Report NEP-OPM-2026-10-05

This is the archive for NEP-OPM, a report on new working papers in the area of Open Economy Macroeconomics. Martin Berka issued this report. It is usually issued weekly.

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Other reports in NEP-OPM

The following items were announced in this report:

• Michael B. Devereux & Charles Engel & Steve Pak Yeung Wu, 2026, "Collateral Advantage: Exchange Rates, Capital Flows, and Global Cycles," CESifo Working Paper Series, CESifo, number 13008.
• Mr. Olivier J Blanchard & Mr. Daniel Leigh & Ms. Prachi Mishra, 2026, "Ratings, Debt, and Deficits: An Exploration," IMF Working Papers, International Monetary Fund, number 2026/195, Sep.
• Fernando Toledo & Gabriel Montes-Rojas, 2026, "Global Reallocation of Capital in the Era of Geo-Economic Fragmentation and Artificial Intelligence," Papers, arXiv.org, number 2609.18976, Jul.
• Alice Albonico & Guido Ascari & Qazi Haque & Kostas Mavromatis & Andra Smadu, 2026, "Energy and Monetary Policy in the Euro Area," Adelaide Economics Working Papers, Adelaide University, School of Economics, number 2026-07 Classification-E5, Jun.
• Wenli Cheng, 2026, "The Euro, The Bancor and The Dollar: A Ricardian Model," Working Papers, Post Keynesian Economics Society (PKES), number PKWP2620, Sep.
• Pablo Aguilar & Matthieu Darracq Pariès & Alistair Dieppe & Rubén Domínguez-Díaz & Antonio Eugenelo & José-Elías Gallegos & Javier Quintana, 2026, "Tariffs, production networks and spillovers: the case of a US-China trade war," Working Papers, Banco de España, number 2632, Sep, DOI: https://doi.org/10.53479/44525.
• Pol Antràs & Adrian Kulesza & Andrea F. Presbitero, 2026, "The Remains of the Trade: The U.S.–China Trade War and its Aftermath," NBER Working Papers, National Bureau of Economic Research, Inc, number 35785, Sep.
• Lucas ter Steege & Sofia Velasco, 2026, "What Volatility Reveals: Agnostic Identification of Exchange Rate and Treasury-Market Dynamics in Inconvenient Times," Working Papers, Banco de España, number 2629, Sep, DOI: https://doi.org/10.53479/44413.
• João Tovar Jalles & John Beirne & Donghyun Park, 2026, "Monetary Tightening without Disinflation? Cross-Country Evidence on Heterogeneous Transmission," Working Papers, South East Asian Central Banks (SEACEN) Research and Training Centre, number wp65, Sep, revised Sep 2026.
• Guillaume Bazot & Eric Monnet & Matthias Morys, 2026, "Where It All Begins: Eurodollars and International Monetary Policy Transmission under Bretton Woods," AMSE Working Papers, Aix-Marseille School of Economics, France, number 2625, Sep.
• Illenin O. Kondo & César Sosa-Padilla & Zachary J. Swaziek, 2026, "Borrowing in the Shadow of China," NBER Working Papers, National Bureau of Economic Research, Inc, number 35767, Sep.
• Ece Ozge Emeksiz & Andres Fernandez & Nikhil Patel & Ivan Petrella & Tatjana Schulze, 2026, "Drivers of Exchange Rates in EMDEs: Implications for Foreign Exchange Intervention," IMF Staff Discussion Notes, International Monetary Fund, number 2026/003, Sep.