"The Inflation Attention Threshold and Inflation Surges" by Oliver Pfäuti.
opfaeuti.github.io/website/IAT....
"The Inflation Attention Threshold and Inflation Surges" by Oliver Pfäuti.
opfaeuti.github.io/website/IAT....
"The Economics of Over-the-Counter Markets: A Toolkit for the Analysis of Decentralized Exchange" by Julien Hugonnier, Benjamin Lester, and Pierre-Olivier Weill.
amzn.to/49eEgsW
"The Economics of Over-the-Counter Markets: A Toolkit for the Analysis of Decentralized Exchange" by Julien Hugonnier, Benjamin Lester, and Pierre-Olivier Weill.
amzn.to/49eEgsW
"The Macroeconomic Effects of Tariffs: Evidence From U.S. Historical Data" by Tamar den Besten and Diego R. Känzig.
dkaenzig.github.io/diegokaenzig...
"The Macroeconomic Effects of Tariffs: Evidence From U.S. Historical Data" by Tamar den Besten and Diego R. Känzig.
dkaenzig.github.io/diegokaenzig...
"How Monetary Policy Is Made: Lessons from Historical FOMC Discussions" by Cooper Howes,Marc Dordal i Carreras, Olivier Coibion, and Yuriy Gorodnichenko.
sites.utexas.edu/macro/2025/1...
"How Monetary Policy Is Made: Lessons from Historical FOMC Discussions" by Cooper Howes,Marc Dordal i Carreras, Olivier Coibion, and Yuriy Gorodnichenko.
sites.utexas.edu/macro/2025/1...
"Monetary Economics and Policy: A Foundation for Modern Currency Systems" by Pierpaolo Benigno.
amzn.to/4pXQv4i
"Monetary Economics and Policy: A Foundation for Modern Currency Systems" by Pierpaolo Benigno.
amzn.to/4pXQv4i
"From RANK to HANK, without FIRE" by George-Marios Angeletos, Joao Guerreiro, and Dalton Rongxuan Zhang.
www.nber.org/papers/w34596
"From RANK to HANK, without FIRE" by George-Marios Angeletos, Joao Guerreiro, and Dalton Rongxuan Zhang.
www.nber.org/papers/w34596
Global GDP growth remains solid. Global trade has proven more resilient than expected. However, higher tariffs and rising protectionism will weigh on global growth and trade in 2026 and 2027.
open.substack.com/pub/imenecon...
Global GDP growth remains solid. Global trade has proven more resilient than expected. However, higher tariffs and rising protectionism will weigh on global growth and trade in 2026 and 2027.
open.substack.com/pub/imenecon...
"The ESCB forecasting models: what are they and what are they good for?"
"This report provides a comprehensive overview of the models and tools used for macroeconomic projections within the European System of Central Banks (ESCB)."
www.ecb.europa.eu/pub/pdf/scpo...
"The ESCB forecasting models: what are they and what are they good for?"
"This report provides a comprehensive overview of the models and tools used for macroeconomic projections within the European System of Central Banks (ESCB)."
www.ecb.europa.eu/pub/pdf/scpo...
"The Incidence of Tariffs: Rates and Reality" by Gita Gopinath and Brent Neiman.
"...tariff pass-through to U.S. import prices is almost 100 percent, so the United States is bearing a large share of the costs."
bfi.uchicago.edu/wp-content/u...
"The Incidence of Tariffs: Rates and Reality" by Gita Gopinath and Brent Neiman.
"...tariff pass-through to U.S. import prices is almost 100 percent, so the United States is bearing a large share of the costs."
bfi.uchicago.edu/wp-content/u...
"Artificial intelligence and growth in advanced and emerging economies: short-run impact" by Leonardo Gambacorta, Enisse Kharroubi, Aaron Mehrotra, and Tommaso Oliviero
www.bis.org/publ/work132...
"Artificial intelligence and growth in advanced and emerging economies: short-run impact" by Leonardo Gambacorta, Enisse Kharroubi, Aaron Mehrotra, and Tommaso Oliviero
www.bis.org/publ/work132...
"Guns and Butter: The Fiscal Consequences of Rearmament and War" by Johannes Marzian and Christoph Trebesch.
www.kielinstitut.de/publications...
"Guns and Butter: The Fiscal Consequences of Rearmament and War" by Johannes Marzian and Christoph Trebesch.
www.kielinstitut.de/publications...
"To Cap or Not to Cap? Energy Crises in a Currency Union" by Momo Komatsu.
www.federalreserve.gov/econres/ifdp...
"To Cap or Not to Cap? Energy Crises in a Currency Union" by Momo Komatsu.
www.federalreserve.gov/econres/ifdp...
"Good News Travels Fast: Global Demand Shocks, Oil Futures, and Emerging Markets Dynamics" by Felipe Beltrán, David O Coble Fernandez, Manuel Escobar, and Felipe D Rojas.
www.imf.org/en/publicati...
"Good News Travels Fast: Global Demand Shocks, Oil Futures, and Emerging Markets Dynamics" by Felipe Beltrán, David O Coble Fernandez, Manuel Escobar, and Felipe D Rojas.
www.imf.org/en/publicati...
"Monetary Policy Tech: A primer to novel techniques for monetary policy analysis and business processes" by Maximilian Freier and Douglas Araujo.
papers.ssrn.com/sol3/papers....
"Monetary Policy Tech: A primer to novel techniques for monetary policy analysis and business processes" by Maximilian Freier and Douglas Araujo.
papers.ssrn.com/sol3/papers....
"Former Federal Reserve Chairs Ben Bernanke and Janet Yellen explain why the central bank’s independence is crucial for American prosperity."
youtu.be/xeIAlIEzlI8?...
"Former Federal Reserve Chairs Ben Bernanke and Janet Yellen explain why the central bank’s independence is crucial for American prosperity."
youtu.be/xeIAlIEzlI8?...
"Financial Market Effects of FOMC Communication: Evidence from a New Event-Study Database" by Miguel Acosta, Andrea Ajello, Michael Bauer, Francesca Loria, and Silvia Miranda-Agrippino.
www.frbsf.org/research-and...
"Financial Market Effects of FOMC Communication: Evidence from a New Event-Study Database" by Miguel Acosta, Andrea Ajello, Michael Bauer, Francesca Loria, and Silvia Miranda-Agrippino.
www.frbsf.org/research-and...
We expect continued moderate economic growth in the euro area:
open.substack.com/pub/imenecon...
We expect continued moderate economic growth in the euro area:
open.substack.com/pub/imenecon...
"Is the Digital Euro a Dead End?" by Pierpaolo Benigno.
pierpa612.substack.com/p/is-the-dig...
"Is the Digital Euro a Dead End?" by Pierpaolo Benigno.
pierpa612.substack.com/p/is-the-dig...
"Playing with Blocs: Quantifying Decoupling" by Barthélémy Bonadio, Zhen Huo, Elliot Kang, Andrei A Levchenko, Nitya Pandalai-Nayar, Hiroshi Toma, and Petia Topalova.
www.imf.org/en/publicati...
"Playing with Blocs: Quantifying Decoupling" by Barthélémy Bonadio, Zhen Huo, Elliot Kang, Andrei A Levchenko, Nitya Pandalai-Nayar, Hiroshi Toma, and Petia Topalova.
www.imf.org/en/publicati...
"Financial integration and the transmission of monetary policy in the euro area" by João B. Duarte and Mariana N. Pires.
www.ecb.europa.eu/pub/pdf/scpw...
"Financial integration and the transmission of monetary policy in the euro area" by João B. Duarte and Mariana N. Pires.
www.ecb.europa.eu/pub/pdf/scpw...
"The Pricing of Geopolitical Tensions over a Century" by Andrei S. Gonçalves, Alessandro Melone, and Andrea Ricciardi.
papers.ssrn.com/sol3/papers....
"The Pricing of Geopolitical Tensions over a Century" by Andrei S. Gonçalves, Alessandro Melone, and Andrea Ricciardi.
papers.ssrn.com/sol3/papers....
"Will the Supreme Court determine the fate of the Trump tariffs?" by Alan Wm. Wolff.
www.piie.com/blogs/realti...
"Will the Supreme Court determine the fate of the Trump tariffs?" by Alan Wm. Wolff.
www.piie.com/blogs/realti...
"The risk-on mood that prevailed for much of the review period1 in global financial markets faced mounting challenges from spells of market volatility. These coincided with broader policy uncertainty..."
www.bis.org/publ/qtrpdf/...
"The risk-on mood that prevailed for much of the review period1 in global financial markets faced mounting challenges from spells of market volatility. These coincided with broader policy uncertainty..."
www.bis.org/publ/qtrpdf/...
"Inflation narratives and expectations" by Giovanni Trebbi.
www.ecb.europa.eu/pub/pdf/scpw...
"Inflation narratives and expectations" by Giovanni Trebbi.
www.ecb.europa.eu/pub/pdf/scpw...