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This paper examines the impact of US monetary policy tightening on emerging markets, distinguishing between direct and indirect spillover effects using the global vector autoregression with stochastic volatility covering 32 countries. The…

General Economics · Economics 2024-02-13 Povilas Lastauskas , Anh Dinh Minh Nguyen

This paper studies the transmission of US monetary policy shocks into Emerging Markets emphasizing the role of investment and financial heterogeneity. First, we use a panel SVAR model to show that a US interest tightening leads to a…

General Economics · Economics 2022-09-23 Santiago Camara , Sebastian Ramirez Venegas

This paper examines the sign-dependent international spillovers of Federal Reserve and European Central Bank monetary policy shocks. Using a consistent high-frequency identification of pure monetary policy shocks across 44 advanced and…

General Economics · Economics 2026-02-11 Santiago Camara

This paper analyzes nonlinearities in the international transmission of financial shocks originating in the US. To do so, we develop a flexible nonlinear multi-country model. Our framework is capable of producing asymmetries in the…

This paper shows that disregarding the information effects around the European Central Bank monetary policy decision announcements biases its international spillovers. Using data from 23 economies, both Emerging and Advanced, I show that…

General Economics · Economics 2023-06-08 Santiago Camara

The weighted and directed network of countries based on the number of overseas banks is analyzed in terms of its fragility to the banking crisis of one country. We use two different models to describe transmission of shocks, one local and…

Physics and Society · Physics 2014-03-07 Xiaobing Feng , Woo Seong Jo , Beom Jun Kim

This paper analyzes the bank lending channel and the heterogeneous effects on the euro area, providing evidence that the channel is indeed working. The analysis of the transmission mechanism is based on structural impulse responses to an…

Econometrics · Economics 2018-07-12 Martin Guth

We explore the international transmission of monetary policy and central bank information shocks originating from the United States and the euro area. Employing a panel vector autoregression, we use macroeconomic and financial variables…

Econometrics · Economics 2025-08-06 Michael Pfarrhofer , Anna Stelzer

This paper examines how shocks to currency volatilities predict exchange rates. Using option-implied volatilities, we construct a dynamic, directed network of volatility connections. Currencies that transmit more volatility shocks, which…

General Finance · Quantitative Finance 2026-03-12 Mykola Babiak , Jozef Barunik

For centuries, national economies created wealth by engaging in international trade and production. The resulting international supply networks not only increase wealth for countries, but also create systemic risk: economic shocks,…

General Economics · Economics 2021-12-02 Abhijit Chakraborty , Tobias Reisch , Christian Diem , Stefan Thurner

Borrowing constraints are a key component of modern international macroeconomic models. The analysis of Emerging Markets (EM) economies generally assumes collateral borrowing constraints, i.e., firms access to debt is constrained by the…

General Economics · Economics 2022-11-22 Santiago Camara , Maximo Sangiacomo

Shaped by structural forces of change, banking in emerging markets has recently experienced a decline in its traditional activities, leading banks to diversify into new business strategies. This paper examines whether the observed shift…

General Finance · Quantitative Finance 2011-07-04 Saoussen Ben Gamra , Dominique Plihon

Financial contagion from liquidity shocks has being recently ascribed as a prominent driver of systemic risk in interbank lending markets. Building on standard compartment models used in epidemics, in this work we develop an EDB…

Risk Management · Quantitative Finance 2018-05-23 Giuseppe Brandi , Riccardo Di Clemente , Giulio Cimini

We study the diffusion of shocks in the global financial cycle and global liquidity conditions to emerging and developing economies. We show that the classification according to their external trade patterns (as commodities' net exporters…

General Economics · Economics 2021-12-09 Jorge Carrera , Gabriel Montes-Rojas , Fernando Toledo

No matter its source, financial- or policy-related, uncertainty can feed onto itself, inflicting the real economic sector, altering expectations and behaviours, and leading to identification challenges in empirical applications. The strong…

General Economics · Economics 2021-02-15 Emanuele Bacchiocchi , Catalin Dragomirescu-Gaina

This paper quantifies the international spillovers of US monetary policy by exploiting the high-frequency movement of multiple financial assets around FOMC announcements. I use the identification strategy introduced by Jarocinski & Karadi…

General Economics · Economics 2023-02-08 Santiago Camara

This mini-project models propagation of shocks, in time point, through links in connected banks. In particular, financial network of 100 banks out of which 15 are shocked to default (that is, 85.00% of the banks are solvent) is modelled…

Statistical Finance · Quantitative Finance 2024-02-26 Sunday Akukodi Ugwu

This paper studies the spillovers of European Central Bank (ECB) interest rate shocks into the Canadian economy and compares them with those of the U.S. Federal Reserve (Fed). We combine a VAR model and local projection regressions with…

General Economics · Economics 2025-09-18 Santiago Camara , Jeanne Aublin

This article examines how emerging economies use countercyclical monetary policies to manage economic crises and fluctuations in dominant currencies, such as the US dollar and the euro. Global economic cycles are marked by phases of…

Computational Finance · Quantitative Finance 2024-10-31 Hugo Spring-Ragain

This paper investigates how economic shocks propagate and amplify through the input-output network connecting industrial sectors in developed economies. We study alternative models of diffusion on networks and we calibrate them using…

General Finance · Quantitative Finance 2014-04-02 Martha G. Alatriste Contreras , Giorgio Fagiolo
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