Research classified by Journal of Economic Literature (JEL) codes

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Top JEL
/ E: Macroeconomics and Monetary Economics
/ / E3: Prices, Business Fluctuations, and Cycles
/ / / E31: Price Level; Inflation; Deflation

2026

• Mariam Camarero & Antonia López-Villavicencio & Cecilio Tamarit, 2026, "GVC participation and inflation in the European Union," Working Papers, Department of Applied Economics II, Universidad de Valencia, number 2609, May.
• Budha, Birendra B., 2026, "Does Nepal’s inflation converge with India’s inflation?," Journal of Asian Economics, Elsevier, volume 102, issue C, DOI: 10.1016/j.asieco.2025.102099.
• Beirne, John & Renzhi, Nuobu, 2026, "Oil price pass-through to inflation in emerging Asia," Journal of Asian Economics, Elsevier, volume 103, issue C, DOI: 10.1016/j.asieco.2025.102103.
• Tian, Suhua & Wang, Li & Zhao, Yonghan, 2026, "Macroeconomic effects of monetary combination policy in China: The Generalized New Keynesian Phillips Curve in an open economy," Journal of Asian Economics, Elsevier, volume 103, issue C, DOI: 10.1016/j.asieco.2026.102149.
• Li, Jiao & Li, Jialong & Li, Xue & Li, Xinyu, 2026, "The impact of inflation expectations on household debt decisions: Evidence from China," Journal of Asian Economics, Elsevier, volume 104, issue C, DOI: 10.1016/j.asieco.2026.102166.
• Shah, Irfan Ahmad, 2026, "Inflation targeting and welfare costs: Evidence from India," Journal of Asian Economics, Elsevier, volume 105, issue C, DOI: 10.1016/j.asieco.2026.102226.
• Kumar, Abhishek & Mallick, Sushanta, 2026, "Labor market effects of exporter pricing behavior: Evidence from a developing economy," Journal of Development Economics, Elsevier, volume 181, issue C, DOI: 10.1016/j.jdeveco.2026.103723.
• López, Lucia & Odendahl, Florens & Párraga Rodríguez, Susana & Silgado-Gómez, Edgar, 2026, "The pass-through to inflation of gas price shocks," Journal of Economic Dynamics and Control, Elsevier, volume 182, issue C, DOI: 10.1016/j.jedc.2025.105218.
• Del Negro, Marco & Diagne, Ibrahima & Dogra, Keshav & Gundam, Pranay & Lee, Donggyu & Pacula, Brian, 2026, "Tradeoffs for the poor, divine coincidence for the rich," Journal of Economic Dynamics and Control, Elsevier, volume 182, issue C, DOI: 10.1016/j.jedc.2025.105221.
• Chafwehé, Boris & de Beauffort, Charles & Oikonomou, Rigas, 2026, "Managing the inflation-output trade-off with public debt portfolios," Journal of Economic Dynamics and Control, Elsevier, volume 183, issue C, DOI: 10.1016/j.jedc.2025.105244.
• Bird, Daniel & Weiss, David, 2026, "Central bank digital currency: When price and bank stability (Don’t) collide," Journal of Economic Dynamics and Control, Elsevier, volume 184, issue C, DOI: 10.1016/j.jedc.2026.105263.
• Hasui, Kohei & Sugo, Tomohiro & Teranishi, Yuki, 2026, "Liquidity trap and optimal monetary policy: Evaluations for U.S. monetary policy from 2020 to 2023," Journal of Economic Dynamics and Control, Elsevier, volume 184, issue C, DOI: 10.1016/j.jedc.2026.105274.
• Ait Lahcen, Mohammed & Baughman, Garth & van Buggenum, Hugo, 2026, "Racial unemployment gaps and the disparate impact of the inflation tax in a new monetarist model," Journal of Economic Dynamics and Control, Elsevier, volume 186, issue C, DOI: 10.1016/j.jedc.2026.105275.
• Barrales-Ruiz, Jose & Islam, Azharul & Mohammed, Mikidadu & Panovska, Irina, 2026, "From beliefs to prices: Analyzing how inflation expectations affect the inflation distribution," Journal of Economic Dynamics and Control, Elsevier, volume 186, issue C, DOI: 10.1016/j.jedc.2026.105318.
• Fourné, Friederike & Zarges, Lara, 2026, "Identifying macroeconomic shocks using firm-level data: Material shortages in the German manufacturing sector," Journal of Economic Dynamics and Control, Elsevier, volume 187, issue C, DOI: 10.1016/j.jedc.2026.105330.
• Shi, Aruhan Rui, 2026, "Can an AI agent hit a moving target?," Journal of Economic Dynamics and Control, Elsevier, volume 189, issue C, DOI: 10.1016/j.jedc.2026.105349.
• Pataracchia, Beatrice & Pfeiffer, Philipp & Ratto, Marco & Teresiński, Jan, 2026, "Energy commodity price shocks in the euro area: Evidence from a large-scale structural model," Journal of Economic Dynamics and Control, Elsevier, volume 189, issue C, DOI: 10.1016/j.jedc.2026.105350.
• Kundan Kishor, N., 2026, "Measuring housing market slack," Journal of Economic Dynamics and Control, Elsevier, volume 190, issue C, DOI: 10.1016/j.jedc.2026.105370.
• Hasui, Kohei & Kobayashi, Teruyoshi, 2026, "Heterogeneous inflation volatility in production networks: Producer vs. consumer prices," Journal of Economic Dynamics and Control, Elsevier, volume 190, issue C, DOI: 10.1016/j.jedc.2026.105373.
• Hagedorn, Marcus, 2026, "Local determinacy in incomplete-markets models," Journal of Economic Dynamics and Control, Elsevier, volume 190, issue C, DOI: 10.1016/j.jedc.2026.105390.
• Narayan, Seema & Narayan, Paresh Kumar & Jogia, Vrinda & Toga, Jale, 2026, "A disaggregate approach to examining the prices, inflation and remittances relationship," Economic Analysis and Policy, Elsevier, volume 90, issue C, pages 101-125, DOI: 10.1016/j.eap.2026.01.003.
• Xu, Yingying & Zhou, Chenyue & Zhu, Yinglun, 2026, "Is gold a hedge or safe-haven for inflation? Time-varying correlation in a multi-frequency framework," Economic Analysis and Policy, Elsevier, volume 90, issue C, pages 1566-1581, DOI: 10.1016/j.eap.2026.02.026.
• Benk, Szilárd & Gillman, Max, 2026, "Do U.S. monetary policy shocks raise oil prices and excess stock premiums in oil-exporting countries?," Economic Analysis and Policy, Elsevier, volume 91, issue C, pages 113-144, DOI: 10.1016/j.eap.2026.02.030.
• Bilenkisi, Fikret & Maraziotis, Filippos & Yardimci, M. Akif, 2026, "To be (worried) or not to be? The impact of minimum wage increases on aggregate prices," Economic Analysis and Policy, Elsevier, volume 91, issue C, pages 1404-1428, DOI: 10.1016/j.eap.2026.05.008.
• Narayan, Seema & Kumar Narayan, Paresh & Prasad, Rahul, 2026, "How is climate change influencing prices and output?," Economic Analysis and Policy, Elsevier, volume 92, issue C, pages 545-555, DOI: 10.1016/j.eap.2026.05.023.
• Narayan, Paresh Kumar & Saudulla, Mohamed Imthinan & Wijerathna, M.M. Lasantha Kumari, 2026, "Exploring credit cycles and core inflation in Sri Lanka," Economic Analysis and Policy, Elsevier, volume 93, issue C, pages 1709-1726, DOI: 10.1016/j.eap.2026.08.051.
• Gillman, Max & Csabafi, Tamas Z. & Benk, Szilard & Matyas, Laszlo & Smith, Mitchell P. & Harris, Mark N., 2026, "Revisiting neoclassical growth theory: A primary role for inflation and capacity utilization," Economic Modelling, Elsevier, volume 154, issue C, DOI: 10.1016/j.econmod.2025.107358.
• Aizenman, Joshua & Eldén, William & Jinjarak, Yothin & Uddin, Gazi Salah & Widholm, Frida, 2026, "Spillovers of U.S. fiscal challenges: The global impact of U.S. fiscal dominance concerns on interest rates in emerging and developed markets," Economic Modelling, Elsevier, volume 154, issue C, DOI: 10.1016/j.econmod.2025.107364.
• Gurrola Luna, Alejandro & McKnight, Stephen, 2026, "Bounded rationality and macroeconomic (in)stability," Economic Modelling, Elsevier, volume 155, issue C, DOI: 10.1016/j.econmod.2025.107428.
• Quineche, Ricardo & Zapata, Juan, 2026, "The two sides of inflation: How price increases and price cuts shape inflation," Economic Modelling, Elsevier, volume 158, issue C, DOI: 10.1016/j.econmod.2026.107533.
• Andriantomanga, Zo, 2026, "Geopolitical risks and the dual dynamics of global inflation: Regime dependence and uncertainty," Economic Modelling, Elsevier, volume 158, issue C, DOI: 10.1016/j.econmod.2026.107549.
• Stenfors, Alexis & Shabani, Mimoza & Gabauer, David & Toporowski, Jan, 2026, "Decomposing the rate of inflation," Economic Modelling, Elsevier, volume 163, issue C, DOI: 10.1016/j.econmod.2026.107708.
• Yilmazkuday, Hakan, 2026, "Expected versus unexpected Inflation:The role of Trade Policy," The North American Journal of Economics and Finance, Elsevier, volume 82, issue C, DOI: 10.1016/j.najef.2025.102578.
• Nazlioglu, Saban & Tarakci, Dogukan & Karul, Cagin & Erdem, Lokman Salih, 2026, "Inflation shocks: quantile unit root inference for panel data with cross-correlations," The North American Journal of Economics and Finance, Elsevier, volume 83, issue C, DOI: 10.1016/j.najef.2026.102592.
• Kikuchi, Kentaro, 2026, "Equity risk premiums across horizons and their link to inflation: A quadratic Gaussian approach," The North American Journal of Economics and Finance, Elsevier, volume 85, issue C, DOI: 10.1016/j.najef.2026.102642.
• Suwanprasert, Wisarut, 2026, "Did the 2022 inflation cost the Democratic Party the 2024 US presidential election?," Economics Letters, Elsevier, volume 258, issue C, DOI: 10.1016/j.econlet.2025.112750.
• Goulet Coulombe, Philippe & Klieber, Karin, 2026, "An adaptive moving average for macroeconomic monitoring," Economics Letters, Elsevier, volume 259, issue C, DOI: 10.1016/j.econlet.2025.112773.
• Johns, Christopher & Mehrotra, Aaron & Zampolli, Fabrizio, 2026, "Sovereign risk and monetary policy transmission: Evidence from the euro area," Economics Letters, Elsevier, volume 260, issue C, DOI: 10.1016/j.econlet.2026.112817.
• Carlevaro, Emiliano A. & Haque, Qazi & Magnusson, Leandro M., 2026, "Empirical evidence on the U.S. monetary–fiscal policy mix," Economics Letters, Elsevier, volume 261, issue C, DOI: 10.1016/j.econlet.2026.112858.
• Kothe, Rafael, 2026, "Regime-dependent predictive accuracy and structural stability of Eurozone inflation swaps," Economics Letters, Elsevier, volume 262, issue C, DOI: 10.1016/j.econlet.2026.112826.
• von Campe, Roland, 2026, "Should we use central bank asset purchase announcements and sign restrictions to quantify quantitative easing?," Economics Letters, Elsevier, volume 262, issue C, DOI: 10.1016/j.econlet.2026.112843.
• Stillwagon, Joshua R., 2026, "Professional forecasters do not commit timeless errors: Evidence from structural breaks in tests of over-reaction," Economics Letters, Elsevier, volume 263, issue C, DOI: 10.1016/j.econlet.2026.112939.
• Tunc, Ahmet & Nazlioglu, Saban & Yucel, Ali Gokhan, 2026, "Time-varying inflation co-movement: dynamic factor model with global, group, and country-specific factors," Economics Letters, Elsevier, volume 264, issue C, DOI: 10.1016/j.econlet.2026.112951.
• Colunga-Ramos, Luis Fernando & Chen, Zhengyang & Perales Torres, José Angel, 2026, "Decomposing supply and demand driven inflation in Mexico: Evidence from sectoral analysis," Economics Letters, Elsevier, volume 264, issue C, DOI: 10.1016/j.econlet.2026.112980.
• Anderl, Christina & Nava, Alessandro, 2026, "Oil on the water: How shipping cost pressures shape the inflationary effects of oil shocks," Economics Letters, Elsevier, volume 266, issue C, DOI: 10.1016/j.econlet.2026.113031.
• Camous, Antoine & Garcia Soto, Natalia, 2026, "Austria one century apart: Persistent effects of hyperinflation on inflation expectations," Economics Letters, Elsevier, volume 267, issue C, DOI: 10.1016/j.econlet.2026.113094.
• De Polis, Andrea & Fernández-Gallardo, Álvaro & Rosas, José Nicolás, 2026, "Oil supply shocks and inflation tail risks," Economics Letters, Elsevier, volume 267, issue C, DOI: 10.1016/j.econlet.2026.113096.
• Algarhi, Amr Saber, 2026, "The fragility of the partisan inflation gap: Evidence from the United Kingdom," Economics Letters, Elsevier, volume 267, issue C, DOI: 10.1016/j.econlet.2026.113106.
• Huang, Wenxin & Wang, Yiru & Zhou, Lingyun, 2026, "Dissecting the Phillips curve: Evidence from cross-sectional heterogeneity and regime-dependent nonlinearity," Journal of Econometrics, Elsevier, volume 257, issue C, DOI: 10.1016/j.jeconom.2026.106306.
• Šestořád, Tomáš & Dvořáková, Natálie, 2026, "Origins of post-COVID-19 inflation in Central European countries," Economic Systems, Elsevier, volume 50, issue 1, DOI: 10.1016/j.ecosys.2025.101335.
• Aastveit, Knut Are & Bjørnland, Hilde C. & Cross, Jamie L. & Kalstad, Helene O., 2026, "Unveiling inflation: Oil shocks, supply chain pressures, and expectations," European Economic Review, Elsevier, volume 181, issue C, DOI: 10.1016/j.euroecorev.2025.105192.
• Suveg, Melinda, 2026, "The working capital channel," European Economic Review, Elsevier, volume 182, issue C, DOI: 10.1016/j.euroecorev.2025.105193.
• Honkapohja, Seppo & McClung, Nigel, 2026, "On robustness of average inflation targeting," European Economic Review, Elsevier, volume 183, issue C, DOI: 10.1016/j.euroecorev.2025.105217.
• Lewis, Vivien & Villa, Stefania, 2026, "Labor productivity, effort and the Euro Area business cycle," European Economic Review, Elsevier, volume 183, issue C, DOI: 10.1016/j.euroecorev.2025.105223.
• Ash, Elliott & Mikosch, Heiner & Perakis, Alexis & Sarferaz, Samad, 2026, "Seeing and hearing is believing: The role of audiovisual communication in shaping inflation expectations," European Economic Review, Elsevier, volume 184, issue C, DOI: 10.1016/j.euroecorev.2025.105253.
• Andrés, Javier & Arce, Óscar & Burriel, Pablo, 2026, "The flattening of the Phillips Curve in the US was driven by good factors of concentration," European Economic Review, Elsevier, volume 186, issue C, DOI: 10.1016/j.euroecorev.2026.105297.
• Corsello, Francesco & Riggi, Marianna, 2026, "Inflation is not equal for all: The heterogeneous effects of energy shocks," European Economic Review, Elsevier, volume 187, issue C, DOI: 10.1016/j.euroecorev.2026.105298.
• L’Huillier, Jean-Paul & Schoenle, Raphael, 2026, "Raising the inflation target: What are the effective gains in policy room?," European Economic Review, Elsevier, volume 187, issue C, DOI: 10.1016/j.euroecorev.2026.105332.
• Chernoff, Alex & Head, Allen & Lapham, Beverly, 2026, "Markups, pass-through, and firm heterogeneity with sequentially mixed search," European Economic Review, Elsevier, volume 187, issue C, DOI: 10.1016/j.euroecorev.2026.105349.
• Milani, Fabio, 2026, "Inflation tolerance bands and private sector beliefs," European Economic Review, Elsevier, volume 187, issue C, DOI: 10.1016/j.euroecorev.2026.105364.
• Bajaj, Ayushi & Mangin, Sephorah, 2026, "Consumer choice, market power, and inflation," European Economic Review, Elsevier, volume 188, issue C, DOI: 10.1016/j.euroecorev.2026.105374.
• Akarsu, Okan & Aktuğ, Emrehan & Küçükbayrak, Müşerref, 2026, "Hand-to-mouth households in the eurosystem and the transmission of monetary policy," European Economic Review, Elsevier, volume 188, issue C, DOI: 10.1016/j.euroecorev.2026.105401.
• Finck, David & Klein, Mathias & Tillmann, Peter, 2026, "The inflationary effects of global supply chain shocks: Evidence from Swedish microdata," European Economic Review, Elsevier, volume 189, issue C, DOI: 10.1016/j.euroecorev.2026.105426.
• Neri, Stefano, 2026, "Energy prices, inflation, and the ECB’s monetary policy during the 2021–22 energy crisis," European Economic Review, Elsevier, volume 189, issue C, DOI: 10.1016/j.euroecorev.2026.105438.
• Couture, Cody & Zamarripa, Rene, 2026, "Do IMF economists believe in the Phillips Curve? Evidence from the WEO country groups," Emerging Markets Review, Elsevier, volume 74, issue C, DOI: 10.1016/j.ememar.2026.101503.
• Couture, Cody & Zamarripa, Rene, 2026, "Corrigendum to ‘Do IMF Economists Believe in the Phillips Curve? Evidence from the WEO Country Groups’ [Emerging Markets Review 74 (2026) 101503]," Emerging Markets Review, Elsevier, volume 74, issue C, DOI: 10.1016/j.ememar.2026.101516.
• Karaki, Mohamad B. & El Chaar, Jana, 2026, "Fuel price shocks and inflation dynamics in Lebanon," Energy Economics, Elsevier, volume 153, issue C, DOI: 10.1016/j.eneco.2025.109029.
• Chen, Diana & Yu, Xiaohong & Pardo-Piñashca, Eduardo, 2026, "Dynamic effects of EU economic sanctions on the EU-Russian energy market: Evidence on crude oil and natural gas," Energy Policy, Elsevier, volume 210, issue C, DOI: 10.1016/j.enpol.2025.114996.
• Weber, Isabella M. & Thie, Jan-Erik & Jauregui, Jesus Lara & Teixeira, Lucas, 2026, "Carbon prices and inflation in a world of shocks: Systemically significant prices and industrial policy targeting in Germany," Energy Policy, Elsevier, volume 217, issue C, DOI: 10.1016/j.enpol.2026.115395.
• Lartey, Abraham, 2026, "Balancing climate ambition and price stability: The case of South Africa’s carbon tax," Energy Policy, Elsevier, volume 218, issue C, DOI: 10.1016/j.enpol.2026.115483.
• Raza, Hamid, 2026, "Electricity prices beyond the merit order: Structural shocks and asymmetric macroeconomic transmission in Denmark," Energy Policy, Elsevier, volume 218, issue C, DOI: 10.1016/j.enpol.2026.115514.
• Yilmazkuday, Hakan, 2026, "Geopolitical risks and energy prices: Impacts of Russia-Ukraine Conflict1," Energy Policy, Elsevier, volume 218, issue C, DOI: 10.1016/j.enpol.2026.115530.
• Xu, Zhihao, 2026, "Soaring in rationality: Bonds as a partial hedge against hyperinflation," Explorations in Economic History, Elsevier, volume 99, issue C, DOI: 10.1016/j.eeh.2025.101720.
• Xie, Li & Huang, Zhisheng, 2026, "Energy price shocks and inflation: The cross-country comparison of energy price management systems," International Review of Financial Analysis, Elsevier, volume 112, issue C, DOI: 10.1016/j.irfa.2026.105116.
• Parker, William, 2026, "Asset Prices and Monetary Expansion: Evidence from CPI- and Money-Based Valuation," Finance Research Letters, Elsevier, volume 101, issue C, DOI: 10.1016/j.frl.2026.109995.
• Blanco-Arroyo, Omar & Esteve, Vicente & Prats, María A., 2026, "Co-moving systems with explosive regressors and time-varying volatility: Evidence from the Spanish housing market," Finance Research Letters, Elsevier, volume 92, issue C, DOI: 10.1016/j.frl.2026.109564.
• Sharma, Krishan Kumar, 2026, "A regime-switching approach to bank capital and liquidity buffers," Finance Research Letters, Elsevier, volume 97, issue C, DOI: 10.1016/j.frl.2026.109799.
• Ellingsen, Tore & Friberg, Richard & Hassler, John, 2026, "Menu costs and asymmetric price adjustment," International Journal of Industrial Organization, Elsevier, volume 105, issue C, DOI: 10.1016/j.ijindorg.2026.103259.
• Rojas, Christian & Jaenicke, Edward & Page, Elina T., 2026, "How package size changes affect food inflation: evidence from scanner data," International Journal of Industrial Organization, Elsevier, volume 105, issue C, DOI: 10.1016/j.ijindorg.2026.103261.
• Caldara, Dario & Conlisk, Sarah & Iacoviello, Matteo & Penn, Maddie, 2026, "Do geopolitical risks raise or lower inflation?," Journal of International Economics, Elsevier, volume 159, issue C, DOI: 10.1016/j.jinteco.2025.104188.
• Errico, Marco, 2026, "Domestic wedges and the (in)sensitivity of CPI to exchange rates," Journal of International Economics, Elsevier, volume 161, issue C, DOI: 10.1016/j.jinteco.2026.104237.
• Baslandze, Salomé & Fuchs, Simon, 2026, "The price of delay: Supply chain disruptions and pricing dynamics," Journal of International Economics, Elsevier, volume 162, issue C, DOI: 10.1016/j.jinteco.2026.104265.
• Ascari, Guido & Bonam, Dennis & Mori, Lorenzo & Smadu, Andra, 2026, "Fiscal policy and inflation in the Euro Area," Journal of International Economics, Elsevier, volume 162, issue C, DOI: 10.1016/j.jinteco.2026.104281.
• Kim, Junhyong & Lee, Annie Soyean, 2026, "Liability dollarization and exchange rate pass-through to domestic prices," Journal of International Economics, Elsevier, volume 162, issue C, DOI: 10.1016/j.jinteco.2026.104294.
• Trabelsi, Jamel & Jebeniani, Jihène & Touré, Mamoudou, 2026, "Monetary credibility effects on inflation dynamics: A macrohistorical case study," International Economics, Elsevier, volume 187, issue C, DOI: 10.1016/j.inteco.2026.100713.
• Mendoza, Patricia & Quineche, Ricardo & Zapata, Juan, 2026, "The two sides of inflation in Peru: Dynamics and monetary policy transmission," International Economics, Elsevier, volume 187, issue C, DOI: 10.1016/j.inteco.2026.100733.
• Baran, Jan & Czechowski, Patryk & Gradzewicz, Michał & Mućk, Jakub, 2026, "Geoeconomic fragmentation under tariff shock: Quantifying the effects of U.S. trade policy," International Economics, Elsevier, volume 187, issue C, DOI: 10.1016/j.inteco.2026.100736.
• Jaimes, Richard & Ronderos Pulido, Nicolás, 2026, "Demographics and the transmission of oil price shocks: Evidence from the Euro Area," International Economics, Elsevier, volume 187, issue C, DOI: 10.1016/j.inteco.2026.100743.
• Becker, Hendrik, 2026, "CBDC demand simulation across high and low inflation regimes," Journal of International Financial Markets, Institutions and Money, Elsevier, volume 106, issue C, DOI: 10.1016/j.intfin.2025.102263.
• Cho, Dooyeon & Rho, Seunghwa, 2026, "Can the tone of central bankers’ speeches help shape inflation expectations?: Evidence from Japan," Journal of International Financial Markets, Institutions and Money, Elsevier, volume 107, issue C, DOI: 10.1016/j.intfin.2025.102283.
• Afonso, António & Alves, José & Jalles, João & Monteiro, Sofia, 2026, "Inflation tales: the heterogeneous price effects from current account dynamics," Journal of International Financial Markets, Institutions and Money, Elsevier, volume 108, issue C, DOI: 10.1016/j.intfin.2026.102287.
• Ruman, Asif & Junttila, Juha & Sahlström, Petri, 2026, "Monetary policy discourse of the ECB and the Fed during the inflation surge," Journal of International Financial Markets, Institutions and Money, Elsevier, volume 111, issue C, DOI: 10.1016/j.intfin.2026.102370.
• Mitchell, James & Shiroff, Taylor & Braitsch, Hana, 2026, "Practice makes perfect: Learning effects with household point and density forecasts of inflation," International Journal of Forecasting, Elsevier, volume 42, issue 2, pages 315-329, DOI: 10.1016/j.ijforecast.2025.06.002.
• Luccasen, R. Andrew, 2026, "Two challenges of teaching inflation: Differing textbook treatments and common student misperceptions," International Review of Economics Education, Elsevier, volume 51, issue C, DOI: 10.1016/j.iree.2025.100338.
• Beckmann, Joscha & Brunne, Jennifer & Heinrich, Timo, 2026, "Inflation expectations and cognitive uncertainty," Journal of Economic Behavior & Organization, Elsevier, volume 244, issue C, DOI: 10.1016/j.jebo.2026.107437.
• Angelico, Cristina & Di Giacomo, Federica, 2026, "Heterogeneous inflation expectations and forecast errors across the income distribution: The role of memory," Journal of Economic Behavior & Organization, Elsevier, volume 246, issue C, DOI: 10.1016/j.jebo.2026.107552.
• Balima, Hippolyte & Minea, Alexandru & Vinturis, Cezara, 2026, "Inflation targeting and income inequality," Journal of Economic Behavior & Organization, Elsevier, volume 247, issue C, DOI: 10.1016/j.jebo.2025.107348.
• Jeworrek, Sabrina & Tonzer, Lena, 2026, "Inflation concerns and green product consumption: Evidence from a nationwide survey and a framed field experiment," Journal of Economic Behavior & Organization, Elsevier, volume 248, issue C, DOI: 10.1016/j.jebo.2026.107673.
• Brugiavini, Agar & Casarin, Roberto & Costola, Michele & Crivellenti, Claudia, 2026, "Firms’ expectations and uncertainty during COVID-19: Evidence from Italian firms," Journal of Economic Behavior & Organization, Elsevier, volume 249, issue C, DOI: 10.1016/j.jebo.2026.107716.
• Ou, Shengliang & Yin, Penghui & Zhang, Donghai & Zhang, Renbin, 2026, "Nominal rigidities, rational inattention, and the optimal monetary policy," Journal of Economic Theory, Elsevier, volume 232, issue C, DOI: 10.1016/j.jet.2025.106129.
• Meyer-Gohde, Alexander & Tzaawa-Krenzler, Mary, 2026, "Informational inertia and the Taylor principle," Journal of Economic Theory, Elsevier, volume 236, issue C, DOI: 10.1016/j.jet.2026.106220.
• Pang, Hao, 2026, "Forecast bias across horizons: Inflation expectations and the Treasury yields," Journal of Financial Economics, Elsevier, volume 183, issue C, DOI: 10.1016/j.jfineco.2026.104327.

2025

• Sona Benecka, 2025, "Forecasting Disaggregated Producer Prices: A Fusion of Machine Learning and Econometric Techniques," Working Papers, Czech National Bank, Research and Statistics Department, number 2025/2, Mar.
• Michal Franta & Jan Vlcek, 2025, "Inflation at Risk: The Czech Case," Working Papers, Czech National Bank, Research and Statistics Department, number 2025/8, May.
• Volha Audzei & Sergey Slobodyan, 2025, "Dynamic Sparse Adaptive Learning," Working Papers, Czech National Bank, Research and Statistics Department, number 2025/9, Jun.
• Carlos Giraldo & Iader Giraldo-Salazar & Jose E. Gomez-Gonzalez & Jorge M Uribe, 2025, "Central Bank Transparency and the Persistence of ‘Very High’ Inflation," Documentos de trabajo, FLAR, number 021690, Oct.
• Boccanfuso, Jérémy & Neri, Luca, 2025, "Uncovering attention heterogeneity," LIDAM Discussion Papers CORE, Université catholique de Louvain, Center for Operations Research and Econometrics (CORE), number 2025009, Apr.
• Meeks, Roland & Monti, Francesca, 2025, "Heterogeneous beliefs and the Phillips curve," LIDAM Reprints CORE, Université catholique de Louvain, Center for Operations Research and Econometrics (CORE), number 3332, Jan, DOI: https://doi.org/10.1016/j.jmoneco.2.
• Diaf, Sami & Zakane, Ahmed, 2025, "Policy Mix in An Oil Exporting Country: Effectiveness of Countercyclical Measures in Mitigating External Shocks," Dynare Working Papers, CEPREMAP, number 83, Mar, revised Apr 2025.
• Bušs, Ginters & Traficante, Guido, 2025, "The Return of Inflation: Look-Through Policy Under Incomplete Information," Dynare Working Papers, CEPREMAP, number 85, Jul.
• Alvarez-Blaser, Santiago & Auer, Raphael & Lein, Sarah & Levchenko, Andrei, 2025, "The granular origins of inflation," CEPR Discussion Papers, Centre for Economic Policy Research, number 19844, Jan.
• Andrade, Philippe & Gautier, Erwan & Mengus, Eric & Moench, Emanuel & Schmidt, Tobias, 2025, "Household Beliefs about Fiscal Dominance," CEPR Discussion Papers, Centre for Economic Policy Research, number 19862, Jan.
• Forbes, Kristin, 2025, "The Art of Monetary Policy: Lessons from Sun Tzu for Central Banks," CEPR Discussion Papers, Centre for Economic Policy Research, number 19905, Feb.
• Berardi, Nicoletta & Ravenna, Federico & Samano, Mario, 2025, "Everyday Regular Prices in a Multi-Product Retailer," CEPR Discussion Papers, Centre for Economic Policy Research, number 19921, Feb.
• Jarocinski, Marek & Karadi, Peter, 2025, "Monetary Policy Surprises with Imperfect Information," CEPR Discussion Papers, Centre for Economic Policy Research, number 19923, Feb.
• Hazell, Jonathon & Hobler, Stephan, 2025, "Do Deficits Cause Inflation? A High Frequency Narrative Approach," CEPR Discussion Papers, Centre for Economic Policy Research, number 19928, Feb.
• Beaudry, Paul & Hou, Chenyu & Portier, Franck, 2025, "On the Fragility of the Nonlinear Phillips Curve View of Recent Inflation," CEPR Discussion Papers, Centre for Economic Policy Research, number 19950, Feb.
• Kuang, Pei & Weber, Michael & Xie, Shihan, 2025, "Central Bank Communication with the Polarized Public," CEPR Discussion Papers, Centre for Economic Policy Research, number 19952, Feb.
• Hauzenberger, Niko & Marcellino, Massimiliano & Pfarrhofer, Michael & Stelzer, Anna, 2025, "Bayesian Nowcasting with Mixed Frequency Data Using Gaussian Processes," CEPR Discussion Papers, Centre for Economic Policy Research, number 19965, Feb.
• D'Andrea, Angelo & Fabiani, Andrea & Piersanti, Fabio Massimo & Segura, Anatoli, 2025, "Inflation, Leverage and Stock Returns," CEPR Discussion Papers, Centre for Economic Policy Research, number 19966, Feb.
• Fisher, Jonas & Melosi, Leonardo & Rast, Sebastian, 2025, "Long-Run Inflation Expectations," CEPR Discussion Papers, Centre for Economic Policy Research, number 19991, Mar.
• Gerlach, Stefan & Stuart, Rebecca, 2025, "Have We Under-Estimated Inflation Persistence before WW1? US and International Evidence," CEPR Discussion Papers, Centre for Economic Policy Research, number 20024, Mar.
• Granziera, Eleonora & Larsen, Vegard H. & Meggiorini, Greta & Melosi, Leonardo, 2025, "Speaking of Inflation: The Influence of Fed Speeches on Expectations," CEPR Discussion Papers, Centre for Economic Policy Research, number 20038, Mar.
• Acharya, Viral & Giglio, Stefano & Pastore, Stefano & Ströbel, Johannes & Tan, Zhenhao & Yong, Tiffany, 2025, "Climate Transition Risks and the Energy Sector," CEPR Discussion Papers, Centre for Economic Policy Research, number 20039, Mar.
• Gerlach, Stefan & Stuart, Rebecca, 2025, "Missing Persistence: Measurement Errors and US Inflation before WW1," CEPR Discussion Papers, Centre for Economic Policy Research, number 20063, Mar.
• Holst Partsch, Emil & Petrella, Ivan & Santoro, Emiliano, 2025, "Consumer Durables and Monetary Policy According to HANK," CEPR Discussion Papers, Centre for Economic Policy Research, number 20083, Mar.
• Del Negro, Marco & Diagne, Ibrahima & Dogra, Keshav & Gundam, Pranay & Lee, Donggyu & Pacula, Brian, 2025, "Tradeoffs for the poor, divine coincidence for the rich," CEPR Discussion Papers, Centre for Economic Policy Research, number 20084, Mar.
• Piccolo, Jessica & Gorodnichenko, Yuriy, 2025, "Homeownership and Attention to Inflation: Evidence from Information Treatments," CEPR Discussion Papers, Centre for Economic Policy Research, number 20087, Mar.
• Gambacorta, Leonardo & Shreeti, Vatsala, 2025, "The AI Supply Chain," CEPR Discussion Papers, Centre for Economic Policy Research, number 20143, Apr.
• Bahaj, Saleem & Czech, Robert & Ding, Sitong & Reis, Ricardo, 2025, "The Market for Inflation Risk," CEPR Discussion Papers, Centre for Economic Policy Research, number 20157, Apr.
• Hoffmann, Mathias & Moench, Emanuel & Pavlova, Lora & Schultefrankenfeld, Guido, 2025, "A KISS for Central Bank Communication in Times of High Inflation," CEPR Discussion Papers, Centre for Economic Policy Research, number 20213, May.
• Forbes, Kristin & Ha, Jongrim & Kose, M. Ayhan, 2025, "Tradeoffs over Rate Cycles: Activity, Inflation and the Price Level," CEPR Discussion Papers, Centre for Economic Policy Research, number 20240, May.
• Coibion, Olivier & Gorodnichenko, Yuriy, 2025, "Inflation, Expectations and Monetary Policy: What Have We Learned and to What End?," CEPR Discussion Papers, Centre for Economic Policy Research, number 20274, May.
• Caldara, Dario & Iacoviello, Matteo & Yu, David, 2025, "Measuring Shortages since 1900," CEPR Discussion Papers, Centre for Economic Policy Research, number 20304, May.
• Core, Fabrizio & De Marco, Filippo & Eisert, Tim & Schepens, Glenn, 2025, "Inflation and Floating-Rate Loans: Evidence from the Euro-Area," CEPR Discussion Papers, Centre for Economic Policy Research, number 20354, Jun.
• Malliaropulos, Dimitris & Passari, Evgenia & Petroulakis, Filippos, 2025, "Unpacking Commodity Price Fluctuations: Reading the News to Understand Inflation," CEPR Discussion Papers, Centre for Economic Policy Research, number 20404, Jul.
• Marcellino, Massimiliano & Pfarrhofer, Michael, 2025, "Nonparametric Mixed Frequency Monitoring Macro-at-Risk," CEPR Discussion Papers, Centre for Economic Policy Research, number 20442, Jul.
• Ascari, Guido & Carrier, Alexandre & Gasteiger, Emanuel & Grimaud, Alex & Vermandel, Gauthier, 2025, "Monetary Policy in the Euro Area, when Phillips Curves ... are Curves," CEPR Discussion Papers, Centre for Economic Policy Research, number 20489, Jul.
• Leiva-Leon, Danilo & Sheremirov, Slavik & Tang, Jenny & ZakrajÅ¡ek, Egon, 2025, "Inflation Factors," CEPR Discussion Papers, Centre for Economic Policy Research, number 20574, Aug.
• Chen, Yuchen & Salomao, Juliana & Sharma, Varun & Wang, Yicheng, 2025, "Granular Markups and Inflation Surge: The Role of Managerial Incentives," CEPR Discussion Papers, Centre for Economic Policy Research, number 20577, Aug.
• Baslandze, Salomé & Fuchs, Simon, 2025, "The Price of Delay: Supply Chain Disruptions and Pricing Dynamics," CEPR Discussion Papers, Centre for Economic Policy Research, number 20589, Aug.
• Le, Vo Phuong Mai & Meenagh, David & Minford, Patrick & Wickens, Michael R., 2025, "Does the Fiscal Theory of the Price Level Help to Explain the US Economy?," CEPR Discussion Papers, Centre for Economic Policy Research, number 20597, Aug.
• Dupraz, Stéphane & Rogantini Picco, Anna, 2025, "Fiscal Requirements for Price Stability When Households are not Ricardian," CEPR Discussion Papers, Centre for Economic Policy Research, number 20599, Aug.
• Ghassibe, Mishel & Nakov, Anton, 2025, "Business Cycles with Pricing Cascades," CEPR Discussion Papers, Centre for Economic Policy Research, number 20605, Sep.
• Calvo, Guillermo & Colombi, Emilio & Coricelli, Fabrizio & Ottonello, Pablo, 2025, "Labor Markets, Financial Crises, and Inflation: Jobless and Wageless Recoveries," CEPR Discussion Papers, Centre for Economic Policy Research, number 20691, Sep.
• Georgarakos, Dimitris & Kenny, Geoff & Meyer, Justus & van Rooij, Maarten, 2025, "How Do Rising Temperatures Affect Inflation Expectations?," CEPR Discussion Papers, Centre for Economic Policy Research, number 20717, Oct.
• Lewis, Vivien & Puangjit, Sirikorn, 2025, "A Simple Model of Geopolitical Risk and Sanctions," CEPR Discussion Papers, Centre for Economic Policy Research, number 20724, Oct.
• Adam, Klaus & Kuang, Pei & Xie, Shihan, 2025, "Overconfidence in Private Information Explains Biases in Professional Forecasts," CEPR Discussion Papers, Centre for Economic Policy Research, number 20806, Nov.
• Kamdar, Rupal & Ray, Walker & Ulate, Mauricio, 2025, "We Think That They Think: Political Affiliation and Higher-Order Beliefs," CEPR Discussion Papers, Centre for Economic Policy Research, number 20822, Nov.
• De Fiore, Fiorella & Lombardi, Marco & Mangiante, Giacomo, 2025, "The Asymmetric and Heterogeneous Pass-through of Input Prices to Firms’ Expectations and Decisions," CEPR Discussion Papers, Centre for Economic Policy Research, number 20835, Nov.
• Winberry, Thomas & Auclert, Adrien & Rognlie, Matthew & Straub, Ludwig, 2025, "New Keynesian Economics with Household and Firm Heterogeneity," CEPR Discussion Papers, Centre for Economic Policy Research, number 20976, Dec.
• Born, Benjamin & Lamersdorf, Nora & Schuster, Jana-Lynn & Steffen, Sascha, 2025, "From Tweets to Transactions: High-Frequency Inflation Expectations, Consumption, and Stock Returns," CEPR Discussion Papers, Centre for Economic Policy Research, number 20977, Dec.
• Andrea Boitani & Catalin Dragomirescu-Gaina & Andrea Monticini, 2025, "Managing the chaos: policy challenges in a hyperinflationary environment," DISCE - Working Papers del Dipartimento di Economia e Finanza, Università Cattolica del Sacro Cuore, Dipartimenti e Istituti di Scienze Economiche (DISCE), number def142, Jun.
• Federico Di Pace & Giacomo Mangiante & Riccardo Masolo, 2025, "Brexit and the cost of living: a tale of two phases," DISCE - Working Papers del Dipartimento di Economia e Finanza, Università Cattolica del Sacro Cuore, Dipartimenti e Istituti di Scienze Economiche (DISCE), number def147, Dec.
• Refk Selmi, 2025, "Changes in Inflation Expectations and Firm Performance during Recent Global Economic Shocks," Annals of Economics and Finance, Society for AEF, volume 26, issue 2, pages 731-764, November.
• Gillman, Max & Csabafi, Tamás Z. & Benk, Szilárd & Mátyás, László & Smith, Mitchell P. & Harris, Mark N., 2025, "Revisiting Neoclassical Growth Theory: A Primary Role for Inflation and Capacity Utilization," Corvinus Economics Working Papers (CEWP), Corvinus University of Budapest, number 2025/03, Oct.
• Steve H. HANKE & Erik BOSTROM, 2025, "Zimbabwe hyperinflates, again: The 58th episode of hyperinflation in history," Turkish Economic Review, EconSciences Journals, volume 12, issue 1, pages 40-49, March.
• Tal BOGER, 2025, "Forecasting inflation in Iran by applying machine learning algorithms to PPP lag," Turkish Economic Review, EconSciences Journals, volume 12, issue 2, pages 68-82, June.
• Robert-Paul Berben & Rajni Rasiawan & Jasper de Winter, 2025, "Forecasting Dutch inflation using machine learning methods," Working Papers, DNB, number 828, Feb.
• Jonas D. M. Fisher & Leonardo Melosi & Sebastian Rast, 2025, "Long-Run Inflation Expectations," Working Papers, DNB, number 829, Mar.
• Dimitris Georgarakos & Geoff Kenny & Justus Meyer & Maarten van Rooij, 2025, "How do rising temperatures affect inflation expectations?," Working Papers, DNB, number 843, Oct.
• Lovisa Reiche & Gabriele Galati & Richhild Moessner & Maarten van Rooij, 2025, "Who’s on FIRE? Household characteristics and the formation of inflation expectations," Working Papers, DNB, number 852, Dec.
• Basile Clerc, 2025, "Retour sur la politique des revenus : une réponse abandonnée face à la « crise du fordisme » en France," EconomiX Working Papers, University of Paris Nanterre, EconomiX, number 2025-26.
• Andrade, Philippe & Gautier, Erwan & Mengus, Eric & Moench, Emanuel & Schmidt, Tobias, 2025, "Household Beliefs about Fiscal Dominance," HEC Research Papers Series, HEC Paris, number 1535, Jan, DOI: 10.2139/ssrn.5097443.
• Mengus, Eric & Mönch, Emanuel & Gautier, Erwan & Andrade, Philippe, 2025, "Household Beliefs about Fiscal Dominance," HEC Research Papers Series, HEC Paris, number 1603, Mar, revised 25 Mar 2025, DOI: 10.2139/ssrn.5192275.
• Höynck, Christian & Roma, Moreno & Schlieker, Kathinka, 2025, "Developments in the recent euro area house price cycle," Economic Bulletin Articles, European Central Bank, volume 2.
• Noguera, Neus Dausà i & Kocharkov, Georgi & Kouvavas, Omiros, 2025, "The 2021-23 high inflation episode and inequality: insights from the Consumer Expectations Survey," Economic Bulletin Articles, European Central Bank, volume 7.
• Arigoni, Filippo & Meunier, Baptiste & Moder, Isabella & Schmith, Adrian, 2025, "The outlook for services inflation in the United States and the United Kingdom," Economic Bulletin Boxes, European Central Bank, volume 1.
• Burian, Vlad & Stalla-Bourdillon, Arthur, 2025, "The increasing energy demand of artificial intelligence and its impact on commodity prices," Economic Bulletin Boxes, European Central Bank, volume 2.
• Bates, Colm & Höynck, Christian & Kouvavas, Omiros & Rusinova, Desislava & Zimmermann, Larissa, 2025, "Euro area rent developments: insights from the CES," Economic Bulletin Boxes, European Central Bank, volume 2.
• Martínez Hernández, Catalina & Porqueddu, Mario & Bayarri, Blanca Prat I & Gandur, Lourdes Maria Zulli, 2025, "Understanding the relative development of goods and services inflation," Economic Bulletin Boxes, European Central Bank, volume 2.
• Angelini, Elena & Bańkowski, Krzysztof & Checherita-Westphal, Cristina & Muggenthaler-Gerathewohl, Philip & Zimic, Srečko, 2025, "The macroeconomic impact of euro area discretionary fiscal policy measures since the start of the pandemic," Economic Bulletin Boxes, European Central Bank, volume 3.
• Bodnár, Katalin & Fabbri, Andrea & Rubene, Ieva & Zekaite, Zivile, 2025, "Where do we stand with inflationary pressures arising from price resetting?," Economic Bulletin Boxes, European Central Bank, volume 4.
• Ferrando, Annalisa & Lamboglia, Sara & Rariga, Judit, 2025, "Determinants of inflation expectations of firms in the SAFE," Economic Bulletin Boxes, European Central Bank, volume 4.
• Baumann, Adam & Checherita-Westphal, Cristina & Kocharkov, Georgi & Osterloh, Steffen, 2025, "Higher defence spending and its impact on household expectations," Economic Bulletin Boxes, European Central Bank, volume 5.
• Bates, Colm & Bodnár, Katalin & Botelho, Vasco & Rousseau, Flavie, 2025, "Real wage catch-up in the euro area," Economic Bulletin Boxes, European Central Bank, volume 5.
• Eiglsperger, Martin & Porqueddu, Mario & Wieland, Elisabeth, 2025, "Uncertainty in seasonally adjusted services inflation: the role of Easter and travel," Economic Bulletin Boxes, European Central Bank, volume 5.
• Aarab, Ilias & Bańbura, Marta & Bobeica, Elena & Leguay, Emma, 2025, "Monitoring attention to inflation in the news," Economic Bulletin Boxes, European Central Bank, volume 6.
• Ferrari Minesso, Massimo & Stalla-Bourdillon, Arthur, 2025, "Shifts in OPEC+ behaviour and downside risks to oil prices," Economic Bulletin Boxes, European Central Bank, volume 7.
• Höynck, Christian & Wieland, Elisabeth & Gandur, Lourdes Maria Zulli, 2025, "Not all prices disinflate alike: disentangling the dynamics of sticky and flexible-price items," Economic Bulletin Boxes, European Central Bank, volume 7.
• Andersson, Malin & Bobasu, Alina & De Santis, Roberto A., 2025, "What are the economic signals from uncertainty measures?," Economic Bulletin Boxes, European Central Bank, volume 8.
• Bobasu, Alina & Gareis, Johannes & Stoevsky, Grigor, 2025, "What explains the high household saving rate in the euro area?," Economic Bulletin Boxes, European Central Bank, volume 8.
• Allayioti, Anastasia & Fagandini, Bruno & Gόrnicka, Lucyna & Martínez Hernández, Catalina, 2025, "Monetary policy pass-through to goods and services inflation: a granular perspective," Economic Bulletin Boxes, European Central Bank, volume 8.
• Bobasu, Alina & Ciccarelli, Matteo & Notarpietro, Alessandro & Ambrocio, Gene & Auer, Simone & Bonfim, Diana & Bottero, Margherita & Brázdik, František & Buss, Ginters & Byrne, David & Casalis, André , 2025, "Monetary policy transmission: a reference guide through ESCB models and empirical benchmarks," Occasional Paper Series, European Central Bank, number 377, Nov.
• Ceglar, Andrej & Jwaideh, Mark & Danieli, Francesca & Pasqua, Carlo & Hutchinson, John & Ranger, Nicola & Heemskerk, Irene & O’Donnell, Emma & Cimini, Francesco & Sabuco, Juan & Alvarez, Jimena, 2025, "Nature at risk: Implications for the euro area economy and financial stability," Occasional Paper Series, European Central Bank, number 380, Dec.
• Karadi, Peter & Nakov, Anton & Nuño, Galo & Pasten, Ernesto & Thaler, Dominik, 2025, "Why monetary policy should crack down harder during high inflation," Research Bulletin, European Central Bank, volume 130.
• Petrella, Ivan & De Polis, Andrea & Melosi, Leonardo, 2025, "The taming of the skew: asymmetric inflation risk and monetary policy," Working Paper Series, European Central Bank, number 3028, Feb.
• Dupraz, Stéphane & Rogantini Picco, Anna, 2025, "Fiscal requirements for price stability when households are not Ricardian," Working Paper Series, European Central Bank, number 3038, Mar.
• Bokan, Nikola & Lenza, Michele & Araujo, Douglas & Comazzi, Fabio Alberto, 2025, "Word2Prices: embedding central bank communications for inflation prediction," Working Paper Series, European Central Bank, number 3047, Apr.
• Bobeica, Elena & Holton, Sarah & Huber, Florian & Martínez Hernández, Catalina, 2025, "Beware of large shocks! A non-parametric structural inflation model," Working Paper Series, European Central Bank, number 3052, May.
• Bańbura, Marta & Bobeica, Elena & Giammaria, Alessandro & Porqueddu, Mario & van Spronsen, Josha, 2025, "A new model to forecast energy inflation in the euro area," Working Paper Series, European Central Bank, number 3062, Jun.
• Schepens, Glenn & Core, Fabrizio & De Marco, Filippo & Eisert, Tim, 2025, "Inflation and floating-rate loans: evidence from the euro-area," Working Paper Series, European Central Bank, number 3064, Jun.
• Karadi, Peter & Nakov, Anton & Nuño, Galo & Pasten, Ernesto & Thaler, Dominik, 2025, "Strike while the iron is hot – optimal monetary policy under state-dependent pricing," Working Paper Series, European Central Bank, number 3068, Jul.
• Gnocato, Nicolò & Montes-Galdón, Carlos & Stamato, Giovanni, 2025, "Tariffs across the supply chain," Working Paper Series, European Central Bank, number 3081, Jul.
• Ferrari Minesso, Massimo & Van Robays, Ine & Cassinis, Maria Giulia, 2025, "Supply shocks and inflation: timely insights from financial markets," Working Paper Series, European Central Bank, number 3096, Aug.