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Main Authors: Ciganović, Miloš, Gagliardi, Elena Scola, Tancioni, Massimiliano
Format: Preprint
Published: 2025
Subjects:
Online Access:https://arxiv.org/abs/2510.11289
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author Ciganović, Miloš
Gagliardi, Elena Scola
Tancioni, Massimiliano
author_facet Ciganović, Miloš
Gagliardi, Elena Scola
Tancioni, Massimiliano
contents We estimate the dynamic distributional effects of financial shocks in the Euro Area using survey-based microdata on personal incomes. We find that positive financial shocks increase inequality, with heterogeneity across different income groups. Much of the response emerges in the tails of the income distribution. By decomposing individual incomes into financial and labor components, we identify two distinct transmission mechanisms: financial income inequality rises, likely due to differences in asset holdings. In contrast, labor income inequality increases through a skill premium channel. We then consider a nonlinear model framework, distinguishing the sign of the shock, allowing us to document the presence of asymmetric effects. While positive shocks lead to income disparities, adverse shocks have the opposite effect. Notably, middle-income groups are only affected following a negative shock, highlighting differential vulnerabilities across the income distribution.
format Preprint
id arxiv_https___arxiv_org_abs_2510_11289
institution arXiv
publishDate 2025
record_format arxiv
spellingShingle Disentangling the Distributional Effects of Financial Shocks in the Euro Area
Ciganović, Miloš
Gagliardi, Elena Scola
Tancioni, Massimiliano
General Economics
Economics
We estimate the dynamic distributional effects of financial shocks in the Euro Area using survey-based microdata on personal incomes. We find that positive financial shocks increase inequality, with heterogeneity across different income groups. Much of the response emerges in the tails of the income distribution. By decomposing individual incomes into financial and labor components, we identify two distinct transmission mechanisms: financial income inequality rises, likely due to differences in asset holdings. In contrast, labor income inequality increases through a skill premium channel. We then consider a nonlinear model framework, distinguishing the sign of the shock, allowing us to document the presence of asymmetric effects. While positive shocks lead to income disparities, adverse shocks have the opposite effect. Notably, middle-income groups are only affected following a negative shock, highlighting differential vulnerabilities across the income distribution.
title Disentangling the Distributional Effects of Financial Shocks in the Euro Area
topic General Economics
Economics
url https://arxiv.org/abs/2510.11289