International and Monetary Economics Network
@intmon.bsky.social
The International and Monetary Economics Network covers a broad range of topics in international and monetary economics. The network comprises alums of the Universities of Bern and Basel and everyone interested in international and monetary economics.
Super interesting!
"Redefining the Monetary Standard in the Digital Age: Digital Innovations and the Future of Monetary Policy" by Livio Stracca.
amzn.to/4c2x2vf
"Redefining the Monetary Standard in the Digital Age: Digital Innovations and the Future of Monetary Policy" by Livio Stracca.
amzn.to/4c2x2vf
February 15, 2026 at 3:38 PM
Super interesting!
"Redefining the Monetary Standard in the Digital Age: Digital Innovations and the Future of Monetary Policy" by Livio Stracca.
amzn.to/4c2x2vf
"Redefining the Monetary Standard in the Digital Age: Digital Innovations and the Future of Monetary Policy" by Livio Stracca.
amzn.to/4c2x2vf
Here is what caught our eye (selection): Industrial policy, central bank governor turnovers, supply chain uncertainty, central bank digital currency and monetary sovereignty, and much more…
open.substack.com/pub/imenecon...
open.substack.com/pub/imenecon...
February 15, 2026 at 9:36 AM
Here is what caught our eye (selection): Industrial policy, central bank governor turnovers, supply chain uncertainty, central bank digital currency and monetary sovereignty, and much more…
open.substack.com/pub/imenecon...
open.substack.com/pub/imenecon...
Super interesting!
"Narratives about the Macroeconomy" by Peter Andre, Ingar Haaland, Christopher Roth, Mirko Wiederholt, and Johannes Wohlfart.
www.restud.com/wp-content/u...
"Narratives about the Macroeconomy" by Peter Andre, Ingar Haaland, Christopher Roth, Mirko Wiederholt, and Johannes Wohlfart.
www.restud.com/wp-content/u...
February 14, 2026 at 9:25 PM
Super interesting!
"Narratives about the Macroeconomy" by Peter Andre, Ingar Haaland, Christopher Roth, Mirko Wiederholt, and Johannes Wohlfart.
www.restud.com/wp-content/u...
"Narratives about the Macroeconomy" by Peter Andre, Ingar Haaland, Christopher Roth, Mirko Wiederholt, and Johannes Wohlfart.
www.restud.com/wp-content/u...
Highly relevant! To anyone interested in geoeconomics, this looks like a must-read!
"Under Destruction", Munich Security Report 2026.
securityconference.org/en/publicati...
"Under Destruction", Munich Security Report 2026.
securityconference.org/en/publicati...
February 14, 2026 at 9:18 PM
Highly relevant! To anyone interested in geoeconomics, this looks like a must-read!
"Under Destruction", Munich Security Report 2026.
securityconference.org/en/publicati...
"Under Destruction", Munich Security Report 2026.
securityconference.org/en/publicati...
Super interesting!
"Financial Dominance and Macroeconomic Expectations" by Martin Wolf and Leopold Zessner-Spitzenberg.
mwolfunisg.github.io/website/domi...
"Financial Dominance and Macroeconomic Expectations" by Martin Wolf and Leopold Zessner-Spitzenberg.
mwolfunisg.github.io/website/domi...
February 13, 2026 at 12:45 PM
Super interesting!
"Financial Dominance and Macroeconomic Expectations" by Martin Wolf and Leopold Zessner-Spitzenberg.
mwolfunisg.github.io/website/domi...
"Financial Dominance and Macroeconomic Expectations" by Martin Wolf and Leopold Zessner-Spitzenberg.
mwolfunisg.github.io/website/domi...
Highly relevant!
"Who Is Paying for the 2025 U.S. Tariffs?" by Mary Amiti, Chris Flanagan, Sebastian Heise, and David E. Weinstein.
"We find that nearly 90 percent of the tariffs’ economic burden fell on U.S. firms and consumers."
libertystreeteconomics.newyorkfed.org/2026/02/who-...
"Who Is Paying for the 2025 U.S. Tariffs?" by Mary Amiti, Chris Flanagan, Sebastian Heise, and David E. Weinstein.
"We find that nearly 90 percent of the tariffs’ economic burden fell on U.S. firms and consumers."
libertystreeteconomics.newyorkfed.org/2026/02/who-...
Who Is Paying for the 2025 U.S. Tariffs? - Liberty Street Economics
Over the course of 2025, the average tariff rate on U.S. imports increased from 2.6 to 13 percent. In this blog post, we ask how much of the tariffs were paid by the U.S., using import data through No...
libertystreeteconomics.newyorkfed.org
February 12, 2026 at 4:38 PM
Highly relevant!
"Who Is Paying for the 2025 U.S. Tariffs?" by Mary Amiti, Chris Flanagan, Sebastian Heise, and David E. Weinstein.
"We find that nearly 90 percent of the tariffs’ economic burden fell on U.S. firms and consumers."
libertystreeteconomics.newyorkfed.org/2026/02/who-...
"Who Is Paying for the 2025 U.S. Tariffs?" by Mary Amiti, Chris Flanagan, Sebastian Heise, and David E. Weinstein.
"We find that nearly 90 percent of the tariffs’ economic burden fell on U.S. firms and consumers."
libertystreeteconomics.newyorkfed.org/2026/02/who-...
Super interesting!
"International Currency Dominance" by Joseph Abadi, Jesús Fernández-Villaverde, and Daniel Sanches.
www.nber.org/papers/w34817
"International Currency Dominance" by Joseph Abadi, Jesús Fernández-Villaverde, and Daniel Sanches.
www.nber.org/papers/w34817
February 11, 2026 at 11:13 AM
Super interesting!
"International Currency Dominance" by Joseph Abadi, Jesús Fernández-Villaverde, and Daniel Sanches.
www.nber.org/papers/w34817
"International Currency Dominance" by Joseph Abadi, Jesús Fernández-Villaverde, and Daniel Sanches.
www.nber.org/papers/w34817
Highly relevant!
"Are Government Bonds Safe in Times of War and Pandemic?" by Zhengyang Jiang, Hanno Lustig, Stijn Van Nieuwerburgh, and Mindy Z. Xiaolan.
papers.ssrn.com/sol3/papers....
"Are Government Bonds Safe in Times of War and Pandemic?" by Zhengyang Jiang, Hanno Lustig, Stijn Van Nieuwerburgh, and Mindy Z. Xiaolan.
papers.ssrn.com/sol3/papers....
February 10, 2026 at 8:24 AM
Highly relevant!
"Are Government Bonds Safe in Times of War and Pandemic?" by Zhengyang Jiang, Hanno Lustig, Stijn Van Nieuwerburgh, and Mindy Z. Xiaolan.
papers.ssrn.com/sol3/papers....
"Are Government Bonds Safe in Times of War and Pandemic?" by Zhengyang Jiang, Hanno Lustig, Stijn Van Nieuwerburgh, and Mindy Z. Xiaolan.
papers.ssrn.com/sol3/papers....
Food for thought!
"ChatMacro: Evaluating Inflation Forecasts of Generative AI" by M. Jahangir Alam, Shane Boyle, Huiyu Li, and Tatevik Sekhposyan.
www.frbsf.org/wp-content/u...
"ChatMacro: Evaluating Inflation Forecasts of Generative AI" by M. Jahangir Alam, Shane Boyle, Huiyu Li, and Tatevik Sekhposyan.
www.frbsf.org/wp-content/u...
February 7, 2026 at 10:12 PM
Food for thought!
"ChatMacro: Evaluating Inflation Forecasts of Generative AI" by M. Jahangir Alam, Shane Boyle, Huiyu Li, and Tatevik Sekhposyan.
www.frbsf.org/wp-content/u...
"ChatMacro: Evaluating Inflation Forecasts of Generative AI" by M. Jahangir Alam, Shane Boyle, Huiyu Li, and Tatevik Sekhposyan.
www.frbsf.org/wp-content/u...
Super interesting!
"How Do Central Bank Governor Turnovers Affect Uncertainty and Lending Globally?" by Kristle Romero Cortés and Mandeep Singh.
papers.ssrn.com/sol3/papers....
"How Do Central Bank Governor Turnovers Affect Uncertainty and Lending Globally?" by Kristle Romero Cortés and Mandeep Singh.
papers.ssrn.com/sol3/papers....
How Do Central Bank Governor Turnovers Affect Uncertainty and Lending Globally? A conversation with Kristle Romero Cortés and Mandeep Singh
“Leadership transitions at central banks raise uncertainty even when policy rates themselves do not change, and that uncertainty reshapes banks' global lending decisions.”
open.substack.com
February 7, 2026 at 9:19 PM
Super interesting!
"How Do Central Bank Governor Turnovers Affect Uncertainty and Lending Globally?" by Kristle Romero Cortés and Mandeep Singh.
papers.ssrn.com/sol3/papers....
"How Do Central Bank Governor Turnovers Affect Uncertainty and Lending Globally?" by Kristle Romero Cortés and Mandeep Singh.
papers.ssrn.com/sol3/papers....
Highly relevant!
We are looking forward to our next webinar:
EU Industrial Policy in a Fracturing Global Economy (Peter Obinger, Austrian Federal Economic Chamber)
⏲️ March 5, 12:00-13:00 Central European Time
💻 Online via Zoom, link will be sent
Registration here: forms.office.com/r/s1UnxDCWAK
We are looking forward to our next webinar:
EU Industrial Policy in a Fracturing Global Economy (Peter Obinger, Austrian Federal Economic Chamber)
⏲️ March 5, 12:00-13:00 Central European Time
💻 Online via Zoom, link will be sent
Registration here: forms.office.com/r/s1UnxDCWAK
February 6, 2026 at 12:59 PM
Highly relevant!
We are looking forward to our next webinar:
EU Industrial Policy in a Fracturing Global Economy (Peter Obinger, Austrian Federal Economic Chamber)
⏲️ March 5, 12:00-13:00 Central European Time
💻 Online via Zoom, link will be sent
Registration here: forms.office.com/r/s1UnxDCWAK
We are looking forward to our next webinar:
EU Industrial Policy in a Fracturing Global Economy (Peter Obinger, Austrian Federal Economic Chamber)
⏲️ March 5, 12:00-13:00 Central European Time
💻 Online via Zoom, link will be sent
Registration here: forms.office.com/r/s1UnxDCWAK
Super interesting!
"Heaven or Earth? The Evolving Role of Global Shocks for Domestic Monetary Policy" by K. Forbes, J. Ha, and M. Kose.
"the role of global shocks has increased sharply over time and ...their characteristics differ from those of domestic shocks..."
papers.ssrn.com/sol3/papers....
"Heaven or Earth? The Evolving Role of Global Shocks for Domestic Monetary Policy" by K. Forbes, J. Ha, and M. Kose.
"the role of global shocks has increased sharply over time and ...their characteristics differ from those of domestic shocks..."
papers.ssrn.com/sol3/papers....
February 5, 2026 at 10:31 AM
Super interesting!
"Heaven or Earth? The Evolving Role of Global Shocks for Domestic Monetary Policy" by K. Forbes, J. Ha, and M. Kose.
"the role of global shocks has increased sharply over time and ...their characteristics differ from those of domestic shocks..."
papers.ssrn.com/sol3/papers....
"Heaven or Earth? The Evolving Role of Global Shocks for Domestic Monetary Policy" by K. Forbes, J. Ha, and M. Kose.
"the role of global shocks has increased sharply over time and ...their characteristics differ from those of domestic shocks..."
papers.ssrn.com/sol3/papers....
Thought-provoking and highly relevant!
"The Doom Loop: Why the World Economic Order Is Spiraling into Disorder" by Eswar S. Prasad.
"The Doom Loop offers ...makes it clear that old solutions cannot pull us out—we need radically new solutions to solve the world’s problems."
amzn.to/4aevrjp
"The Doom Loop: Why the World Economic Order Is Spiraling into Disorder" by Eswar S. Prasad.
"The Doom Loop offers ...makes it clear that old solutions cannot pull us out—we need radically new solutions to solve the world’s problems."
amzn.to/4aevrjp
February 4, 2026 at 8:55 AM
Thought-provoking and highly relevant!
"The Doom Loop: Why the World Economic Order Is Spiraling into Disorder" by Eswar S. Prasad.
"The Doom Loop offers ...makes it clear that old solutions cannot pull us out—we need radically new solutions to solve the world’s problems."
amzn.to/4aevrjp
"The Doom Loop: Why the World Economic Order Is Spiraling into Disorder" by Eswar S. Prasad.
"The Doom Loop offers ...makes it clear that old solutions cannot pull us out—we need radically new solutions to solve the world’s problems."
amzn.to/4aevrjp
Highly relevant!
"The Macroeconomic Effects of Climate Policy Uncertainty" by Konstantinos Gavriilidis, Diego R. Känzig, Ramya Raghavan, and James H. Stock.
www.nber.org/papers/w34762
"The Macroeconomic Effects of Climate Policy Uncertainty" by Konstantinos Gavriilidis, Diego R. Känzig, Ramya Raghavan, and James H. Stock.
www.nber.org/papers/w34762
February 2, 2026 at 1:58 PM
Highly relevant!
"The Macroeconomic Effects of Climate Policy Uncertainty" by Konstantinos Gavriilidis, Diego R. Känzig, Ramya Raghavan, and James H. Stock.
www.nber.org/papers/w34762
"The Macroeconomic Effects of Climate Policy Uncertainty" by Konstantinos Gavriilidis, Diego R. Känzig, Ramya Raghavan, and James H. Stock.
www.nber.org/papers/w34762
Highly relevant!
"A Macroeconomic Perspective on Stock Market Valuation Ratios" by Andrew Atkeson, Jonathan Heathcote, and Fabrizio Perri.
www.nber.org/papers/w34748
"A Macroeconomic Perspective on Stock Market Valuation Ratios" by Andrew Atkeson, Jonathan Heathcote, and Fabrizio Perri.
www.nber.org/papers/w34748
February 1, 2026 at 1:39 PM
Highly relevant!
"A Macroeconomic Perspective on Stock Market Valuation Ratios" by Andrew Atkeson, Jonathan Heathcote, and Fabrizio Perri.
www.nber.org/papers/w34748
"A Macroeconomic Perspective on Stock Market Valuation Ratios" by Andrew Atkeson, Jonathan Heathcote, and Fabrizio Perri.
www.nber.org/papers/w34748
Food for thought!
"Monetary policy and private equity acquisitions: tracing the links" by Fernando Avalos, Boris Hofmann, and Jose Maria Serena.
www.bis.org/publ/work132...
"Monetary policy and private equity acquisitions: tracing the links" by Fernando Avalos, Boris Hofmann, and Jose Maria Serena.
www.bis.org/publ/work132...
January 31, 2026 at 9:43 PM
Food for thought!
"Monetary policy and private equity acquisitions: tracing the links" by Fernando Avalos, Boris Hofmann, and Jose Maria Serena.
www.bis.org/publ/work132...
"Monetary policy and private equity acquisitions: tracing the links" by Fernando Avalos, Boris Hofmann, and Jose Maria Serena.
www.bis.org/publ/work132...
This week's highlights for our active supporters: Global Economy Flash, Kevin Warsh, geopolitics as a monetary shock, job opportunities, and much more..."
open.substack.com/pub/imenecon...
open.substack.com/pub/imenecon...
January 31, 2026 at 8:06 PM
This week's highlights for our active supporters: Global Economy Flash, Kevin Warsh, geopolitics as a monetary shock, job opportunities, and much more..."
open.substack.com/pub/imenecon...
open.substack.com/pub/imenecon...
Super interesting!
"A Behavioral Heterogeneous Agent New Keynesian Model" by Oliver Pfäuti and Fabian Seyrich.
sites.utexas.edu/macro/2026/0...
"A Behavioral Heterogeneous Agent New Keynesian Model" by Oliver Pfäuti and Fabian Seyrich.
sites.utexas.edu/macro/2026/0...
January 29, 2026 at 8:14 PM
Super interesting!
"A Behavioral Heterogeneous Agent New Keynesian Model" by Oliver Pfäuti and Fabian Seyrich.
sites.utexas.edu/macro/2026/0...
"A Behavioral Heterogeneous Agent New Keynesian Model" by Oliver Pfäuti and Fabian Seyrich.
sites.utexas.edu/macro/2026/0...
US economy: We can expect solid GDP growth for the fourth quarter of 2025 despite the government shutdown. The GDPNow model of the Atlanta Fed is 4.2 percent (annualized). The New York Fed Staff Nowcast is 2.7 percent.
Our IMEN nowcast currently stands at 3.3 percent.
Our IMEN nowcast currently stands at 3.3 percent.
January 29, 2026 at 8:00 PM
US economy: We can expect solid GDP growth for the fourth quarter of 2025 despite the government shutdown. The GDPNow model of the Atlanta Fed is 4.2 percent (annualized). The New York Fed Staff Nowcast is 2.7 percent.
Our IMEN nowcast currently stands at 3.3 percent.
Our IMEN nowcast currently stands at 3.3 percent.
Wow, super interesting!
"Money Beyond Borders: Global Currencies from Croesus to Crypto" by Barry Eichengreen
"In Money Beyond Borders, the leading authority on international currencies, Barry Eichengreen, puts the dollar’s prospects in deep historical perspective..."
amzn.to/4qCkXRz
"Money Beyond Borders: Global Currencies from Croesus to Crypto" by Barry Eichengreen
"In Money Beyond Borders, the leading authority on international currencies, Barry Eichengreen, puts the dollar’s prospects in deep historical perspective..."
amzn.to/4qCkXRz
January 24, 2026 at 2:58 PM
Wow, super interesting!
"Money Beyond Borders: Global Currencies from Croesus to Crypto" by Barry Eichengreen
"In Money Beyond Borders, the leading authority on international currencies, Barry Eichengreen, puts the dollar’s prospects in deep historical perspective..."
amzn.to/4qCkXRz
"Money Beyond Borders: Global Currencies from Croesus to Crypto" by Barry Eichengreen
"In Money Beyond Borders, the leading authority on international currencies, Barry Eichengreen, puts the dollar’s prospects in deep historical perspective..."
amzn.to/4qCkXRz
Highly relevant!
"Financial Globalization: Risk Sharing or Risk Exposure?" by E Mendoza and V Quadrini
"We study how the increased cross-country ownership of financial assets between advanced and emerging economies impacted their financial and macroeconomic volatility"
www.nber.org/papers/w34689
"Financial Globalization: Risk Sharing or Risk Exposure?" by E Mendoza and V Quadrini
"We study how the increased cross-country ownership of financial assets between advanced and emerging economies impacted their financial and macroeconomic volatility"
www.nber.org/papers/w34689
January 22, 2026 at 5:04 PM
Highly relevant!
"Financial Globalization: Risk Sharing or Risk Exposure?" by E Mendoza and V Quadrini
"We study how the increased cross-country ownership of financial assets between advanced and emerging economies impacted their financial and macroeconomic volatility"
www.nber.org/papers/w34689
"Financial Globalization: Risk Sharing or Risk Exposure?" by E Mendoza and V Quadrini
"We study how the increased cross-country ownership of financial assets between advanced and emerging economies impacted their financial and macroeconomic volatility"
www.nber.org/papers/w34689
Global Economy Flash – January 2026: Resilient amid headwinds, yet fragile
open.substack.com/pub/imenecon...
open.substack.com/pub/imenecon...
January 22, 2026 at 2:23 PM
Global Economy Flash – January 2026: Resilient amid headwinds, yet fragile
open.substack.com/pub/imenecon...
open.substack.com/pub/imenecon...
On January 28, the Fed will decide on its interest rates. What will it do?
open.substack.com/pub/imenecon...
open.substack.com/pub/imenecon...
On January 28, the Fed will decide on its interest rates. What will it do?
Keep interest rates constant or cut by 25 bps?
open.substack.com
January 18, 2026 at 10:27 AM
On January 28, the Fed will decide on its interest rates. What will it do?
open.substack.com/pub/imenecon...
open.substack.com/pub/imenecon...
German economy – How are you doing?
In our recent survey, a majority of our community expects gross domestic product to increase by about 1% in 2026. We are slightly more optimistic and expect a growth rate of 1.2%.
open.substack.com/pub/imenecon...
In our recent survey, a majority of our community expects gross domestic product to increase by about 1% in 2026. We are slightly more optimistic and expect a growth rate of 1.2%.
open.substack.com/pub/imenecon...
January 18, 2026 at 10:07 AM
German economy – How are you doing?
In our recent survey, a majority of our community expects gross domestic product to increase by about 1% in 2026. We are slightly more optimistic and expect a growth rate of 1.2%.
open.substack.com/pub/imenecon...
In our recent survey, a majority of our community expects gross domestic product to increase by about 1% in 2026. We are slightly more optimistic and expect a growth rate of 1.2%.
open.substack.com/pub/imenecon...
Super interesting!
"The Transmission of Foreign Shocks in a Networked Economy" by Pablo Aguilar, Rubén Domínguez-Díaz, José-Elías Gallegos, and Javier Quintana.
www.joseeliasgallegos.com/uploads/7/5/...
"The Transmission of Foreign Shocks in a Networked Economy" by Pablo Aguilar, Rubén Domínguez-Díaz, José-Elías Gallegos, and Javier Quintana.
www.joseeliasgallegos.com/uploads/7/5/...
January 17, 2026 at 10:29 PM
Super interesting!
"The Transmission of Foreign Shocks in a Networked Economy" by Pablo Aguilar, Rubén Domínguez-Díaz, José-Elías Gallegos, and Javier Quintana.
www.joseeliasgallegos.com/uploads/7/5/...
"The Transmission of Foreign Shocks in a Networked Economy" by Pablo Aguilar, Rubén Domínguez-Díaz, José-Elías Gallegos, and Javier Quintana.
www.joseeliasgallegos.com/uploads/7/5/...