06.05.2025: Sarah Lein – The granular origins of inflation

Presenter: Sarah M. Lein Affiliation: University of Basel, Faculty of Business and Economics. Paper: The Granular Origins of Inflation. Date: May 6, 2025. Time: 13:00 GMT (15:00 Israel Time) Abstract: This paper uses barcode-level price data for 16 advanced and emerging market countries over the period 2005–2022 to investigate the role of individual firms and … Read more

25.03.2025: Veronica De Falco – Import prices and domestic inflation

Presenter: Veronica De Falco Affiliation: Imperial College London, Business School. Paper available soon. Date: March 25, 2025. Time: 13:00 GMT (15:00 Israel Time) Abstract: The 2021–2023 inflation surge was characterized by inflation rising in many countries simultaneously due to a mix of, domestic and foreign, supply and demand factors. I investigate the impact of an … Read more

18.06.2024: Iñaki Aldasoro – The impact of artificial intelligence on output and inflation

Presenter: Iñaki Aldasoro. Affiliation: Bank for International Settlements, Monetary and Economic Department. Paper: The Impact of Artificial Intelligence on Output and Inflation. Date: June 18, 2024. Time: 12:00 GMT (15:00 Israel Time) Abstract: This paper studies the effects of artificial intelligence (AI) on sectoral and aggregate employment, output and inflation in both the short and … Read more

02.04.2024: Cristina Manea – Monetary tightening, inflation drivers and financial stress

Presenter: Cristina Manea. Affiliation: Bank for International Settlements, Monetary and Economic Department. Paper: Monetary Tightening, Inflation Drivers and Financial Stress. Date: April 02, 2024. Time: 12:00 GMT (15:00 Israel Time) Abstract: The paper explores the state–dependent effects of a monetary tightening on financial stress, focusing on a novel dimension: the nature of supply versus demand … Read more

06.02.2024: Maddie Penn – Do geopolitical risks raise or lower inflation?

Presenter: Maddie Penn. Affiliation: Yale University, Department of Economics. Paper: Do Geopolitical Risks Raise or Lower Inflation? Date: February 06, 2024. Time: 13:00 GMT (15:00 Israel Time) Abstract: Using historical annual data since 1900 for 44 countries, we find that geopolitical risks foreshadow high inflation and are accompanied by lower economic activity, an increase in … Read more

23.01.2024: Oliver Pfäuti – The inflation attention threshold and inflation surges

Presenter: Oliver Pfäuti. Affiliation: University of Texas at Austin, Department of Economics. Paper: The Inflation Attention Threshold and Inflation Surges. Date: January 23, 2024. Time: 13:00 GMT (15:00 Israel Time) Abstract: At the outbreak of the recent inflation surge, the public’s attention to inflation was low but increased rapidly once inflation started to rise. Using … Read more

13.12.2022: Itamar Drechsler – Credit crunches and the great stagflation

Presenter: Itamar Drechsler Affiliation: University of Pennsylvania, Wharton School Paper: Credit Crunches and the Great Stagflation Date: December 13, 2022 Time: 13:00 GMT (15:00 Israel Time) Abstract: We show that severe credit crunches contributed to the four successive stagflationary cycles that characterize the Great Stagflation of 1965–1982. The crunches were the result of large outflows … Read more

20.09.2022: Veronica Guerrieri – Monetary policy in times of structural reallocation

Presenter: Veronica Guerrieri Affiliation: University of Chicago, Booth School of Business. Paper: Monetary Policy in Times of Structural Reallocation Date: September 20, 2022 Time: 12:00 GMT (15:00 Israel Time) Abstract: We characterize optimal monetary policy in response to asymmetric shocks that shift demand from one sector to another, a condition arguably faced by many economies … Read more

11.01.2022: Ricardo Reis – How likely is an inflation disaster?

Presenter: Ricardo Reis Affiliation: London School of Economics and Political Science Paper: TBA. Date: January 11, 2022 Time: 13:00 GMT Abstract: The prices of inflation options hold the promise of giving the probability of inflation being either very high or very low at long horizons. To realize this promise requires making three adjustments to option … Read more

30.11.2021: Nikolai Roussanov – Getting to the core: inflation risks within and across asset classes

Presenter: Nikolai Roussanov Affiliation: University of Pennsylvania, Wharton School Paper: Getting to the Core: Inflation Risks Within and Across Asset Classes (slides) Date: November 30, 2021 Time: 13:00 GMT Abstract: Decomposing inflation into core and non-core components (e.g., energy) sheds new light on the nature of inflation risk and risk premia. While stocks have insignificant … Read more

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