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The Interaction Between Credit Constraints and Uncertainty Shocks

Pratiti Chatterjee, David Gunawan, Robert Kohn

arXiv 30 Apr 2020 · Econometrics · publishedJournal of money credit and banking (2024) · 4 citations (OpenAlex)

arXiv:2004.14719 · PDF · DOI · OpenAlex · Extracted main text

Abstract

Can uncertainty about credit availability trigger a slowdown in real activity? This question is answered by using a novel method to identify shocks to uncertainty in access to credit. Time-variation in uncertainty about credit availability is estimated using particle Markov Chain Monte Carlo. We extract shocks to time-varying credit uncertainty and decompose it into two parts: the first captures the "pure" effect of a shock to the second moment; the second captures total effects of uncertainty including effects on the first moment. Using state-dependent local projections, we find that the "pure" effect by itself generates a sharp slowdown in real activity and the effects are largely countercyclical. We feed the estimated shocks into a flexible price real business cycle model with a collateral constraint and show that when the collateral constraint binds, an uncertainty shock about credit access is recessionary leading to a simultaneous decline in consumption, investment, and output.

Citation extraction

22
references
35
in-text mentions
22
distinct cited
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main-text words

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Most heavily cited references

The works this paper leans on most, across its whole bibliography — not restricted to papers in our corpus. Ranked by composite intensity, which combines how often a work is mentioned, how many sections mention it, and how much of that falls in the main text rather than the appendix.

ReferenceIntensityMentionsSectionsMain text
1G. Deligiannidis, A. Doucet, and M. K. Pitt (2018) The correlated pseudo marginal method0.7373367%
2Susanto Basu and Brent Bundick (2017) Uncertainty shocks in a model of effective demand0.73732100%
3Nicholas Bloom (2009) The impact of uncertainty shocks0.73732100%
4Jesús Fernández-Villaverde, Pablo Guerrón-Quintana, Juan F Rubio-Ram… (2011) Risk matters: The real effects of volatility shocks0.73732100%
5Òscar Jordà (2005) Estimation and inference of impulse responses by local projections0.64422100%
6C. Andrieu, A. Doucet, and R. Holenstein (2010) Particle Markov chain Monte Carlo0.5112250%
7Martin M. Andreasen, Jesús Fernández-Villaverde, and Juan F Rubio-Ra… (2018) The pruned state-space system for non-linear DSGE models: Theory and empirical applications0.51121100%
8Jesús Fernández-Villaverde, Pablo Guerrón-Quintana, Keith Kuester, a… (2015) Fiscal volatility shocks and economic activity0.51121100%
9Òscar Jordà, Mortiz Schularick, and Alan M. Taylor (2013) When credit bites back0.51121100%
10Nicholas Bloom, Max Floetotto, Nir Jaimovich, Itay Saporta-Eksten, a… (2018) Really uncertain business cycles0.40511100%

Showing the top 10 of 22 scored citations.