Expectations

21.07.2026: Ricardo Reis – Inflation after the Iran war

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Presenter: Ricardo Reis Affiliation: London School of Economics, Department of Economics. Paper: Inflation After the Iran War Date: July 21, 2026. Time: 15:00 Israel Time. Abstract: An unexpected increase in energy costs raises inflation directly through flexibly-set prices. Whether that shock amplifies to a larger and persistent rise in inflation depends on its transmission through … Read more

22.08.2023: Jasmine Xiao – Expectations and credit slumps

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Presenter: Jasmine Xiao Affiliation: University of Notre Dame, Department of Economics. Paper: Expectations and Credit Slumps Date: August 22, 2023 Time: 12:00 GMT (15:00 Israel Time) Abstract: Since the 2008-09 financial crisis, U.S. bank lending has been slow to recover, despite the period of very low interest rates. We show that banks do not process … Read more