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The Effects of Monetary Policy in the Euro Area

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Author Info
Michael Ehrmann
Leonardo Gambacorta
Jorge Martinez-PagÈs
Patrick Sevestre
Andreas Worms

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Abstract

This paper presents evidence on the monetary transmission process in the euro area, based on macroeconomic data and on micro data on banks. According to the estimations of macro vector autoregression and macroeconometric models, a monetary policy tightening significantly reduces output and--after a time lag--also prices. The effect on output is temporary, while that on prices is permanent. Clear patterns of significant asymmetries in the monetary policy effects across countries do not emerge. The estimations based on micro data on banks show that the main factor that determines the average bank's response to monetary policy is its degree of liquidity: the lower its share of liquid assets in total assets, the more strongly does a bank reduce its lending in response to a monetary tightening. Bank size does not emerge as an important factor for a bank's reaction to monetary policy. These results hold for virtually all member countries of the European Monetary Union, despite the differences in their banking systems. Copyright 2003, Oxford University Press.

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Publisher Info
Article provided by Oxford University Press in its journal Oxford Review of Economic Policy.

Volume (Year): 19 (2003)
Issue (Month): 1 ()
Pages: 58-72
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Handle: RePEc:oup:oxford:v:19:y:2003:i:1:p:58-72

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  1. Marek Jarocinski, 2006. "Responses to Monetary Policy Shocks in the East and the West of Europe: A Comparison," Working Papers 124, Oesterreichische Nationalbank (Austrian Central Bank). [Downloadable!]
    Other versions:
  2. Sylvia Kaufmann & Johann Scharler, 2006. "Financial Systems and the Cost Channel Transmission of Monetary Policy Shocks," Working Papers 116, Oesterreichische Nationalbank (Austrian Central Bank). [Downloadable!]
    Other versions:
  3. Etienne Farvaque & Norimichi Matsueda & Pierre-Guillaume Méon, 2008. "How monetary policy committees impact the volatility of policy rates," Working Papers CEB 08-026.RS, Université Libre de Bruxelles, Solvay Brussels School of Economics and Management, Centre Emile Bernheim (CEB). [Downloadable!]
  4. Claudia Kwapil & Johann Scharler, 2007. "Interest Rate Pass-Through, Monetary Policy Rules and Macroeconomic Stability," Money Macro and Finance (MMF) Research Group Conference 2006 65, Money Macro and Finance Research Group. [Downloadable!]
    Other versions:
  5. Schwarzbauer, Wolfgang, 2006. "Financial Structure and its Impact on the Convergence of Interest Rate Pass-through in Europe. A Time-varying Interest Rate Pass-through Model," Economics Series 191, Institute for Advanced Studies. [Downloadable!]
  6. Yener Altunbas & Leonardo Gambacorta & David Marqués, 2007. "Securitisation and the bank lending channel," Working Paper Series 838, European Central Bank. [Downloadable!]
    Other versions:
  7. Etienne Farvaque & Norimichi Matsueda & Pierre-Guillaume Méon, 2007. "How committees reduce the volatility of policy rates," Working Papers DULBEA 07-11.RS, Université libre de Bruxelles, Department of Applied Economics (DULBEA). [Downloadable!]
  8. Carlo Altavilla & Luigi Landolfo, 2005. "Cross-country asymmetries in monetary policy transmission: evidence from EMU members," International Review of Applied Economics, Taylor and Francis Journals, vol. 19(1), pages 87-106, January. [Downloadable!] (restricted)
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