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Author:Stein, Jeremy C. 

Working Paper
Dollar funding and the lending behavior of global banks

A large share of dollar-denominated lending is done by non-U.S. banks, particularly European banks. We present a model in which such banks cut dollar lending more than euro lending in response to a shock to their credit quality. Because these banks rely on wholesale dollar funding, while raising more of their euro funding through insured retail deposits, the shock leads to a greater withdrawal of dollar funding. Banks can borrow in euros and swap into dollars to make up for the dollar shortfall, but this may lead to violations of covered interest parity (CIP) when there is limited capital to ...
Finance and Economics Discussion Series , Paper 2012-74

Conference Paper
Jackson Hole 2023 - Structural Changes in Financial Markets and the Conduct of Monetary Policy

Proceedings - Economic Policy Symposium - Jackson Hole

Journal Article
Does bank capital matter for monetary transmission? commentary

Paper for a conference sponsored by the Federal Reserve Bank of New York entitled Financial Innovation and Monetary Transmission
Economic Policy Review , Volume 8 , Issue May , Pages 267-270

Conference Paper
Does function follow organizational form? evidence from the lending practices of large and small banks

Proceedings , Paper 815

Journal Article
Commentary on \\"Rebalancing the three pillars of Basel II.\\"

This paper was part of the conference "Beyond Pillar 3 in International Banking Regulation: Disclosure and Market Discipline of Financial Firms," cosponsored by the Federal Reserve Bank of New York and the Jerome A. Chazen Institute of International Business at Columbia Business School, October 2-3, 2003.
Economic Policy Review , Issue Sep , Pages 27-30

Working Paper
Credit conditions and the cyclical behavior of inventories

Working Paper Series, Macroeconomic Issues , Paper 93-7

Conference Paper
Liquidity regulation

Proceedings , Paper 1120

Journal Article
Cyclical implications of the Basel II capital standards

This article reviews the economic efficiency implications of the Basel II capital standards. The authors argue that the mapping from measures of loan risk to capital requirements should not be time-invariant, but rather should be allowed to vary with business cycle conditions. They also attempt to assess empirically how much cyclicality in capital requirements might be induced by the current Basel II proposal. They find that the degree of cyclicality can be substantial.
Economic Perspectives , Volume 28 , Issue Q I , Pages 18-31

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