GVC와 DOLLAR, 그리고 FED

 

출처 : https://www.kansascityfed.org/Jackson%20Hole/documents/6959/CarneyRemarks_JH2019.pdf

백그라운드 논문

https://www.aeaweb.org/articles?id=10.1257/aer.20171201 

 

Dominant Currency Paradigm - American Economic Association

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www.aeaweb.org

 

메인으로 보아야할 트윗

https://twitter.com/HyunSongShin/status/1626865194910601218

 

트위터에서 즐기는 Hyun Song Shin

“Inspired by the debate between @nfergus and @adam_tooze on the current state of globalisation, I devoted my lecture at Columbia this week to take the pulse on global value chains: "Global value chains under the shadow of Covid" https://t.co/Mc1KjWLKMQ

twitter.com

 

https://www.bloomberg.com/news/articles/2022-11-02/transcript-hyun-song-shin-explains-why-this-dollar-shock-is-so-unique?leadSource=uverify%20wall 

 

Bloomberg - Are you a robot?

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관련 논문들

https://www.bis.org/publ/work819.htm

 

Dollar and Exports

The strength of the US dollar has attributes of a barometer of dollar credit conditions, with a stronger dollar associated with tighter dollar credit conditions. Using finely disaggregated data on export shipments, we find that following a dollar appreciat

www.bis.org

https://www.bis.org/publ/work1070.htm

 

Theory of supply chains: a working capital approach

This paper presents a "time-to-build" theory of supply chains which implies a key role for the financing of working capital as a determinant of supply chain length. We apply our theory to offshoring and trade, where firms strike a balance between the produ

www.bis.org

 

참고용

http://www.helenerey.eu/RP.aspx?pid=Published-Papers_en-GB&aid=338569829_67186463733

 

Helene Rey - Official Website

 

www.helenerey.eu

 

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