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Monetary Policy, Segmentation, and the Term Structure / Rohan Kekre, Moritz Lenel, Federico Mainardi.

NBER Working papers Available online

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Format:
Book
Author/Creator:
Kekre, Rohan.
Contributor:
National Bureau of Economic Research.
Lenel, Moritz.
Mainardi, Federico.
Series:
Working Paper Series (National Bureau of Economic Research) no. w32324.
NBER working paper series no. w32324
Language:
English
Physical Description:
1 online resource: illustrations (black and white);
Place of Publication:
Cambridge, Mass. National Bureau of Economic Research 2024.
Summary:
We develop a segmented markets model which rationalizes the effects of monetary policy on the term structure of interest rates. When arbitrageurs' portfolio features positive duration, an unexpected rise in the short rate lowers their wealth and raises term premia. A calibration to the U.S. economy accounts for the transmission of monetary shocks to long rates. We discuss the additional implications of our framework for state-dependence in policy transmission, the volatility and slope of the yield curve, and trends in term premia accompanying trends in the natural rate.
Notes:
Print version record
April 2024.

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