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Inflation

When money loses a little of its purchasing power every year.

🎓 Intermediate⏱️ 18 min
π = (CPI_t − CPI_t−1) / CPI_t−1 × 100
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Problem / motivation

Why doesn't €100 today buy as much as €100 did ten years ago?

Because the general price level is rising. This silent erosion has a name: inflation — a lasting and GENERAL rise in prices, not to be confused with one product shooting up: if coffee doubles while nothing else moves, that is not inflation; if almost everything rises a little, it is.

In France, it is INSEE — the national statistics institute — that measures it, tracking prices everywhere people buy: about 140,000 in-store price readings every month, supplemented by supermarket checkout data and hundreds of thousands of prices collected online. The figure regularly makes the headlines, in two forms: each month, the rise in prices compared with the same month a year earlier (the “year-on-year” rate of the newspapers); and as a yearly summary, the average for the year — +5.2% in 2022, +4.9% in 2023, +2.0% in 2024, +0.9% in 2025. But you still need to know how that figure is built — which is what we are about to do.

What annual inflation target does the European Central Bank aim for?

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Assumptions

In your view, which assumptions are needed for this model to hold? Jot down your ideas — no lead is wrong, this is your worksheet.

Your worksheet is still empty. Go for it: propose at least one idea.

0 idea(s) proposed
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Formalization

Start from a shopping trolley: the typical basket from the assumptions, weighted like an average household's budget. What interests us is its total COST — say €200 in the base year. (A round number to follow the thread; INSEE's real basket aggregates thousands of collected prices.)

Comparing euros from one year to the next is awkward; we prefer a scale on which the base year equals 100. That is exactly what the consumer price index does: CPI = cost of the basket this year ÷ cost in the base year × 100. A basket that went from €200 to €210 gives CPI = 105 — 105 against 100 is 5 more per 100: prices have risen by 5% since the base.

Inflation, however, is not the LEVEL of the index: it is its SPEED. How much has the index gained in a year, relative to what it was at the start? That is the formula of the course — π, the Greek letter “pi”, the Greek equivalent of our P: remember “π for Prices”. We take this year's index (CPI_t), remove the one from a year ago (CPI_t−1), and divide by that starting point.

Always divide by the STARTING index, not by 100 out of habit: from 110 to 114.4, inflation is (4.4 ÷ 110) × 100 = 4%, not 4.4%. (The shortcut “CPI − 100” gives the CUMULATIVE rise since the base year — it coincides with π only when the starting year is the base itself.) And the formula reads both ways: adding 4% means multiplying by 1.04; adding 10%, multiplying by 1.10; adding 2.5%, multiplying by 1.025. Remember this bridge — adding x% means multiplying by (1 + x/100) — it will serve again. Click each term:

= ( ) / × 100

Tap a term in the formula to see its definition.

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Solving / calculation

Let's take the €200 basket of the base year again and run through three years — then handle the prices yourself. (To connect with the notation of the formula: “this year” is year 2, so t = 2, and “last year” is year 1.)

  1. Base year (convention): the basket costs €200CPI₀ = 200 / 200 × 100CPI₀ = 100
  2. Year 1: the basket costs €210 — and here is the first inflation rate (π₁: here t = 1, the starting point is year 0, the base). Starting point = 100: the shortcut “index − 100” happens to be rightCPI₁ = 210 / 200 × 100 = 105; π₁ = (105 − 100) / 100 × 100π₁ = 5%
  3. Year 2: the basket costs €218CPI₂ = 218 / 200 × 100CPI₂ = 109
  4. Inflation in year 2: the starting point is now 105, so 105 is what we divide by — certainly not (109 − 100), which would be the cumulative rise since the base (+9%)π₂ = (109 − 105) / 105 × 100π₂ ≈ 3.8%
  5. Reading it: prices are STILL rising (105 → 109), but more slowly than before (5% → 3.8%). This slowdown in inflation has a name: DISINFLATION5% → 3.8% = disinflation

In passing, your savings: during year 2, a savings account paying 2% earns less than the rise in prices (3.8%). Your NOMINAL rate — the advertised one — is 2%, but your REAL rate — what your purchasing power actually gains — is about 2 − 3.8 ≈ −1.8%: you lose. (An approximation valid as long as inflation stays moderate; the exact formula and all the details live in the course “Inflation and purchasing power”.)

Live calculationπ₂ = (CPI₂ − CPI₁) / CPI₁ × 100

Set the three costs of the basket: indices and inflation rates follow. Do compare π₂ — inflation in year 2 — with the cumulative rise since the base: they are two different questions.

Indices: base → CPI₁ → CPI₂100 → 105 → 109
π₁ (inflation in year 1)5%
π₂ (inflation in year 2)3.8%
Cumulative since the base (CPI₂ − 100)9% — not an annual inflation rate!
What it meansdisinflation (prices rise more slowly)
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Economic interpretation

Positive inflation is not necessarily bad — it is all a question of pace, of duration, and of whom it suits:

Erosion of purchasing power

On a fixed income, every rise in prices reduces what you can buy — and the effect COMPOUNDS: each rise applies to prices already raised (+10% two years running gives ×1.10 × 1.10 = +21%, not +20%). The widget below shows the mirror image of that mechanism: your €100 must now pay for a basket that has gone to 121, so it is worth only 100 ÷ 1.21 ≈ €82.64 of purchasing power. (We DIVIDE by the coefficient — taking off 21% would give €79, which would be too much.)

Winners and losers

Repaying a FIXED-rate loan with euros that buy less lightens the debt in real terms; conversely, savers and incomes that are not INDEXED — those not automatically revalued with prices, unlike the French minimum wage — take the hit. (If inflation is anticipated, lenders raise their rates to compensate, and the advantage evaporates — details in “Inflation and purchasing power”.)

Three words for three situations

INFLATION: prices rise (π > 0). DISINFLATION: they rise more slowly (π falls but stays positive) — France thus went from +5.2% (2022) to +0.9% (2025) without average prices ever falling. DEFLATION: they fall (π < 0) — the course “What is deflation?” is devoted to it.

The 2% target

The ECB aims for 2% a year (on the euro area's HICP): a margin above zero so as not to brush against deflation, and enough to absorb the index's slight overstatement — the first of the limits below. Measured against the target, France's +0.9% in 2025 reads as “BELOW target”: being under it is not good news in itself. Why prices rise is dealt with in “The causes of inflation”, and their link with unemployment in “The Phillips curve”.

Pick an inflation rate and a number of years: see what €100 is worth later.

74.41 €what €100 is worth after 10 years
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Limits / critiques

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Exercises

1

A basket costs €250 in the base year and €265 a year later. What is the inflation rate (in %)?

%
3

The CPI goes from 120 to 118 from one year to the next. What is this phenomenon called?

5

Beef soars and households switch to chicken. What does the fixed-basket CPI do, compared with the inflation those households actually experience?

7

True or false: between 2022 and 2025, French inflation went from +5.2% to +0.9% a year — so prices fell over the period.

2

A savings account at 3% a year, inflation at 5%. Your savings…

4

The CPI goes from 110 to 114.4 from one year to the next. What is the inflation rate (in %)?

%
6

Two years running of inflation at +10%. By how much have prices risen in total (in %)?

%
8

The CPI was 104 last year and inflation for the year is 2.5%. What is this year's CPI? (The bridge from the formalisation — adding x% means multiplying — does all the work.)