Discussion Paper

Monetary Policy Stance and Commodity Cycles in Emerging Economies


Abstract: Emerging market economies, particularly those that depend heavily on commodity exports, have long been characterized by more volatile and disruptive business-cycle dynamics than their advanced-economy counterparts. A large literature has studied the drivers of these fluctuations, including total factor productivity shocks, world interest rate shocks, and terms-of-trade disturbances.

https://doi.org/10.17016/2380-7172.4116

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Provider: Board of Governors of the Federal Reserve System (U.S.)

Part of Series: FEDS Notes

Publication Date: 2026-07-31

Number: 2026-07-31