Capital Regulation and Asset Allocation Amidst Agency Conflicts: Evidence From Mortgage Servicing

Naser Hamdi¹, Erica Jiang², Brittany Almquist Lewis³, Manisha Padi⁴, Avantika Pal⁵

1: Equifax; 2: USC; 3: WUSTL; 4: Berkeley; 5: UIUC

Monetary Policy and the Mortgage Market

Itamar Drechsler¹, Philipp Schnabl², Alexi Savov², Dominik Supera³

1: University of Pennsylvania and NBER; 2: New York University and NBER; 3: Columbia Business School

Mortgage Structure, Financial Stability, and Risk Sharing

Vadim Elenev¹, Lu Liu²

1: Johns Hopkins University, Carey Business School; 2: The Wharton School, University of Pennsylvania

Too-Many-to-Ignore: Regional Banks and CRE Risks

Franz J Hinzen¹, Felipe Severino¹, Stijn Van Nieuwerburgh^2,3

1: Tuck School of Business at Dartmouth; 2: Columbia Business School; 3: NBER

Extend-and-Pretend in the U.S. CRE Market

Matteo Crosignani¹, Saketh Prazad²

1: New York Fed, CEPR; 2: Harvard University

Housing Returns and The Emergence of The Safe Asset, 1465-2024

Paul Schmelzing

BC and Hoover Institution, Stanford

Equity Premium Events

Ben Knox, Juan Londono, Mehrdad Samadi, Annette Vissing-Jorgensen

Federal Reserve Board

How Large is Too Large? A Risk-Benefit Framework for Quantitative Easing

Adrien d'Avernas², Antoine Hubert de Fraisse³, Liming Ning¹, Quentin Vandeweyer¹

1: University of Chicago; 2: HEC Paris; 3: SSE

Asset Purchase Rules: How QE Transformed the Bond Market

Alan Moreira¹, Tyler Muir², Valentin Haddad²

1: university of rochester; 2: UCLA

The Debt Ceiling's Disruptive Impact: Evidence from Many Markets

William Morgan Cassidy, Shreye Mirani

Washington University in St. Louis

Monetary Policy without Moving Interest Rates: The Fed Non-Yield Shock

Christoph E Boehm¹, T Niklas Kroner²

1: UT Austin and NBER; 2: Federal Reserve Board

The Fed and the Wall Street Put

Jan Harren¹, Mete Kilic², Zhao Zhang³

1: University of Muenster; 2: University of Southern California; 3: International Monetary Fund (IMF)

Rate Cap Laws and Consumer Welfare

Anand Goel

Stevens Institute of Technology

Credit Card Banking

Itamar Drechsler¹, Hyeyoon Jung², Weiyu Peng¹, Dominik Supera³, Guanyu Zhou¹

1: Wharton School, University of Pennsylvania; 2: Federal Reserve Bank of New York; 3: Columbia Business School

Tracing the Impact of Payment Convenience on Deposits: Evidence from Depositor Activeness

Xu Lu¹, Yang Song², Yao Zeng³

1: University of Washington; 2: University of Washington, United States of America; 3: University of Pennsylvania, United States of America

Revolving Credit to SMEs: The Role of Business Credit Cards

Matteo Benetton¹, Greg Buchak²

1: Berkeley Haas; 2: Stanford GSB

Bank Expertise and Structural Transformation

Gang Zhang¹, Yu Yi², Shengxing Zhang³

1: Cheung Kong Graduate School of Business; 2: Nankai University; 3: Carnegie Mellon University

Shadow Banks on the Rise: Evidence Across Market Segments

Kim Cramer², Pulak Ghosh³, Nirupama Kulkarni⁴, Nishant Vats¹

1: Olin School fo Business, Washington University at St Louis; 2: London School of Economics; 3: IIM Bangalore; 4: CAFRAL