Yuxi Yao

Author

Staff research

Housing and the Long-Term Real Effects of Changes in Trend Inflation

Staff working paper 2026-1 James (Jim) C. MacGee, Yuxi Yao
An economy with fixed amortization mortgages and borrowing-constrained consumers leads to the level of inflation targeted having real effects on home ownership, consumption, and debt. Using a life-cycle housing tenure choice model, we show that by front-loading real mortgage payments, higher inflation lowers steady-state home ownership and the mortgage-debt-to-income ratio.

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