Economics 861.01

Monetary Theory I

Spring 2009

 

LAST UPDATED: Feb 18, 2009

 

Classes: Monday and Wednesday, 3 PM

Office Hours: After class

Location: Department

Professor Matteo Iacoviello
Administration Building
, 470
Tel: 552-3689
E-mail: iacoviel@bc.edu
Web page: http://www2.bc.edu/~iacoviel/

 

 


Course Description, Course Materials, Course Requirements, Reading List, Additional Information

 

 

This course covers models of Money demand, recent developments in the foundation of a role for Monetary policy in affecting the real economy, and issues in the formulation and conduct of Monetary policy.

 

 

Course Description

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Recent years have seen a marked convergence on a general framework for conducting analysis of Monetary policy. Today, most academics and central bankers who examine Monetary issues share the same techniques and models. Such models are generally simple, linear and forward looking: in addition, most of these models can be vieTue as linear approximations to general equilibrium models based on firm microfoundations.

Most of the literature has adopted Lucas' suggestion that economists "need to test models as useful imitations of reality by subjecting them to shocks for which we are fairly certain how actual economies [...] would react. The more dimensions on which the model mimics the answers actual economies give to simple questions, the more we trust its answers to harder questions''.

 

 

Course Materials

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I will make copies of my lecture notes available. Four books are recommended:

Woodford, Michael, 2003, “Interest and Prices”, Princeton University Press

Walsh, Carl E., 2003: Monetary Theory and Policy, Cambridge: MIT Press, Second Edition.

Burkhard Herr and Alfred Maussner (2004), Dynamic General Equilibrium Models: Computational Methods and Applications, Springer-Verlag. Berlin.

 

DeJong, David N. and Chetan Dave (2007), Structural Macroeconometrics, Princeton University Press

 

On VARs, a book worth looking at is:

Enders, Walter, 1995, “Applied Econometric Time Series, John Wiley

 

 

Course Requirements

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The requirements of the course are that:

 

1.                  You complete the homework assignments that I will give you. In order to complete these assignments, you will have to learn how to simulate dynamic general equilibrium models. 

2.                  You write a short paper on a topic of my/your choice.

3.                  You give a presentation on a paper from of your choice (pertaining to Monetary economics, not necessarily from the reading list, but still unpublished)

4.                  You attend the Macro seminar at BC

 

Total grade will be as follow:

45% homework assignments (3 ASSIGNMENTS IN TOTAL)

35% short paper

20% presentation

 

 

Due dates will appear below:

 

weekday

DAY

CLASS

VARIOUS

1

Mon

19-Jan

DSGE models

 

2

Wed

21-Jan

DSGE models

 

3

Mon

26-Jan

DSGE models

Files to run VARS

http://www2.bc.edu/~iacoviel/teach/0809/EC861_files/VARS.zip

4

Wed

28-Jan

Dynare

 

5

Mon

2-Feb

Dynare

 

6

Wed

4-Feb

Maximum Likelihood

 

7

Mon

9-Feb

Maximum Likelihood

 

8

Wed

11-Feb

VAR

 

9

Mon

16-Feb

VAR

HOMEWORK 1 IS DUE

10

Wed

18-Feb

Incomplete Markets

 

11

Mon

23-Feb

Incomplete Markets

 

12

Wed

25-Feb

Incomplete Markets

HOMEWORK 2 IS DUE FRIDAY FEBRUARY 27th

13

Mon

9-Mar

 

 

14

Wed

11-Mar

 

 

15

Mon

16-Mar

 

 

16

Wed

18-Mar

 

Brian: An, Chang and Kim

Marketa: Campbell and Hercowitz

17

Mon

23-Mar

 

Gohar: Bloom, Floetotto and Jaimovich

Taesu: Mendoza

18

Wed

25-Mar

 

 

19

Mon

30-Mar

 

 

20

Wed

1-Apr

 

 

21

Mon

6-Apr

 

 

22

Wed

8-Apr

 

 

23

Wed

15-Apr

 

 

24

Wed

22-Apr

 

 

25

Mon

27-Apr

 

Legend (chuanqi): Canova-Sala

James: Schmitt-Grohe and Uribe news

26

Wed

29-Apr

 

Namho: Gali-Lopez Salido and Valles

Tamas: Jermann and Quadrini / Christiano and Fisher

27

Mon

4-May

 

PRESENTATIONS ON STICKY PRICE MODELS ETC…

 

 

 

 

Reading List

NOTE: A star * denotes absolutely required readings. It refers to paper that we discussed in class or that are strong complements/substitutes to those papers. In addition to the lecture notes, You should plan to read all the required papers before the comprehensive exam.  Class notes will not be enough.

Papers denoted with # are instead available for presentation in class.

In most of the papers you can find a link to the (working paper version of the) paper. You are encouraged to find the published version of the paper or its most recent version on the author’s website.

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Topics for the short paper

 

1)    Goods versus Asset Price Inflation persistence: Some papers (e.g. Benati QJE) have documented that CPI inflation persistence has gone down, but what has happened to house price inflation (or inflation in the price of other assets?) throughout the same period. There is room here for a model, or for a rigorous econometric analysis that documents the facts

2)    Uncertainty shocks and consumer spending: It is everywhere: the idea these days (2009) being that when uncertainty rises, consumption goes down. Maybe yes (in partial equilibrium), but how much? Construct a rigorous measure of how much uncertainty has gone up (see e.g. Nick Bloom’s work). Then take any partial equilibrium incomplete markets model and simulate an exogenous increase in uncertainty (keeping mean income unchanged). What would happen to consumption and savings?

3)    Uncertainty shocks and consumer spending part 2: Same as above, but using the perspective of a consumer/firm that can spend or invest in productive assets

4)    Asset price shocks and spending: The last two recessions seem intimately related to asset price shocks (both house prices in 2008 and stock prices in 2001 and 2008). In the past, this relation was not so evident. Room here for a nice VAR study pre and post 1980s or so…

 

 

1. Linking Data and Economic Models

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BACKGROUND AND USEFUL READING

Stock, J. H., and M. W. Watson, "Business Cycle Fluctuations in US Macroeconomic Time Series," in M. Woodford and J. B. Taylor, eds., Handbook of Macroeconomics, Vol. 1a (Amsterdam: North-Holland, 1999).

Woodford, Chapter 1.

Kydland, Nobel Lecture, AER

Prescott, Nobel Lecture, JPE

 

DATA

* Herr and Maussner, Chapters 1 and 2, and Section 3.3 of Chapter 4

* De Jong and Dave, Chapters 1, 2, 3

* Fernandez-Villaverde, J., Rubio-Ramirez, J., T.Sargent and Mark Watson (2007), “A;B;C’S (AND D)’S OF UNDERSTANDING VARS”, American Economic Review, June 2007

* Chari, VV, Patrick J. Kehoe and Ellen R. McGrattan (2004): “A Critique of Structural VARs Using Real Business Cycle Theory” (see also the discussion by Lawrence Christiano of the same paper available at http://www.faculty.econ.northwestern.edu/faculty/christiano/research/CKM/overheads1.pdf )

 

MODELS

* Uhlig, Harald (1997) “A Toolkit for Analyzing Nonlinear Dynamic Stochastic Models Easily''

* Ireland, Peter (2001), “Technology Shocks and the Business Cycle: An Empirical Investigation”, Journal of Economic Dynamics and Control, 25, 703-19

* Schmitt-Grohe, Stephanie and Martin Uribe. “Solving Dynamic General Equilibrium Models Using a Second-Order Approximation to the Policy Function.” Journal of Economic Dynamics and Control 28 (January 2004): 755-75.

* Jermann, Urban (1998), “Asset Pricing in Production Economies”, Journal of Monetary Economics, 41, 257-75.

 

 

 

2. Maximum Likelihood Estimation

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* De Jong and Dave, Chapters 4 and 9

# Canova, Fabio and Luca Sala (2008), Back to Square One: Identification Issues in DSGE Models, May 2005, revised September 2006, available at http://www.igier.unibocconi.it/whos.php?vedi=3337&tbn=albero&id_doc=177

* Kocherlakota, Narayana (2006), "Model Fit and Model Selection," Federal Reserve Bank of St. Louis Review.

 

 

3. Vector Autoregressions

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* Enders, W., “Applied Econometric Time Series, John Wiley and Sons”, Chapter 5

* Christiano, Lawrence, Martin Eichembaum and Charles Evans (2000), "Monetary Policy Shocks: what have we Learned and to what End?'', in J.Taylor and M.Woodford (eds.), Handbook of Macroeconomics

* Christiano, Lawrence, and Joshua Davis (2006), Two Flaws In Business Cycle Accounting

* Chari, V.V., Patrick Kehoe and Ellen McGrattan, 2006, “Business Cycle Accounting,” Federal Reserve Bank of Minneapolis Staff Report 328, revised February.

* Angeloni, Ignazio, Anil Kashyap and Benoît Mojon and Daniele Terlizzese, (2002) "Monetary Transmission in the Euro Area: Where Do We Stand?". Journal of Money, Credit and Banking

Blanchard, O. and D.Quah (1989), "The dynamic effects of aggregate demand and supply disturbances'', American Economic Review, 79, 4, 655-673.

King, R., C.Plosser, J.Stock and M.Watson (1991), "Stochastic Trends and Economic Fluctuations", American Economic Review, 81, 4, 819-840.

Uhlig, H. (2001), "What are the Effects of Monetary Policy on Output: Results from an Agnostic Identification Procedure'', JME

Leeper, Eric, Christopher Sims and Tao Zha (1996), "What Does Monetary Policy Do?", Brookings Papers on Economic Activity

Sims, C., (1992), "Interpreting the Macroeconomic Time-series facts: the Effects of Monetary Policy'', European Economic Review, 36, 975-1011

 

 

 

4. Incomplete Markets Models

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* Herr and Maussner, Chapters 5 and 6

* Huggett, Mark, 1993. "The risk-free rate in heterogeneous-agent incomplete-insurance economies," Journal of Economic Dynamics and Control, Elsevier, vol. 17(5-6), pages 953-969

* Aiyagari, S Rao, 1994. "Uninsured Idiosyncratic Risk and Aggregate Saving," The Quarterly Journal of Economics, MIT Press, vol. 109(3), pages 659-84, August.

* Per Krusell & Anthony A. Smith & Jr., 1998. "Income and Wealth Heterogeneity in the Macroeconomy," Journal of Political Economy, University of Chicago Press, vol. 106(5), pages 867-896, October.

* Ríos-Rull, J.-V. (1995). Models with heterogenous agents. In Cooley, T. F., editor, Frontiers of Business Cycle Research, chapter 4. Princeton University Press, Princeton.

* Rios-Rull, V. (1999). Computation of equilibria in heterogenous agent models. In R. Marimon and A. Scott (eds.), “Computaional Methods for the Study of Dynamic Economies: An Introduction” Oxford University Press, Oxford.

* Krusell, Per and Anthony A.Smith (2006), “Quantitative Macroeconomic Models with Heterogeneous Agents”.

* Kiyotaki, Nobuhiro, Alex Michaelides and Kalin Nikolov (2007) “Winners and Losers in Housing Markets

* Guvenen, Fatih “Learning Your Earning: Are Labor Income Shocks Really Very Persistent?”   PAPER American Economic Review, June 2007.

* Young, Eric R. (2006), “Approximate Aggregation.”, mimeo, University of Virginia

# Bloom, Nick (2007), “The Impact of Uncertainty Shocks”, forthcoming, Econometrica

http://www.stanford.edu/~nbloom/uncertaintyshocks.pdf

# Bloom, Nick, Max Floetotto and Nir Jaimovich (2008). “Really Uncertain Business Cycles.”

# An, Sungbae; Chang, Yongsung, and Kim, Sun-Bin: Can A Representative Agent Model Represent A Heterogeneous Agent Economy?, AEJ Macro

# Mendoza, Enrique; “Sudden Stops: Sudden Stops, Financial Crises And Leverage: A Fisherian Deflation Of Tobin's Q” http://www.nber.org/papers/w14444.pdf

 

 

Codes to solve incomplete markets models

Code to approximate an AR(1) process using a Markov chain (from Liungqvist-Sargent) markovappr.m

 

To solve Deaton-Huggett-Aiyagari model. (Save in Matlab directory all files below)

CODE FOR THE CAKE-EATING PROBLEM: cakeeating1.m

MAIN FILE: aiyagari1.m

To simulate agents’ decision rules, call either: aiyagari1_sim.m, aiyagari1_sim2.m, aiyagari1_sim3.m

(Aiyagari1_sim3 is faster than Aiyagari_sim2 or aiyagari_sim, but they all serve the same purpose. The file llnenforce.m  is also needed and called by the _sim files);

To implement Howard improvement algorithm, you also need aiyagari1_hwd.m

Note that to find the market clearing rate you will need a simple loop outside the m file that finds the market clearing interest rate, but this is not implemented.

 

 

To solve a version of the Krusell-Smith model.

MAIN FILE: krusell1.m

To simulate agents’ decision rules, call: krusell1_sim.m (also need krusell1_hwd.m)

Note that to find the equilibrium actual law of motion you will need to run the krusell1.m file more than once, until the regression coefficients b0, b1 and b2 have converged.

 

 

 

5. Money in Flexible Price Environments     

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* Walsh, Carl, Monetary Theory and Policy, Chapters 2 and 3

* Cooley, Thomas, and Gary D. Hansen (1995), Money and the Business Cycle, Chapter 3 in "Frontiers of Business Cycle Research'', Thomas Cooley, editor

* Cooley, Thomas, and Gary D. Hansen (1989), "The Inflation Tax in a Real Business Cycle Model", American Economic Review, 79, 4, 733-748.

* Cole, Harold, and Narayana Kocherlakota (1998), “Zero Nominal Interest Rates:Why They’re Good and How to Get Them”, Federal Reserve Bank of Minneapolis Quarterly Review

Krugman Paul R. (1998), “It's Baaack: Japan's Slump and the Return of the Liquidity Trap”, Brookings Papers on Economic Activity, Vol. 1998, No. 2. (1998), pp. 137-187.

P.A. Samuelson (1958) ''An Exact Consumption-Loan Model of Interest with or without the Social Contrivance of Money'', Journal of Political Economy, Vol. 66 (5), p.467-82.

Sidrauski, Miguel (1967): ''Rational Choice and Patterns of Growth in a Monetary Economy,'' American Economic Review 57: 534-544

Tobin, J. (1965), ''Money and economic growth'', Econometrica 33 (October): 671-84

Uhlig, Harald (2004), “Macroeconomics and Asset Markets: Some Mutual Implications”, available at http://www2.wiwi.hu-berlin.de/institute/wpol/papers/uhlig_asset_macro_v3.pdf

 

 

 

 

 

 

 

6. Money in Models with Nominal Rigidities

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BASIC MODEL

* McCallum, Bennett (2001), "Should Monetary Policy Respond Strongly to Output Gaps?'', AEA Papers and Proceedings, May 2001

* Rotemberg, Julio J., and Michael Woodford (1997), "Interest Rate Rules in an Estimated Sticky Price Model" (link to WP version), Chapter 2 in Monetary Policy Rules, J.Taylor eds.

* Yun, Tack (1996), " Nominal Price Rigidity, Money Supply Endogeneity, and Business Cycles '', Journal of Monetary Economics, 37, 2, 345-70

* Galí, Jordi, Mark Gertler, J. David Lopez-Salido, (2002), "Markups, Gaps, and the Welfare Costs of Business Fluctuations, ''NBER Working Paper No.w8850

 

# Woodford, Michael (2006), Firm Specific Capital and the New Keynesian Phillips Curve, International Journal of Central Banking

# Golosov, Michael, and Robert Lucas (2007), “Menu Costs and Phillips Curves”, Journal of Political Economy, forthcoming

Kimball, Miles (1995), "The Quantitative Analytics of the Basic Neomonetarist Model," (JSTOR link) Journal of Money, Credit, and Banking, 27(4), 1995 Part 2, 1241-1277.

Rotemberg, Julio J., and Michael Woodford (1997), "An Optimization-Based Econometric Framework for the Evaluation of Monetary Policy'' (link to the WP version), in NBER Macroeconomics Annual 1997, Cambridge, MA: The MIT Press, pp.297 346.

Woodford, Michael (1995), Comment on The Quantitative Analytics of the Basic Neomonetarist Model, Journal of Money, Credit, and Banking, 27(4), 1995 Part 2, pp. 1278-1289

# Davig, Troy, and David Leeper (2005), “Generalizing the Taylor Principle”

http://econweb.tamu.edu/workshops/Macro%20and%20International%20Economics/Eric%20Leeper.pdf

 

 

 

6. Money in Models with Nominal Rigidities

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BASIC MODEL

* McCallum, Bennett (2001), "Should Monetary Policy Respond Strongly to Output Gaps?'', AEA Papers and Proceedings, May 2001

* Rotemberg, Julio J., and Michael Woodford (1997), "Interest Rate Rules in an Estimated Sticky Price Model" (link to WP version), Chapter 2 in Monetary Policy Rules, J.Taylor eds.

* Yun, Tack (1996), " Nominal Price Rigidity, Money Supply Endogeneity, and Business Cycles '', Journal of Monetary Economics, 37, 2, 345-70

* Galí, Jordi, Mark Gertler, J. David Lopez-Salido, (2002), "Markups, Gaps, and the Welfare Costs of Business Fluctuations, ''NBER Working Paper No.w8850

# Jordi Galí & J. David López-Salido & Javier Vallés, 2007. "Understanding the Effects of Government Spending on Consumption," Journal of the European Economic Association, MIT Press, vol. 5(1), pages 227-270, 03.

# Woodford, Michael (2006), Firm Specific Capital and the New Keynesian Phillips Curve, International Journal of Central Banking

# Golosov, Michael, and Robert Lucas (2007), “Menu Costs and Phillips Curves”, Journal of Political Economy, forthcoming

Kimball, Miles (1995), "The Quantitative Analytics of the Basic Neomonetarist Model," (JSTOR link) Journal of Money, Credit, and Banking, 27(4), 1995 Part 2, 1241-1277.

Rotemberg, Julio J., and Michael Woodford (1997), "An Optimization-Based Econometric Framework for the Evaluation of Monetary Policy'' (link to the WP version), in NBER Macroeconomics Annual 1997, Cambridge, MA: The MIT Press, pp.297 346.

Woodford, Michael (1995), Comment on The Quantitative Analytics of the Basic Neomonetarist Model, Journal of Money, Credit, and Banking, 27(4), 1995 Part 2, pp. 1278-1289

# Davig, Troy, and David Leeper (2005), “Generalizing the Taylor Principle”

http://econweb.tamu.edu/workshops/Macro%20and%20International%20Economics/Eric%20Leeper.pdf

 

 

 

BIGGER MODELS

# Smets, Frank and Wouters, Rafael, “Shocks and Frictions in U.S. Business Cycles: A Bayesian DSGE Approach”, AER, 2007, June

# Christiano, Lawrence, Roberto Motto, and Massimo Rostagno (2007), “Shocks, Structures or Monetary Policies? The EA and US After 2001

* Christiano, Lawrence, Eichembaum, Martin, and Evans (2005), Nominal Rigidities and the Dynamics Effects of a Shock to Monetary Policy, Journal of Political Economy

# Justiniano, Alejandro, and Giorgio Primiceri (2005), The time varying volatility of Macroeconomic Fluctuations

Smets, Frank, and Rafael Wouters (2003), “Monetary Policy in an Estimated SDGE Model of the Euro Area”, Journal of European Economic Association, September 2003, Vol 1 (5).

* Carvalho, Carlos (2006) "Heterogeneity in Price Stickiness and the Real Effects of Monetary Shocks," Frontiers of Macroeconomics: 2, 1, 1.  Available at: http://www.bepress.com/bejm/frontiers/vol2/iss1/art1

 

 

 

ESTIMATION

* Rubio-Ramirez, Juan and Pau Rabanal (2005), Comparing New Keynesian Models of the Business Cycle : A Bayesian approach (pdf file).  Journal of Monetary Economics, 52, pp 1151-1166.

* Boivin, Jean, and Marc Giannoni (2003), "Has Monetary Policy Become More Effective?", NBER Working Paper no. 9459. (Pdf file)

# Boivin, Jean, and Marc Giannoni (2008), “DSGE Models in a Data-Rich Environment”, mimeo

Ireland, Peter N. (2001): "Sticky-Price Models of the Business Cycle: Specification and Stability," Journal of Monetary Economics 47: 3-18 (link: BC WP version).

Fuhrer, Jeffrey, (2000), "Habit Formation in Consumption and Its Implications for Monetary Policy" American Economic Review. (September 2000)

# Cochrane, John (2006). “Identification with Taylor Rules: A Critical Review,” working paper, http://faculty.chicagogsb.edu/john.cochrane/research/Papers/identification_taylor_rule.pdf

 

 

 

 

INFLATION DYNAMICS

* Galí, J, and M.Gertler (1999), “Inflation Dynamics: A Structural Econometric Analysis”, Journal of Monetary Economics, vol. 44, nº 2, 195-222, 1999

* Benati, Luca (2007), “Investigating Inflation Persistence Across Monetary Regimes”, mimeo

Fuhrer, Jeffrey C. and G.R. Moore, (1995), "Inflation persistence" (JSTOR), Quarterly Journal of Economics 110, 127-159.

Dotsey, Michael, (2002), “Pitfalls in Interpreting Tests of Backward-looking Pricing in New-Keynesian Models.” Federal Reserve Bank of Richmond, Economic Quarterly 88, (2002), 37-50.

Christopher J. Erceg and Andrew T. Levin (2003), “Imperfect credibility and inflation persistence”, Journal of Monetary Economics, Volume 50, Issue 4, May 2003, Pages 915-944.

Bils, Mark and Peter J.Klenow (2004), “Some Evidence on the Importance of Sticky Prices”, Journal of Political Economy

 

 

 

7. Optimal Monetary Policy     

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* Clarida, R., J. Galí, and M. Gertler (1999), ''The Science of Monetary Policy: A New Keynesian Perspective'', Journal of Economics Literature, 37, 1661-1707.

* Walsh, Chapter 4, Section 5

* Christopher J. Erceg, Dale W. Henderson, Andrew T. Levin (2000), Journal of Monetary Economics 46, 281-313, "Optimal monetary policy with staggered wage and price contracts''.

* King, Robert and Alexander Wolman (1999), "What Should Monetary Authorities do when Prices are Sticky?'', in Taylor 99, Chapter 8

* Chari, V.V. and P. Kehoe (1999): ''Optimal Fiscal and Monetary Policy'' in Handbook of Macroeconomics, John Taylor and Mike Woodford, eds. (North Holland:Amsterdam).

* Schmitt-Grohe, S. and M. Uribe, 2001a, ''Optimal Fiscal and Monetary Policy under Sticky Prices,'' draft, University of Pennsylvania

* Schmitt-Grohe, S. and M. Uribe, 2001b, ''Optimal Fiscal and Monetary Policy under Imperfect Competition,'' draft, University of Pennsylvania

Lucas, R. E., and N. L. Stocky (1983): ''Optimal Fiscal and Monetary Policy in an Economy without Capital,'' Journal of Monetary Economics, 12, 55—93

Chari, V.V., L. Christiano and P. Kehoe, (1991), "Optimal Fiscal and Monetary Policy: Some Recent Results", Journal of Money, Credit and Banking, vol. 23, no. 3, August, part 2

Christopher J. Erceg, and Andrew T. Levin (2002), "Optimal monetary policy with Durable and Non-Durable Goods Prices'', mimeo

* Clarida, Richard, Jordi Galí, and Mark Gertler (2000): "Monetary Policy Rules and Macroeconomic Stability: Evidence and Some Theory," Quarterly Journal of Economics 115: 147-180

* Woodford, Monetary Theory and Policy, Chapter 1

* Woodford, Michael, (1999), "Optimal Monetary Policy Inertia," August 1999 [Also available as NBER working paper no. 7261.]

Giannoni, Marc, and Michael Woodford (2002), "Optimal Interest-Rate Rules: I. General Theory,", mimeo

* Giannoni, Marc, and Michael Woodford (2002), "Optimal Interest-Rate Rules: II. Applications," , mimeo

* Levin, Andrew, Volker Wieland, and John C. Williams (1998): ''Robustness of Simple Monetary Policy Rules under Model Uncertainty,'' in TAYLOR99

* Woodford, Michael (2001), "The Taylor Rule and Optimal Monetary Policy'' January 2001 [Shorter version published in: American Economic Review 91(2): 232-237

* Walsh, Carl (2004), Robustly Optimal Instrument Rules and Robust Control: An Equivalence Result, Journal of Money, Credit, and Banking 36(6), December, 1105-1113.

Levin, Andrew, Volker Wieland and John C. Williams, (2001), "The performance of forecast-based monetary policy rules under model uncertainty", (ECB Working Paper No. 68)

Taylor, J. (1993), “Discretion versus policy rules in practice”. Carnegie-Rochester Conference Series on Public Policy 39 (1993), pp. 195–214.

 

 

 

8. Multi-sector Models

* Iacoviello, Matteo, and Stefano Neri (2007), “Housing Market Spillovers: Evidence from an Estimated DSGE Model

# Barsky, Robert, Christopher L. House, and Miles Kimball (2005), “Do Flexible Durable Goods Prices Undermine Sticky Price Models?”, American Economic Review

Bouakez, Hafedh, Emanuela Cardia, and Francisco Ruge-Murcia (2005), "The Transmission of Monetary Policy in a Multi-Sector Economy," mimeo.

Davis, Morris A., and Jonathan Heathcote (2005), "Housing and the Business Cycle," International Economic Review, 46, 3, 751-784.

# Fisher, Jonas (2007), Why Does Household Investment Lead Business Investment Over the Business Cycle? (REVISED January, 2006) , JPE

Horvath, Michael, (2000), "Sectoral Shocks and Aggregate Fluctuations," Journal of Monetary Economics, 45, 69-106

* Lawrence J. Cristiano & Terry J. Fitzgerald, 1998. "The business cycle: it's still a puzzle," Economic Perspectives, Federal Reserve Bank of Chicago, issue Q IV, pages 56-83.

 

* Greenwood, Jeremy, Zvi Hercowitz, and Per Krusell (2000), "The Role of Investment-Specific Technological Change in the Business Cycle." European Economic Review, 44, (January), 91--115.

Whelan, Karl (2003), "A Two-Sector Approach to Modeling U.S. NIPA Data," Journal of Money, Credit, and Banking, 35(4), 627-656, August.

* Kahn, Aubhik, and Julia Thomas "Inventories and the Business Cycle: An Equilibrium Analysis of (S,s) Policies," with J. K. Thomas, forthcoming American Economic Review"

 

 

 

9. Technology Shocks and Monetary Policy

* Galí, Jordi, and Pau Rabanal (2004), NBER Macro Annual, and the discussion by Ellen McGratten

* Basu, Susanto, Miles Kimball, and John Fernald (2004) “Are Technology Improvements Contractionary?”, forthcoming American Economic Review

Chang, Yongsung, and Jay H. Hong, “On the Employment Effect of Technology: Evidence from US Manufacturing for 1958-1996”, mimeo

Christiano, Lawrence , Martin Eichenbaum and Vigfusson (2003), `What Happens After a Technology Shock’.

Galí, Jordi (1999). “Technology, Employment, and the Business Cycle: Do Technology Shocks Explain Aggregate Fluctuations? American Economic Review, 249, 271, March 1999

Galí, Jordi, D. López Salido and J. Vallés (2003), Technology Shocks and Monetary Policy: Assessing the Fed's Performance, Journal of Monetary Economics, vol 50, 723-743

Galí, Jordi (2004), Trends in Hours Worked and the Role of Technology in the Business Cycle: Theory and International Evidence , mimeo

Erceg, Chris, Guerrieri Luca and Christopher Gust (2004), “Can Long-Run Restrictions Identify Technology Shocks?”

 

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10. The Role of Factor Specificity

* Kevin X.D. Huang and Zheng Liu (2002), "Staggered Price-Setting, Staggered Wage-Setting, and Business Cycle Persistence", Journal of Monetary Economics

* Altig, David, Christiano, Lawrence J., Martin Eichenbaum and Jesper Linde (2004), “Firm-Specific Capital, Nominal Rigidities and the Business Cycle

Chari, V.V., Patrick J. Kehoe, Ellen R. McGrattan (2000): "Sticky Price Models of the Business Cycle: Can the Contract Multiplier Solve the Persistence Problem?", Econometrica, vol. 68, no. 5, 1151-1180.

Woodford, Chapter 3 in “Interest and Prices”

Edge, R. (2002), "The Equivalence of Wage and Price Staggering in Monetary Business Cycle Models", Review of Economic Dynamics

 

 

 

11. Interactions between Fiscal and Monetary Policy

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* Woodford, Michael (1995), “Control of the Public Debt: A Requirement for Price Stability?" NBER working paper no. 5684, July 1996.

* Walsh, Carl (2000), Monetary Theory and Policy, Chapter 4

* Leeper, Eric M. (1991). “Equilibria Under 'Active' and 'Passive' Monetary and Fiscal Policies.”, Journal of Monetary Economics 27, February, 129-147.

* Christiano, Lawrence J., and Terry J. Fitzgerald (2000), "Understanding the Fiscal Theory of the Price Level'', Federal Reserve Bank of Cleveland Review

* Leeper, Eric (2002), “Macro Policy and Inflation: An Overview”, mimeo, University of Indiana

* McCallum, Bennett (2000), Chapter 23, Section 7, in the Handbook of Macroeconomics, edited by John Taylor and Michael Woodford (Elsevier).

Benigno, Pierpaolo, and Michael Woodford, (2003), Optimal Monetary and Fiscal Policy: A Linear-Quadratic Approach, NBER Working Paper 9905

Cochrane, John (2003), “Money as Stock”, mimeo, Chicago GSB

Cochrane, John (2001), “Long-term Debt and Optimal Policy in the Fiscal Theory of the Price Level”, Econometrica

Carlstrom, Charles T. and Timothy S. Fuerst, (2000). "The fiscal theory of the price level," Economic Review, 22-32 (Q I) pp. 22-32. Federal Reserve Bank of Cleveland

David B. Gordon, Eric M. Leeper (2002), "The Price Level, the Quantity Theory of Money, and the Fiscal Theory of the Price Level'', NBER Working Paper No.w9084, July 2002

Woodford, Michael (1995), "Price Level Determinacy Without Control of a Monetary Aggregate'', CRCSPP, 43, 1-46

Woodford, Michael (2001), "Fiscal Requirements for Price Stability," October 2000. (PPF format) [Published in: Journal of Money, Credit and Banking 33: 669-728 (2001).]

 

 

12. Financial Factors and the Business Cycle

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Financial frictions and the Transmission Mechanism

# Marvin Goodfriend, Bennett T. McCallum, Banking and interest rates in monetary policy analysis: A quantitative exploration, Journal of Monetary Economics, Volume 54, Issue 5, July 2007

* Iacoviello, Matteo (2005), “House Prices, Borrowing Constraints and Monetary Policy in the Business Cycle”, American Economic Review, May

# Christiano, Lawrence, Roberto Motto, and Massimo Rostagno (2006), “Monetary Policy and Stock Market Boom-Bust Cycles

* Iacoviello, Matteo, and Raoul Minetti (2006), JME

* Gilchrist, Simon, and John V. Leahy (2002), "Monetary Policy and Asset Prices'', Journal of Monetary Economics, 49, 75-97.

# Campbell and Hercowitz (2006), “The Role of Collateralized Household Debt in Macroeconomic Stabilization”

# Urban Jermann & Vincenzo Quadrini (2006). "Financial Innovations and Macroeconomic Volatility," NBER Working Papers 12308, National Bureau of Economic Research, Inc.

Bernanke, Ben S., Mark Gertler, and Simon Gilchrist (2000), "The Financial Accelerator in a Quantitative Business Cycle Framework'', (link to the WP version) in Handbook of Macroeconomics, Volume 1C, edited by John Taylor and Michael Woodford (Elsevier).

Carlstrom, Charles T. and Timothy S. Fuerst (2001), "Monetary Policy and Asset Prices with Imperfect Credit Markets'', Federal Reserve Bank of Cleveland Review

Galí, J., Lopez-Salido D. and J.Valles (2003), “Rule-of-Thumb Consumers and the Design of Interest Rate Rules”, mimeo, UPF and Bank of Spain

Christiano, Lawrence, Roberto Motto, and Massimo Rostagno (2003), “The Great Depression and the Friedman-Schwartz Hypothesis, mimeo

 

Monetary Policy and Asset Prices

Bernanke, Ben S., and Mark Gertler (2001), "Should Central Banks Respond to Movements in Asset Prices?'', American Economic Association Papers and Proceedings, May, 91, 2, pp.253-257.

Rigobon, Roberto and Brian Sack (2003) "Measuring The Reaction of Monetary Policy to the Stock Market'', Quarterly Journal of Economics, 2003, vol. 118, issue 2, pages 639-669

Piazzesi, Monika, and Martin Schneider (2006), “Inflation Illusion, Credit and Asset Prices”, http://faculty.chicagogsb.edu/monika.piazzesi/research/inflationAP.pdf

Bernanke, B., and K.Kuttner (2003), “What Explains the Stock Market’s Reaction to Federal Reserve Policy?”, mimeo

Lettau, Martin and Sydney Ludvigson (2003), “Understanding Trend and Cycle in Asset Values: Reevaluating the Wealth Effect on Consumption”, NBER Working paper 9848 (EFG, AP)

Stock, James H. and Mark W. Watson (2003), "Forecasting Output and Inflation: The Role of Asset Prices'', mimeo

 

 

 

 

Additional Information

This is a link to my webpage containing resources on how to simulate dynamic stochastic models using Dynare

 

 

Useful References for Ph.D. students

Nick Bloom, Stanford University (webpage)

Monika Piazzesi, University of Chicago (webpage)

Jesus Fernandez-Villaverde, University of Pennsylvania (webpage)

Dave Altig, Federal Reserve Bank of Atlanta blog.

Hamilton James and Menzie Chinn (UCSD and Wisconsin) Econbrowser blog.

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