In September 2015, SUERF launched the SUERF Policy Notes series with focus on current financial, monetary or economic issues, designed for policy makers and financial practitioners, authored by renowned experts.
Date published | SUERF | Issue | Title | Author(s) |
Nov 2023 | Policy Brief | No 746 | When banks’ shadow fades and shadow banking rises: Securitization and loan performance in China | Di Gong, Jin Wu, Jigao Zhu |
Nov 2023 | Policy Brief | No 745 | The BBVA Research Geopolitics Monitor: Tracking Geopolitical Sentiment and Events using Natural Language Techniques | Alvaro Ortiz, Tomasa Rodrigo, Jorge Sicilia |
Nov 2023 | Policy Brief | No 730 | Inflation expectations in CESEE are shaped by the sentiment and experiences of individuals | Katharina Allinger, Fabio Rumler |
Nov 2023 | Policy Brief | No 725 | Do firms listen when the ECB speaks? The impact of monetary policy shocks on firms’ bank loan expectations | Annalisa Ferrando, Caterina Forti Grazzini |
Nov 2023 | Policy Brief | No 722 | High Debt Levels Can Impede Monetary Policy | Luis Brandao-Marques, Marco Casiraghi, Gaston Gelos, Olamide Harrison, Gunes Kamber |
Nov 2023 | Policy Brief | No 718 | Policy Insights from ICT Trade: Exploring the Influence of Regulatory Convergence | Mahdi Ghodsi |
Oct 2023 | Policy Brief | No 712 | The Term Structure of Inflation Forecasts Disagreement and Monetary Policy Transmission | Alessandro Barbera, Dora Xia, Sonya Zhu |
Sep 2023 | Policy Brief | No 686 | The long-term effects of inflation on inflation expectations | Fabio Braggion, Felix von Meyerinck, Nic Schaub, Michael Weber |
Sep 2023 | Policy Brief | No 682 | How asymmetries of information can amplify house price shocks to the supply of mortgage credit? | Salomón García |
Aug 2023 | Policy Brief | No 663 | The drivers of market-based inflation expectations in the euro area and in the US | Christian Höynck, Luca Rossi |
Aug 2023 | Policy Brief | No 655 | Building Central Bank Credibility: The Role of Forecast Performance | Michael McMahon, Ryan Rholes |
Aug 2023 | Policy Brief | No 651 | Identifying money and inflation expectation shocks on real oil prices | Szilard Benk, Max Gillman |
Jul 2023 | Policy Brief | No 642 | House price expectations and inflation expectations: Evidence from survey data | Vedanta Dhamija, Ricardo Nunes, Roshni Tara |
Jul 2023 | Policy Brief | No 641 | Exploring the informational role of inflated credit ratings | Anna Bayona, Oana Peia, Razvan Vlahu |
Jul 2023 | Policy Note | No 314 | Has monetary policy changed for good? A retrospective on recent history and implications going forward | Stefano Neri |
Jul 2023 | Policy Brief | No 634 | 2020s vs 1970s: echoes, not a replay | Monica Defend, Vincent Mortier |
Apr 2023 | Policy Brief | No 559 | Will the Green Transition Be Inflationary? Expectations Matter | Alessandro Ferrari, Valerio Nispi Landi |
Feb 2023 | Policy Note | No 299 | Convergence in GDP per capita in the euro area and the EU at the time of COVID-19 | Mirko Licchetta, Giovanni Mattozz |
Oct 2022 | Policy Brief | No 437 | Is a global factor driving bond yields lately? | Mattia Girotti, Guillaume Horny, Adrian Penalver, Anna Petronevich |
Oct 2022 | Policy Brief | No 434 | Growth Expectations and the Dynamics of Entry | Enisse Kharroubi |
Sep 2022 | Policy Brief | No 431 | Consumer Inflation Expectations and Regional Price Changes | Tomasz Łyziak, Michael Pedersen, Ewa Stanisławska |
Sep 2022 | Policy Brief | No 424 | Information Transmission between Banks and the Market for Corporate Control | Christian Bittner, Falko Fecht, Melissa Pala, Farzad Saidi |
Sep 2022 | Policy Brief | No 423 | Country biases in equity portfolios are less pronounced and less irrational than one might think | Martijn Boermans, Ian Cooper, Piet Sercu, Rosanne Vanpée |
Sep 2022 | Policy Brief | No 422 | Job polarisation decreases the access to credit in Europe | Michele Cantarella, Ilja Kristian Kavonius |
Sep 2022 | Policy Brief | No 411 | Subjective Expectations and Uncertainty | Andrzej Kocięcki, Tomasz Łyziak, Ewa Stanisławska |
Sep 2022 | Policy Brief | No 407 | Household inflation expectations react to high euro area inflation | Gabriele Galati, Richhild Moessner, Maarten van Rooij |
Aug 2022 | Policy Brief | No 396 | The pass-through from inflation perceptions to inflation expectations | Stefanie J. Huber, Daria Minina, Tobias Schmidt |
Aug 2022 | Policy Brief | No 393 | Stagflation in the 1970s: lessons for the current situation | Almira Enders, Sebastian Giesen, Dominic Quint |
Aug 2022 | Policy Brief | No 390 | Dissent in the ECB’s Governing Council Increases Households’ Inflation Uncertainty | Moritz Grebe, Peter Tillmann |
Jul 2022 | Policy Brief | No 385 | Wake-Up Call Contagion | Toni Ahnert, Christoph Bertsch |
Jul 2022 | Policy Brief | No 379 | Firms’ Inflation Expectations: New Evidence from France | Olivier Coibion, Erwan Gautier, Yuriy Gorodnichenko, Frédérique Savignac |
Jul 2022 | Policy Brief | No 377 | What lessons can we learn from the heterogeneity in inflation expectations among economic agents? | Camille Cornand, Paul Hubert |
Jul 2022 | Policy Brief | No 374 | When Are “Inflation Expectations” Inflation Expectations? New Evidence From Business Surveys | Brent H. Meyer, Xuguang Simon Sheng |
Jul 2022 | Policy Brief | No 368 | Inflation Expectations and Climate Concern | Christoph Meinerding, Andrea Poinelli, Yves Schüler |
Jun 2022 | Policy Brief | No 360 | On the psychology of inflation and its implications | Pascal Blanqué |
May 2022 | Policy Brief | No 337 | Does it matter that households disagree about inflation? | Alistair Macaulay |
May 2022 | Policy Brief | No 325 | Climate Change and Individual Behavior | René Bernard, Panagiota Tzamourani, Michael Weber |
Apr 2022 | Policy Brief | No 315 | Who owns banks? The household-bank nexus and its implications for bank stock prices | Matías Lamas, David Martinez-Miera |
Apr 2022 | Policy Note | No 273 | The return of inflation | Agustín Carstens |
Apr 2022 | Policy Brief | No 312 | Household Uncertainty and Inflation | Gene Ambrocio |
Apr 2022 | Policy Brief | No 311 | Making Sense of Consumers’ Inflation Expectations | Lovisa Reiche, Aidan Meyler, Christian Gayer |
Mar 2022 | Policy Note | No 270 | Will the supply-driven oil price shock unanchor inflation expectations? | Matthew Luzzetti, Brett Ryan, Justin Weidner, Amy Yang |
Feb 2022 | Policy Brief | No 283 | Don’t trust the (inflation) process | Bruce Kasman |
Feb 2022 | Policy Brief | No 277 | Money and psychology of inflation: an investor view | Pascal Blanqué |
Feb 2022 | Policy Note | No 266 | Does polarization have economic effects? It does on economic expectations | Luis Guirola |
Feb 2022 | Policy Brief | No 271 | Including inflation expectations helps to improve inflation forecasts of econometric models | Marta Bańbura, Danilo Leiva-León, Jan-Oliver Menz |
Nov 2021 | Policy Brief | No 229 | Earnings expectations signal a heterogenous recovery after COVID-19 | Joost Bats, William Greif, Daniel Kapp |
Nov 2021 | Policy Brief | No 225 | Population aging and the persistence of three key global trends | Andrea Papetti |
Oct 2021 | Policy Brief | No 211 | Technical barriers to trade play the most important role in trade of goods in information and communications technology | Mahdi Ghodsi |
Aug 2021 | Policy Brief | No 167 | Limits of stress-test based bank regulation | Tirupam Goel, Isha Agarwal |
Aug 2021 | Policy Brief | No 148 | The role of information channels and experience for households’ inflation expectations | Christian Conrad, Zeno Enders and Alexander Glas |
Jul 2021 | Policy Brief | No 130 | How well are consumers’ inflation expectations anchored to the ECB’s inflation aim? | Gabriele Galati, Richhild Moessner, Maarten van Rooij |
Jun 2021 | Policy Brief | No 119 | Six ways to bring inflation (expectations) up | Ernest Gnan |
Jun 2021 | Policy Brief | No 108 | Can central bank communication help to stabilise inflation expectations? | Alexander Jung, Patrick Kuehl |
Apr 2021 | Policy Brief | No 64 | Shaken but not deterred: business confidence and Covid-19 in the Euro area | Gene Ambrocio |
Dec 2020 | Policy Note | No 211 | Preparing for a higher inflation regime | Elga Bartsch, Jean Boivin, Philipp Hildebrand |
Oct 2020 | Policy Note | No 199 | Macroeconomic stabilisation when nominal interest rates are constrained: A role for household inflation expectations? | Geoff Kenny, Ioana Duca-Radu, Andreas Reuter |
Aug 2019 | Policy Note | No 92 | Beliefs and Portfolios: New Measurement and Facts | Stefano Giglio, Matteo Maggiori, Johannes Stroebel, Stephen Utkus |
Aug 2017 | Policy Note | No 15 | Technological Change and the Future of Cash | François R. Velde |