Author: e-axes

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Politics & Economics

Political polarization in the U.S.

Is political polarization among corporate executives good for shareholder value? Does partisan perception affect capital allocation beyond national borders? Interesting new research.

Inflation

On the high energy prices in the EU

What should EU member states do to alleviate the impact of high energy prices on households.

Macro

Ambiguity in macroeconomics

New research on how including ambiguity-averse agents in New Keynesian models impacts monetary policy effectiveness and generates first order welfare losses.

International Economics

Global value chains: An update

Supply chain disruptions seem to have worsened in April. Is it time to rethink the model?

Climate

On climate regulatory risk

New research on how climate-related regulatory risk affects corporate bonds and bank lending.

Books

New and noteworthy books in economics (June)

Does financial regulation encourage risk taking? Why progress toward racial equity in the US is far from steady; What are the problems of sovereignty and democracy posed by international institutions; An insider’s view on UK policymaking…some great reading for this month!

Inequality

On the global food shortage

The invasion of Ukraine has restricted exports of food and also triggered protectionist measures by other countries. Can a food crisis be avoided?

Economic Growth

Talk of recession

What is the likelihood of a recession in the US and when? Has the Fed achieved “soft landings” in the past?

Monetary Policy

Is the Fed fueling inflation?

Two new research papers on how disagreements between the Fed and the market influence interest rate decisions; and on the equivalence between balance sheet reductions and interest rate increases.

Eurozone

The ECB’s other inflation problem

Interest rate hikes by the ECB have the potential to increase the spreads of countries in a way that is disconnected from economic fundamentals and hence increase the risk of market fragmentation.

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