Report NEP-MON-2025-06-30

This is the archive for NEP-MON, a report on new working papers in the area of Monetary Economics. Bernd Hayo issued this report. It is usually issued weekly.

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Other reports in NEP-MON

The following items were announced in this report:

• Olesya V. Grishchenko & Franck Moraux & Olga Pakulyak, 2025. "How Stable are Inflation Expectations in the Euro Area? Evidence from the Euro-Area Financial Markets," Finance and Economics Discussion Series 2025-041, Board of Governors of the Federal Reserve System (U.S.).
• Forbes, Kristin & Ha, Jongrim & Kose, M. Ayhan, 2025. "Tradeoffs over Rate Cycles: Activity, Inflation and the Price Level," MPRA Paper 124747, University Library of Munich, Germany.
• Fiorella De Fiore & Damiano Sandri & James Yetman, 2025. "Household perceptions and expectations in the wake of the inflation surge: survey evidence," BIS Bulletins 104, Bank for International Settlements.
• Thiago Christiano Silva & Kei Moriya & Mr. Romain M Veyrune, 2025. "From Text to Quantified Insights: A Large-Scale LLM Analysis of Central Bank Communication," IMF Working Papers 2025/109, International Monetary Fund.
• Coibion, Olivier & Gorodnichenko, Yuriy, 2025. "Inflation, Expectations and Monetary Policy: What Have We Learned and to What End?," IZA Discussion Papers 17919, Institute of Labor Economics (IZA).
• Braun, Ben & Düsterhöft, Maximilian, 2025. "Noisy politics, quiet technocrats: strategic silence by central banks," LSE Research Online Documents on Economics 128420, London School of Economics and Political Science, LSE Library.
• Edward Nelson, 2025. "A Look Back at "Look Through"," Finance and Economics Discussion Series 2025-037, Board of Governors of the Federal Reserve System (U.S.).
• Andriantomanga, Zo & Kishor, N. Kundan & Kumar, Labesh, 2025. "Interest Rate Misalignments and Monetary Policy Effects: Evidence from U.S. States," MPRA Paper 124748, University Library of Munich, Germany.
• Mr. Abdoul A Wane & Carlos de Resende & Jing Xie, 2025. "Testing the Purchasing Power Parity (PPP) in West and Central Africa," IMF Working Papers 2025/119, International Monetary Fund.
• Nikoleta Anesti & Vania Esady & Matthew Naylor, 2025. "Food prices matter most: sensitive household inflation expectations," Bank of England working papers 1125, Bank of England.
• Dimitris Korobilis, 2025. "Exploring Monetary Policy Shocks with Large-Scale Bayesian VARs," Papers 2505.06649, arXiv.org.
• Boehnert, Lukas & de Ferra, Sergio & Mitman, Kurt & Romei, Federica, 2025. "Monetary Policy in Currency Unions with Unequal Countries," IZA Discussion Papers 17950, Institute of Labor Economics (IZA).
• Hyeon-seung Huh & David Kim, 2025. "Dissecting Monetary Policy Shocks in Sign-Restricted SVAR Models," Working papers 2025rwp-245, Yonsei University, Yonsei Economics Research Institute.
• de Brauw, Alan & Gilligan, Daniel O. & Herskowitz, Sylvan & Roy, Shalini, 2024. "Catalyzing financial inclusion: Using incentives to promote mobile money use in Ethiopia," GSSP working papers 2295, International Food Policy Research Institute (IFPRI).
• Gorkem Bostanci & Omer Koru & Sergio Villalvazo, 2025. "Changing Jobs to Fight Inflation: Labor Market Reactions to Inflationary Shocks," Finance and Economics Discussion Series 2025-042, Board of Governors of the Federal Reserve System (U.S.).
• Hie Joo Ahn & Lam Nguyen, 2025. "Who's at Risk? Effects of Inflation on Unemployment Risk," Papers 2505.05757, arXiv.org.
• Jan Kakes & Tom Hudepohl & Casper de Haes, 2025. "The local supply effect of asset purchases: evidence from the Eurosystem's CSPP," Working Papers 837, DNB.
• Hyun Song Shin & Philip Wooldridge & Dora Xia, 2025. "US dollar's slide in April 2025: the role of FX hedging," BIS Bulletins 105, Bank for International Settlements.
• Campiglio, Emanuele & Deyris, Jérôme & Romelli, Davide & Scalisi, Ginevra, 2025. "Warning words in a warming world: central bank communication and climate change," LSE Research Online Documents on Economics 128518, London School of Economics and Political Science, LSE Library.
• Minnie Zhu & Yuhan Liu & Simon Gong, 2025. "How Does Monetary Policy Influence the U.S. Treasury Bond Yields, and What are the Implications for Portfolio Managers?," Papers 2505.07226, arXiv.org.
• Galo Nuño, 2025. "Three Theories of Natural Rate Dynamics," CESifo Working Paper Series 11878, CESifo.
• Wishnu Badrawani, 2025. "Digital payment policy impact analysis on the intention to use QRIS (quick response code Indonesian standard) during COVID-19 pandemic," Papers 2506.11695, arXiv.org.
• Juvonen, Petteri & Nelimarkka, Jaakko & Obstbaum, Meri & Vilmi, Lauri, 2025. "Drivers of post-pandemic price dynamics and labour market tightness in the euro area," BoF Economics Review 1/2025, Bank of Finland.
• Irigoin, Alejandra & Kobayashi, Atsushi & Chilosi, David, 2025. "China inside out: explaining silver flows in the triangular trade, c.1820s-1870s," LSE Research Online Documents on Economics 127999, London School of Economics and Political Science, LSE Library.
• Pudner, Damian, 2025. "Rethinking Monetary Policy: The case for adopting NGDP targeting in Britain," IEA Discussion Papers 136, Institute of Economic Affairs (IEA).
• Moreno, Guadalupe, 2025. "Untrustworthy authorities and complicit bankers: Unraveling monetary distrust in Argentina," MPIfG Discussion Paper 25/3, Max Planck Institute for the Study of Societies.
• Marco Jacopo Lombardi & Cristina Manea & Andreas Schrimpf, 2025. "Financial conditions and the macroeconomy: a two-factor view," BIS Working Papers 1272, Bank for International Settlements.
• Weber, Isabella & Wasner, Evan & Lang, Markus & Braun, Benjamin & Klooster, Jens van’t, 2025. "Implicit coordination in sellers’ inflation: how cost shocks facilitate price hikes," LSE Research Online Documents on Economics 128231, London School of Economics and Political Science, LSE Library.
• Itskhoki, Oleg & Mukhin, Dmitry, 2024. "What drives the exchange rate?," LSE Research Online Documents on Economics 123704, London School of Economics and Political Science, LSE Library.
• Mr. Eugenio M Cerutti & Melih Firat & Martina Hengge, 2025. "Global Cross-Border Payments: A $1 Quadrillion Evolving Market?," IMF Working Papers 2025/120, International Monetary Fund.
• Tomoo Kikuchi & Lien Pham, 2025. "Trade Networks and the Rise of a Global Currency," Papers 2505.22080, arXiv.org.
• Laurie Pounder DeMarco & Joshua Walker, 2025. "Chinese Banks' Dollar Lending Decline," FEDS Notes 2025-05-16, Board of Governors of the Federal Reserve System (U.S.).
• Jabko, Nicolas & Schmidt, Sebastian, 2025. "Making sense of gold and governance: the importance of practices and repertoires," SocArXiv qk9np_v1, Center for Open Science.
• Robert Minton & Mariano A. Somale, 2025. "Detecting Tariff Effects on Consumer Prices in Real Time," FEDS Notes 2025-05-09, Board of Governors of the Federal Reserve System (U.S.).
• Pereira, Thales Zamberlan, 2025. "Inflation And Economic Growth In Imperial Brazil (1824-1889)," SocArXiv y5fnp_v1, Center for Open Science.