When US–China tensions lower oil prices
Geopolitical tensions can raise oil prices by threatening supply. They can also depress prices by weakening the outlook for trade, investment and energy demand. US–China relations provide an…
Geopolitical tensions can raise oil prices by threatening supply. They can also depress prices by weakening the outlook for trade, investment and energy demand. US–China relations provide an…
NEW WORKING PAPER: Global current-account imbalances narrowed when the exceptional pandemic and energy-price shocks receded, then widened again in 2024–2025. This paper examines the implications for equilibrium exchange…
One ring to rule them all, one ring to find them, One ring to bring them all, and in the darkness bind them; In the Land of Mordor where the…
After some insightful email exchanges with Lutz Kilian, I was wondering whether oil market uncertainty and geopolitical risk are related. To measure oil market uncertainty, I use the…
In this blog, I will show you how to visualize the time-varying coefficients of the estimator proposed by Inoue et al. (2024). The dataset used in this blog…
During the 4th Workshop on Financial Econometrics and Empirical Modeling of Financial Markets: New Challenges for Monetary Policy and Financial Markets that took place at the beginning of this week…
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