International and Monetary Economics Network
@intmon.bsky.social
The International and Monetary Economics Network covers a broad range of topics in international and monetary economics. The network comprises alums of the Universities of Bern and Basel and everyone interested in international and monetary economics.
Highly relevant!
"Financial Globalization: Risk Sharing or Risk Exposure?" by E Mendoza and V Quadrini
"We study how the increased cross-country ownership of financial assets between advanced and emerging economies impacted their financial and macroeconomic volatility"
www.nber.org/papers/w34689
"Financial Globalization: Risk Sharing or Risk Exposure?" by E Mendoza and V Quadrini
"We study how the increased cross-country ownership of financial assets between advanced and emerging economies impacted their financial and macroeconomic volatility"
www.nber.org/papers/w34689
January 22, 2026 at 5:04 PM
Highly relevant!
"Financial Globalization: Risk Sharing or Risk Exposure?" by E Mendoza and V Quadrini
"We study how the increased cross-country ownership of financial assets between advanced and emerging economies impacted their financial and macroeconomic volatility"
www.nber.org/papers/w34689
"Financial Globalization: Risk Sharing or Risk Exposure?" by E Mendoza and V Quadrini
"We study how the increased cross-country ownership of financial assets between advanced and emerging economies impacted their financial and macroeconomic volatility"
www.nber.org/papers/w34689
Global Economy Flash – January 2026: Resilient amid headwinds, yet fragile
open.substack.com/pub/imenecon...
open.substack.com/pub/imenecon...
January 22, 2026 at 2:23 PM
Global Economy Flash – January 2026: Resilient amid headwinds, yet fragile
open.substack.com/pub/imenecon...
open.substack.com/pub/imenecon...
On January 28, the Fed will decide on its interest rates. What will it do?
open.substack.com/pub/imenecon...
open.substack.com/pub/imenecon...
On January 28, the Fed will decide on its interest rates. What will it do?
Keep interest rates constant or cut by 25 bps?
open.substack.com
January 18, 2026 at 10:27 AM
On January 28, the Fed will decide on its interest rates. What will it do?
open.substack.com/pub/imenecon...
open.substack.com/pub/imenecon...
German economy – How are you doing?
In our recent survey, a majority of our community expects gross domestic product to increase by about 1% in 2026. We are slightly more optimistic and expect a growth rate of 1.2%.
open.substack.com/pub/imenecon...
In our recent survey, a majority of our community expects gross domestic product to increase by about 1% in 2026. We are slightly more optimistic and expect a growth rate of 1.2%.
open.substack.com/pub/imenecon...
January 18, 2026 at 10:07 AM
German economy – How are you doing?
In our recent survey, a majority of our community expects gross domestic product to increase by about 1% in 2026. We are slightly more optimistic and expect a growth rate of 1.2%.
open.substack.com/pub/imenecon...
In our recent survey, a majority of our community expects gross domestic product to increase by about 1% in 2026. We are slightly more optimistic and expect a growth rate of 1.2%.
open.substack.com/pub/imenecon...
Super interesting!
"The Transmission of Foreign Shocks in a Networked Economy" by Pablo Aguilar, Rubén Domínguez-Díaz, José-Elías Gallegos, and Javier Quintana.
www.joseeliasgallegos.com/uploads/7/5/...
"The Transmission of Foreign Shocks in a Networked Economy" by Pablo Aguilar, Rubén Domínguez-Díaz, José-Elías Gallegos, and Javier Quintana.
www.joseeliasgallegos.com/uploads/7/5/...
January 17, 2026 at 10:29 PM
Super interesting!
"The Transmission of Foreign Shocks in a Networked Economy" by Pablo Aguilar, Rubén Domínguez-Díaz, José-Elías Gallegos, and Javier Quintana.
www.joseeliasgallegos.com/uploads/7/5/...
"The Transmission of Foreign Shocks in a Networked Economy" by Pablo Aguilar, Rubén Domínguez-Díaz, José-Elías Gallegos, and Javier Quintana.
www.joseeliasgallegos.com/uploads/7/5/...
Super interesting!
"Do Anecdotes Matter? Exploring the Beige Book through Textual Analysis from 1970 to 2025" by Shengwu Du, Flora Haberkorn, Isabel Kitschelt, Seung Jung Lee, Anderson Monken, Dylan Saez, Kelsey Shipman, and Sandeep Thakur.
www.federalreserve.gov/econres/feds...
"Do Anecdotes Matter? Exploring the Beige Book through Textual Analysis from 1970 to 2025" by Shengwu Du, Flora Haberkorn, Isabel Kitschelt, Seung Jung Lee, Anderson Monken, Dylan Saez, Kelsey Shipman, and Sandeep Thakur.
www.federalreserve.gov/econres/feds...
Do Anecdotes Matter? Exploring the Beige Book through Textual Analysis from 1970 to 2025
The Federal Reserve Board of Governors in Washington DC.
www.federalreserve.gov
January 16, 2026 at 9:53 PM
Super interesting!
"Do Anecdotes Matter? Exploring the Beige Book through Textual Analysis from 1970 to 2025" by Shengwu Du, Flora Haberkorn, Isabel Kitschelt, Seung Jung Lee, Anderson Monken, Dylan Saez, Kelsey Shipman, and Sandeep Thakur.
www.federalreserve.gov/econres/feds...
"Do Anecdotes Matter? Exploring the Beige Book through Textual Analysis from 1970 to 2025" by Shengwu Du, Flora Haberkorn, Isabel Kitschelt, Seung Jung Lee, Anderson Monken, Dylan Saez, Kelsey Shipman, and Sandeep Thakur.
www.federalreserve.gov/econres/feds...
Monetary policy and political pressure: It's high time to have another look at interesting analyses like this one!
"Political Pressure on the Fed" by Thomas Drechsel.
econweb.umd.edu/~drechsel/pa...
"Political Pressure on the Fed" by Thomas Drechsel.
econweb.umd.edu/~drechsel/pa...
January 13, 2026 at 9:36 PM
Monetary policy and political pressure: It's high time to have another look at interesting analyses like this one!
"Political Pressure on the Fed" by Thomas Drechsel.
econweb.umd.edu/~drechsel/pa...
"Political Pressure on the Fed" by Thomas Drechsel.
econweb.umd.edu/~drechsel/pa...
Food for thought!
"Fiscal Inaction as Monetary Support" by George-Marios Angeletos, Chen Lian, and Christian K. Wolf.
www.nber.org/papers/w34654
"Fiscal Inaction as Monetary Support" by George-Marios Angeletos, Chen Lian, and Christian K. Wolf.
www.nber.org/papers/w34654
January 12, 2026 at 9:05 AM
Food for thought!
"Fiscal Inaction as Monetary Support" by George-Marios Angeletos, Chen Lian, and Christian K. Wolf.
www.nber.org/papers/w34654
"Fiscal Inaction as Monetary Support" by George-Marios Angeletos, Chen Lian, and Christian K. Wolf.
www.nber.org/papers/w34654
Highly relevant!
"Tariffs as National Security Tools: Rethinking Comparative Advantage and Framing National Security" by Gianluca Benigno.
National security "is about meeting subsistence needs under disruption risk."
gianlucabenigno.substack.com/p/tariffs-as...
"Tariffs as National Security Tools: Rethinking Comparative Advantage and Framing National Security" by Gianluca Benigno.
National security "is about meeting subsistence needs under disruption risk."
gianlucabenigno.substack.com/p/tariffs-as...
January 11, 2026 at 9:25 PM
Highly relevant!
"Tariffs as National Security Tools: Rethinking Comparative Advantage and Framing National Security" by Gianluca Benigno.
National security "is about meeting subsistence needs under disruption risk."
gianlucabenigno.substack.com/p/tariffs-as...
"Tariffs as National Security Tools: Rethinking Comparative Advantage and Framing National Security" by Gianluca Benigno.
National security "is about meeting subsistence needs under disruption risk."
gianlucabenigno.substack.com/p/tariffs-as...
Highly relevant!
"Northern insights: Measuring geopolitical risk through Finnish news media" by Gene Ambrocio, Zuzana Fungáčová, Joni Heikkinen, Eeva Kerola, Iikka Korhonen, and Anni Norring.
cepr.org/voxeu/column...
"Northern insights: Measuring geopolitical risk through Finnish news media" by Gene Ambrocio, Zuzana Fungáčová, Joni Heikkinen, Eeva Kerola, Iikka Korhonen, and Anni Norring.
cepr.org/voxeu/column...
January 10, 2026 at 12:29 PM
Highly relevant!
"Northern insights: Measuring geopolitical risk through Finnish news media" by Gene Ambrocio, Zuzana Fungáčová, Joni Heikkinen, Eeva Kerola, Iikka Korhonen, and Anni Norring.
cepr.org/voxeu/column...
"Northern insights: Measuring geopolitical risk through Finnish news media" by Gene Ambrocio, Zuzana Fungáčová, Joni Heikkinen, Eeva Kerola, Iikka Korhonen, and Anni Norring.
cepr.org/voxeu/column...
Highly recommended!
"The future of the Fed: Central bank independence and fiscal dominance," speech by Janet L. Yellen.
www.brookings.edu/articles/rem...
"The future of the Fed: Central bank independence and fiscal dominance," speech by Janet L. Yellen.
www.brookings.edu/articles/rem...
January 9, 2026 at 3:20 PM
Highly recommended!
"The future of the Fed: Central bank independence and fiscal dominance," speech by Janet L. Yellen.
www.brookings.edu/articles/rem...
"The future of the Fed: Central bank independence and fiscal dominance," speech by Janet L. Yellen.
www.brookings.edu/articles/rem...
Highly recommended!
"Financing the AI boom: from cash flows to debt" by Iñaki Aldasoro, Sebastian Doerr, and Daniel Rees
www.bis.org/publ/bisbull...
"Financing the AI boom: from cash flows to debt" by Iñaki Aldasoro, Sebastian Doerr, and Daniel Rees
www.bis.org/publ/bisbull...
January 7, 2026 at 3:08 PM
Highly recommended!
"Financing the AI boom: from cash flows to debt" by Iñaki Aldasoro, Sebastian Doerr, and Daniel Rees
www.bis.org/publ/bisbull...
"Financing the AI boom: from cash flows to debt" by Iñaki Aldasoro, Sebastian Doerr, and Daniel Rees
www.bis.org/publ/bisbull...
Highly relevant!
"You only live twice: Financial inflows and growth in a westward-facing Ukraine" by Yuriy Gorodnichenko and Maurice Obstfeld.
"The monumental task of rebuilding postwar Ukraine requires early planning and identification of growth strategies."
www.piie.com/publications...
"You only live twice: Financial inflows and growth in a westward-facing Ukraine" by Yuriy Gorodnichenko and Maurice Obstfeld.
"The monumental task of rebuilding postwar Ukraine requires early planning and identification of growth strategies."
www.piie.com/publications...
January 7, 2026 at 12:15 PM
Highly relevant!
"You only live twice: Financial inflows and growth in a westward-facing Ukraine" by Yuriy Gorodnichenko and Maurice Obstfeld.
"The monumental task of rebuilding postwar Ukraine requires early planning and identification of growth strategies."
www.piie.com/publications...
"You only live twice: Financial inflows and growth in a westward-facing Ukraine" by Yuriy Gorodnichenko and Maurice Obstfeld.
"The monumental task of rebuilding postwar Ukraine requires early planning and identification of growth strategies."
www.piie.com/publications...
Super interesting!
"Expanding the Landscape of Cross-Border Flow Restrictions: Modern Tools and Historical Perspectives" by Katharina Bergant, Andrés Fernández, Ken Teoh, and Martín Uribe.
www.nber.org/papers/w34615
"Expanding the Landscape of Cross-Border Flow Restrictions: Modern Tools and Historical Perspectives" by Katharina Bergant, Andrés Fernández, Ken Teoh, and Martín Uribe.
www.nber.org/papers/w34615
January 6, 2026 at 3:14 PM
Super interesting!
"Expanding the Landscape of Cross-Border Flow Restrictions: Modern Tools and Historical Perspectives" by Katharina Bergant, Andrés Fernández, Ken Teoh, and Martín Uribe.
www.nber.org/papers/w34615
"Expanding the Landscape of Cross-Border Flow Restrictions: Modern Tools and Historical Perspectives" by Katharina Bergant, Andrés Fernández, Ken Teoh, and Martín Uribe.
www.nber.org/papers/w34615
Highly relevant!
"The Incidence of Tariffs: Rates and Reality" by Gita Gopinath and Brent Neiman.
"...tariff pass-through to U.S. import prices is almost 100 percent, so the United States is bearing a large share of the costs..."
www.nber.org/papers/w34620
"The Incidence of Tariffs: Rates and Reality" by Gita Gopinath and Brent Neiman.
"...tariff pass-through to U.S. import prices is almost 100 percent, so the United States is bearing a large share of the costs..."
www.nber.org/papers/w34620
January 5, 2026 at 7:55 PM
Highly relevant!
"The Incidence of Tariffs: Rates and Reality" by Gita Gopinath and Brent Neiman.
"...tariff pass-through to U.S. import prices is almost 100 percent, so the United States is bearing a large share of the costs..."
www.nber.org/papers/w34620
"The Incidence of Tariffs: Rates and Reality" by Gita Gopinath and Brent Neiman.
"...tariff pass-through to U.S. import prices is almost 100 percent, so the United States is bearing a large share of the costs..."
www.nber.org/papers/w34620
The German economy is widely expected to grow again in 2026. But by how much?
open.substack.com/pub/imenecon...
open.substack.com/pub/imenecon...
January 5, 2026 at 3:36 PM
The German economy is widely expected to grow again in 2026. But by how much?
open.substack.com/pub/imenecon...
open.substack.com/pub/imenecon...
Super interesting!
"Why Care About Debt-to-GDP?" by Jonathan B. Berk and Jules H. van Binsbergen.
www.nber.org/papers/w34629
"Why Care About Debt-to-GDP?" by Jonathan B. Berk and Jules H. van Binsbergen.
www.nber.org/papers/w34629
January 5, 2026 at 2:22 PM
Super interesting!
"Why Care About Debt-to-GDP?" by Jonathan B. Berk and Jules H. van Binsbergen.
www.nber.org/papers/w34629
"Why Care About Debt-to-GDP?" by Jonathan B. Berk and Jules H. van Binsbergen.
www.nber.org/papers/w34629
So many interesting presentations again at the ASSA meeting. Some sessions will be streamed. For instance, the session "The Dollar after the Tariff War" looks super interesting!
The session starts with "The Optimal Macro Tariff" by O. Itskhoki and D. Mukhin.
www.aeaweb.org/conference/2...
The session starts with "The Optimal Macro Tariff" by O. Itskhoki and D. Mukhin.
www.aeaweb.org/conference/2...
January 2, 2026 at 9:02 PM
So many interesting presentations again at the ASSA meeting. Some sessions will be streamed. For instance, the session "The Dollar after the Tariff War" looks super interesting!
The session starts with "The Optimal Macro Tariff" by O. Itskhoki and D. Mukhin.
www.aeaweb.org/conference/2...
The session starts with "The Optimal Macro Tariff" by O. Itskhoki and D. Mukhin.
www.aeaweb.org/conference/2...
Super interesting!
"Just do IT? An assessment of inflation targeting in a global comparative case study" by Roberto Duncan, Enrique Martínez García, and Patricia Toledo.
www.sciencedirect.com/science/arti...
"Just do IT? An assessment of inflation targeting in a global comparative case study" by Roberto Duncan, Enrique Martínez García, and Patricia Toledo.
www.sciencedirect.com/science/arti...
January 1, 2026 at 1:51 PM
Super interesting!
"Just do IT? An assessment of inflation targeting in a global comparative case study" by Roberto Duncan, Enrique Martínez García, and Patricia Toledo.
www.sciencedirect.com/science/arti...
"Just do IT? An assessment of inflation targeting in a global comparative case study" by Roberto Duncan, Enrique Martínez García, and Patricia Toledo.
www.sciencedirect.com/science/arti...
New year, more growth for the global economy? Not really, but global GDP growth remains solid.
Global Economy Flash: Seemingly resilient amid headwinds, yet fragile
open.substack.com/pub/imenecon...
Global Economy Flash: Seemingly resilient amid headwinds, yet fragile
open.substack.com/pub/imenecon...
January 1, 2026 at 1:27 PM
New year, more growth for the global economy? Not really, but global GDP growth remains solid.
Global Economy Flash: Seemingly resilient amid headwinds, yet fragile
open.substack.com/pub/imenecon...
Global Economy Flash: Seemingly resilient amid headwinds, yet fragile
open.substack.com/pub/imenecon...
Food for thought!
"Perspectives on Japan’s continuing exorbitant privilege" by Kenneth S. Rogoff and Takeshi Tashiro.
www.piie.com/publications...
"Perspectives on Japan’s continuing exorbitant privilege" by Kenneth S. Rogoff and Takeshi Tashiro.
www.piie.com/publications...
January 1, 2026 at 10:49 AM
Food for thought!
"Perspectives on Japan’s continuing exorbitant privilege" by Kenneth S. Rogoff and Takeshi Tashiro.
www.piie.com/publications...
"Perspectives on Japan’s continuing exorbitant privilege" by Kenneth S. Rogoff and Takeshi Tashiro.
www.piie.com/publications...
Super interesting!
"Less Is More': Consumer Spending and the Size of Economic Stimulus Payments" by Michele Andreolli and Paolo Surico.
American Economic Journal: Macroeconomics
www.aeaweb.org/articles?id=...
Working paper:
mandreolli.github.io/files/Andreo...
"Less Is More': Consumer Spending and the Size of Economic Stimulus Payments" by Michele Andreolli and Paolo Surico.
American Economic Journal: Macroeconomics
www.aeaweb.org/articles?id=...
Working paper:
mandreolli.github.io/files/Andreo...
December 31, 2025 at 1:11 PM
Super interesting!
"Less Is More': Consumer Spending and the Size of Economic Stimulus Payments" by Michele Andreolli and Paolo Surico.
American Economic Journal: Macroeconomics
www.aeaweb.org/articles?id=...
Working paper:
mandreolli.github.io/files/Andreo...
"Less Is More': Consumer Spending and the Size of Economic Stimulus Payments" by Michele Andreolli and Paolo Surico.
American Economic Journal: Macroeconomics
www.aeaweb.org/articles?id=...
Working paper:
mandreolli.github.io/files/Andreo...
Very valuable!
"Benjamin Golub on Modern AI for Economics Research: An Overview of Tools" (Markus’ Academy organized by Markus Brunnermeier).
bcf.princeton.edu/events/benja...
"Benjamin Golub on Modern AI for Economics Research: An Overview of Tools" (Markus’ Academy organized by Markus Brunnermeier).
bcf.princeton.edu/events/benja...
December 30, 2025 at 11:57 AM
Very valuable!
"Benjamin Golub on Modern AI for Economics Research: An Overview of Tools" (Markus’ Academy organized by Markus Brunnermeier).
bcf.princeton.edu/events/benja...
"Benjamin Golub on Modern AI for Economics Research: An Overview of Tools" (Markus’ Academy organized by Markus Brunnermeier).
bcf.princeton.edu/events/benja...
Highly relevant!
"Import Tariffs and the Systematic Response of Monetary Policy" by Alessandro Franconi and Lukas Hack.
papers.ssrn.com/sol3/papers....
"Import Tariffs and the Systematic Response of Monetary Policy" by Alessandro Franconi and Lukas Hack.
papers.ssrn.com/sol3/papers....
December 29, 2025 at 1:49 PM
Highly relevant!
"Import Tariffs and the Systematic Response of Monetary Policy" by Alessandro Franconi and Lukas Hack.
papers.ssrn.com/sol3/papers....
"Import Tariffs and the Systematic Response of Monetary Policy" by Alessandro Franconi and Lukas Hack.
papers.ssrn.com/sol3/papers....
Highly recommended! This was a super interesting highlight in 2025.
"The Inflation Attention Threshold and Inflation Surges" by Oliver Pfäuti.
opfaeuti.github.io/website/IAT....
"The Inflation Attention Threshold and Inflation Surges" by Oliver Pfäuti.
opfaeuti.github.io/website/IAT....
December 28, 2025 at 2:15 PM
Highly recommended! This was a super interesting highlight in 2025.
"The Inflation Attention Threshold and Inflation Surges" by Oliver Pfäuti.
opfaeuti.github.io/website/IAT....
"The Inflation Attention Threshold and Inflation Surges" by Oliver Pfäuti.
opfaeuti.github.io/website/IAT....