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Lending by Servicing: Monetary Policy Transmission through Shadow Banks

Demographics and Technology Diffusion: Evidence from Mobile Payments

Variable Deposit Betas and Bank Interest Rate Risk Exposure

The Making of an Alert Depositor: How Payment and Interest Drive Deposit Dynamics

Instant Payment Systems and Competition for Deposits

I study how financial technology reshapes competition among banks. I exploit quasi-random variation in exposure to the introduction of Brazil's Pix, an instant payment system, and show that instant payments increase deposit competition. Small bank …

Monetary Policy and Financial Stability

How should monetary policy respond to evolving financial conditions? To answer this question we develop and Bayesian estimate a dynamic macro model with a detailed financial sector and long-term defaultable nominal debt contracts to quantify how …

Digital Payments and Monetary Policy Transmission

We examine the impact of digital payments on the transmission of monetary policy by leveraging administrative data on Brazil's Pix, a digital payment system. We find that Pix adoption diminished banks' market power, making them more responsive to …

The ESG Divide: How Banks and Bondholders Differ in Financing Brown Firms

We study credit providers and costs of debt for firms with low ESG performance. First, we find that, while both banks and public bondholders charge low-ESG borrowers a higher interest rate compared to high-ESG borrowers, the premium charged by banks …

Local Power, Global Reach: The Influence of Deposit Market Power on International Banking

We provide evidence that the market power that global banks hold over domestic US deposits drives their operations abroad. After a contractionary monetary shock, global banks with high local deposit market power increase bank deposit spreads and …

Surfing the Green Wave: What’s in a "Green" Name Change?