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Autori principali: Fu, Bowen, Hou, Chenghan, Prüser, Jan
Natura: Preprint
Pubblicazione: 2025
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Accesso online:https://arxiv.org/abs/2510.05802
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author Fu, Bowen
Hou, Chenghan
Prüser, Jan
author_facet Fu, Bowen
Hou, Chenghan
Prüser, Jan
contents This paper proposes a structural multivariate unobserved components model with external instrument (SMUC-IV) to investigate the effects of monetary policy shocks on key U.S. macroeconomic "stars"-namely, the level of potential output, the growth rate of potential output, trend inflation, and the neutral interest rate. A key feature of our approach is the use of an external instrument to identify monetary policy shocks within the multivariate unobserved components modeling framework. We develop an MCMC estimation method to facilitate posterior inference within our proposed SMUC-IV framework. In addition, we propose an marginal likelihood estimator to enable model comparison across alternative specifications. Our empirical analysis shows that contractionary monetary policy shocks have significant negative effects on the macroeconomic stars, highlighting the nonzero long-run effects of transitory monetary policy shocks.
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id arxiv_https___arxiv_org_abs_2510_05802
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publishDate 2025
record_format arxiv
spellingShingle Assessing the Effects of Monetary Shocks on Macroeconomic Stars: A SMUC-IV Framework
Fu, Bowen
Hou, Chenghan
Prüser, Jan
Econometrics
This paper proposes a structural multivariate unobserved components model with external instrument (SMUC-IV) to investigate the effects of monetary policy shocks on key U.S. macroeconomic "stars"-namely, the level of potential output, the growth rate of potential output, trend inflation, and the neutral interest rate. A key feature of our approach is the use of an external instrument to identify monetary policy shocks within the multivariate unobserved components modeling framework. We develop an MCMC estimation method to facilitate posterior inference within our proposed SMUC-IV framework. In addition, we propose an marginal likelihood estimator to enable model comparison across alternative specifications. Our empirical analysis shows that contractionary monetary policy shocks have significant negative effects on the macroeconomic stars, highlighting the nonzero long-run effects of transitory monetary policy shocks.
title Assessing the Effects of Monetary Shocks on Macroeconomic Stars: A SMUC-IV Framework
topic Econometrics
url https://arxiv.org/abs/2510.05802