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macroeconomics

4 papers tagged “macroeconomics

EconomicsThe Review of Financial Studies · Nov 2021 Open access

The Macroeconomics of Epidemics

Martin S. Eichenbaum, Sergio Rebelo and Mathias Trabandt

The authors extend the canonical SIR epidemiological model by embedding it in a macroeconomic framework where people's consumption and labor decisions affect the spread of infection. They show that the epidemic causes a sharp recession because infected and susceptible agents cut activity to reduce contagion. A key tension emerges: the competitive equilibrium worsens the epidemic because individuals do not internalize the infection externality, and well-designed containment policy can mitigate the death toll though it deepens the short-run economic contraction.

EconomicsThe Quarterly Journal of Economics · May 2020 Open access

The Rise of Market Power and the Macroeconomic Implications

Jan De Loecker, Jan Eeckhout and Gabriel Unger

Using firm-level data for the U.S. economy since 1955, the authors estimate price-cost markups and document a sharp rise in aggregate market power beginning around 1980. They argue this increase in markups can account for several secular macroeconomic trends, including the declining labor and capital shares and reduced labor-market dynamism.

EconomicsAmerican Economic Review · Mar 2018 Open access

Monetary Policy According to HANK

Greg Kaplan, Benjamin Moll and Giovanni L. Violante

The paper builds a Heterogeneous Agent New Keynesian (HANK) model in which households hold liquid and illiquid assets, generating realistic distributions of marginal propensities to consume. It uses this framework to analyze the transmission of monetary policy, decomposing the response of consumption into direct (intertemporal substitution) and indirect (general-equilibrium income) channels. The authors find that, unlike in representative-agent models, indirect effects operating through labor income dominate the transmission of interest rate changes.

EconomicsAmerican Economic Review · Jan 2017 Open access

Microeconomic Origins of Macroeconomic Tail Risks

Daron Acemoglu, Asuman Ozdaglar and Alireza Tahbaz-Salehi

The paper studies how the structure of production networks shapes the distribution of aggregate output, with particular attention to large downturns. It shows that even when idiosyncratic shocks are thin-tailed, interconnections can generate fat-tailed, asymmetric aggregate fluctuations in which large recessions are far more likely than large booms. Network features such as dominant suppliers and limited input substitutability amplify the probability of deep contractions.