The inertial instability of equatorial shear flows is studied, with a view to understanding observed phenomena in the Earth's stratosphere and mesosphere. The basic state is a zonal flow of stratified fluid on an equatorial β-plane, with latitudinal shear. The simplest self-consistent model of the instability is used, so that the basic state and the disturbances are zonally symmetric, and a vertical diffusivity provides the scale selection. We study the interaction between the inertial instability, which takes the form of periodically varying disturbances in the vertical, and the mean flow, where ‘mean’ is a vertical mean.

The weakly nonlinear regime is investigated analytically, for flows with an arbitrary dependence on latitude. An amplitude equation of the form dA/dt = A−k2A∫[mid ]A[mid ]2dt is derived for the disturbances, and the evolving stability properties of the mean flow are discussed. In the final steady state, the disturbances vanish, but there is a persistent mean flow change that stabilizes the flow. However, the magnitude of the mean flow change depends strongly on the initial conditions, so that the system has a long memory. The analysis is extended to include the effects of Rayleigh friction and Newtonian cooling, destroying the long-memory property.

A more strongly nonlinear regime is investigated with the help of numerical simulations, extending the results up to the point where the instability leads to density contour overturning. The instability is shown to lead to a homogenization of fQ¯ around the initially unstable region, where f is the Coriolis parameter, and Q¯ is the vertical mean of the potential vorticity. As the instability evolves, the line of zero Q¯ moves polewards, rather than equatorwards as might be expected from a simple self-neutralization argument.