@intmon
The International and Monetary Economics Network covers a broad range of topics in international and monetary economics. The network comprises alums of the Universities of Bern and Basel and everyone interested in international and monetary economics.
This looks like a must-read!
"Expectations Matter: The New Causal Macroeconomics of Surveys and Experiments" by Olivier Coibion and Yuriy Gorodnichenko.
amzn.to/3PlSfqn
Highly relevant!
"Artificial intelligence and monetary policy: A framework and perspective on cyclical transmission, structural transition, and financial stability" by Simone Lenzu.
pages.stern.nyu.edu/~slenzu/Pape...
Super interesting!
"Stablecoins and monetary policy transmission" by Carlo Altavilla, Miguel Boucinha, Lorenzo Burlon, Ramon Adalid, Roberta Fortes, and Franziska Maruhn.
www.ecb.europa.eu/pub/pdf/scpw...
Food for thought!
"Are Macro Shocks Second Order?" by Michail Anthropelos, Jasmina Hasanhodzic, and Laurence J. Kotlikoff.
"Our RBC-in-OLG findings suggest that what really moves the macroeconomy and demands attention is policy, not shocks."
www.nber.org/papers/w34896
Food for thought!
"An Empirical Evaluation of Some Long-Horizon Macroeconomic Forecasts" by Kurt G. Lunsford and Kenneth D. West.
www.nber.org/papers/w34904
Food for thought!
"Persistence in a Changing World. Gold Backing and Monetary Policy Autonomy Under Bretton Woods" by Eric Monnet.
extranet.parisschoolofeconomics.eu/docs/monnet-...
Highly relevant!
💻 Webinar: EU Industrial Policy in a Fracturing Global Economy
📢 Speaker: Peter Obinger, Austrian Federal Economic Chamber
⏲️ March 5, 12:00 – 13:00 Central European Time
🌐 Online
REGISTRATION HERE: forms.office.com/r/s1UnxDCWAK
Food for thought!
"What Drives Money Competition: Comparative Advantage in Payments versus Reserves" by Itay Goldstein, Ming Yang, and Yao Zeng.
www.nber.org/papers/w34865
Surprisingly strong!
U.S. Economy: How are you doing in 2026?
Surprisingly strong but problems loom beneath the AI boom
Currently, nowcasts for U.S. GDP growth continue to indicate a solid growth rate for the first quarter of 2026.
open.substack.com/pub/imenecon...
Super interesting!
"Drivers of Dollar Share in Foreign Exchange Reserves" by Linda S. Goldberg and Oliver Hannaoui.
www.nber.org/papers/w34888
IMEN Updates & Insights 2026! #4
Check out our weekly highlights and join the conversation by sharing your own ideas, content, and forecasts!
open.substack.com/pub/imenecon...
This looks like a must-read!
"The Economics of Tariffs" by Ralph Ossa and Stephen J. Redding.
www.econ.uzh.ch/dam/jcr:8e21...
Food for thought!
Global Economy Flash February 2026
The world economy still shows resilience amid headwinds, but do not underestimate its fragility
open.substack.com/pub/imenecon...
Highly relevant!
💻 Webinar: EU Industrial Policy in a Fracturing Global Economy
📢 Speaker: Peter Obinger, Austrian Federal Economic Chamber
⏲️ March 5, 12:00 – 13:00 Central European Time
🌐 Online
REGISTRATION HERE: forms.office.com/r/s1UnxDCWAK
Highly relevant!
"The Post‑Pandemic Global R*" by Marco Del Negro, Elena Elbarmi, and Michael Pham
"After declining significantly from the 1990s to before the COVID-19 pandemic, global r* has risen but remains well below its pre-1990s level."
libertystreeteconomics.newyorkfed.org/2026/02/the-...
Highly relevant!
"Macroeconomic Challenges of Fragility and Policies for Stability and Growth" by Alexei Miksjuk, Paul Bisca, Jocelyn Boussard, John-Paul Fanning, Romina Kazandjian,Yipei Zhang, Lavinia Zhao, Thomas Augsten, Gaëlle Pierre, Björn Rother, Guillaume Chabert
www.imf.org/en/publicati...
U.S. Economy – How are you doing in 2026? #2
Surprisingly strong, but problems loom beneath the AI boom
open.substack.com/pub/imenecon...
Food for thought!
"Global giants in the AI supply chain" by Jon Frost, Vatsala Shreeti, and Kumar Rishabh.
www.bis.org/publ/bisbull...
Highly relevant!
💻 Webinar: EU Industrial Policy in a Fracturing Global Economy
📢 Speaker: Peter Obinger, Austrian Federal Economic Chamber
⏲️ March 5, 12:00 – 13:00 Central European Time
🌐 Online
REGISTRATION HERE: forms.office.com/r/s1UnxDCWAK
Super interesting!
"The AI-GPR Index: Measuring Geopolitical Risk using Artificial Intelligence" by Matteo Iacoviello and Jonathan Tong.
www.matteoiacoviello.com/research_fil...
Super interesting!
"The Global Trade Effects of the AI Infrastructure Boom" by François de Soyres, Alex Haag, Mike Liu, and Eva Van Leemput.
www.federalreserve.gov/econres/note...
U.S. economy: Will it continue to grow at solid rates? Nowcasts currently expect a continued expansion in the first quarter of 2026.
Click here to take part in our survey about the U.S. economy: forms.office.com/r/J0K2Hnn6Bx
Food for thought!
"The ECB's bid to strengthen the euro's global role" by Sander Tordoir and Spyros Andreopoulos.
www.cer.eu/insights/ecb...
Highly relevant!
"Winners and Losers When Interest Rates Change" by Daniel L. Greenwald, Matteo Leombroni, Hanno Lustig, and Stijn Van Nieuwerburgh.
papers.ssrn.com/sol3/papers....
Wow, really cool!
"Project Spectrum: using generative AI to enhance inflation nowcasting" by the Bank for International Settlements (BIS), the Deutsche Bundesbank, and the European Central Bank.
www.bis.org/publ/othp109...
Highly recommended!
"Rowing Together: Lessons on Policy Coordination from American History" by Christina D. Romer.
www.brookings.edu/articles/row...
Super interesting!
"Redefining the Monetary Standard in the Digital Age: Digital Innovations and the Future of Monetary Policy" by Livio Stracca.
amzn.to/4c2x2vf
Here is what caught our eye (selection): Industrial policy, central bank governor turnovers, supply chain uncertainty, central bank digital currency and monetary sovereignty, and much more…
open.substack.com/pub/imenecon...
Super interesting!
"Narratives about the Macroeconomy" by Peter Andre, Ingar Haaland, Christopher Roth, Mirko Wiederholt, and Johannes Wohlfart.
www.restud.com/wp-content/u...
Highly relevant! To anyone interested in geoeconomics, this looks like a must-read!
"Under Destruction", Munich Security Report 2026.
securityconference.org/en/publicati...