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The Transmission of Monetary Policy via Common Cycles in the Euro Area

Lukas Berend, Jan Prüser

arXiv 8 Oct 2024 · Econometrics · 3 citations (OpenAlex)

arXiv:2410.05741 · PDF · DOI · OpenAlex · Extracted main text

Abstract

We use a FAVAR model with proxy variables and sign restrictions to investigate the role of the euro area's common output and inflation cycles in the transmission of monetary policy shocks. Our findings indicate that common cycles explain most of the variation in output and inflation across member countries. However, Southern European economies exhibit a notable divergence from these cycles in the aftermath of the financial crisis. Building on this evidence, we demonstrate that monetary policy is homogeneously propagated to member countries via the common cycles. In contrast, country-specific transmission channels lead to heterogeneous country responses to monetary policy shocks. Consequently, our empirical results suggest that the divergent effects of ECB monetary policy are attributable to heterogeneous country-specific exposures to financial markets, rather than to dis-synchronized economies within the euro area.

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95
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264
in-text mentions
95
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appendix boundary found by appendix_command · 51% of the source is main text. Read the extracted text to check this.

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
1ggs23 APACrefauthors Geiger, M. , Gründler, D. \ Scharler, J. APACre… (2023) 20231.00073100%
2bb23 APACrefauthors Braun, R. \ Bruggemann, R. APACrefauthors \ (2023) 20231.00063100%
3bbh23 APACrefauthors Banbura, M. , Bobeica, E. \ Hernandez, C M. APA… (2023) 20231.00054100%
4b21 APACrefauthors Beck, K. APACrefauthors \ (2021) 20211.00053100%
5do07 APACrefauthors Del Negro, M. \ Otrok, C. APACrefauthors \ (1962) 20071.00053100%
6abgmr19 APACrefauthors Altavilla, C. , Brugnolini, L. , Gürkaynak, R… (2019) 20190.9416383%
7h24 APACrefauthors Hou, C. APACrefauthors \ (2024) 20240.90319674%
8jk20 APACrefauthors Jarocinski, M. \ Karadi, P. APACrefauthors \ (2020) 20200.90215473%
9j22 APACrefauthors Jarocinski, M. APACrefauthors \ (2022) 20220.88810670%
10cdm22 APACrefauthors Corsetti, G. , Duarte, J B. \ Mann, S. APACrefa… (2022) 20220.874102100%

Showing the top 10 of 95 scored citations.