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American Economic Review Vol. 115 No. 8 2025

Monetary Policy and Rational Asset Price Bubbles: Comment

Franklin Allen1; Gadi Barlevy2; Douglas Gale3

1 Imperial College London (email: ) · 2 Federal Reserve Bank of Chicago (email: ) · 3 New York University (email: )

open access

Abstract

Galí (2014) showed that a monetary policy rule that raises rates when bubbles exceed some steady-state benchmark can paradoxically lead to larger deviations from steady state. Nevertheless, this comment shows that a central bank can always dampen a bubble by setting a higher-than-expected rate, although it may have to raise the rate aggressively. This is a different point from the Miao, Shen, and Wang (2019) comment on Galí (2014). They showed that when the central bank targets a different steady state than Galí considered, raising rates when bubbles exceed this alternative benchmark leads to smaller deviations from steady state.

DOI
10.1257/aer.20230983
Volume
115
Issue
8
Pages
2819-2847
Language
en
Sources
bibtex:phds-export.bib openalex crossref

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