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Ali K. Ozdagli

Citations

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Working papers

  1. Ricardo Nunes & Ali Ozdagli & Jenny Tang, 2023. "Interest Rate Surprises: A Tale of Two Shocks," Discussion Papers 2320, Centre for Macroeconomics (CFM).

    Cited by:

    1. Felipe Beltrán & David Coble, 2023. "Monetary Policy Surprises on the Banking Sector: the Role of the Information and Pure Monetary Shocks," Working Papers Central Bank of Chile 979, Central Bank of Chile.
    2. Beltrán, Felipe, 2025. "Global monetary policy surprises and their transmission to emerging market economies: An external VAR analysis," Emerging Markets Review, Elsevier, vol. 68(C).
    3. Felipe Beltrán, 2023. "Global monetary policy surprises and their transmission to emerging market economies: an external VAR analysis," Working Papers Central Bank of Chile 975, Central Bank of Chile.
    4. Eliezer Borenstein, 2025. "Monetary Policy, Fear, and the Stock Market," Bank of Israel Working Papers 2025.03, Bank of Israel.
    5. Connor M. Brennan & Margaret M. Jacobson & Christian Matthes & Todd B. Walker, 2024. "Monetary Policy Shocks: Data or Methods?," Finance and Economics Discussion Series 2024-011r1, Board of Governors of the Federal Reserve System (U.S.), revised 01 Nov 2024.
    6. Brandao-Marques, Luis & Casiraghi, Marco & Gelos, Gaston & Harrison, Olamide & Kamber, Gunes, 2024. "Is high debt Constraining monetary policy? evidence from inflation expectations," Journal of International Money and Finance, Elsevier, vol. 149(C).

  2. Falk Bräuning & Victoria Ivashina & Ali Ozdagli, 2022. "High-Yield Debt Covenants and Their Real Effects," Working Papers 22-5, Federal Reserve Bank of Boston.

    Cited by:

    1. Sharjil M. Haque, 2023. "Does Private Equity Over-Lever Portfolio Companies?," Finance and Economics Discussion Series 2023-009, Board of Governors of the Federal Reserve System (U.S.).
    2. Falk Bräuning & Gustavo Joaquim & Hillary Stein, 2023. "Interest Expenses, Coverage Ratio, and Firm Distress," Current Policy Perspectives 96664, Federal Reserve Bank of Boston.
    3. Abhishek Bhardwaj & Abhinav Gupta & Sabrina T. Howell, 2025. "Leveraged Payouts: How Using New Debt to Pay Returns in Private Equity Affects Firms, Employees, Creditors, and Investors," Working Papers 25-12, Center for Economic Studies, U.S. Census Bureau.

  3. Ali Ozdagli & Michael Weber & Michael Weber, 2017. "Monetary Policy through Production Networks: Evidence from the Stock Market," CESifo Working Paper Series 6486, CESifo.

    Cited by:

    1. Schmeling, Maik & Schrimpf, Paul & Kroencke, Tim, 2019. "The FOMC Risk Shift," CEPR Discussion Papers 14037, Centre for Economic Policy Research.
    2. Ernesto Pastén & Raphael Schoenle & Michael Weber, 2018. "The Propagation of Monetary Policy Shocks in a Heterogeneous Production Economy," NBER Working Papers 25303, National Bureau of Economic Research, Inc.
    3. Andreas Neuhierl & Michael Weber, 2020. "Monetary Momentum," Working Papers 2020-39, Becker Friedman Institute for Research In Economics.
    4. Eksi, Ozan & Tas, Bedri Kamil Onur, 2017. "Unconventional monetary policy and the stock market’s reaction to Federal Reserve policy actions," The North American Journal of Economics and Finance, Elsevier, vol. 40(C), pages 136-147.
    5. Michael Olabisi, 2020. "Input–Output Linkages and Sectoral Volatility," Economica, London School of Economics and Political Science, vol. 87(347), pages 713-746, July.
    6. Molero-González, L. & Trinidad-Segovia, J.E. & Sánchez-Granero, M.A. & García-Medina, A., 2023. "Market Beta is not dead: An approach from Random Matrix Theory," Finance Research Letters, Elsevier, vol. 55(PA).
    7. Falk Bräuning & Viacheslav Sheremirov, 2019. "Output Spillovers from U.S. Monetary Policy: The Role of International Trade and Financial Linkages," Working Papers 19-15, Federal Reserve Bank of Boston.
    8. Ghassibe, Mishel, 2021. "Monetary policy and production networks: an empirical investigation," Journal of Monetary Economics, Elsevier, vol. 119(C), pages 21-39.
    9. Lydia Cox & Gernot Müller & Ernesto Pastén & Raphael Schoenle & Michael Weber, 2020. "Big G," NBER Working Papers 27034, National Bureau of Economic Research, Inc.
      • Lydia Cox & Gernot Muller & Ernesto Pasten & Raphael Schoenle & Michael Weber, 2020. "Big G," Working Papers Central Bank of Chile 878, Central Bank of Chile.
      • Lydia Cox & Gernot J. Müller & Ernesto Pasten & Raphael Schoenle & Michael Weber, 2020. "Big G," Working Papers 2020-36, Becker Friedman Institute for Research In Economics.
      • Lydia Cox & Gernot J. Müller & Ernesto Pasten & Raphael Schoenle, 2020. "Big G," Working Papers 20-15, Federal Reserve Bank of Cleveland.
      • Lydia Cox & Gernot Müller & Ernesto Pasten & Raphael S. Schoenle & Michael Weber & Michael Weber, 2020. "Big G," CESifo Working Paper Series 8229, CESifo.
      • Lydia Cox & Gernot J. Müller & Ernesto Pastén & Raphael Schoenle & Michael Weber, 2024. "Big G," Journal of Political Economy, University of Chicago Press, vol. 132(10), pages 3260-3297.
      • Schoenle, Raphael & Müller, Gernot & Pasten, Ernesto & Weber, Michael, 2020. "Big G," CEPR Discussion Papers 14625, Centre for Economic Policy Research.
    10. Dimas Mateus Fazio & Thiago Christiano Silva & Janis Skrastins, 2020. "Economic Resilience: spillovers, courts, and vertical integration," Working Papers Series 531, Central Bank of Brazil, Research Department.
    11. Petre Caraiani & Carolyn Chisadza & Rangan Gupta, 2024. "Does Climate Affect Investments? Evidence from Firms in the United States," Working Papers 202448, University of Pretoria, Department of Economics.
    12. Simionescu, Mihaela & Schneider, Nicolas & Gavurova, Beata, 2024. "A Bayesian vector-autoregressive application with time-varying parameters on the monetary shocks-production network nexus," LSE Research Online Documents on Economics 125580, London School of Economics and Political Science, LSE Library.
    13. Chen, Sihao, 2025. "International production networks and the propagation of financial shocks," Journal of International Economics, Elsevier, vol. 153(C).
    14. Anja Sebbesen & Harald Oberhofer, 2024. "The propagation of business expectations within the European Union," Journal of Applied Econometrics, John Wiley & Sons, Ltd., vol. 39(6), pages 1082-1103, September.
    15. Pasten, Ernosto & Schoenle, Raphael & Weber, Michael, 2018. "Price rigidities and the granular origins of aggregate fluctuations," Bank of Finland Research Discussion Papers 3/2018, Bank of Finland.
    16. Qi, Tong & Ying, Jiezhou, 2025. "U.S. monetary policy and portfolio spillover effects: The role of global production network," Journal of International Money and Finance, Elsevier, vol. 151(C).
    17. Francesco Ferrante & Sebastian Graves & Matteo Iacoviello, 2023. "The Inflationary Effects of Sectoral Reallocation," International Finance Discussion Papers 1369, Board of Governors of the Federal Reserve System (U.S.).
    18. Favero, Carlo A. & Briganti, Edoardo & Karamysheva, Madina, 2018. "The Network Effects of Fiscal Adjustments," CEPR Discussion Papers 13017, Centre for Economic Policy Research.
    19. Andreas Neuhierl & Michael Weber, 2016. "Monetary Policy and the Stock Market: Time-Series Evidence," NBER Working Papers 22831, National Bureau of Economic Research, Inc.
    20. Neuhierl, Andreas & Weber, Michael, 2019. "Monetary policy communication, policy slope, and the stock market," Journal of Monetary Economics, Elsevier, vol. 108(C), pages 140-155.
    21. Francesco D'Acunto & Michael Weber & Jin Xie & Michael Weber, 2019. "Punish One, Teach A Hundred: The Sobering Effect of Punishment on the Unpunished," CESifo Working Paper Series 7512, CESifo.
    22. Balleer, Almut & Noeller, Marvin, 2023. "Monetary policy in the presence of supply constraints: Evidence from German firm-level data," Ruhr Economic Papers 1060, RWI - Leibniz-Institut für Wirtschaftsforschung, Ruhr-University Bochum, TU Dortmund University, University of Duisburg-Essen.
    23. Caporin, Massimiliano & Pelizzon, Loriana & Plazzi, Alberto, 2020. "Does monetary policy impact international market co-movements?," SAFE Working Paper Series 276, Leibniz Institute for Financial Research SAFE.
    24. Ozdagli, Ali & Velikov, Mihail, 2020. "Show me the money: The monetary policy risk premium," Journal of Financial Economics, Elsevier, vol. 135(2), pages 320-339.
    25. Ascari, Guido & Bonam, Dennis & Smadu, Andra, 2024. "Global supply chain pressures, inflation, and implications for monetary policy," Journal of International Money and Finance, Elsevier, vol. 142(C).
    26. Almut Balleer & Marvin Noeller, 2023. "Monetary Policy in the Presence of Supply Constraints: Evidence from German Firm-Level Data," CESifo Working Paper Series 10261, CESifo.
    27. Nina Boyarchenko & Matthew Plosser & Valentin Haddad, 2018. "Federal Reserve and Market Confidence," 2018 Meeting Papers 781, Society for Economic Dynamics.
    28. Petre Caraiani & Alina Mihaela Dima & Cristian Păun & Tănase Stamule & Madalina Vanesa Vargas, 2024. "Production networks and resilience: How dense production networks shield economies in financial crisis," PLOS ONE, Public Library of Science, vol. 19(4), pages 1-14, April.
    29. Huang, Yi & Lin, Chen & Liu, Sibo & Tang, Heiwai, 2019. "Trade Networks and Firm Value: Evidence from the US-China Trade War," CEPR Discussion Papers 14173, Centre for Economic Policy Research.
    30. Antoine Mandel & Davoud Taghawi-Nejad & Vipin Veetil, 2019. "The price effects of monetary shocks in a network economy," Université Paris1 Panthéon-Sorbonne (Post-Print and Working Papers) halshs-02334593, HAL.
    31. Falk Bräuning & Viacheslav Sheremirov, 2021. "The Transmission Mechanisms of International Business Cycles: Output Spillovers through Trade and Financial Linkages," Working Papers 21-13, Federal Reserve Bank of Boston.
    32. Caraiani, Petre, 2023. "Oil news shocks, inflation expectations and social connectedness," Energy Economics, Elsevier, vol. 127(PB).
    33. Amy Y. Guisinger & Michael T. Owyang & Daniel Soques, 2020. "Industrial Connectedness and Business Cycle Comovements," Working Papers 2020-052, Federal Reserve Bank of St. Louis, revised 04 Aug 2021.
    34. Julian di Giovanni & Galina Hale, 2020. "Stock Market Spillovers via the Global Production Network: Transmission of U.S. Monetary Policy," Staff Reports 945, Federal Reserve Bank of New York.
    35. Peng, Pin & Kang, Yuanzhi & Huang, Wanli, 2025. "Analyzing the transmission effects of monetary policy in production networks under economic policy uncertainty," Finance Research Letters, Elsevier, vol. 74(C).
    36. Lei Wang & Zuchun Luo & Wenyi Wang, 2023. "Risk Contagion of Local Government Implicit Debt Integrating Complex Network and Multi-Subject Coordination," Sustainability, MDPI, vol. 15(21), pages 1-23, October.
    37. Rodnyansky, Alexander & Darmouni, Olivier, 2020. "The Bond Lending Channel of Monetary Policy," CEPR Discussion Papers 14659, Centre for Economic Policy Research.
    38. Emiliano Brancaccio & Raffaele Giammetti & Milena Lopreite & Michelangelo Puliga, 2019. "Monetary Policy, Crisis and Capital Centralization in Corporate Ownership and Control Networks: a B-Var Analysis," LEM Papers Series 2019/28, Laboratory of Economics and Management (LEM), Sant'Anna School of Advanced Studies, Pisa, Italy.
    39. Daniel Goya, 2019. "Chinese competition and network effects on the extensive margin," Working Papers 2019-01, Escuela de Negocios y Economía, Pontificia Universidad Católica de Valparaíso.
    40. Deryugina, Elena & Leonidov, Andrey & Ponomarenko, Alexey & Radionov, Stanislav & Vasilyeva, Ekaterina, 2024. "Network structure of the economy and the propagation of monetary shocks: The case of Russia," Structural Change and Economic Dynamics, Elsevier, vol. 71(C), pages 315-319.
    41. Elena Deryugina & Alexey Ponomarenko, 2021. "Explaining the lead–lag pattern in the money–inflation relationship: a microsimulation approach," Journal of Evolutionary Economics, Springer, vol. 31(4), pages 1113-1128, September.
    42. Yu, Miao & Hu, Xiaolu & Zhong, Angel, 2024. "Network centrality, information diffusion and asset pricing," International Review of Financial Analysis, Elsevier, vol. 93(C).
    43. Miyazaki, Tomomi & Hiraga, Kazuki & Kozuka, Masafumi, 2024. "Stock market response to public investment under the zero lower bound: Cross-industry evidence from Japan," Journal of the Japanese and International Economies, Elsevier, vol. 71(C).
    44. Nöller, Marvin & Balleer, Almut, 2023. "Monetary Policy in the Presence of Supply Constraints: Evidence from German Firm-level Data," VfS Annual Conference 2023 (Regensburg): Growth and the "sociale Frage" 277638, Verein für Socialpolitik / German Economic Association.
    45. Danilo Leiva-Leon & Eva Ortega & Jaime Martínez-Martín, 2019. "Exchange rate shocks and inflation comovement in the euro area," Working Papers 1934, Banco de España.
    46. Dong, Feng & Wen, Yi, 2019. "Long and Plosser meet Bewley and Lucas," Journal of Monetary Economics, Elsevier, vol. 102(C), pages 70-92.
    47. Billio, Monica & Caporin, Massimiliano & Panzica, Roberto & Pelizzon, Loriana, 2023. "The impact of network connectivity on factor exposures, asset pricing, and portfolio diversification," International Review of Economics & Finance, Elsevier, vol. 84(C), pages 196-223.
    48. Alvaro Ortiz & Tomasa Rodrigo & David Sarasa Flores & Pedro Torinos & Sirenia Vázquez, 2025. "España | ¿Qué dicen 240.000 nuevas operaciones de crédito sobre el impacto de fondos NGEU? [Spain | What can 240,000 new credit transactions tell us about the impact of NGEU funds?]," Working Papers 25/03, BBVA Bank, Economic Research Department.
    49. Bonaccolto, Giovanni & Caporin, Massimiliano & Panzica, Roberto, 2019. "Estimation and model-based combination of causality networks among large US banks and insurance companies," Journal of Empirical Finance, Elsevier, vol. 54(C), pages 1-21.
    50. Gallo, Lindsey A. & Hann, Rebecca N. & Li, Congcong, 2016. "Aggregate earnings surprises, monetary policy, and stock returns," Journal of Accounting and Economics, Elsevier, vol. 62(1), pages 103-120.
    51. Kristina Barauskaite & Anh D.M. Nguyen, 2019. "Intersectoral Network-Based Channel of Aggregate TFP Shocks," Bank of Lithuania Working Paper Series 63, Bank of Lithuania.
    52. Bozok, İhsan & Özyıldırım, Süheyla, 2022. "Firm centrality and limited attention," International Review of Economics & Finance, Elsevier, vol. 78(C), pages 483-500.
    53. BBVA Research, 2025. "España | Los breves desfases de la Política Monetaria [Spain | The Short Lags of Monetary Policy]," Working Papers 25/08, BBVA Bank, Economic Research Department.
    54. Lina Lu, 2017. "Simultaneous Spatial Panel Data Models with Common Shocks," Supervisory Research and Analysis Working Papers RPA 17-3, Federal Reserve Bank of Boston.
    55. Errico, Marco & Pesce, Simone & Pollio, Luigi, 2026. "Firm Heterogeneity and Aggregate Fluctuations," Research Technical Papers 06/RT/26, Central Bank of Ireland.
    56. Bonaccolto, Giovanni & Caporin, Massimiliano & Panzica, Roberto Calogero, 2017. "Estimation and model-based combination of causality networks," SAFE Working Paper Series 165, Leibniz Institute for Financial Research SAFE.
    57. Ashwin, Julian, 2024. "Financial news media and volatility: Is there more to newspapers than news?," Journal of Financial Markets, Elsevier, vol. 69(C).
    58. Hideto KOIZUMI, 2024. "Cascades of Tax Policy through Production Networks: Evidence from Japan," Discussion papers 24025, Research Institute of Economy, Trade and Industry (RIETI).
    59. Manuel Adelino & Miguel A. Ferreira & Mariassunta Giannetti & Pedro Pires, 2020. "Trade Credit and the Transmission of Unconventional Monetary Policy," NBER Working Papers 27077, National Bureau of Economic Research, Inc.
    60. Ernesto Pasten & Raphael S. Schoenle & Michael Weber & Michael Weber, 2018. "Price Rigidity and the Origins af Aggregate Fluctuations," CESifo Working Paper Series 7190, CESifo.
    61. KOIZUMI, Hideto, 2024. "Cascades of Tax Policy through Production Networks : Evidence from Japan," TDB-CAREE Discussion Paper Series E-2023-03, Teikoku Databank Center for Advanced Empirical Research on Enterprise and Economy, Graduate School of Economics, Hitotsubashi University.
    62. Kristina Barauskaite & Anh D. M. Nguyen, 2019. "Direct and Network Effects of Idiosyncratic TFP Shocks," Bank of Lithuania Working Paper Series 65, Bank of Lithuania.
    63. Branger, Nicole & Konermann, Patrick & Meinerding, Christoph & Schlag, Christian, 2018. "Equilibrium asset pricing in directed networks," Discussion Papers 37/2018, Deutsche Bundesbank.
    64. Pierre Guérin & Danilo Leiva-Leon, 2017. "Monetary policy, stock market and sectoral comovement," Working Papers 1731, Banco de España.
    65. David Baqaee & Emmanuel Farhi, 2020. "Supply and Demand in Disaggregated Keynesian Economies with an Application to the Covid-19 Crisis," NBER Working Papers 27152, National Bureau of Economic Research, Inc.
    66. Anja Sebbesen & Harald Oberhofer, 2018. "The Propagation of Business Sentiment within the European Union?," WIFO Working Papers 549, WIFO.
    67. Caraiani, Petre & Dutescu, Adriana & Hoinaru, Răzvan & Stănilă, Georgiana Oana, 2020. "Production network structure and the impact of the monetary policy shocks: Evidence from the OECD," Economics Letters, Elsevier, vol. 193(C).
    68. Caraiani, Petre, 2019. "Oil shocks and production network structure: Evidence from the OECD," Energy Economics, Elsevier, vol. 84(C).
    69. Jozef Barunik & Mattia Bevilacqua & Robert Faff, 2021. "Dynamic industry uncertainty networks and the business cycle," Papers 2101.06957, arXiv.org, revised Mar 2021.
    70. Tony Zhang, 2022. "Monetary Policy Spillovers through Invoicing Currencies," Journal of Finance, American Finance Association, vol. 77(1), pages 129-161, February.
    71. Carvalho, V. M & Tahbaz-Salehi, A., 2018. "Production Networks: A Primer," Cambridge Working Papers in Economics 1856, Faculty of Economics, University of Cambridge.
    72. Jang, Bosung & So, Inhwan, 2024. "Stock returns and monetary policy stance," International Review of Economics & Finance, Elsevier, vol. 92(C), pages 851-869.
    73. Kurt G. Lunsford, 2020. "Policy Language and Information Effects in the Early Days of Federal Reserve Forward Guidance," American Economic Review, American Economic Association, vol. 110(9), pages 2899-2934, September.
    74. Falk Bräuning & Viacheslav Sheremirov, 2023. "The Transmission Mechanisms of International Business Cycles: International Trade and the Foreign Effects of US Monetary Policy," IMF Economic Review, Palgrave Macmillan;International Monetary Fund, vol. 71(1), pages 300-325, March.
    75. Afonso S. Moura & Gergely Buda & Vasco M. Carvalho & Giancarlo Corsetti & João B. Duarte & Stephen Hansen & Álvaro Ortiz & Tomasa Rodrigo & José V. Rodríguez Mora & Guilherme Alves da Silva, 2025. "The Short Lags of Monetary Policy," Working Papers w202501, Banco de Portugal, Economics and Research Department.
    76. Giulio Bottazzi & Daniele Giachini & Eleonora Priori, 2025. "Production Networks, Capital Dynamics, and Heterogeneous Agents," LEM Papers Series 2025/22, Laboratory of Economics and Management (LEM), Sant'Anna School of Advanced Studies, Pisa, Italy.
    77. Caraiani, Petre, 2022. "The impact of oil supply news shocks on corporate investments and the structure of production network," Energy Economics, Elsevier, vol. 110(C).
    78. Goya, Daniel, 2021. "The network effect of Chinese competition on what domestic suppliers produce," Economic Modelling, Elsevier, vol. 102(C).
    79. Huang, Jionghao & Li, Ziruo & Xia, Xiaohua, 2021. "Network diffusion of international oil volatility risk in China's stock market: Quantile interconnectedness modelling and shock decomposition analysis," International Review of Economics & Finance, Elsevier, vol. 76(C), pages 1-39.
    80. Dixit, Shiv & Subramanian, Krishnamurthy, 2020. "Bank Coordination and Monetary Transmission: Evidence from India," MPRA Paper 103169, University Library of Munich, Germany.
    81. Feng Dong & Yi Wen, 2019. "Time-Varying Networks and the Efficacy of Money Without Sticky Prices," 2019 Meeting Papers 1464, Society for Economic Dynamics.
    82. Pesce, Simone & Errico, Marco & Pollio, Luigi, 2025. "Nonlinearities and heterogeneity in firms response to aggregate fluctuations: what can we learn from machine learning?," Working Paper Series 3107, European Central Bank.
    83. Mihaela Simionescu & Nicolas Schneider, 2023. "Monetary shocks and production network in the G7 countries," Journal of Economic Structures, Springer;Pan-Pacific Association of Input-Output Studies (PAPAIOS), vol. 12(1), pages 1-32, December.
    84. Niko Hauzenberger & Michael Pfarrhofer, 2019. "Bayesian state-space modeling for analyzing heterogeneous network effects of US monetary policy," Papers 1911.06206, arXiv.org, revised Sep 2020.
    85. Chopra, Ritika & Sharma, Gagan Deep & Pereira, Vijay, 2024. "Identifying Bulls and bears? A bibliometric review of applying artificial intelligence innovations for stock market prediction," Technovation, Elsevier, vol. 135(C).
    86. Elena Deryugina & Andrey Leonidov & Alexey Ponomarenko & Stanislav Radionov & Ekaterina Vasilyeva, 2024. "Network structure of the economy and the propagation of monetary shocks," Bank of Russia Working Paper Series wps130, Bank of Russia.
    87. Frank Smets & Joris Tielens & Jan Van Hove, 2018. "Pipeline Pressures and Sectoral Inflation Dynamics," Working Paper Research 351, National Bank of Belgium.
    88. Peter Tillmann, 2020. "Financial Markets and Dissent in the ECB’s Governing Council," MAGKS Papers on Economics 202048, Philipps-Universität Marburg, Faculty of Business Administration and Economics, Department of Economics (Volkswirtschaftliche Abteilung).
    89. Zhang, Yan & Xu, Yushi & Zhu, Xintong & Huang, Jionghao, 2024. "Coal price shock propagation through sectoral financial interconnectedness in China's stock market: Quantile coherency network modelling and shock decomposition analysis," Journal of Commodity Markets, Elsevier, vol. 34(C).
    90. Gergely Buda & Vasco M. Carvalho & Giancarlo Corsetti & João Duarte & Stephen Hansen & Afonso Pereira da Silva & Alvaro Ortiz & Tomasa Rodrigo & Guilherme Alves da Silva & José V. Rodríguez Mora, 2025. "España | Los cortos retardos de la política monetaria [Spain | The Short Lags of Monetary Policy]," Working Papers 25/02, BBVA Bank, Economic Research Department.
    91. Yao, Xiaoyang & He, Wenjing & Li, Jianfeng & Le, Wei, 2023. "Climate policy uncertainty through production networks: Evidence from the stock market," Economics Letters, Elsevier, vol. 233(C).
    92. Guo, Haifeng & Hung, Chi-Hsiou D. & Kontonikas, Alexandros, 2022. "The Fed and the stock market: A tale of sentiment states," Journal of International Money and Finance, Elsevier, vol. 128(C).
    93. Cesa-Bianchi, Ambrogio & Anderson, Gareth, 2020. "Crossing the Credit Channel: Credit Spreads and Firm Heterogeneity," CEPR Discussion Papers 14426, Centre for Economic Policy Research.
    94. Ernesto Pasten & Raphael Schoenle & Michael Weber, 2020. "Price Rigidity and the Granular Origins of Aggregate Fluctuations," Working Papers Central Bank of Chile 864, Central Bank of Chile.
    95. Okan Akarsu & Emrehan Aktug & Muserref Kucukbayrak, 2025. "Hand-to-Mouth Households in the Eurosystem and the Transmission of Monetary Policy," Working Papers 2506, Research and Monetary Policy Department, Central Bank of the Republic of Turkey.
    96. Tianxing Zhu & Jinyang Liu & Daixing Zeng & Xuan Miao, 2025. "Time-varing effect of policy uncertainty on A-share industry returns— A novel Bayesian approach," PLOS ONE, Public Library of Science, vol. 20(6), pages 1-26, June.
    97. Antonia Lopez Villavicencio & Marc Pourroy, 2023. "Information Shocks in the U.S. and Asset Mispricing in Emerging Economies," EconomiX Working Papers 2023-19, University of Paris Nanterre, EconomiX.
    98. Barauskaite, Kristina & Nguyen, Anh D.M., 2021. "Global intersectoral production network and aggregate fluctuations," Economic Modelling, Elsevier, vol. 102(C).
    99. Victor Sellemi, 2022. "Risk in Network Economies," Papers 2208.01467, arXiv.org.
    100. Mandel, Antoine & Veetil, Vipin P., 2021. "Monetary dynamics in a network economy," Journal of Economic Dynamics and Control, Elsevier, vol. 125(C).
    101. Jagjit S. Chadha & Richard Barwell, 2019. "Renewing our Monetary Vows: Open Letters to the Governor of the Bank of England," National Institute of Economic and Social Research (NIESR) Occasional Papers 58, National Institute of Economic and Social Research.
    102. Zhaohui Feng & Wei Li & Hua Zhang & Xumei Zhang, 2023. "A Framework of a Blockchain-Supported Remanufacturing Trading Platform through Gap Analysis," Sustainability, MDPI, vol. 15(16), pages 1-23, August.
    103. Arikan, Cengiz & Yalcin, Yeliz, 2017. "Do The Countries’ Monetary Policies Have Spatial Impact?," MPRA Paper 83407, University Library of Munich, Germany.

  4. Filippo Ippolito & Ali Ozdagli & Ander Pérez-Orive, 2017. "The Transmission of Monetary Policy through Bank Lending : The Floating Rate Channel," Finance and Economics Discussion Series 2017-026, Board of Governors of the Federal Reserve System (U.S.).

    Cited by:

    1. Andreas Neuhierl & Michael Weber, 2020. "Monetary Momentum," Working Papers 2020-39, Becker Friedman Institute for Research In Economics.
    2. Valentina Michelangeli & Fabio Massimo Piersanti, 2025. "Business loan characteristics and inflation shocks transmission in the euro area," Temi di discussione (Economic working papers) 1477, Bank of Italy, Economic Research and International Relations Area.
    3. Bianco, Timothy, 2021. "Monetary policy and credit flows," Journal of Macroeconomics, Elsevier, vol. 70(C).
    4. Alexandridis, George & Chen, Zhong & Zeng, Yeqin, 2021. "Financial hedging and corporate investment," Journal of Corporate Finance, Elsevier, vol. 67(C).
    5. Ali Ozdagli & Mihail Velikov, 2016. "Show me the money: the monetary policy risk premium," Working Papers 16-27, Federal Reserve Bank of Boston.
    6. Armstrong, Christopher S. & Glaeser, Stephen & Kepler, John D., 2019. "Accounting quality and the transmission of monetary policy," Journal of Accounting and Economics, Elsevier, vol. 68(2).
    7. Margherita Bottero & Stefano schiaffi, 2022. "Firm liquidity and the transmission of monetary policy," Temi di discussione (Economic working papers) 1378, Bank of Italy, Economic Research and International Relations Area.
    8. Ali Ozdagli, 2015. "The final countdown: the effect of monetary policy during \"Wait-for-It\" and reversal periods," Working Papers 15-15, Federal Reserve Bank of Boston.
    9. Bahaj, Saleem Abubakr & Foulis, Angus & Pinter, Gabor & Surico, Paolo, 2018. "Employment and the collateral channel of monetary policy," LSE Research Online Documents on Economics 100934, London School of Economics and Political Science, LSE Library.
    10. Paul, Pascal, 2023. "Banks, maturity transformation, and monetary policy," Journal of Financial Intermediation, Elsevier, vol. 53(C).
    11. Jiarui Zhang & Yingying Shi, 2024. "The resource reallocation effect of monetary policy," International Journal of Finance & Economics, John Wiley & Sons, Ltd., vol. 29(1), pages 665-683, January.
    12. Neuhierl, Andreas & Weber, Michael, 2019. "Monetary policy communication, policy slope, and the stock market," Journal of Monetary Economics, Elsevier, vol. 108(C), pages 140-155.
    13. Michael D. Bauer & Eric A. Offner & Glenn D. Rudebusch, 2024. "Green Stocks and Monetary Policy Shocks: Evidence from Europe," CESifo Working Paper Series 11552, CESifo.
    14. Thomas Kroen & Ernest Liu & Atif R. Mian & Amir Sufi, 2021. "Falling Rates and Rising Superstars," NBER Working Papers 29368, National Bureau of Economic Research, Inc.
    15. Maxime Gueuder & Sébastien Ray, 2026. "Projecting the Interests of a Dynamic Debt Portfolio: a Financial Model," Working papers 1033, Banque de France.
    16. Fatih Altunok & Yavuz Arslan & Steven Ongena, 2023. "Monetary Policy Transmission with Adjustable and Fixed Rate Mortgages: The Role of Credit Supply," Working Papers 202305, University of Liverpool, Department of Economics.
    17. Eunkyung Lee, 2023. "The Transmission of Monetary Policy to Corporate Investment: The Role of Loan Renegotiation," Economics Discussion Paper Series 2310, Economics, The University of Manchester.
    18. Seung Kwak, 2022. "How Does Monetary Policy Affect Prices of Corporate Loans?," Finance and Economics Discussion Series 2022-008, Board of Governors of the Federal Reserve System (U.S.).
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    61. Möller, Rouven & Reichmann, Doron, 2021. "ECB language and stock returns – A textual analysis of ECB press conferences," The Quarterly Review of Economics and Finance, Elsevier, vol. 80(C), pages 590-604.
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    63. Jin Cao & Torje Hegna & Martin B. Holm & Ragnar Juelsrud & Tobias König & Mikkel Riiser, 2023. "The Investment Channel of Monetary Policy : Evidence from Norway," Working Paper 2023/5, Norges Bank.
    64. Jang, Hyeonung & Seo, Byoung Ki, 2022. "Transmission of central bank communication to emerging economies: Evidence from the Korean stock market," Emerging Markets Review, Elsevier, vol. 52(C).
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    66. Marie Finnegan & Supriya Kapoor, 2023. "ECB unconventional monetary policy and SME access to finance," Small Business Economics, Springer, vol. 61(3), pages 1253-1288, October.
    67. Fatih Kansoy & Dominykas Stasiulaitis, 2025. "Green Shields: The Role of ESG in Uncertain Times," Economics Series Working Papers 1082, University of Oxford, Department of Economics.
    68. 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.).
    69. Mira Farka, 2022. "The credit channel of monetary policy before and after the zero lower bound: Evidence from the US equity market," Journal of Financial Research, Southern Finance Association;Southwestern Finance Association, vol. 45(3), pages 633-693, September.
    70. Acharya, Viral & Almeida, Heitor & Ippolito, Filippo & Orive, Ander Perez, 2020. "Bank lines of credit as contingent liquidity: Covenant violations and their implications," Journal of Financial Intermediation, Elsevier, vol. 44(C).
    71. Lo Duca, Marco & Moccero, Diego & Parlapiano, Fabio, 2024. "The impact of macroeconomic and monetary policy shocks on credit risk in the euro area corporate sector," Working Paper Series 2897, European Central Bank.
    72. Luccas Assis Attilio, 2024. "Transmission and impact of stock market shocks on the world economy," Central Bank Review, Research and Monetary Policy Department, Central Bank of the Republic of Turkey, vol. 24(1).
    73. Mujtaba Zia & Jennifer Logan, 2021. "Bank Revolving Credit as a Channel of Monetary Policy," The Review of Finance and Banking, Academia de Studii Economice din Bucuresti, Romania / Facultatea de Finante, Asigurari, Banci si Burse de Valori / Catedra de Finante, vol. 13(2), pages 147-160, December.
    74. Kirti, Divya, 2020. "Why do bank-dependent firms bear interest-rate risk?," Journal of Financial Intermediation, Elsevier, vol. 41(C).
    75. Auer, Simone & Bernardini, Marco & Cecioni, Martina, 2021. "Corporate leverage and monetary policy effectiveness in the euro area," European Economic Review, Elsevier, vol. 140(C).
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    78. Schepens, Glenn & Core, Fabrizio & De Marco, Filippo & Eisert, Tim, 2025. "Inflation and floating-rate loans: evidence from the euro-area," Working Paper Series 3064, European Central Bank.
    79. Klein, Mathias & Zhang, Xin, 2025. "The Inflationary Effects of Quantitative Easing," Working Paper Series 447, Sveriges Riksbank (Central Bank of Sweden).
    80. James Cloyne & Clodomiro Ferreira & Maren Froemel & Paolo Surico, 2023. "Monetary Policy, Corporate Finance, and Investment," Journal of the European Economic Association, European Economic Association, vol. 21(6), pages 2586-2634.
    81. Thiago Revil T. Ferreira & Daniel Ostry & John Rogers, 2023. "Firm Financial Conditions and the Transmission of Monetary Policy," Finance and Economics Discussion Series 2023-037, Board of Governors of the Federal Reserve System (U.S.).
    82. Rodrigo Sekkel & Tamon Takamura & Yaz Terajima, 2024. "Monetary Policy Transmission to Small Business Loan Performance: Evidence from Loan-Level Data," Staff Working Papers 24-41, Bank of Canada.
    83. Bruno Albuquerque, 2021. "Corporate debt booms, financial constraints and the investment nexus," Bank of England Staff Working Paper series 935, Bank of England.
    84. Lu, Dong & Tang, Huoqing & Zhang, Chengsi, 2023. "China's monetary policy surprises and corporate real investment," China Economic Review, Elsevier, vol. 77(C).
    85. Caggese, Andrea & Pérez-Orive, Ander, 2022. "How stimulative are low real interest rates for intangible capital?," European Economic Review, Elsevier, vol. 142(C).
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    88. Central Bank of the Republic of Türkiye, 2025. "The heterogeneous impact of monetary policy announcements on firms' financial outcomes," BIS Papers chapters, in: Bank for International Settlements (ed.), How can central banks take account of differences across households and firms for monetary policy?, volume 127, pages 295-330, Bank for International Settlements.
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    93. Arin, K. Peren & Kaplan, Samuel & Polyzos, Efstathios & Spagnolo, Nicola, 2025. "Stock market responses to monetary policy shocks: Firm-level evidence," Journal of Macroeconomics, Elsevier, vol. 83(C).
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    97. Ivanova, Nadezhda & Popova, Svetlana & Styrin, Konstantin, 2025. "Bank market power and monetary policy transmission: Evidence from loan-level data," Emerging Markets Review, Elsevier, vol. 66(C).
    98. Mariusz Kapuściński, 2017. "Monetary policy and financial asset prices in Poland," Bank i Kredyt, Narodowy Bank Polski, vol. 48(3), pages 263-294.
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    101. Patozi, A., 2023. "Green Transmission: Monetary Policy in the Age of ESG," Cambridge Working Papers in Economics 2311, Faculty of Economics, University of Cambridge.
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  5. Ali Ozdagli & Mihail Velikov, 2016. "Show me the money: the monetary policy risk premium," Working Papers 16-27, Federal Reserve Bank of Boston.

    Cited by:

    1. Lei Lin & Jing Tan & Wenzhen Liu, 2022. "Does monetary policy uncertainty command a risk premium in the Chinese stock market?," International Review of Finance, International Review of Finance Ltd., vol. 22(3), pages 433-452, September.
    2. Andreas Neuhierl & Michael Weber, 2020. "Monetary Momentum," Working Papers 2020-39, Becker Friedman Institute for Research In Economics.
    3. Andreas Neuhierl & Michael Weber, 2016. "Monetary Policy and the Stock Market: Time-Series Evidence," NBER Working Papers 22831, National Bureau of Economic Research, Inc.
    4. Simona Malovana & Josef Bajzik & Dominika Ehrenbergerova & Jan Janku, 2020. "A Prolonged Period of Low Interest Rates: Unintended Consequences," Research and Policy Notes 2020/02, Czech National Bank, Research and Statistics Department.
    5. Michael D. Bauer & Eric A. Offner & Glenn D. Rudebusch, 2024. "Green Stocks and Monetary Policy Shocks: Evidence from Europe," CESifo Working Paper Series 11552, CESifo.
    6. Wei Chen & Paul Hribar & Sam Melessa, 2023. "Standard Error Biases When Using Generated Regressors in Accounting Research," Journal of Accounting Research, John Wiley & Sons, Ltd., vol. 61(2), pages 531-569, May.
    7. Ahrens, Maximilian & Erdemlioglu, Deniz & McMahon, Michael & Neely, Christopher J. & Yang, Xiye, 2025. "Mind your language: Market responses to central bank speeches," Journal of Econometrics, Elsevier, vol. 249(PC).
    8. Yunpeng Su & Jia Li & Baochen Yang & Yunbi An, 2024. "The Impacts of Policy Uncertainty on Asset Prices: Evidence from China’s Market," Asia-Pacific Financial Markets, Springer;Japanese Association of Financial Economics and Engineering, vol. 31(4), pages 1087-1133, December.
    9. Pintor, Gabor, 2016. "The macroeconomic shock with the highest price of risk," LSE Research Online Documents on Economics 86225, London School of Economics and Political Science, LSE Library.
    10. Rodnyansky, Alexander & Darmouni, Olivier, 2020. "The Bond Lending Channel of Monetary Policy," CEPR Discussion Papers 14659, Centre for Economic Policy Research.
    11. Jing-Zhi Huang & Xin Li & Mehmet Sağlam & Tong Yu, 2026. "Rainy Day Liquidity," Management Science, INFORMS, vol. 72(3), pages 2634-2655, March.
    12. Julian Di Giovanni & Galina Hale, 2022. "Stock Market Spillovers via the Global Production Network: Transmission of U.S. Monetary Policy," Journal of Finance, American Finance Association, vol. 77(6), pages 3373-3421, December.
    13. Carsten M. Stann & Theocharis N. Grigoriadis, 2020. "Monetary Policy Transmission to Russia and Eastern Europe," Comparative Economic Studies, Palgrave Macmillan;Association for Comparative Economic Studies, vol. 62(2), pages 303-353, June.
    14. Licheng Zhang, 2025. "Monetary policy and equity returns: The role of investor risk aversion," International Journal of Finance & Economics, John Wiley & Sons, Ltd., vol. 30(3), pages 2867-2882, July.
    15. Michael Dambra & Mihail Velikov & Joseph Weber, 2024. "Disclosure, Materiality Thresholds, and the Cost of Capital: Evidence from Federal Open Market Committee Announcements," Management Science, INFORMS, vol. 70(12), pages 8322-8343, December.
    16. Michael Smolyansky & Gustavo A. Suarez, 2021. "Non-monetary news in Fed announcements: Evidence from the corporate bond market," Finance and Economics Discussion Series 2021-010r1, Board of Governors of the Federal Reserve System (U.S.), revised 31 Jan 2025.
    17. Lin, Jianhao & Fan, Jiacheng & Zhang, Yifan, 2025. "Information Dissemination and the Monetary Policy Uncertainty Premium: Evidence from China," Journal of Banking & Finance, Elsevier, vol. 171(C).
    18. Daniel Bradley & David Andrew Finer & Matthew Gustafson & Jared Williams, 2024. "When Bankers Go to Hail: Insights into Fed–Bank Interactions from Taxi Data," Management Science, INFORMS, vol. 70(8), pages 4995-5015, August.
    19. Sharif, Taimur & Bouteska, Ahmed & Zoynul Abedin, Mohammad & Cotturone, Saulo, 2025. "An enquiry into the monetary policy and stock market shocks in the US," International Review of Economics & Finance, Elsevier, vol. 98(C).
    20. Gabor Pinter, 2018. "Macroeconomic Shocks and Risk Premia," Discussion Papers 1812, Centre for Macroeconomics (CFM).
    21. Ai, Hengjie & Han, Leyla Jianyu & Pan, Xuhui Nick & Xu, Lai, 2022. "The cross section of the monetary policy announcement premium," Journal of Financial Economics, Elsevier, vol. 143(1), pages 247-276.
    22. Alexander Rodnyansky & Yannick Timmer & Naoki Yago, 2023. "Intervening against the Fed," CESifo Working Paper Series 10575, CESifo.
    23. Inessa BENCHORA & Aurélien LEROY & Louis RAFFESTIN, 2023. "Is Monetary Policy Transmission Green?," Bordeaux Economics Working Papers 2023-08, Bordeaux School of Economics (BSE).
    24. Jang, Bosung & So, Inhwan, 2024. "Stock returns and monetary policy stance," International Review of Economics & Finance, Elsevier, vol. 92(C), pages 851-869.
    25. Ricardo Nunes & Ali Ozdagli & Jenny Tang, 2022. "Interest Rate Surprises: A Tale of Two Shocks," Working Papers 22-2, Federal Reserve Bank of Boston.
    26. Simona Malovaná & Josef Bajzík & Dominika Ehrenbergerová & Jan Janků, 2023. "A prolonged period of low interest rates in Europe: Unintended consequences," Journal of Economic Surveys, Wiley Blackwell, vol. 37(2), pages 526-572, April.
    27. Wang, Hailong & Hu, Duni, 2024. "Heterogeneous beliefs with information processing capacity constraints and asset pricing in a monetary economy," The North American Journal of Economics and Finance, Elsevier, vol. 72(C).
    28. Lin Peng & Linyi Zhang, 2025. "Unleashing the Crowd: The Effect of Social Networks in Crowdfunding Markets," Management Science, INFORMS, vol. 71(6), pages 4942-4976, June.
    29. Lin, Lei & Tan, Jing, 2025. "Monetary policy uncertainty and ambiguity premium from news," Research in International Business and Finance, Elsevier, vol. 80(C).
    30. Patozi, A., 2023. "Green Transmission: Monetary Policy in the Age of ESG," Cambridge Working Papers in Economics 2311, Faculty of Economics, University of Cambridge.

  6. Anna Chernobai & Ali Ozdagli & Jianlin Wang, 2016. "Business complexity and risk management: evidence from operational risk events in U. S. bank holding companies," Working Papers 16-16, Federal Reserve Bank of Boston.

    Cited by:

    1. Tsai, Pei-Hsuan & Wang, Ying-Wei & Chang, Wen-Chang, 2023. "Hybrid MADM-based study of key risk factors in house-for-pension reverse mortgage lending in Taiwan's banking industry," Socio-Economic Planning Sciences, Elsevier, vol. 86(C).
    2. Del Gaudio, Belinda L. & Salerno, Dario & Sampagnaro, Gabriele & Verdoliva, Vincenzo, 2022. "Misconduct risk in banking services: Does a propensity to be sanctioned exist?," International Review of Financial Analysis, Elsevier, vol. 81(C).
    3. Patrick Hertrampf & Thomas M. Brunner-Kirchmair & Martin R. W. Hiebl & Arnd Wiedemann, 2025. "The Relationship Between CEO Characteristics and Banks’ Risk-Taking: Review and Research Directions [Die Beziehung zwischen CEO-Charakteristika und der Risikobereitschaft von Banken: Literaturüberblick und Forschungsperspektiven]," Schmalenbach Journal of Business Research, Springer, vol. 77(1), pages 127-178, March.
    4. Bashir Ahmad & Maria Ciupac-Ulici & Daniela-Georgeta Beju, 2021. "Economic and Non-Economic Variables Affecting Fraud in European Countries," Risks, MDPI, vol. 9(6), pages 1-17, June.
    5. Diana Bonfim & Sónia Félix, 2020. "Banks’ complexity and risk: agency problems and diversification benefits," Working Papers w202010, Banco de Portugal, Economics and Research Department.
    6. Wu, Ji & Guo, Mengmeng & Chen, Minghua & Jeon, Bang Nam, 2019. "Market power and risk-taking of banks: Some semiparametric evidence from emerging economies," Emerging Markets Review, Elsevier, vol. 41(C).
    7. Correa, Ricardo & Goldberg, Linda S., 2022. "Bank complexity, governance, and risk," Journal of Banking & Finance, Elsevier, vol. 134(C).
    8. Sebastian Bautista & Alireza Ebrahim & Natalya Schenck, 2025. "Bank charter values and operational risk," Journal of Banking Regulation, Palgrave Macmillan, vol. 26(2), pages 129-148, June.
    9. Azamat Abdymomunov & Atanas Mihov, 2019. "Operational Risk and Risk Management Quality: Evidence from U.S. Bank Holding Companies," Journal of Financial Services Research, Springer;Western Finance Association, vol. 56(1), pages 73-93, August.
    10. Filippo Curti & W. Scott Frame & Atanas Mihov, 2022. "Are the Largest Banking Organizations Operationally More Risky?," Journal of Money, Credit and Banking, Blackwell Publishing, vol. 54(5), pages 1223-1259, August.
    11. Sune Ferreira-Schenk, 2023. "Leading Operational Risk Events For South African Banks: A Reputational Risk Perspective," International Journal of Economics and Financial Issues, Econjournals, vol. 13(3), pages 18-32, May.
    12. Bang Nam Jeon & Ji Wu & Limei Chen & Minghua Chen, 2020. "Diversification, efficiency and risk of banks: New consolidating evidence from emerging economies," School of Economics Working Paper Series 2020-10, LeBow College of Business, Drexel University.
    13. Zou, Fei & Huang, Lingyu & Ghaemi Asl, Mahdi & Delnavaz, Mohammad & Tiwari, Sunil, 2023. "Natural resources and green economic recovery in responsible investments: Role of ESG in context of Islamic sustainable investments," Resources Policy, Elsevier, vol. 86(PA).
    14. W. Scott Frame & Ping McLemore & Atanas Mihov, 2020. "Haste Makes Waste: Banking Organization Growth and Operational Risk," Working Papers 2023, Federal Reserve Bank of Dallas.
    15. Cheng, Maoyong & Qu, Yang & Jiang, Chunxia & Zhao, Chenchen, 2022. "Is cloud computing the digital solution to the future of banking?," Journal of Financial Stability, Elsevier, vol. 63(C).
    16. Uddin, Md Hamid & Mollah, Sabur & Islam, Nazrul & Ali, Md Hakim, 2023. "Does digital transformation matter for operational risk exposure?," Technological Forecasting and Social Change, Elsevier, vol. 197(C).
    17. Frame, W. Scott & Lazaryan, Nika & McLemore, Ping & Mihov, Atanas, 2024. "Operational loss recoveries and the macroeconomic environment: Evidence from the U.S. banking sector," Journal of Banking & Finance, Elsevier, vol. 165(C).
    18. Isarin Durongkadej & Heng Emily Wang, 2025. "Data Breach Announcement Effect on Bank Loans, Deposits, and Stock Performance," Journal of Financial Services Research, Springer;Western Finance Association, vol. 68(3), pages 423-460, December.
    19. Elizaveta Kamaraeva, 2020. "Bank Complexity and Risk," Russian Journal of Money and Finance, Bank of Russia, vol. 79(3), pages 75-104, September.
    20. Allen N. Berger & Filippo Curti & Nika Lazaryan & Atanas Mihov & Raluca A. Roman, 2023. "Climate Risks in the U.S. Banking Sector: Evidence from Operational Losses and Extreme Storms," Working Papers 21-31, Federal Reserve Bank of Philadelphia.
    21. Clark, Brian & Ebrahim, Alireza, 2022. "Risk shifting and regulatory arbitrage: Evidence from operational risk," Journal of Financial Stability, Elsevier, vol. 58(C).
    22. Berger, Allen N. & Curti, Filippo & Mihov, Atanas & Sedunov, John, 2022. "Operational Risk is More Systemic than You Think: Evidence from U.S. Bank Holding Companies," Journal of Banking & Finance, Elsevier, vol. 143(C).
    23. Sinemis Zengin & Serhat Yuksel, 2016. "A Comparison of the Views of Internal Controllers/Auditors and Branch/Call Center Personnel of the Banks for Operational Risk: A Case for Turkish Banking Sector," International Journal of Finance & Banking Studies, Center for the Strategic Studies in Business and Finance, vol. 5(4), pages 10-29, July.
    24. Cao, Ting & Cook, Wade D. & Kristal, M. Murat, 2022. "Has the technological investment been worth it? Assessing the aggregate efficiency of non-homogeneous bank holding companies in the digital age," Technological Forecasting and Social Change, Elsevier, vol. 178(C).
    25. Jack Bao & Maureen O'Hara & Xing Zhou, 2016. "The Volcker Rule and Market-Making in Times of Stress," Finance and Economics Discussion Series 2016-102, Board of Governors of the Federal Reserve System (U.S.).
    26. Chen, Jie & Mishra, Tapas & Song, Wei & Zhang, Qingjing & Zhang, Zhuang, 2024. "The impact of bank mergers on corporate tax aggressiveness," Journal of Corporate Finance, Elsevier, vol. 84(C).
    27. Bakkar, Yassine & Nyola, Annick Pamen, 2021. "Internationalization, foreign complexity and systemic risk: Evidence from European banks," Journal of Financial Stability, Elsevier, vol. 55(C).
    28. Narayan, Shivani & Kumar, Dilip & Bouri, Elie, 2023. "Systemically important financial institutions and drivers of systemic risk: Evidence from India," Pacific-Basin Finance Journal, Elsevier, vol. 82(C).

  7. Ali Ozdagli, 2015. "The final countdown: the effect of monetary policy during \"Wait-for-It\" and reversal periods," Working Papers 15-15, Federal Reserve Bank of Boston.

    Cited by:

    1. Bertsch, Christoph & Hull, Isaiah & Zhang, Xin, 2016. "Fed Liftoff and Subprime Loan Interest Rates: Evidence from the Peer-to-Peer Lending Market," Working Paper Series 319, Sveriges Riksbank (Central Bank of Sweden).

  8. Ali K. Ozdagli & Ander Pérez Orive & Filippo Ippolito, 2015. "Is Bank Debt Special for the Transmission of Monetary Policy? Evidence from the Stock Market," Working Papers 721, Barcelona School of Economics.

    Cited by:

    1. Gregory J. Cohen & Melanie Friedrichs & Kamran Gupta & William Hayes & Seung Jung Lee & W. Blake Marsh & Nathan Mislang & Maya Shaton & Martin Sicilian, 2018. "The U.S. Syndicated Loan Market : Matching Data," Finance and Economics Discussion Series 2018-085, Board of Governors of the Federal Reserve System (U.S.).
    2. Gregory J. Cohen & Jacob Dice & Melanie Friedrichs & Kamran Gupta & William Hayes & Isabel Kitschelt & Seung Jung Lee & W. Blake Marsh & Nathan Mislang & Maya Shaton & Martin Sicilian & Chris Webster, 2021. "The U.S. syndicated loan market: Matching data," Journal of Financial Research, Southern Finance Association;Southwestern Finance Association, vol. 44(4), pages 695-723, December.
    3. Andreas Neuhierl & Michael Weber, 2016. "Monetary Policy and the Stock Market: Time-Series Evidence," NBER Working Papers 22831, National Bureau of Economic Research, Inc.
    4. Michael Weber & Ali Ozdagli, 2016. "Monetary Policy Through Production Networks: Evidence from the Stock Market," 2016 Meeting Papers 148, Society for Economic Dynamics.
    5. Ricardo Lagos & Shengxing Zhang, 2020. "Turnover Liquidity and the Transmission of Monetary Policy," American Economic Review, American Economic Association, vol. 110(6), pages 1635-1672, June.
    6. Lakdawala, Aeimit & Schaffer, Matthew, 2016. "Federal Reserve Private Information and the Stock Market," MPRA Paper 77608, University Library of Munich, Germany.
    7. Ken Kuttner & James Yetman, 2016. "A comparison of liquidity management tools in seven Asian economies," BIS Papers chapters, in: Bank for International Settlements (ed.), Expanding the boundaries of monetary policy in Asia and the Pacific, volume 88, pages 33-58, Bank for International Settlements.
    8. Acharya, Viral & Almeida, Heitor & Ippolito, Filippo & Perez, Ander, 2014. "Bank lines of credit as contingent liquidity: A study of covenant violations and their implications," Working Paper Series 1702, European Central Bank.
    9. Andreas Neuhierl & Michael Weber & Michael Weber, 2017. "Monetary Momentum," CESifo Working Paper Series 6648, CESifo.
    10. Eckstein, Zvi & Setty, Ofer & Weiss, David, 2015. "Financial Risk and Unemployment," CEPR Discussion Papers 10596, Centre for Economic Policy Research.

  9. Ali Ozdagli, 2014. "SNAP: should we be worried about a sudden, sharp rise from low, long-term rates?," Current Policy Perspectives 14-11, Federal Reserve Bank of Boston.

    Cited by:

    1. Ali Ozdagli, 2015. "The final countdown: the effect of monetary policy during \"Wait-for-It\" and reversal periods," Working Papers 15-15, Federal Reserve Bank of Boston.

  10. Ali Ozdagli, 2014. "Financial frictions and the reaction of stock prices to monetary policy shocks," Working Papers 14-6, Federal Reserve Bank of Boston.

    Cited by:

    1. Ali Ozdagli & Mihail Velikov, 2016. "Show me the money: the monetary policy risk premium," Working Papers 16-27, Federal Reserve Bank of Boston.
    2. Ali Ozdagli, 2015. "The final countdown: the effect of monetary policy during \"Wait-for-It\" and reversal periods," Working Papers 15-15, Federal Reserve Bank of Boston.
    3. Michael Weber & Ali Ozdagli, 2016. "Monetary Policy Through Production Networks: Evidence from the Stock Market," 2016 Meeting Papers 148, Society for Economic Dynamics.
    4. Nina Boyarchenko & Matthew Plosser & Valentin Haddad, 2018. "Federal Reserve and Market Confidence," 2018 Meeting Papers 781, Society for Economic Dynamics.
    5. Gabriela Castro & José R. Maria & Paulo Júlio, 2015. "Financial Fragmentation Shocks," Working Papers w201508, Banco de Portugal, Economics and Research Department.

  11. Ali Ozdagli, 2013. "Not so fast: high-frequency financial data for macroeconomic event studies," Working Papers 13-19, Federal Reserve Bank of Boston.

    Cited by:

    1. Ricardo Nunes & Ali Ozdagli & Jenny Tang, 2023. "Interest Rate Surprises: A Tale of Two Shocks," Discussion Papers 2320, Centre for Macroeconomics (CFM).
    2. Jenny Tang, 2013. "Uncertainty and the signaling channel of monetary policy," Working Papers 15-8, Federal Reserve Bank of Boston.

  12. Mary A. Burke & Ali Ozdagli, 2013. "Household inflation expectations and consumer spending: evidence from panel data," Working Papers 13-25, Federal Reserve Bank of Boston.

    Cited by:

    1. Francesco D'Acunto & Daniel Hoang & Michael Weber & Michael Weber, 2016. "Unconventional Fiscal Policy, Inflation Expectations, and Consumption Expenditure," CESifo Working Paper Series 5793, CESifo.
    2. Mineyama, Tomohide & Tokuoka, Kiichi, 2025. "Investigating how inflation expectations affect precautionary wealth," Japan and the World Economy, Elsevier, vol. 73(C).
    3. Goldfayn-Frank, Olga & Wohlfart, Johannes, 2018. "How do consumers adapt to a new environment in their economic forecasting? Evidence from the German reunification," IMFS Working Paper Series 129, Goethe University Frankfurt, Institute for Monetary and Financial Stability (IMFS).
    4. Michael Weber & Yuriy Gorodnichenko & Olivier Coibion, 2022. "The Expected, Perceived, and Realized Inflation of U.S. Households before and during the COVID19 Pandemic," NBER Working Papers 29640, National Bureau of Economic Research, Inc.
    5. Niizeki, Takeshi & Hori, Masahiro, 2023. "Inflation expectations and household expenditure: Evidence from pseudo-panel data in Japan," Journal of Economic Behavior & Organization, Elsevier, vol. 214(C), pages 308-324.
    6. Francesco D’Acunto & Daniel Hoang & Michael Weber, 2016. "The Effect of Unconventional Fiscal Policy on Consumption Expenditure," NBER Working Papers 22563, National Bureau of Economic Research, Inc.
    7. Francesco D'Acunto & Daniel Hoang & Michael Weber & Michael Weber, 2019. "Managing Households' Expectations with Salient Economic Policies," CESifo Working Paper Series 7793, CESifo.
    8. Łyziak, Tomasz & Pedersen, Michael & Stanisławska, Ewa, 2025. "Consumer inflation expectations and local price changes: Learning from experience," Journal of Macroeconomics, Elsevier, vol. 86(C).
    9. Lena Dräger, 2016. "Are Consumers Planning Consumption According to an Euler Equation?," CESifo Working Paper Series 6249, CESifo.
    10. Binder, Carola, 2017. "Fed speak on main street: Central bank communication and household expectations," Journal of Macroeconomics, Elsevier, vol. 52(C), pages 238-251.
    11. Andrade, Philippe & Gautier, Erwan & Mengus, Eric, 2023. "What matters in households’ inflation expectations?," Journal of Monetary Economics, Elsevier, vol. 138(C), pages 50-68.
    12. Bairoliya, Neha & McKiernan, Kathleen, 2024. "The welfare costs of misinformation," Journal of Economic Dynamics and Control, Elsevier, vol. 169(C).
    13. Rodríguez-Planas, Núria & Westergren, Kerstin, 2026. "Inflation and Human Capital Investment Decisions," IZA Discussion Papers 18405, IZA Network @ LISER.
    14. Sarantis Tsiaplias, 2021. "Consumer inflation expectations, income changes and economic downturns," Journal of Applied Econometrics, John Wiley & Sons, Ltd., vol. 36(6), pages 784-807, September.
    15. Goldfayn-Frank, Olga & Wohlfart, Johannes, 2019. "How Do Consumers Adapt to a New Environment in their economic forecasting? Evidence from the German Reunification," VfS Annual Conference 2019 (Leipzig): 30 Years after the Fall of the Berlin Wall - Democracy and Market Economy 203668, Verein für Socialpolitik / German Economic Association.
    16. Hills, Timothy S. & Nakata, Taisuke & Schmidt, Sebastian, 2019. "Effective lower bound risk," European Economic Review, Elsevier, vol. 120(C).
    17. Binder, Carola Conces & Kamdar, Rupal & Ryngaert, Jane M., 2024. "Partisan expectations and COVID-era inflation," Journal of Monetary Economics, Elsevier, vol. 148(S).
    18. Okan Akarsu & Emrehan Aktuğ & Huzeyfe Torun, 2025. "Inflation Expectations and Firms' Decisions in High Inflation: Evidence from a Randomized Control Trial," CESifo Working Paper Series 12210, CESifo.
    19. Lena Dräger & Michael J. Lamla & Damjan Pfajfar, 2020. "The Hidden Heterogeneity of Inflation Expectations and its Implications," Finance and Economics Discussion Series 2020-054, Board of Governors of the Federal Reserve System (U.S.).
    20. Francesco D’Acunto & Daniel Hoang & Michael Weber, 2020. "Managing Households' Expectations with Unconventional Policies," NBER Working Papers 27399, National Bureau of Economic Research, Inc.
    21. Pavel Potužák, 2018. "Stimuluje spotřebu v situaci nulové nominální úrokové míry zvýšení inflačních očekávání? [Does an Increase in Inflation Expectations Stimulate Consumption at the Zero Lower Bound?]," Politická ekonomie, Prague University of Economics and Business, vol. 2018(6), pages 751-775.
    22. Carola Conces Binder & Gillian Brunet, 2022. "Inflation expectations and consumption: Evidence from 1951," Economic Inquiry, Western Economic Association International, vol. 60(2), pages 954-974, April.
    23. Ioana A. Duca & Geoff Kenny & Andreas Reuter, 2019. "Inflation Expectations, Consumption and the Lower Bound: Micro Evidence from a Large Euro Area Survey," European Economy - Discussion Papers 092, Directorate General Economic and Financial Affairs (DG ECFIN), European Commission.
    24. Concetta Rondinelli & Roberta Zizza, 2020. "Spend today or spend tomorrow? The role of inflation expectations in consumer behaviour," Temi di discussione (Economic working papers) 1276, Bank of Italy, Economic Research and International Relations Area.
    25. Lieb, Lenard & Schuffels, Johannes, 2020. "Inflation expectations and consumer spending: the role of household balance sheets (RM/19/022-revised-)," Research Memorandum 006, Maastricht University, Graduate School of Business and Economics (GSBE).
    26. Michal Marencak, 2023. "State-dependent inflation expectations and consumption choices," Working and Discussion Papers WP 10/2023, Research Department, National Bank of Slovakia.
    27. D'Acunto, Francesco & Hoang, Daniel & Paloviita, Maritta & Weber, Michael, 2019. "Human frictions in the transmission of economic policy," Working Paper Series in Economics 128, Karlsruhe Institute of Technology (KIT), Department of Economics and Management.
    28. Duca-Radu, Ioana & Kenny, Geoff & Reuter, Andreas, 2021. "Inflation expectations, consumption and the lower bound: Micro evidence from a large multi-country survey," Journal of Monetary Economics, Elsevier, vol. 118(C), pages 120-134.
    29. Lenard Lieb & Johannes Schuffels, 2022. "Inflation expectations and consumer spending: the role of household balance sheets," Empirical Economics, Springer, vol. 63(5), pages 2479-2512, November.
    30. Bernardo Candia & Olivier Coibion & Yuriy Gorodnichenko, 2020. "Communication and the Beliefs of Economic Agents," NBER Working Papers 27800, National Bureau of Economic Research, Inc.
    31. Kim, Amee & Vanheusden, Frederique J. & Rashid, Mamunur, 2025. "Factors affecting UK household financial risk-taking and their implications for consumption of financial investments," International Review of Economics & Finance, Elsevier, vol. 103(C).
    32. Atif Mian & Amir Sufi & Nasim Khoshkhou, 2015. "Government Economic Policy, Sentiments, and Consumption," NBER Working Papers 21316, National Bureau of Economic Research, Inc.
    33. Schnorpfeil, Philip & Weber, Michael & Hackethal, Andreas, 2024. "Households' response to the wealth effects of inflation," CFS Working Paper Series 728, Center for Financial Studies (CFS).
    34. Georgarakos, Dimitris & Gorodnichenko, Yuriy & Coibion, Olivier & Kenny, Geoff, 2024. "The Causal Effects of Inflation Uncertainty on Households' Beliefs and Actions," IZA Discussion Papers 17317, IZA Network @ LISER.
    35. Adriana Grasso & Tiziano Ropele, 2018. "Firms’ inflation expectations and investment plans," Temi di discussione (Economic working papers) 1203, Bank of Italy, Economic Research and International Relations Area.
    36. Lehmann-Hasemeyer, Sibylle H. & Neumayer, Andreas & Streb, Jochen, 2022. "Heterogeneous savers and their inflation expectation during German industrialization: Social class, wealth, and gender," Working Papers 33, German Research Foundation's Priority Programme 1859 "Experience and Expectation. Historical Foundations of Economic Behaviour", Humboldt University Berlin.
    37. Belloc, Ignacio & Molina, José Alberto, 2025. "How Inheritance Expectations Impact Household Savings," IZA Discussion Papers 17695, IZA Network @ LISER.
    38. D'Acunto, Francesco & Hoang, Daniel & Weber, Michael, 2018. "Unconventional fiscal policy," Working Paper Series in Economics 114, Karlsruhe Institute of Technology (KIT), Department of Economics and Management.
    39. Kukk, Merike & Toczynski, Jan & Basten, Christoph, 2025. "Beyond the headline: How personal exposure to inflation shapes the financial choices of households," Journal of Monetary Economics, Elsevier, vol. 153(C).
    40. Janet Hua Jiang & Rupal Kamdar & Kelin Lu & Daniela Puzzello, 2024. "How Do Households Respond to Expected Inflation? An Investigation of Transmission Mechanisms," Staff Working Papers 24-44, Bank of Canada.
    41. Lena Dräger & Giang Nghiem, 2016. "Are Consumers’ Spending Decisions in Line With an Euler Equation?," Working Papers 1802, Gutenberg School of Management and Economics, Johannes Gutenberg-Universität Mainz, revised 26 Jan 2018.
    42. Wang, Haijun & Du, Xiance & Ge, Chen & Wu, Wanting, 2024. "Does digital credit alleviate household income vulnerability?," Pacific-Basin Finance Journal, Elsevier, vol. 88(C).
    43. Gorodnichenko, Yuriy & Georgarakos, Dimitris & Kenny, Geoff & Coibion, Olivier, 2025. "The Impact of Geopolitical Risk on Consumer Expectations and Spending," IZA Discussion Papers 18084, IZA Network @ LISER.
    44. Sheen, Jeffrey & Wang, Ben Zhe, 2023. "Do monetary condition news at the zero lower bound influence households’ expectations and readiness to spend?," European Economic Review, Elsevier, vol. 152(C).
    45. Lukáš Kovanda & Martin Komrska, 2017. "Deflace, odklad spotřeby a hospodářské krize: rétorika centrálních bank vs. ekonomická literatura [Deflation and Economic Crisis: Central Banks' Rhetoric vs. Economic Literature]," Politická ekonomie, Prague University of Economics and Business, vol. 2017(3), pages 351-369.
    46. Filip Premik & Ewa Stanisławska, 2017. "The impact of inflation expectations on Polish consumers’ spending and saving," NBP Working Papers 255, Narodowy Bank Polski.
    47. Goldfayn-Frank, Olga & Wohlfart, Johannes, 2020. "Expectation formation in a new environment: Evidence from the German reunification," Journal of Monetary Economics, Elsevier, vol. 115(C), pages 301-320.
    48. yeboah, samuel, 2026. "Do Inflation and Credit Conditions Affect Consumer Market Expansion in Ghana? A Dynamic Consumption Approach: A Thematic Synthesis Review," MPRA Paper 129215, University Library of Munich, Germany, revised 26 Apr 2026.
    49. Lehmann-Hasemeyer, Sibylle & Neumayer, Andreas & Streb, Jochen, 2023. "Heterogeneous inflation and deflation experiences and savings decisions during German industrialization," Journal of Banking & Finance, Elsevier, vol. 154(C).
    50. Lena Dräger & Michael J. Lamla & Damjan Pfajfar, 2021. "The Hidden Heterogeneity of Inflation and Interest Rate Expectations: The Role of Preferences," Working Paper Series in Economics 402, University of Lüneburg, Institute of Economics.
    51. Pedro Gonzalez-Fernandez & Ciril Bosch-Rosa & Thomas Meissner, 2024. "Direct Elicitation of Parametric Belief Distributions: An application to inflation expectations," Berlin School of Economics Discussion Papers 0048, Berlin School of Economics.
    52. Piccolo, Jessica & Gorodnichenko, Yuriy, 2025. "Homeownership and Attention to Inflation: Evidence from Information Treatments," IZA Discussion Papers 17770, IZA Network @ LISER.
    53. Crump, Richard K. & Eusepi, Stefano & Tambalotti, Andrea & Topa, Giorgio, 2022. "Subjective intertemporal substitution," Journal of Monetary Economics, Elsevier, vol. 126(C), pages 118-133.
    54. Huang, Ruichen, 2025. "Non-response bias in expectation surveys: Different perceptions and expectations of financial matters from “early quitters”," Finance Research Letters, Elsevier, vol. 82(C).
    55. Julio Garín & Robert Lester & Eric Sims, 2016. "Are Supply Shocks Contractionary at the ZLB? Evidence from Utilization-Adjusted TFP Data," NBER Working Papers 22311, National Bureau of Economic Research, Inc.
    56. Eva Arnold & Lena Dräger & Ulrich Fritsche, 2014. "Evaluating the Link between Consumers' Savings Portfolio Decisions, their Inflation Expectations and Economic News," Macroeconomics and Finance Series 201402, University of Hamburg, Department of Socioeconomics.
    57. Agata Kliber & Magdalena Szyszko & Mariusz Próchniak & Aleksandra Rutkowska, 2023. "Impact of uncertainty on inflation forecast errors in Central and Eastern European countries," Eurasian Economic Review, Springer;Eurasia Business and Economics Society, vol. 13(3), pages 535-574, December.
    58. Sílvia Domit & Chris Jackson & Matt Roberts-Sklar, 2015. "Do inflation expectations currently pose a risk to inflation?," Bank of England Quarterly Bulletin, Bank of England, vol. 55(55), pages 165-180.
    59. Assenza, Tiziana & Huber, Stefanie J. & Mogilevskaja, Anna & Schmidt, Tobias, 2026. "When wording changes what we find: The impact of inflation expectations on spending," Discussion Papers 13/2026, Deutsche Bundesbank.
    60. Dräger, Lena & Gründler, Klaus & Potrafke, Niklas, 2025. "Political shocks and inflation expectations: Evidence from the 2022 Russian invasion of Ukraine," Journal of International Economics, Elsevier, vol. 153(C).
    61. Chenyu Hou and Tao Wang, 2024. "Uncovering Subjective Models from Survey Expectations," Discussion Papers dp24-09, Department of Economics, Simon Fraser University.
    62. Djuric, Uros & Neugart, Michael, 2017. "Helicopter money: survey evidence on expectation formation and consumption behavior," VfS Annual Conference 2017 (Vienna): Alternative Structures for Money and Banking 168062, Verein für Socialpolitik / German Economic Association.
    63. Michael Weber & Daniel Hoang & Francesco D'Acunto, 2015. "Inflation Expectations and Consumption Expenditure," 2015 Meeting Papers 1266, Society for Economic Dynamics.
    64. Núria Rodríguez-Planas & Kerstin Westergren, 2026. "Inflation and Human Capital Investment Decisions," CESifo Working Paper Series 12473, CESifo.
    65. Ryngaert, Jane M., 2022. "Inflation disasters and consumption," Journal of Monetary Economics, Elsevier, vol. 129(S), pages 67-81.
    66. Yuichiro Ito & Sohei Kaihatsu, 2016. "Effects of Inflation and Wage Expectations on Consumer Spending: Evidence from Micro Data," Bank of Japan Working Paper Series 16-E-7, Bank of Japan.
    67. McCloud, Nadine, 2024. "What has inflation targeting done for household consumption?," International Review of Financial Analysis, Elsevier, vol. 95(PC).

  13. Federico J. Diez & Ali Ozdagli, 2011. "Self-employment in the global economy," Working Papers 11-5, Federal Reserve Bank of Boston.

    Cited by:

    1. Huong Le, 2020. "The Impact of Financial Integration on the Labor Share of Income: An Empirical Evidence from a Panel Dataset," The Indian Journal of Labour Economics, Springer;The Indian Society of Labour Economics (ISLE), vol. 63(3), pages 597-627, September.
    2. Mai, Nhat Chi, 2018. "Three Essays On Financial Integration And Trade Liberalization," OSF Preprints hfrdq, Center for Open Science.

  14. Ali K. Ozdagli & Nicholas Trachter, 2011. "On the Distribution of College Dropouts: Wealth and Uninsurable Idiosyncratic Risk," EIEF Working Papers Series 1105, Einaudi Institute for Economics and Finance (EIEF), revised Mar 2011.

    Cited by:

    1. Urvi Neelakantan & Felicia Ionescu & Kartik Athreya, 2015. "Learn Now, Save Later: College and Household Portfolios," 2015 Meeting Papers 804, Society for Economic Dynamics.
    2. Kartik B. Athreya & Felicia Ionescu & Urvi Neelakantan & Ivan Vidangos, 2019. "Who Values Access to College?," Finance and Economics Discussion Series 2019-015, Board of Governors of the Federal Reserve System (U.S.).
    3. Yang, Guanyi, 2018. "Endogenous Skills and Labor Income Inequality," MPRA Paper 89638, University Library of Munich, Germany.
    4. Maria Marta Ferreyra & Carlos Garriga & Juan D. Martin-Ocampo & Angélica María Sánchez Díaz, 2021. "Raising College Access and Completion: How Much Can Free College Help?," Borradores de Economia 1155, Banco de la Republica de Colombia.
    5. Urvi Neelakantan & Ivan Vidangos & Felicia Ionescu & Kartik Athreya, 2016. "Investment Opportunities and the Sources of Lifetime Inequality," 2016 Meeting Papers 1177, Society for Economic Dynamics.
    6. Kartik Athreya & Felicia Ionescu & Ivan Vidangos & Urvi Neelakantan, 2018. "Investment Opportunities and Economic Outcomes: Who Benefits From College and the Stock Market?," 2018 Meeting Papers 1151, Society for Economic Dynamics.
    7. Urvi Neelakantan & Felicia Ionescu & Kartik Athreya, 2014. "Risky, Lumpy Human Capital in Household Portfolios," 2014 Meeting Papers 1242, Society for Economic Dynamics.

  15. Ali Ozdagli & Nicholas Trachter, 2011. "On the distribution of college dropouts: household wealth and uninsurable idiosyncratic risk," Working Papers 11-8, Federal Reserve Bank of Boston.

    Cited by:

    1. Urvi Neelakantan & Felicia Ionescu & Kartik Athreya, 2015. "Learn Now, Save Later: College and Household Portfolios," 2015 Meeting Papers 804, Society for Economic Dynamics.
    2. Kartik B. Athreya & Felicia Ionescu & Urvi Neelakantan & Ivan Vidangos, 2019. "Who Values Access to College?," Finance and Economics Discussion Series 2019-015, Board of Governors of the Federal Reserve System (U.S.).
    3. Yang, Guanyi, 2018. "Endogenous Skills and Labor Income Inequality," MPRA Paper 89638, University Library of Munich, Germany.
    4. Maria Marta Ferreyra & Carlos Garriga & Juan D. Martin-Ocampo & Angélica María Sánchez Díaz, 2021. "Raising College Access and Completion: How Much Can Free College Help?," Borradores de Economia 1155, Banco de la Republica de Colombia.
    5. Yang, Guanyi, 2025. "Better late than never: Macroeconomic impact of intermittent college enrollment and tuition subsidies," Journal of Economic Dynamics and Control, Elsevier, vol. 181(C).
    6. Urvi Neelakantan & Ivan Vidangos & Felicia Ionescu & Kartik Athreya, 2016. "Investment Opportunities and the Sources of Lifetime Inequality," 2016 Meeting Papers 1177, Society for Economic Dynamics.
    7. Kartik Athreya & Felicia Ionescu & Ivan Vidangos & Urvi Neelakantan, 2018. "Investment Opportunities and Economic Outcomes: Who Benefits From College and the Stock Market?," 2018 Meeting Papers 1151, Society for Economic Dynamics.
    8. Urvi Neelakantan & Felicia Ionescu & Kartik Athreya, 2014. "Risky, Lumpy Human Capital in Household Portfolios," 2014 Meeting Papers 1242, Society for Economic Dynamics.
    9. Ali Ozdagli & Nicholas Trachter, 2014. "The Dropout Option in a Simple Model of College Education," Economic Quarterly, Federal Reserve Bank of Richmond, issue 4Q, pages 279-295.

  16. Ali Ozdagli, 2010. "The distress premium puzzle," Working Papers 10-13, Federal Reserve Bank of Boston.

    Cited by:

    1. Nielsen, Caren Yinxia, 2011. "Hidden in the Factors? The Effect of Credit Risk on the Cross-section of Equity Returns," Working Papers 2011:38, Lund University, Department of Economics, revised 01 Oct 2016.
    2. Yinxia G. Nielsen , Caren, 2013. "Is Default Risk Priced in Equity Returns?," Knut Wicksell Working Paper Series 2013/2, Lund University, Knut Wicksell Centre for Financial Studies.

  17. Ali Ozdagli, 2009. "Financial leverage, corporate investment, and stock returns," Working Papers 09-13, Federal Reserve Bank of Boston.

    Cited by:

    1. Ying Liang, 2024. "Firms' Risk Adjustments to Minimum Wage: Financial Leverage and Labor Share Trade-off," Papers 2408.03659, arXiv.org.
    2. Mehdi Nezami & Kapil R. Tuli & Shantanu Dutta, 2022. "Shareholder wealth implications of software firms’ transition to cloud computing: a marketing perspective," Journal of the Academy of Marketing Science, Springer, vol. 50(3), pages 538-562, May.
    3. Cheng Yin & Xin Cheng & Yinan Yang & Dan Palmon, 2021. "Do Corporate Frauds Distort Suppliers’ Investment Decisions?," Journal of Business Ethics, Springer, vol. 172(1), pages 115-132, August.
    4. Berardino Palazzo, 2013. "Net leverage, risk, and credit spreads," 2013 Meeting Papers 436, Society for Economic Dynamics.
    5. Juan Laborda & Ricardo Laborda & Javier Cruz, 2024. "Can ETFs affect U.S. financial stability? A quantile cointegration analysis," Financial Innovation, Springer;Southwestern University of Finance and Economics, vol. 10(1), pages 1-24, December.
    6. Liu, Yishuang & Dong, Hanmin, 2026. "Barrier or driver: Patent thickets in the path of technological transition," Energy Policy, Elsevier, vol. 210(C).
    7. Fukuta, Yuichi & Yamane, Akiko, 2015. "Value premium and implied equity duration in the Japanese stock market," Journal of International Financial Markets, Institutions and Money, Elsevier, vol. 39(C), pages 102-121.
    8. Mustafa Hussein Abd-Allah & Wael Ibrahim Abdelrahim Hamimy, 2024. "The Impact of Financial Leverage on the Pricing Risk in the Egyptian Stock Market," Journal of Financial Studies, Institute of Financial Studies, vol. 16(9), pages 11-22, May.
    9. Ting Wang & Rujun Wang & Hua Zhang, 2022. "Does Industrial Policy Reduce Corporate Investment Efficiency? Evidence from China," Sustainability, MDPI, vol. 15(1), pages 1-23, December.
    10. Hafiz Muhammad Zia ul haq & Muhammad Sohail Shafiq & Muhammad Kashif & Saba Ameer, 2020. "Determining Force behind Value Premium: The Case of Financial Leverage and Operating Leverage," JRFM, MDPI, vol. 13(9), pages 1-15, September.
    11. Ozdagli, Ali & Velikov, Mihail, 2020. "Show me the money: The monetary policy risk premium," Journal of Financial Economics, Elsevier, vol. 135(2), pages 320-339.
    12. Cho, Thummim, 2020. "Turning alphas into betas: arbitrage and endogenous risk," LSE Research Online Documents on Economics 102085, London School of Economics and Political Science, LSE Library.
    13. Tao Shen, 2017. "Credit spreads and investment opportunities," Review of Quantitative Finance and Accounting, Springer, vol. 48(1), pages 117-152, January.
    14. Filippo Ippolito & Ali Ozdagli & Ander Pérez-Orive, 2017. "The Transmission of Monetary Policy through Bank Lending : The Floating Rate Channel," Finance and Economics Discussion Series 2017-026, Board of Governors of the Federal Reserve System (U.S.).
    15. João F. Gomes & Lukas Schmid, 2021. "Equilibrium Asset Pricing with Leverage and Default," Journal of Finance, American Finance Association, vol. 76(2), pages 977-1018, April.
    16. Galvani, Valentina, 2021. "The value premium during flights," Finance Research Letters, Elsevier, vol. 39(C).
    17. Adam Zaremba & Jacob Koby Shemer, 2018. "Price-Based Investment Strategies," Springer Books, Springer, number 978-3-319-91530-2, January.
    18. Lin, Boqiang & Li, Jiangnan, 2026. "The marketization of green electricity trading and investment decisions of new energy enterprises," Energy Policy, Elsevier, vol. 210(C).
    19. Cho, Thummim, 2018. "Turning alphas into betas: arbitrage and the cross-section of risk," LSE Research Online Documents on Economics 118915, London School of Economics and Political Science, LSE Library.
    20. Luis García‐Feijóo & Benjamin A. Jansen, 2023. "International evidence on the association of leverage with stock returns and the value premium," The Financial Review, Eastern Finance Association, vol. 58(2), pages 315-341, May.
    21. Ehab Yamani & David Rakowski, 2018. "Cash Flow and Discount Rate Risk in the Investment Effect: A Downside Risk Approach," Quarterly Journal of Finance (QJF), World Scientific Publishing Co. Pte. Ltd., vol. 8(03), pages 1-40, September.
    22. Ho, Tuan & Kim, Kirak & Li, Yang & Xu, Fangming, 2023. "Can Real Options Explain the Skewness of Stock Returns?," Journal of Banking & Finance, Elsevier, vol. 148(C).
    23. Chen, Zhiyao & Hackbarth, Dirk & Strebulaev, Ilya A., 2022. "A unified model of distress risk puzzles," Journal of Financial Economics, Elsevier, vol. 146(2), pages 357-384.
    24. Shu Hui Lan & Jia Yi Cheng & Sheng Guo, 2016. "How to Build up the Loan - Evaluation System toward Small and Medium Enterprises between Taiwan and China’s Commercial Banks？ The Application for Multi Criteria Decision Making," International Business Research, Canadian Center of Science and Education, vol. 9(3), pages 121-142, March.
    25. Dendramis, Yiannis & Kapetanios, George & Tzavalis, Elias, 2015. "Shifts in volatility driven by large stock market shocks," Journal of Economic Dynamics and Control, Elsevier, vol. 55(C), pages 130-147.
    26. Ho, Tuan & Kim, Kirak & Li, Yang & Xu, Fangming, 2023. "Does real flexibility help firms navigate the COVID-19 pandemic?," The British Accounting Review, Elsevier, vol. 55(4).
    27. Ali Ozdagli, 2014. "Financial frictions and the reaction of stock prices to monetary policy shocks," Working Papers 14-6, Federal Reserve Bank of Boston.
    28. Cao, Viet Nga, 2015. "What explains the value premium? The case of adjustment costs, operating leverage and financial leverage," Journal of Banking & Finance, Elsevier, vol. 59(C), pages 350-366.
    29. Berardino Palazzo, 2019. "Cash flows risk, capital structure, and corporate bond yields," Annals of Finance, Springer, vol. 15(3), pages 401-420, September.
    30. Rath, Subhrendu & Durand, Robert B., 2015. "Decomposing the size, value and momentum premia of the Fama–French–Carhart four-factor model," Economics Letters, Elsevier, vol. 132(C), pages 139-141.
    31. Yan Han & Yuhao Zhang & Yuxuan Liao & Xingman Zhang & Xing Gao & Keyu Zhai, 2025. "Investigating the Effects of Analysts’ Attention on Non-systematic Risk of Stocks: Evidence from China’s Stock Market," SAGE Open, , vol. 15(3), pages 21582440251, September.
    32. Graeme Guthrie, 2014. "Real Options And The Cross-Section Of Expected Stock Returns," Journal of Economic Surveys, Wiley Blackwell, vol. 28(2), pages 265-283, April.
    33. Mattia Iotti, 2023. "Financial evaluation and credit access of agricultural firms," Economia agro-alimentare, FrancoAngeli Editore, vol. 25(2), pages 31-67.
    34. Nils Friewald & Florian Nagler & Christian Wagner, 2022. "Debt Refinancing and Equity Returns," Journal of Finance, American Finance Association, vol. 77(4), pages 2287-2329, August.
    35. Filippo Ippolito & Alessandro Villa, 2022. "Levered Returns and Capital Structure Imbalances," Working Paper Series WP 2022-42, Federal Reserve Bank of Chicago.
    36. Galindo Gil, Hamilton, 2025. "The role of external habits and preference heterogeneity in the equity term structure," Journal of Economic Dynamics and Control, Elsevier, vol. 178(C).
    37. Dirk Hackbarth & Timothy Johnson, 2015. "Real Options and Risk Dynamics," The Review of Economic Studies, Review of Economic Studies Ltd, vol. 82(4), pages 1449-1482.

Articles

  1. Mary A. Burke & Ali Ozdagli, 2023. "Household Inflation Expectations and Consumer Spending: Evidence from Panel Data," The Review of Economics and Statistics, MIT Press, vol. 105(4), pages 948-961, July.
    See citations under working paper version above.
  2. Chernobai, Anna & Ozdagli, Ali & Wang, Jianlin, 2021. "Business complexity and risk management: Evidence from operational risk events in U.S. bank holding companies," Journal of Monetary Economics, Elsevier, vol. 117(C), pages 418-440.
    See citations under working paper version above.
  3. Ozdagli, Ali & Velikov, Mihail, 2020. "Show me the money: The monetary policy risk premium," Journal of Financial Economics, Elsevier, vol. 135(2), pages 320-339.
    See citations under working paper version above.
  4. Ippolito, Filippo & Ozdagli, Ali K. & Perez-Orive, Ander, 2018. "The transmission of monetary policy through bank lending: The floating rate channel," Journal of Monetary Economics, Elsevier, vol. 95(C), pages 49-71.
    See citations under working paper version above.
  5. Ali K Ozdagli, 2018. "Financial Frictions and the Stock Price Reaction to Monetary Policy," The Review of Financial Studies, Society for Financial Studies, vol. 31(10), pages 3895-3936.

    Cited by:

    1. Zong, Lu & Tao, Zheng & Zhai, Jia & Shi, Shimeng, 2025. "Measuring the impact of cyber policy: A news-based cyber policy index and its spillover to U.S. stock sectors," Research in International Business and Finance, Elsevier, vol. 78(C).
    2. Thiago R T Ferreira & Daniel A Ostry & John Rogers, 2024. "Firm financial conditions and the transmission of monetary policy," Bank of England Staff Working Paper series 1093, Bank of England.
    3. Michael D. Bauer & Eric A. Offner & Glenn D. Rudebusch, 2024. "Green Stocks and Monetary Policy Shocks: Evidence from Europe," CESifo Working Paper Series 11552, CESifo.
    4. Saifullah Khan & Adnan Shoaib & Rehan Aftab & Muhammad Yasir & Muhammad Bilal Saeed, 2025. "Financial frictions and stock return: A novel least minus more frictional factor for asset pricing models in emerging economies," PLOS ONE, Public Library of Science, vol. 20(7), pages 1-31, July.
    5. Ricardo Nunes & Ali Ozdagli & Jenny Tang, 2023. "Interest Rate Surprises: A Tale of Two Shocks," Discussion Papers 2320, Centre for Macroeconomics (CFM).
    6. Ozdagli, Ali & Velikov, Mihail, 2020. "Show me the money: The monetary policy risk premium," Journal of Financial Economics, Elsevier, vol. 135(2), pages 320-339.
    7. Ezgi Kurt, 2025. "Asymmetric Effects of Monetary Policy on Firms," Journal of Money, Credit and Banking, Blackwell Publishing, vol. 57(8), pages 2159-2188, December.
    8. Döttling, Robin & Lam, Adrian, 2023. "Does Monetary Policy Shape the Path to Carbon Neutrality?," OSF Preprints kqdar, Center for Open Science.
    9. Rodnyansky, Alexander & Darmouni, Olivier, 2020. "The Bond Lending Channel of Monetary Policy," CEPR Discussion Papers 14659, Centre for Economic Policy Research.
    10. Masyayuki Okada & Kazuhiro Teramoto, 2025. "Large Firms and Monetary Policy Surprises: Unraveling Excessive Stock Price Sensitivity," IMES Discussion Paper Series 25-E-06, Institute for Monetary and Economic Studies, Bank of Japan.
    11. Michael Dambra & Mihail Velikov & Joseph Weber, 2024. "Disclosure, Materiality Thresholds, and the Cost of Capital: Evidence from Federal Open Market Committee Announcements," Management Science, INFORMS, vol. 70(12), pages 8322-8343, December.
    12. Andrade, Philippe & Ferroni, Filippo, 2021. "Delphic and odyssean monetary policy shocks: Evidence from the euro area," Journal of Monetary Economics, Elsevier, vol. 117(C), pages 816-832.
    13. Inessa BENCHORA & Aurélien LEROY & Louis RAFFESTIN, 2023. "Is Monetary Policy Transmission Green?," Bordeaux Economics Working Papers 2023-08, Bordeaux School of Economics (BSE).
    14. Jang, Hyeonung & Seo, Byoung Ki, 2022. "Transmission of central bank communication to emerging economies: Evidence from the Korean stock market," Emerging Markets Review, Elsevier, vol. 52(C).
    15. Kurt G. Lunsford, 2020. "Policy Language and Information Effects in the Early Days of Federal Reserve Forward Guidance," American Economic Review, American Economic Association, vol. 110(9), pages 2899-2934, September.
    16. Fatih Kansoy & Dominykas Stasiulaitis, 2025. "Green Shields: The Role of ESG in Uncertain Times," Economics Series Working Papers 1082, University of Oxford, Department of Economics.
    17. Fatih Kansoy & Dominykas Stasiulaitis, 2025. "Green Shields: The Role of ESG in Uncertain Time," Papers 2506.02143, arXiv.org.
    18. Central Bank of the Republic of Türkiye, 2025. "The heterogeneous impact of monetary policy announcements on firms' financial outcomes," BIS Papers chapters, in: Bank for International Settlements (ed.), How can central banks take account of differences across households and firms for monetary policy?, volume 127, pages 295-330, Bank for International Settlements.
    19. Cesa-Bianchi, Ambrogio & Anderson, Gareth, 2020. "Crossing the Credit Channel: Credit Spreads and Firm Heterogeneity," CEPR Discussion Papers 14426, Centre for Economic Policy Research.
    20. Döttling, Robin & Ratnovski, Lev, 2023. "Monetary policy and intangible investment," Journal of Monetary Economics, Elsevier, vol. 134(C), pages 53-72.
    21. Ranjan Kumar Mohanty & N R Bhanumurthy, 2020. "Asymmetric Monetary Policy Transmission in India:Does Financial Friction Matter?," BASE University Working Papers 03/2020, BASE University, Bengaluru, India.
    22. Okan Akarsu & Mehmet Selman Colak & Hatice Karahan & Huzeyfe Torun, 2025. "The Heterogeneous Impact of Monetary Policy Announcements on Firms’ Financial Outcomes," Working Papers 2514, Research and Monetary Policy Department, Central Bank of the Republic of Turkey.

  6. Ali Ozdagli & Nicholas Trachter, 2014. "The Dropout Option in a Simple Model of College Education," Economic Quarterly, Federal Reserve Bank of Richmond, issue 4Q, pages 279-295.

    Cited by:

    1. Giuseppe Bertola, 2023. "University dropout problems and solutions," Journal of Economics, Springer, vol. 138(3), pages 221-248, April.

  7. Ali Ozdagli & Joe Peek, 2013. "Cliff notes: the effects of the 2013 debt-ceiling crisis," Public Policy Brief, Federal Reserve Bank of Boston.

    Cited by:

    1. Kovacs, Tunde & Wang, Yadi, 2024. "Cry wolf and it appears: Debt ceiling debates and new corporate bond issues," Finance Research Letters, Elsevier, vol. 65(C).
    2. Kyle D. Allen & Ahmed Baig & Drew B. Winters, 2024. "The response of money market fund investors and managers to government shutdowns," Journal of Economics and Finance, Springer;Academy of Economics and Finance, vol. 48(1), pages 214-237, March.
    3. Youngsuk Yook, 2025. "A Granular Look into Firms’ Cash Portfolios," Working Papers 25-02, Center for Economic Studies, U.S. Census Bureau.
    4. David B. Cashin & Erin E. Syron Ferris & Elizabeth C. Klee & Cailey Stevens, 2017. "Take it to the Limit : The Debt Ceiling and Treasury Yields," Finance and Economics Discussion Series 2017-052, Board of Governors of the Federal Reserve System (U.S.).

  8. Ali K. Ozdagli, 2012. "Financial Leverage, Corporate Investment, and Stock Returns," The Review of Financial Studies, Society for Financial Studies, vol. 25(4), pages 1033-1069.
    See citations under working paper version above.
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