Report NEP-MON-2026-01-19

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.

Subscribe to this report: email, RSS, or Mastodon, or Bluesky.

Other reports in NEP-MON

The following items were announced in this report:

• Elizaveta Lukmanova & Katrin Rabitsch, 2025, "Re-assessing international effects of U.S. monetary policy shocks," Department of Economics Working Papers, Vienna University of Economics and Business, Department of Economics, number wuwp394, Dec.
• Acosta, Miguel & Ajello, Andrea & Bauer, Michael D. & Loria, Francesca & Miranda-Agrippino, Silvia, 2025, "Financial market effects of FOMC communication: Evidence from a new event-study database," IMFS Working Paper Series, Goethe University Frankfurt, Institute for Monetary and Financial Stability (IMFS), number 227.
• Hilscher, Jens & Raviv, Alon & Reis, Ricardo, 2025, "How likely is an inflation disaster?," LSE Research Online Documents on Economics, London School of Economics and Political Science, LSE Library, number 127063, Nov.
• Reimers, Paul & Michaelis, Henrike, 2025, "Peering beyond the veil: A dissection of aggregate bank lending rate movements into pricing and composition effects using credit-level data," Discussion Papers, Deutsche Bundesbank, number 36/2025, DOI: 10.71734/DP-2025-36.
• Eric Vansteenberghe, 2025, "Monetary Policy, Uncertainty, and Credit Supply," Working papers, Banque de France, number 1025.
• Gillman, Max & Cevik, Emrah Ismail & Dibooglu, Sel, 2025, "The Evolving Impact of U.S. Monetary Policy on Real Oil Prices: A Time-Varying Granger and Local Projections Approach," Corvinus Economics Working Papers (CEWP), Corvinus University of Budapest, number 2025/04, Dec.
• Benjamin Born & Nora Lamersdorf & Jana-Lynn Schuster & Sascha Steffen, 2026, "From Tweets to Transactions: High-Frequency Inflation Expectations, Consumption, and Stock Returns," CRC TR 224 Discussion Paper Series, University of Bonn and University of Mannheim, Germany, number crctr224_2025_724, Jan.
• Sami Alpanda & Serdar Kabaca & Kostas Mavromatis, 2026, "Optimal Conventional and Unconventional Monetary Policy Mix," Working Papers, DNB, number 853, Jan.
• Milda Valentinaite & Egle Ceponyte & Ingars Zustrups, 2025, "Taxation of Bank Windfall Profits in the Baltics," European Economy - Economic Briefs, Directorate General Economic and Financial Affairs (DG ECFIN), European Commission, number 086, Oct.
• Rezk Ernesto & Moneta Pizarro Adrian & Martos Vocos María del Rosario & Masih Basel Abdel & Cabido Pilar & López Juan Manuel, 2025, "Of Greek Curses and Stabilisation Plans in Arhentina," Asociación Argentina de Economía Política: Working Papers, Asociación Argentina de Economía Política, number 4834, Dec.
• Wolswijk, Guido, 2026, "A monetary policy perspective on the euro area fiscal reaction function," Working Paper Series, European Central Bank, number 3172, Jan.
• Sophia Chen & Ms. Deniz O Igan & Ms. Leila Aghabarari & Bernardus Van Doornik, 2026, "The Nuanced Role of Government Credit in Monetary Policy Transmission," IMF Working Papers, International Monetary Fund, number 2026/004, Jan.
• Cooper Howes & Marc Dordal i Carreras & Olivier Coibion & Yuriy Gorodnichenko, 2026, "How Monetary Policy Is Made: Lessons from Historical FOMC Discussions," NBER Working Papers, National Bureau of Economic Research, Inc, number 34632, Jan.
• Ozili, Peterson, 2025, "Impact of Inflation on Financial Inclusion: A Global and Regional Analysis," MPRA Paper, University Library of Munich, Germany, number 127369.
• Bujunoori, Raja Reddy & Mannil, Nithin & Tantri, Prasanna, 2024, "Does labor composition impact the transmission of monetary policy to output?," LSE Research Online Documents on Economics, London School of Economics and Political Science, LSE Library, number 121576, Mar.
• Chuan Du & Ria Sonawane & Cy Watsky, 2025, "In the Shadow of Bank Runs: Lessons from the Silicon Valley Bank Failure and Its Impact on Stablecoins," FEDS Notes, Board of Governors of the Federal Reserve System (U.S.), number 2025-12-17-2, Dec, DOI: 10.17016/2380-7172.3958.
• Weiyang ZHAI & Yushi YOSHIDA, 2026, "Inflation Expectations in Japan: Forecast revision and forecast trends," Discussion papers, Research Institute of Economy, Trade and Industry (RIETI), number 26004, Jan.
• Matthias Burgert & Matthieu Darracq Pariès & Luigi Durand & Mario González & Romanos Priftis & Oke Röhe & Matthias Rottner & Edgar Silgado-Gómez & Nikolai Stähler & Janos Varga, 2025, "Macroeconomic effects of carbon-intensive energy price changes: A model comparison," Working Papers, Banco de España, number 2550, Dec, DOI: https://doi.org/10.53479/41985.
• Swapan-Kumar Pradhan & Eswar S. Prasad & Judit Temesvary, 2025, "Dollarization Waves: New Evidence from a Comprehensive International Bond Database," International Finance Discussion Papers, Board of Governors of the Federal Reserve System (U.S.), number 1429, Dec, DOI: 10.17016/IFDP.2025.1429.
• Nicolas Laurence, 2026, "Reclaiming monetary governance: how French convertible local currencies embed strong sustainability through participatory institutions," Post-Print, HAL, number hal-05446720, Jan, DOI: 10.1016/j.envdev.2025.101332.
• Gafarov, Bulat & Hasbany, James & Hilscher, Jens, 2025, "Diesel Price Pass-Through into California Grocery Store Milk Prices," 2025 AAEA & WAEA Joint Annual Meeting, July 27-29, 2025, Denver, CO, Agricultural and Applied Economics Association, number 360962, DOI: 10.22004/ag.econ.360962.
• Uluc Aysun & Melanie Guldi, 2026, "Revisiting exchange rate predictability: Can machine learning with theoretical filtering outperform canonical models?," Working Papers, University of Central Florida, Department of Economics, number 2026-01, Jan.
• Waldman Joaquin & Trombetta Martin & Souto Lautaro & Verina Tobias Ricardo, 2025, "The distribution-inflation nexus," Asociación Argentina de Economía Política: Working Papers, Asociación Argentina de Economía Política, number 4845, Dec.
• Giuzio, Margherita & Kahraman, Bige & Knyphausen, Jasper, 2026, "Climate change, bank liquidity and systemic risk," Working Paper Series, European Central Bank, number 3168, Jan.
• Wiersema, Garbrand & Kemp, Esti & Farmer, J. Doyne, 2026, "Liquidity spirals," Working Paper Series, European Central Bank, number 3169, Jan.
• Kenechukwu E. Anadu & Patrick E. McCabe & JP Perez-Sangimino & Nathan Swem, 2026, "A Framework for Understanding the Vulnerabilities of New Money-Like Products," Supervisory Research and Analysis Working Papers, Federal Reserve Bank of Boston, number SRA 26-01, Jan, DOI: 10.29412/res.wp.2025.14.
• Katharina Bergant & Andrés Fernández & Ken Teoh & Martín Uribe, 2026, "Expanding the Landscape of Cross-Border Flow Restrictions: Modern Tools and Historical Perspectives," NBER Working Papers, National Bureau of Economic Research, Inc, number 34615, Jan.
• Jessie Jiaxu Wang, 2025, "Banks in the Age of Stablecoins: Some Possible Implications for Deposits, Credit, and Financial Intermediation," FEDS Notes, Board of Governors of the Federal Reserve System (U.S.), number 2025-12-17-1, Dec, DOI: 10.17016/2380-7172.3970.
• Ihlas Sovbetov, 2025, "Institutional Backing and Crypto Volatility: A Hybrid Framework for DeFi Stabilization," Papers, arXiv.org, number 2512.19251, Dec.
• McCann, Fergal & Riva, Luca, 2025, "Stabilising Sentiment: Macroprudential Policy and House Price Expectations in Ireland," Central Bank Staff Insights, Central Bank of Ireland, number 12/SI/25, Dec.

Report NEP-MON-2026-01-19

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.

Subscribe to this report: email, RSS, or Mastodon, or Bluesky.

Other reports in NEP-MON

The following items were announced in this report: