Report NEP-MON-2026-11-02

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:

• Olena Kostyshyna & Luba Petersen & Jing Yang, 2026, "Beyond "Looking Through": Monetary Policy Responses and Communication Under Supply-Driven Inflation," Staff Working Papers, Bank of Canada, number 26-39, Oct, DOI: 10.34989/swp-2026-39.
• Jonathan Hambur & Qazi Haque, 2026, "Perceived Monetary Policy Rules: Evidence From Professional Forecasters in Australia," RBA Research Discussion Papers, Reserve Bank of Australia, number rdp2026-06, Oct, DOI: 10.47688/rdp2026-06.
• Pita Marcet, Alicia & Schröder, Christian & Wolters, Maik H., 2026, "Improving inflation forecasting by modeling expectation de-anchoring in low-inflation periods," IMFS Working Paper Series, Goethe University Frankfurt, Institute for Monetary and Financial Stability (IMFS), number 246.
• Frederico Bastone & Mauro Sayar Ferreira, 2026, "Target and Path Surprises in Brazil: Monetary Policy Announcements, Yield Curves, and Inflation Expectations," Textos para Discussão Cedeplar-UFMG, Cedeplar, Universidade Federal de Minas Gerais, number 705, Oct.
• Carli, Marco & Diluiso, Francesca & Hoffmann, Mathias, 2026, "Navigating climate policy shocks: Optimal monetary policy responses," Discussion Papers, Deutsche Bundesbank, number 24/2026, DOI: 10.71734/DP-2026-24.
• Castaneda, Juan & Romero, Paola, 2026, "Central bank independence with procedural accountability," LSE Research Online Documents on Economics, London School of Economics and Political Science, LSE Library, number 140780, Oct.
• Fungáčová, Zuzana & Kerola, Eeva & Weill, Laurent, 2026, "Timing matters: Seasonal anomalies in interest rate pass-through," Bank of Finland Research Discussion Papers, Bank of Finland, number 12/2026.
• Naveed Javed & Nicolas Groshenny, 2026, "UIP holds conditional on monetary policy shocks," TEPP Working Paper, TEPP, number 2026-11.
• De Grauwe, Paul & Ji, Yuemei, 2026, "The future of the Euro as a global currency," LSE Research Online Documents on Economics, London School of Economics and Political Science, LSE Library, number 141657, Oct.
• Amina Enkhbold & Serdar Kabaca, 2026, "Conduct of Monetary Policy under Housing Market Imbalances," Staff Analytical Papers, Bank of Canada, number 2026-53, Oct, DOI: 10.34989/sap-2026-53.
• Tiziana Assenza & Stefanie Huber & Anna Mogilevskaja & Tobias Schmidt, 2026, "When Wording Changes What We Find: The Impact of Inflation Expectations on Spending," ECONtribute Discussion Papers Series, University of Bonn and University of Cologne, Germany, number 437, Oct.
• Stéphane Surprenant, 2026, "Demand roars, supply whispers: Monetary policy and housing in Canada," Staff Analytical Papers, Bank of Canada, number 2026-52, Oct, DOI: 10.34989/sap-2026-52.
• Marine Charlotte André & Meixing Dai, 2025, "How can inflation contracts discipline central bankers when agents are learning?," Post-Print, HAL, number hal-05777899, Jun, DOI: 10.1111/boer.12503.
• Ina Hajdini & Edward S. Knotek & James Mitchell & Mathieu Pedemonte & Taylor Shiroff, 2026, "Consumers' Attention to Monetary Policy: The Importance of Having "Skin in the Game"," Working Papers, Federal Reserve Bank of Cleveland, number 26-31, Oct, DOI: 10.26509/frbc-wp-202631.
• Silvia Sgherri, 2026, "Stablecoin Architecture, Digital Dollarization, and the New Triffin Dilemma," Working Papers, The George Washington University, The Center for Economic Research, number 2026-015, Oct.
• Shahdah Hanif & Wali Ullah, 2026, "Affective Sensitivity and Inflation Expectations across the Income Distribution," DSSR Discussion Papers, Graduate School of Economics and Management, Tohoku University, number 155, Oct.
• Severin Joho & Enzo Rossi, 2026, "The evolution of frequency, language complexity and policy narrative: benchmarking Python-based NLP and ChatGPT on a century of SNB rhetoric," Working Papers, Swiss National Bank, number 2026-13.
• R. Anton Braun & Daisuke Ikeda, 2026, "The Aging Trap: Why Aging Induces Deflation and Secular Stagnation and Constrains Government Policy," CIGS Working Paper Series, The Canon Institute for Global Studies, number 26-019E, Oct.
• Louphou Coulibaly & Charles Engel, 2026, "Strategic Monetary Policy in Open Economies," NBER Working Papers, National Bureau of Economic Research, Inc, number 35928, Oct.
• Yiru Chen & Muhammad Ali Nasir & Xingjie Wei, 2026, "When Words Are Not Enough: Emotional Spillovers from Fed Chair Communication to Global Financial Markets," CAMA Working Papers, Centre for Applied Macroeconomic Analysis, Crawford School of Public Policy, The Australian National University, number 2026-86, Oct.
• Udaibir S. Das & David A. Grigorian, 2026, "Domestic Debt Restructuring, Central Bank, and Monetary Policy in EMDEs: Lessons from Recent Country Cases," Working Papers, Center for Global Development, number 759, Oct.
• Christian Conrad & Julius Schoelkopf & Michael Weber & Frank Brueckbauer, 2026, "Beyond the Numbers: Professional Forecasters’ Narratives About Inflation and Stock Market Performance," CESifo Working Paper Series, CESifo, number 13076.
• Corey Feldman & Thomas B. King, 2026, "Monetary-Policy Risk and Equilibrium Asset Prices," Working Paper Series, Federal Reserve Bank of Chicago, number WP 2026-20, Oct, DOI: 10.21033/wp-2026-20.
• Étienne Farvaque & Alexander Mihailov & Piotr Stanek, 2026, "From Kyiv to Frankfurt? Ukraine’s monetary policy under war and integration Constraints," CIRANO Working Papers, CIRANO, number 2026s-19, Oct.
• Alessandro Villa, 2026, "AI, Expectations, and Optimal Interest Rates," Working Paper Series, Federal Reserve Bank of Chicago, number WP 2026-21, Oct, DOI: 10.21033/wp-2026-21.
• Schmitz, Luca, 2026, "Behind the curve: Reassessing inflation risks with a High-dimensional Distributional VAR (HiDVAR)," IMFS Working Paper Series, Goethe University Frankfurt, Institute for Monetary and Financial Stability (IMFS), number 245.
• Masao Fukui & Masayuki Yagasaki, 2026, "The Impact of Central Bank Stock Purchases: Evidence from Discontinuities in Policy Rules," NBER Working Papers, National Bureau of Economic Research, Inc, number 35886, Oct.
• Farina, Tatiana & Franke, Günter & Konow, Felix-Julius & Krahnen, Jan Pieter & Langenbucher, Katja & Lindner, Vincent & Lüders, Erik & Straka, Max & v. der Decken, Jasper, 2026, "MiCAR review: Same regulatory goals, better instruments," SAFE White Paper Series, Leibniz Institute for Financial Research SAFE, number 123.
• Jiaqi Li, 2026, "How Costly Are Cross-Border Payments for Firms?," Staff Analytical Papers, Bank of Canada, number 2026-49, Oct, DOI: 10.34989/sap-2026-49.
• Sriya Anbil & Sebastian Infante & Zeynep Senyuz, 2026, "Ripples in the Reserve Pool: Unveiling Liquidity Signals from the Federal Funds Market," FEDS Notes, Board of Governors of the Federal Reserve System (U.S.), number 2026-10-16-2, Oct, DOI: 10.17016/2380-7172.4181.
• Oliver Pfäuti & Edson Wu, 2026, "Inattentive Price Setting and Inflation Under Fiscal Policy Uncertainty," Finance and Economics Discussion Series, Board of Governors of the Federal Reserve System (U.S.), number 2026-069, Oct, DOI: 10.17016/FEDS.2026.069.
• Bohou Cai & Liugang Sheng & Hongyan Zhao, 2026, "News shocks and inflation: theory and evidence from large oil discoveries," BIS Working Papers, Bank for International Settlements, number 1389, Oct.
• Ali Hortaçsu & Younggeun Yoo, 2026, "When Cash Wakes Up: Inertia in Institutional Money Market Funds and the Potential Effects of AI Disruption," NBER Working Papers, National Bureau of Economic Research, Inc, number 35954, Oct.
• Lavender, S., 2026, "Government Debt and the Fiscal Channels of Monetary Policy," Cambridge Working Papers in Economics, Faculty of Economics, University of Cambridge, number 2683, Oct.
• Angelos Athanasopoulos & Nicolo Fraccaroli & Andreas Kern & Davide Romelli, 2026, "Central Bank Independence and Sovereign Borrowing," Trinity Economics Papers, Trinity College Dublin, Department of Economics, number tep2226, Oct.
• Evans, Alexander, 2026, "The hollow dollar?," LSE Research Online Documents on Economics, London School of Economics and Political Science, LSE Library, number 141656, Jan.
• Gabriele Galati & Fulvia Marotta & Richhild Moessner & Maarten van Rooij, 2026, "Inflation Expectations in the Context of Climate Change and the Green Transition," Working Papers, DNB, number 875, Oct.
• Sebastian Doerr & Gaston Gelos & Vesa Pursiainen, 2026, "Bank liquidity regulation and the growth of private credit," BIS Working Papers, Bank for International Settlements, number 1388, Oct.