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School of Economics and Finance

No. 903: Monetary Policy Uncertainty and Firm Dynamics

Stefano Fasani , Queen Mary University London
Haroon Mumtaz , Queen Mary University London
Lorenza Rossi , University of Pavia

May 15, 2020

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Abstract

This paper uses a FAVAR model with external instruments to show that the policy uncertainty shocks are recessionary and are associated with an increase in the exit of firms and a decrease in entry and in the stock price with total factor productivity rising in the medium run. To explain this result, we build scale DSGE module featuring firm heterogeneity and endogenous firm entry and exit. These features are crucial in matching the empirical responses. Versions of the model with constant firms or constant firms' exit are unable to re-produce the FAVAR response of firm' entry and exit and suggest a much smaller effect of this shock on real activity.

J.E.L classification codes: C5, E1, E5, E6

Keywords:Monetary policy uncertainty shocks, FAVAR, DSGE

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