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Looking back at actual U.S. macroeconomic policy during this period, I see major swings in the balance between rules and discretion, first away from discretion toward rules-based policies and then b...
We develop an axiomatic theory of balance functions (future value functions) in the theory of interest that is derived from financial considerations and which applies to general regulated payment stre...
This paper measures how securitized assets, including mortgage-backed securities and other asset-backed securities, have shifted across financial institutions during this crisis and how the availabili...
This paper deals with the growth accounting method used to derive “net fiscal effort”. Net fiscal effort can then provide a clue about whether fiscal policy is expansionary or not, and, together with ...
This paper investigates how China’s saving, investment, and the saving-investment balance will evolve in the decades ahead. Household saving in China is relatively high, compared to OECD countries. Ho...
We investigate the consumption consequences of the 2006 to 2009 housing collapse using the highly unequal geographic distribution of wealth losses across the United States. We estimate a large elastic...

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