000 01105nam a22001457a 4500
999 _c519406
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100 _aTella, Sebastian Di and Kurlat, Pablo
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245 _aWhy are banks exposed to monetary policy?
260 _aAmerican Economic Journal: Macroeconomics
300 _a13(4), Oct, 2021: p.295-340
520 _aWe propose a model of banks' exposure to movements in interest rates and their role in the transmission of monetary shocks. Since bank deposits provide liquidity, higher interest rates allow banks to earn larger spreads on deposits. Therefore, if risk aversion is higher than one, banks' optimal dynamic hedging strategy is to take losses when interest rates rise. This risk exposure can be achieved by a traditional maturity-mismatched balance sheet and amplifies the effects of monetary shocks on the cost of liquidity. The model can match the level, time pattern, and cross-sectional pattern of banks' maturity mismatch. – Reproduced
773 _aAmerican Economic Journal: Macroeconomics
906 _aBANKING AND FINANCE
942 _cAR