Kites and Quails: Monetary Policy and Communication with Strategic Financial Markets

Fuente: arXiv
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Hauptverfasser: Bonomi, Giampaolo, Uppal, Ali
Format: Preprint
Veröffentlicht: 2023
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author Bonomi, Giampaolo
Uppal, Ali
author_facet Bonomi, Giampaolo
Uppal, Ali
contents We propose a model to study the consequences of including financial stability among the central bank's objectives when market players are strategic, and surprises compromise their stability. In this setup, central banks underreact to economic shocks, a prediction consistent with the Federal Reserve's behavior during the 2023 banking crisis. Moreover, policymakers' stability concerns bias investors' choices, inducing inefficiency. If the central bank has private information about its policy intentions, the equilibrium forward guidance entails an information loss, highlighting a trade-off between stabilizing markets through policy and communication. A "kitish" central banker, who puts less weight on stability, reduces these inefficiencies.
format Preprint
id arxiv_https___arxiv_org_abs_2305_08958
institution arXiv
publishDate 2023
record_format arxiv
spellingShingle Kites and Quails: Monetary Policy and Communication with Strategic Financial Markets
Bonomi, Giampaolo
Uppal, Ali
General Economics
Economics
We propose a model to study the consequences of including financial stability among the central bank's objectives when market players are strategic, and surprises compromise their stability. In this setup, central banks underreact to economic shocks, a prediction consistent with the Federal Reserve's behavior during the 2023 banking crisis. Moreover, policymakers' stability concerns bias investors' choices, inducing inefficiency. If the central bank has private information about its policy intentions, the equilibrium forward guidance entails an information loss, highlighting a trade-off between stabilizing markets through policy and communication. A "kitish" central banker, who puts less weight on stability, reduces these inefficiencies.
title Kites and Quails: Monetary Policy and Communication with Strategic Financial Markets
topic General Economics
Economics
url https://arxiv.org/abs/2305.08958