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Corporate Finance and the Monetary Transmission Mechanism

Patrick Bolton1; Xavier Freixas2

1 Columbia University · 2 Universitat Pompeu Fabra

Review of Financial Studies 2006

We analyze the transmission effects of monetary policy in a general equilibrium model of the financial sector, with bank lending and securities markets. Bank lending is constrained by capital adequacy requirements, and asymmetric information adds a cost to outside bank equity capital. In our model, monetary policy does not affect bank lending through changes in bank liquidity; rather, it operates through changes in the spread of bank loans over corporate bonds, which induce changes in the aggregate composition of financing by firms, and in banks’ equity-capital base. The model produces multiple equilibria, one of which displays all the features of a “credit crunch.”

DOI
10.1093/rfs/hhl002
Volume
19 (3)
Pages
829-870
Language
en
Export
BibTeX
Sources
crossref openalex