The effects of monetary policy on stock market bubbles

We estimate the response of stock prices to monetary policy shocks using a time-varying coefficients VAR. Our evidence points to protracted episodes in which stock prices end up increasing persistently in response to an exogenous tightening of monetary policy. That response is at odds with the "...

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Detalles Bibliográficos
Autores: Galí, Jordi|||0000-0003-4950-7462, Gambetti, Luca|||0000-0002-7595-295X
Tipo de recurso: artículo
Fecha de publicación:2015
País:España
Institución:Universitat Autònoma de Barcelona
Repositorio:Dipòsit Digital de Documents de la UAB
Idioma:inglés
OAI Identifier:oai:ddd.uab.cat:203641
Acceso en línea:https://ddd.uab.cat/record/203641
https://dx.doi.org/urn:doi:10.1257/mac.20140003
Access Level:acceso abierto
Palabra clave:Monetary policy
Stabilization policies
Asset price volatility
Descripción
Sumario:We estimate the response of stock prices to monetary policy shocks using a time-varying coefficients VAR. Our evidence points to protracted episodes in which stock prices end up increasing persistently in response to an exogenous tightening of monetary policy. That response is at odds with the "conventional" view on the effects of monetary policy on bubbles, as well as with the predictions of bubbleless models. We also argue that it is unlikely that such evidence can be accounted for by an endogenous response of the equity premium to the monetary policy shock