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FINANCIAL NEWS, BANKS, AND BUSINESS CYCLES
Journal article

FINANCIAL NEWS, BANKS, AND BUSINESS CYCLES

Abstract

In a model where banks face a capital sufficiency requirement, we demonstrate that news about a fall in the expected return on a portfolio of international long bonds held by a bank leads to an immediate and persistent fall in economic activity. Even if the news never materializes, economic activity falls below steady state for several periods, followed by a recovery. The portfolio adjustment induced by the capital sufficiency requirements …

Authors

Gunn CM; Johri A

Journal

Macroeconomic Dynamics, Vol. 22, No. 2, pp. 173–198

Publisher

Cambridge University Press (CUP)

Publication Date

March 2018

DOI

10.1017/s1365100516000134

ISSN

1365-1005