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A Reassessment of Monetary Policy Surprises and High-Frequency Identification
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Cited by:
- Santiago Camara, 2023.
"International Spillovers of ECB Interest Rates Monetary Policy & Information Effects,"
Working Papers
250, Red Nacional de Investigadores en Economía (RedNIE).
- Santiago Camara, 2023. "International Spillovers of ECB Interest Rates: Monetary Policy & Information Effects," Papers 2306.04562, arXiv.org.
- Mr. Pragyan Deb & Julia Estefania-Flores & Melih Firat & Davide Furceri & Siddharth Kothari, 2023. "Monetary Policy Transmission Heterogeneity: Cross-Country Evidence," IMF Working Papers 2023/204, International Monetary Fund.
- Davide Brignone & Alessandro Franconi & Marco Mazzali, 2023. "Robust Impulse Responses using External Instruments: the Role of Information," Papers 2307.06145, arXiv.org.
- Riccardo Degasperi & Fabrizio Venditti, 2024. "US monetary policy spillovers to the euro area," Questioni di Economia e Finanza (Occasional Papers) 891, Bank of Italy, Economic Research and International Relations Area.
- Bulat Gafarov & Madina Karamysheva & Andrey Polbin & Anton Skrobotov, 2024. "Wild inference for wild SVARs with application to heteroscedasticity-based IV," Papers 2407.03265, arXiv.org, revised Nov 2024.
- Bundick, Brent & Herriford, Trenton & Smith, A. Lee, 2024.
"The Term Structure of Monetary Policy Uncertainty,"
Journal of Economic Dynamics and Control, Elsevier, vol. 160(C).
- Brent Bundick & Trenton Herriford & Andrew Lee Smith, 2022. "The Term Structure of Monetary Policy Uncertainty," Research Working Paper RWP 2022-02, Federal Reserve Bank of Kansas City.
- Qi Li & Xu Zhang, 2023. "Monetary Policy and Racial Inequality in Housing Markets: A Study of 140 US Metropolitan Areas," Staff Working Papers 23-62, Bank of Canada.
- Pablo Aguilar Perez, 2024.
"Global Spillovers of US Monetary Policy: New Insights from the Remittance Channel,"
Working Papers
hal-04706954, HAL.
- Pablo Aguilar Perez, 2024. "Global Spillovers of US Monetary Policy: New Insights from the Remittance Channel," EconomiX Working Papers 2024-27, University of Paris Nanterre, EconomiX.
- Cañon, Carlos & Gerba, Eddie & Pambira, Alberto & Stoja, Evarist, 2023. "An unconventional FX tail risk story," LSE Research Online Documents on Economics 120052, London School of Economics and Political Science, LSE Library.
- Alex Hsu & Indrajit Mitra & Linghang Zeng, 2023.
"The Profitability Channel of Monetary Policy Transmission,"
FRB Atlanta Working Paper
2023-06, Federal Reserve Bank of Atlanta.
- Alex Hsu & Indrajit Mitra & Linghang Zeng, 2023. "The Profitability Channel of Monetary Policy Transmission," FRB Atlanta Working Paper 2023-6, Federal Reserve Bank of Atlanta.
- Alex Hsu & Indrajit Mitra & Linghang Zeng, 2023. "The Profitability Channel of Monetary Policy Transmission," FRB Atlanta Working Paper 2023-06, Federal Reserve Bank of Atlanta.
- Atsushi Inoue & `Oscar Jord`a & Guido M. Kuersteiner, 2023.
"Inference for Local Projections,"
Papers
2306.03073, arXiv.org, revised Aug 2024.
- Inoue, Atsushi & Jordà , Òscar & Kuersteiner, Guido, 2024. "Inference for Local Projections," CEPR Discussion Papers 19379, C.E.P.R. Discussion Papers.
- Atsushi Inoue & Òscar Jordà & Guido M. Kuersteiner, 2024. "Inference for Local Projections," Working Paper Series 2024-29, Federal Reserve Bank of San Francisco.
- Choi, Sangyup & Willems, Tim & Yoo, Seung Yong, 2024.
"Revisiting the monetary transmission mechanism through an industry-level differential approach,"
Journal of Monetary Economics, Elsevier, vol. 145(C).
- Sangyup Choi & Tim Willems & Seung Yong Yoo, 2022. "Revisiting the Monetary Transmission Mechanism Through an Industry-Level Differential Approach," IMF Working Papers 2022/017, International Monetary Fund.
- Choi, Sangyup & Willens, Tim & Yoo, Seung Yong, 2023. "Revisiting the monetary transmission mechanism through an industry‑level differential approach," Bank of England working papers 1024, Bank of England.
- Sangyup Choi & Tim Willems & Seung Yong Yoo, 2023. "Revisiting the Monetary Transmission Mechanism through an Industry-Level Differential Approach," Working papers 2023rwp-215, Yonsei University, Yonsei Economics Research Institute.
- Evgenidis, Anastasios & Fasianos, Apostolos, 2023. "Modelling monetary policy’s impact on labour markets under Covid-19," Economics Letters, Elsevier, vol. 230(C).
- Willem Thorbecke, 2024.
"Macroeconomic Shocks and Economic Performance in Malaysia: A Sectoral Analysis,"
JRFM, MDPI, vol. 17(3), pages 1-19, March.
- Willem THORBECKE, 2023. "Macroeconomic Shocks and Economic Performance in Malaysia: A sectoral analysis," Discussion papers 23070, Research Institute of Economy, Trade and Industry (RIETI).
- Walz, Stefan, 2024. "How does the fed affect corporate credit costs? Default risk, creditor segmentation and the post-FOMC drift," Journal of Monetary Economics, Elsevier, vol. 143(C).
- Checo, Ariadne & Grigoli, Francesco & Sandri, Damiano, 2024.
"Monetary Policy Transmission in Emerging Markets: Proverbial Concerns, Novel Evidence,"
CEPR Discussion Papers
18954, C.E.P.R. Discussion Papers.
- Ariadne Checo & Mr. Francesco Grigoli & Mr. Damiano Sandri, 2024. "Monetary Policy Transmission in Emerging Markets: Proverbial Concerns, Novel Evidence," IMF Working Papers 2024/093, International Monetary Fund.
- Ariadne Checo & Francesco Grigoli & Damiano Sandri, 2024. "Monetary Policy Transmission in Emerging Markets: Proverbial Concerns, Novel Evidence," BIS Working Papers 1170, Bank for International Settlements.
- Jonathan J. Adams & Mr. Philip Barrett, 2023.
"Identifying News Shocks from Forecasts,"
IMF Working Papers
2023/208, International Monetary Fund.
- Jonathan J Adams & Philip Barrett, 2023. "Identifying News Shocks from Forecasts," Working Papers 001010, University of Florida, Department of Economics.
- Robert Goodhead & Benedikt Kolb, 2025. "Monetary policy communication shocks and the macroeconomy," Economica, London School of Economics and Political Science, vol. 92(365), pages 173-198, January.
- Jonathan J Adams & Min Fang & Zheng Liu & Yajie Wang, 2024.
"The Rise of AI Pricing: Trends, Driving Forces, and Implications for Firm Performance,"
Working Papers
001015, University of Florida, Department of Economics.
- Jonathan Adams & Min Fang & Zheng Liu & Yajie Wang, 2024. "The Rise of AI Pricing: Trends, Driving Forces, and Implications for Firm Performance," Working Paper Series 2024-33, Federal Reserve Bank of San Francisco.
- Tomas Key & Jamie Lenney, 2024. "The Impact of Aggregate Fluctuations Across the UK Income Distribution," Discussion Papers 2430, Centre for Macroeconomics (CFM).
- Goodhead, Robert, 2024. "The economic impact of yield curve compression: Evidence from euro area forward guidance and unconventional monetary policy," European Economic Review, Elsevier, vol. 164(C).
- Ding Dong & Zheng Liu & Pengfei Wang & Min Wei, 2024.
"Inflation Disagreement Weakens the Power of Monetary Policy,"
Working Paper Series
2024-27, Federal Reserve Bank of San Francisco.
- Ding Dong & Zheng Liu & Pengfei Wang & Min Wei, 2024. "Inflation Disagreement Weakens the Power of Monetary Policy," Finance and Economics Discussion Series 2024-094, Board of Governors of the Federal Reserve System (U.S.).
- De Santis, Roberto A. & Tornese, Tommaso, 2024. "US monetary policy is more powerful in low economic growth regimes," Working Paper Series 2919, European Central Bank.
- Amina Enkhbold, 2024. "Monetary Policy Transmission Through Shadow and Traditional Banks," Staff Working Papers 24-8, Bank of Canada.
- Ider, Gökhan & Kriwoluzky, Alexander & Kurcz, Frederik & Schumann, Ben, 2023.
"The Energy-Price Channel of (European) Monetary Policy,"
VfS Annual Conference 2023 (Regensburg): Growth and the "sociale Frage"
277710, Verein für Socialpolitik / German Economic Association.
- Gökhan Ider & Alexander Kriwoluzky & Frederik Kurcz & Ben Schumann, 2023. "The Energy-Price Channel of (European) Monetary Policy," Discussion Papers of DIW Berlin 2033, DIW Berlin, German Institute for Economic Research.
- Joachim Jungherr & Matthias Meier & Timo Reinelt & Immo Schott, 2022.
"Corporate Debt Maturity Matters For Monetary Policy,"
CRC TR 224 Discussion Paper Series
crctr224_2022_360, University of Bonn and University of Mannheim, Germany.
- Joachim Jungherr & Matthias Meier & Timo Reinelt & Immo Schott, 2024. "Corporate Debt Maturity Matters for Monetary Policy," International Finance Discussion Papers 1402, Board of Governors of the Federal Reserve System (U.S.).
- Joachim Jungherr & Matthias Meier & Timo Reinelt & Immo Schott, 2024. "Corporate Debt Maturity Matters for Monetary Policy," Working Paper Series 2024-30, Federal Reserve Bank of San Francisco.
- Chen, Kaiji & Higgins, Patrick & Zha, Tao, 2024.
"Constructing quarterly Chinese time series usable for macroeconomic analysis,"
Journal of International Money and Finance, Elsevier, vol. 143(C).
- Kaiji Chen & Patrick C. Higgins & Tao Zha, 2024. "Constructing Quarterly Chinese Time Series Usable for Macroeconomic Analysis," NBER Working Papers 32087, National Bureau of Economic Research, Inc.
- Oliver Holtemöller & Alexander Kriwoluzky & Boreum Kwak, 2024.
"Is There an Information Channel of Monetary Policy?,"
Discussion Papers of DIW Berlin
2084, DIW Berlin, German Institute for Economic Research.
- Holtemöller, Oliver & Kriwoluzky, Alexander & Kwak, Boreum, 2024. "Is there an information channel of monetary policy?," IWH Discussion Papers 17/2020, Halle Institute for Economic Research (IWH), revised 2024.
- Bruno Albuquerque & Martin Iseringhausen & Frederic Opitz, 2024.
"The Housing Supply Channel of Monetary Policy,"
IMF Working Papers
2024/023, International Monetary Fund.
- Martin Iseringhausen, 2024. "The housing supply channel of monetary policy," Working Papers 59, European Stability Mechanism, revised 05 Feb 2024.
- Georgiadis, Georgios & Jarociński, Marek, 2023. "Global spillovers from multi-dimensional US monetary policy," Working Paper Series 2881, European Central Bank.
- Jarociński, Marek, 2024.
"Estimating the Fed’s unconventional policy shocks,"
Journal of Monetary Economics, Elsevier, vol. 144(C).
- Jarociński, Marek, 2021. "Estimating the Fed’s Unconventional Policy Shocks," Working Paper Series 20210, European Central Bank.
- Gauti B. Eggertsson & Sergey K. Egiev, 2024. "Liquidity Traps: A Unified Theory of the Great Depression and Great Recession," NBER Working Papers 33195, National Bureau of Economic Research, Inc.
- Francesco Furlanetto & Antoine Lepetit, 2024. "The Slope of the Phillips Curve," Finance and Economics Discussion Series 2024-043, Board of Governors of the Federal Reserve System (U.S.).
- Thorsten V. Koeppl & Jeremy M. Kronick & James McNeil, 2024.
"Using functional shocks to assess conventional and unconventional monetary policy in Canada,"
Canadian Journal of Economics/Revue canadienne d'économique, John Wiley & Sons, vol. 57(4), pages 1314-1336, November.
- Thorsten V. Koeppl & Jeremy M Kronick & James McNeil, 2023. "Using Functional Shocks to Assess Conventional and Unconventional Monetary Policy in Canada," Working Paper 1499, Economics Department, Queen's University.
- Alisdair McKay & Christian K. Wolf, 2023.
"What Can Time‐Series Regressions Tell Us About Policy Counterfactuals?,"
Econometrica, Econometric Society, vol. 91(5), pages 1695-1725, September.
- Christian K. Wolf & Alisdair McKay, 2022. "What Can Time-Series Regressions Tell Us About Policy Counterfactuals?," NBER Working Papers 30358, National Bureau of Economic Research, Inc.
- Alisdair McKay & Christian K. Wolf, 2023. "What Can Time-Series Regressions Tell Us About Policy Counterfactuals?," Staff Report 642, Federal Reserve Bank of Minneapolis.
- Ferroni, Filippo & Fisher, Jonas D.M. & Melosi, Leonardo, 2024.
"Unusual shocks in our usual models,"
Journal of Monetary Economics, Elsevier, vol. 147(C).
- Filippo Ferroni & Jonas D. M. Fisher & Leonardo Melosi, 2022. "Usual Shocks in our Usual Models," Working Paper Series WP 2022-39, Federal Reserve Bank of Chicago.
- Ferroni, Filippo & Fisher, Jonas & Melosi, Leonardo, 2023. "Unusual Shocks in our Usual Models," CEPR Discussion Papers 17830, C.E.P.R. Discussion Papers.
- Laumer, Sebastian & Morais Santos, Italo, 2024. "The impact of monetary policy shocks — Do not rule out central bank information effects or economic news," Economics Letters, Elsevier, vol. 237(C).
- Lukas Berend & Jan Pruser, 2024. "The Transmission of Monetary Policy via Common Cycles in the Euro Area," Papers 2410.05741, arXiv.org, revised Nov 2024.
- Robert Goodhead & Benedikt Kolb, 2025.
"Monetary policy communication shocks and the macroeconomy,"
Economica, London School of Economics and Political Science, vol. 92(365), pages 173-198, January.
- Goodhead, Robert & Kolb, Benedikt, 2018. "Monetary Policy Communication Shocks and the Macroeconomy," Research Technical Papers 15/RT/18, Central Bank of Ireland.
- Goodhead, Robert & Kolb, Benedikt, 2018. "Monetary policy communication shocks and the macroeconomy," Discussion Papers 46/2018, Deutsche Bundesbank.
- William D. Larson & Andrew B. Martinez, 2024. "House Prices, Debt Burdens, and the Heterogeneous Effects of Mortgage Rate Shocks," Working Papers 2024-002, The George Washington University, Department of Economics, H. O. Stekler Research Program on Forecasting.
- Travis Adams & Andrea Ajello & Diego Silva & Francisco Vazquez-Grande, 2023. "More than Words: Twitter Chatter and Financial Market Sentiment," Papers 2305.16164, arXiv.org.
- Ehrmann, Michael & Gnan, Phillipp & Rieder, Kilian, 2023.
"Central Bank Communication by ??? The Economics of Public Policy Leaks,"
CEPR Discussion Papers
18152, C.E.P.R. Discussion Papers.
- Ehrmann, Michael & Gnan, Phillipp & Rieder, Kilian, 2023. "Central bank communication by ??? The economics of public policy leaks," Working Paper Series 2846, European Central Bank.
- Inessa BENCHORA & Aurélien LEROY & Louis RAFFESTIN, 2023. "Is Monetary Policy Transmission Green?," Bordeaux Economics Working Papers 2023-08, Bordeaux School of Economics (BSE).
- Santiago Camara & Sebastian Ramirez Venegas, 2022.
"The Transmission of US Monetary Policy Shocks: The Role of Investment & Financial Heterogeneity,"
Papers
2209.11150, arXiv.org.
- Santiago Camara & Sebastian Ramirez Venegas, 2023. "The Transmission of US Monetary Policy Shocks The Role of Investment & Financial Heterogeneity," Working Papers 230, Red Nacional de Investigadores en Economía (RedNIE).
- Arbatli-Saxegaard, Elif C. & Furceri, Davide & Dominguez, Pablo Gonzalez & Ostry, Jonathan D. & Peiris, Shanaka Jayanath, 2024.
"Spillovers from US monetary policy: Role of policy drivers and cyclical conditions,"
Journal of International Money and Finance, Elsevier, vol. 143(C).
- Arbatli-Saxegaard, Elif & Furceri, Davide & González, Pablo & Ostry, Jonathan D. & Peiris, Shanaka, 2024. "Spillovers from US Monetary Policy: Role of Policy Drivers and Cyclical Conditions," CEPR Discussion Papers 18768, C.E.P.R. Discussion Papers.
- Eric T. Swanson, 2024. "The Macroeconomic Effects of the Federal Reserve’s Conventional and Unconventional Monetary Policies," IMF Economic Review, Palgrave Macmillan;International Monetary Fund, vol. 72(3), pages 1152-1184, September.
- Tom D. Holden, 2024.
"Robust Real Rate Rules,"
Econometrica, Econometric Society, vol. 92(5), pages 1521-1551, September.
- Holden, Tom D., 2022. "Robust real rate rules," Discussion Papers 42/2022, Deutsche Bundesbank.
- Holden, Tom D., 2024. "Robust Real Rate Rules," EconStor Preprints 279481, ZBW - Leibniz Information Centre for Economics, revised 2024.
- Gökhan Ider & Alexander Kriwoluzky & Frederik Kurcz & Ben Schumann, 2024. "Friend, Not Foe - Energy Prices and European Monetary Policy," Discussion Papers of DIW Berlin 2089, DIW Berlin, German Institute for Economic Research.
- Key, Tomas & Lenney, Jamie, 2024. "The impact of aggregate fluctuations across the UK income distribution," Bank of England working papers 1083, Bank of England.
- Haroon Mumtaz & Jumana Saleheen & Roxane Spitznagel, 2023. "Keep it Simple: Central Bank Communication and Asset Prices," Working Papers 960, Queen Mary University of London, School of Economics and Finance.
- Van Der Ploeg, Frederick & Willems, Tim, 2023.
"Battle of the markups: conflict inflation and the aspirational channel of monetary policy transmission,"
CEPR Discussion Papers
18436, C.E.P.R. Discussion Papers.
- van der Ploeg, Frederick & Willems, Tim, 2024. "Battle of the markups: conflict inflation and the aspirational channel of monetary policy transmission," Bank of England working papers 1065, Bank of England.
- Andrea Ajello & Diego Silva & Travis Adams & Francisco Vazquez-Grande, 2023. "More than Words: Twitter Chatter and Financial Market Sentiment," Finance and Economics Discussion Series 2023-034, Board of Governors of the Federal Reserve System (U.S.).
- Laumer, Sebastian & Violaris, Andreas-Entony, 2024. "Unconventional monetary policy and policy foresight," Journal of Economic Dynamics and Control, Elsevier, vol. 164(C).
- Carlos Cañon & Eddie Gerba & Alberto Pambira & Evarist Stoja, 2023. "An Unconventional FX Tail Risk Story," CESifo Working Paper Series 10629, CESifo.
- De Rezende, Rafael B., 2023. "An event-driven bank stress indicator: The case of US regional banks," Finance Research Letters, Elsevier, vol. 56(C).
- Jonathan Hambur & Qazi Haque, 2023.
"Can We Use High-frequency Yield Data to Better Understand the Effects of Monetary Policy and Its Communication? Yes and No!,"
RBA Research Discussion Papers
rdp2023-04, Reserve Bank of Australia.
- Jonathan Hambur & Qazi Haque, 2023. "Can we use high-frequency yield data to better understand the effects of monetary policy and its communication? Yes and no!," School of Economics and Public Policy Working Papers 2023-03 Classification-E4, University of Adelaide, School of Economics and Public Policy.
- Jonathan Hambur & Qazi Haque, 2023. "Can We Use High-Frequency Yield Data to Better Understand the Effects of Monetary Policy and Its Communication? Yes and No!," CAMA Working Papers 2023-26, Centre for Applied Macroeconomic Analysis, Crawford School of Public Policy, The Australian National University.
- Taeyoung Doh & JiHyung Lee & Woong Yong Park, 2024. "Heterogeneity in Household Inflation Expectations: Policy Implications," Research Working Paper RWP 24-06, Federal Reserve Bank of Kansas City.
- Lu, Dong & Tang, Huoqing & Zhang, Chengsi, 2023. "China's monetary policy surprises and corporate real investment," China Economic Review, Elsevier, vol. 77(C).
- Endong Wang, 2024. "Structural counterfactual analysis in macroeconomics: theory and inference," Papers 2409.09577, arXiv.org.
- Holm-Hadulla, Fédéric & Mazelis, Falk & Rast, Sebastian, 2023. "Bank and non-bank balance sheet responses to monetary policy shocks," Economics Letters, Elsevier, vol. 222(C).
- Dimitris Christopoulos & Peter McAdam & Elias Tzavalis, 2023. "Threshold Endogeneity in Threshold VARs: An Application to Monetary State Dependence," Research Working Paper RWP 23-09, Federal Reserve Bank of Kansas City.