Report NEP-MON-2026-10-26

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:

• Iorgulescu, Elissa-Ana-Maria & Kuntara Pukthuanthong & Quinn, William, 2026, "150 years of U.S. inflation expectations," QUCEH Working Paper Series, Queen's University Belfast, Queen's University Centre for Economic History, number 26-06.
• Abad, Jorge & Nuño, Galo & Bigio, Saki & Garcia-Villegas, Salomon & Marbet, Joël, 2026, "The heterogeneous bank lending channel of monetary policy," Working Paper Series, European Central Bank, number 3299, Oct.
• Ricardo Reis, 2026, "Inflation after the Iran war," BIS Working Papers, Bank for International Settlements, number 1384, Oct.
• Diana Lima & Duarte Maia & Paul Levine & Jonathan Swarbrick & Stylianos Tsiaras, 2026, "Beyond monetary policy: Macroprudential responses to inflationary shocks," Working Papers, Banco de Portugal, Economics and Research Department, number w202609.
• Faïk, Emmanuel & Vergote, Olivier, 2026, "Regulatory incentives and the structure of euro area money markets," Occasional Paper Series, European Central Bank, number 401, Oct.
• Ayrton Amaral & Anis Foresto & Pabalelo Mosoma, 2026, "An assessment of the anchoring of inflation expectations in South Africa," Working Papers, South African Reserve Bank, number 11106, Oct.
• Martin Geiger & Iacovos Sterghides & Marios Zachariadis, 2026, "When Bad News Breeds Bias: Cross-country Evidence from Households' Inflation Expectations," Working Papers, Central Bank of Cyprus, number 2026-3, Oct.
• Santiago Alvarez-Blaser, 2026, "Inflation and Price Dispersion: New Cross-Sectoral and International Evidence," Working Papers, Banco de España, number 2638, Oct, DOI: https://doi.org/10.53479/44590.
• Marco Carli & Francesca Diluiso & Mathias Hoffmann, 2026, "Navigating climate policy shocks: optimal monetary policy responses," Bank of England Staff Working Paper series, Bank of England, number 1211, Oct.
• Diego Vilán & WanTing Xu, 2026, "Assessing Monetary Policy Globally: Evidence from LLMs and Semi-structural Models," FEDS Notes, Board of Governors of the Federal Reserve System (U.S.), number 2026-10-09-3, Oct, DOI: 10.17016/2380-7172.4175.
• Kilponen, Juha & Kortelainen, Mika, 2026, "State-dependent pricing, de-anchored expectations, and the cost of looking through inflation shocks," Bank of Finland Research Discussion Papers, Bank of Finland, number 11/2026.
• Rohan Kekre & Moritz Lenel, 2026, "A Model of U.S. Monetary Policy and the Global Financial Cycle," NBER Working Papers, National Bureau of Economic Research, Inc, number 35902, Oct.
• Alessandro Guerriero & Giuseppe Pagano Giorgianni, 2026, "Food for Thought: Inflation Perceptions and Household Heterogeneity," Working Papers in Public Economics, Department of Economics and Law, Sapienza University of Rome, number 285, Oct.
• Harald Badinger & Christian Glocker & Stefan Schiman-Vukan, 2026, "The link between monetary policy and the Labor share -- new empirical evidence and theoretical considerations," Department of Economics Working Papers, Vienna University of Economics and Business, Department of Economics, number wuwp397, Oct.
• Iñaki Aldasoro & Rashad Ahmed, 2026, "Are stablecoins and bank deposits substitutes?," BIS Working Papers, Bank for International Settlements, number 1382, Oct.
• Ebener, Luca & McGregor, Thomas, 2026, "What analysts hear and why it matters for monetary policy," Working Paper Series, European Central Bank, number 3298, Oct.
• Thomas Drechsel & Daniel J. Lewis & Davide Melcangi & Laura Pilossoph, 2026, "The Investment Channel of Monetary Policy: Disentangling Firm Heterogeneity," Staff Reports, Federal Reserve Bank of New York, number 1210, Oct, DOI: 10.59576/sr.1210.
• Cahn, Christophe & Fève, Patrick & Matheron, Julien, 2026, "DSGE Models in Central Banks: Progress and Prospects," TSE Working Papers, Toulouse School of Economics (TSE), number 26-1792, Oct.
• Bernardo Candia, 2026, "Inflation Expectations and Household Spending: Different Patterns in Low- and High-Inflation Settings," Working Papers, Federal Reserve Bank of Cleveland, number 26-26, Oct, DOI: 10.26509/frbc-wp-202626.
• Christophe Cahn & Patrick Fève & Julien Matheron, 2026, "DSGE Models in Central Banks: Progress and Prospects," Working papers, Banque de France, number 1066.
• Francesco Leghissa, 2026, "Latent fiscal dominance: monetary accommodation and the Bank of Italy–Treasury divorce, 1962–1998," Working Papers REM, ISEG - Lisbon School of Economics and Management, REM, Universidade de Lisboa, number 2026/0430, Sep.
• Khder Alakkari & Bushra Ali & Petre Caraiani & Rangan Gupta, 2026, "The Impact of Monetary Policy and Central Bank Information Shocks on U.S. Stock Market Bubble Dynamics: The Role of Deregulation," Working Papers, University of Pretoria, Department of Economics, number 202634, Oct.
• Garcia, Thomas & Lambert, Claudia & Pancaro, Cosimo & Rimbaud, Claire & Soldà, Alice, 2026, "When less is more: behavioral effects of CBDC holding limits," Working Paper Series, European Central Bank, number 3300, Oct.
• Carlos Montes-Gald'on, 2026, "Deep-$\pi^*$: A Neural Network Estimate of Trend Inflation," Papers, arXiv.org, number 2610.26298, Oct.
• Wenxin Du & Catherine Huang & David Scharfstein, 2026, "Competing rails for crossborder payments: banks, fintechs, and stablecoins," BIS Working Papers, Bank for International Settlements, number 1385, Oct.
• J. Scott Davis & Ben Kim & Andrei Zlate, 2026, "What Big Macs tell us about the disconnect between prices and exchange rates," Dallas Fed Economics, Federal Reserve Bank of Dallas, number 103957, Oct.
• Marcel Brambeer & Michael Joyce & Alex Kontoghiorghes, 2026, "Domestic and foreign insurer corporate bond demand and monetary policy," Bank of England Staff Working Paper series, Bank of England, number 1210, Oct.
• Maximilian Boeck & Anja Bauer & Jonas Dovern, 2026, "Energy Supply Shocks and Inflation Expectations: A Functional Var Approach," CESifo Working Paper Series, CESifo, number 13047.
• Gerardo Ferrara & Andreas Schrimpf & Ganesh Viswanath-Natraj & Zijie Wang, 2026, "Offshore forwards and exchange rate transmission in emerging markets," BIS Working Papers, Bank for International Settlements, number 1383, Oct.
• Alina Ermolaeva & Hannah Magdalena Seidl, 2026, "It Matters Who Gets Automated: Monetary Policy in an AI Economy," Discussion Papers of DIW Berlin, DIW Berlin, German Institute for Economic Research, number 2184.
• Roc Armenter, 2026, "The Treasury General Account and the Fed’s Balance Sheet," Working Papers, Federal Reserve Bank of Philadelphia, number 26-48, Oct, DOI: 10.21799/frbp.wp.2026.48.