiscal Stabilization with Type-Specific Sticky Wages
Miyazaki, Kenji
General Economics
Economics
Many tractable TANK models treat redistribution as a contemporaneous wedge. I show that this view is incomplete once wage contracts are type-specific. In a tractable Two-Agent New Keynesian model, each household type adjusts its nominal wage relative to its own previous wage. This own-lag contract makes the cross-type wage gap a payoff-relevant distributional state variable. The wage gap follows a second-order expectational law of motion and feeds back into aggregate demand through consumption dispersion. Inflation stabilization or contemporaneous profit-wedge neutralization therefore generally fails to restore the corresponding representative-agent allocation. Under the maintained commitment benchmark, RANK-equivalent stabilization from period $t=1$ onward requires history-dependent transfers that respond to inherited wage dispersion, not only current profits. In the benchmark calibration, wage rigidity raises the peak output response to a transfer shock by a factor of 3.27, from $2.49\times 10^{-4}$ to $8.14\times 10^{-4}$.
title When Redistribution Becomes a State Variable: Monetary-Fiscal Stabilization with Type-Specific Sticky Wages
topic General Economics
Economics
url https://arxiv.org/abs/2605.15614