Homepage of Marcel Fratzscher 

CV

Short bio

Research & policy

Teaching

Other

Contact

 

Research and policy papers

1.   International finance

Contagion and the global equity market collapse of the 2007-09 financial crisis, Co-authors: G. Bekaert, M. Ehrmann and A. Mehl, mimeo, November 2009.

 

How successful is the G7 in managing exchange rates? Journal of International Economics 79(1): 78-88, September 2009. [link to pdf]

 

What Explains Global Exchange Rate Movements During the Financial Crisis? Journal of International Money and Finance 28: 1390–1407, December 2009.

Risk sharing, finance and institutions in international portfolios, Co-author: J. Imbs, CEPR Discussion Paper No. 6496, Journal of Financial Economics 94: 428–447, December 2009.  [link to pdf]

Do China and oil exporters influence major currency configurations?, Co-author: A. Mehl, Journal of Comparative Economics 37, 335–358, September 2009. [link to pdf]

Oral interventions versus actual interventions in FX markets – An event-study approach, Economic Journal, 118, 1–28, July 2008. [link to pdf]

US shocks and global exchange rate configurations, Economic Policy, April 2008, 363–409.  [link to pdf]

The pecking order of international financial integration, Co-author: C. Daude, Journal of International Economics 74(1), 94-119, 2008. [link to pdf]

Stocks, bonds, money markets and exchange rates: Measuring international financial transmission, Co-authors: M. Ehrmann and R. Rigobon, NBER Working Paper No. 11166, March 2005, forthcoming Journal of Applied Econometrics. [link to pdf]

Communication and exchange rate policy, Journal of Macroeconomics 30(4), 1651-1672, December 2008.  [link to pdf]

The transmission of emerging market shocks to global equity markets Co-authors: L. Cuadro and C. Thimann, Journal of Empirical Finance 16(1): 2-17, January 2009. [link to pdf]

Financial globalization and integration, Co-author: Philipp Hartmann, Journal of International Money and Finance 26: 495-99, June 2007.

Home bias in global bond and equity markets: the role of real exchange rate volatility, Co-authors: M. Fidora and C. Thimann, Journal of International Money and Finance, 26: 631-55, June 2007. [link to pdf]

On the long-term effectiveness of exchange rate communication and interventions, Journal of International Money and Finance 25(1): 146-67, February 2006. [link to pdf]

Strategies of exchange rate policy in G3 economies, Economics Letters 89(1): 68-74, October 2005.  [download pdf]

Equal size, equal role? Interest rate interdependence between the euro area and the United States, Co-author: M. Ehrmann,  Economic Journal 115: 930-50, October 2005.  [link to pdf]

Exchange rates and fundamentals: new evidence from real-time data, Co-author: M. Ehrmann, Journal of International Money and Finance 24: 317-41, March 2005.  [link to pdf]

Financial Market Integration in Europe: On the Effects of EMU on Stock Markets, International Journal of Finance and Economics, 7(3): 165-194, July 2002. [link to pdf]

 

2.   International macro

Asset Prices, News Shocks and the Current Account, Co-author: R. Straub, mimeo, November 2009.

 

Monetary Policy Shocks and Portfolio Choice, co-authors: C. Saborowski and R. Straub, mimeo, September 2009.

Political economy of monetary union: has EMU made a difference? Co-author: L. Stracca, Economic Policy 58 307-48, April 2009. [link to pdf]

Asset prices, exchange rates and the current account, Co-authors: L. Juvenal and L. Sarno, forthcoming European Economic Review. [link to pdf]

Convergence and anchoring of yield curves in the euro area, Co-authors: M. Ehrmann, R. Gürkaynak and E. Swanson, CEPR Discussion Paper No. 6456, ECB Working Paper No. 817, forthcoming Review of Economics and Statistics. [link to pdf]

Productivity shocks, budget deficits and the current account, Co-authors: M. Bussiere and G. Mueller, ECB Working Paper No. 509, forthcoming Journal of International Money and Finance. [link to pdf]

Asset prices and current account fluctuations in G7 countries, Co-author: R. Straub, IMF Staff Papers 56(3), 633-54, June 2009. [link to pdf]

Capital account liberalisation, uncertainty and debt structure, Co-authors: M. Bussiere and W. Koeniger, The B.E. Journals in Macroeconomics Vol. 6(1): Article 5, March 2006.  [link to pdf]

Financial openness and growth: short-run gain, long-run pain? Co-author: M. Bussiere, Review of International Economics 16(1), 69–95, 2008.  [link to pdf]

Current account dynamics in OECD and new EU member states: An intertemporal approach, Co-authors: M. Bussiere and G. Mueller, Journal of Economic Integration 21(3): 593-618, September 2006.  [link to pdf]

 

3.   Monetary policy

Politics and Monetary Policy, Co-author: M. Ehrmann, revise and resubmit to Review of Economics and Statistics.

 

The role of central bank transparency for guiding private sector forecasts, Co-authors: M. Ehrmann and S. Eijffinger, CEPR Discussion Paper No. 7585, November 2009.

 

Central bank communication and monetary policy: A survey of the evidence Co-authors: Alan Blinder, M. Ehrmann, J. de Haan, D.-J. Jansen, Journal of Economic Literature XLVI(4), 910-45, December 2008. [link to pdf]

Purdah – On the Rationale for Central Bank Silence Around Policy Meetings, Co-author: M. Ehrmann, Journal of Money, Credit and Banking 41(2–3), 517-27, April 2009. [link to pdf]

Social value of public information – testing the limits to transparency, Co-author: M. Ehrmann, ECB WP No. 821, October 2007. [link to pdf]

Explaining monetary policy decisions in a press conference, Co-author: M. Ehrmann, International Journal of Central Banking 5(2): 41-84, June 2009. [link to pdf]

Communication and decision-making by central bank committees: different strategies, same effectiveness? Co-author: M. Ehrmann, Journal of Money, Credit and Banking 39(2–3): 509-41, March- April 2007. [link to pdf]

Geography or skills: What explains Fed watchers’ forecast accuracy of US monetary policy? Co-authors: H. Berger and M. Ehrmann, ECB Working Paper No. 695, November 2006. [link to pdf]

Monetary policy in the media, Co-authors: H. Berger and M. Ehrmann, ECB Working Paper No. 679, September 2006. [link to pdf]

Global financial transmission of monetary policy shocks, Co-author: M. Ehrmann, Oxford Bulletin of Economics and Statistics 71(6), 739-60. [link to pdf]

Forecasting ECB monetary policy: Accuracy is (still) a matter of geography, Co-authors: H. Berger and M. Ehrmann, European Economic Review 53(8): 1028-1041, November 2009. [link to pdf]

The timing of central bank communication, Co-author: M. Ehrmann, European Journal of Political Economy 23(1): 124-145, March 2007. [link to pdf]

Transparency, disclosure and the Federal Reserve, Co-author: M. Ehrmann, International Journal of Central Banking 3(1): 179-225, March 2007. [link to pdf]

Taking stock: Monetary policy transmission to equity markets, Co-author: M. Ehrmann, Journal of Money, Credit and Banking, 36(4): 719-37. [link to pdf]

Monetary policy announcements and money markets: A transatlantic perspective, Co-author: M. Ehrmann, International Finance 6(3), Winter 2003-04: 309-28. [download pdf]

 

4.   Development, institutions and financial crises

IMF Surveillance and Financial Markets – A Political Economy Analysis Co-author: J. Reynaud, mimeo, September 2009.

Does it pay to have the euro? Italy’s troubled politics and financial markets under the lira and the euro, Co-author: L. Stracca, International Finance 12:1, 1–31, 2009.

Towards a new Early Warning System of financial crises, Co-author: M. Bussiere, Journal of International Money and Finance 25(6): 953-973, October 2006.  [link to pdf]

Low probability, high impact: policy making and extreme events, Co-author: M. Bussiere, Journal of Policy Modeling 30: 111–121, 2008. [download pdf]

European Integration: What lessons for other regions? The case of Latin America, Co-authors: E. Dorrucci, S. Firpo, and F. Mongelli, Open Economies Review 15: 239-269, July 2004.  [download pdf]

The Interaction between Institutional and Economic Integration at the Regional Level, Co-authors: E. Dorrucci, S. Firpo, and F. Mongelli, Journal of Economic Integration 20(2): 217-51, June 2005.

On Currency Crises and Contagion, International Journal of Finance and Economics, 8(2): 109-30, April 2003.  [link to pdf]

Why are Currency Crises Contagious?  A Comparison of the Latin American Crisis of 1994-95 and the Asian Crisis of 1997, Weltwirtschaftliches Archiv/Review of World Economics, Vol. 134 No.4, December 1998.

 

5.  Publications in books, book reviews and others

 

Central bank communication, contribution to The Palgrave Dictionary of Economics.

How should central banks communicate? (with M. Ehrmann), "Designing a Central Bank Communication Strategy", in: D. Mayes and G. Wood (eds.), Designing Central Banks, Routledge, 2009, 170-192.

What we know and what we would like to know about central bank communication, (with Alan Blinder, M. Ehrmann, J. de Haan, D.-J. Jansen) VOX, 15 May 2008, available at http://www.voxeu.org/index.php?q=node/1143

EMU has led to increased stability and convergence of financial markets in euro area, (with M. Ehrmann, R. Gürkaynak and E. Swanson) VOX, 17 September 2007, available at http://www.voxeu.org/index.php?q=node/554

Designing a Central Bank Communication Strategy (with Michael Ehrmann), Bundesbank conference volume on Designing Central Banks.

The Impact of Exchange Rate Interventions and Communication over the Medium-Term, in: K. Liebscher (Governor Austrian National Central Bank) et al.: Currency and Competitiveness in Europe.

Forecasting European Central Bank Monetary Policy (with Helge Berger and Michael Ehrmann), IMF Survey, 35(13), July 2006.

Exchange-rate regimes and debt-maturity structure (with M. Bussiere and W. Koeniger), International Monetary Fund: 60 Years After Bretton Woods, IMF volume of international symposium of June 2004.

Monetary Policy and Macroeconomic Stabilization in Latin America: A Comment, in R. Langhammer and L. Vinhas de Souza (Eds.), Berlin and New York: Springer, 2005.

Exchange rate policy strategies in G3 economies. In. C. Fred Bergsten, John Williamson (eds.): Dollar adjustment: How far? Against what? Volume of conference proceedings, Institute for International Economics, Washington, D.C., 2004.

The Euro Bloc, the Dollar Bloc, and the Yen Bloc: How much Monetary Policy Independence can Exchange Rate Flexibility Buy in an Interdependent World? In: ECLAC (Ed.): Towards Regional Currency Areas, UN Economic Commission For Latin America and the Caribbean.

On the Causes of the Latin American and Asian Currency Crises of the 1990s, in E. Bour, D. Heymann, F. Navajas (Eds.): Latin American Economic Crises: Trade and Labour. New York: Palgrave Macmillan, 2004: pp. 58-80.

Identifying the role of contagion in currency crises with Markov-switching models. In: M. Frenkel, A. Karmann and B. Scholtens (eds.): Sovereign Risk and Financial Crises. Springer Verlag, Berlin, 2004.

What lessons for Latin America from European integration? (with E. Dorrucci, S. Firpo, and F. Mongelli), In: P. van der Haegen and J. Vinals (eds.): Regional Integration in Europe and Latin America: Monetary and Financial Aspects. Ashgate Publishers, 2003.

Review of “The Asian Financial Crisis. Causes, Contagion and Consequences”, by P.R. Agenor, M. Miller, D. Vines, A. Weber. Weltwirtschaftliches Archiv, Vol. 136 No.4, 2000.