Source: European Central Bank (video statements)
Session 5 – Geopolitical shocks, uncertainty and expectations
Session chair: Oscar Arce, European Central Bank
Do Election Shocks Affect Economic Expectations?
Olivier Armantier, Gizem Kosar, Giorgio Topa* and Wilbert van der Klaauw, all Federal Reserve Bank of New York
The Causal Effects of Inflation Uncertainty on Households’ Beliefs and Actions
Olivier Coibion, University of Texas at Austin
Dimitris Georgarakos*, European Central Bank
Yuriy Gorodnichenko, University of California, Berkeley
Geoff Kenny, European Central Bank
Households’ Subjective Expectations: Disagreement, Common Drivers and Reaction to Monetary Policy
Stefano Pica, Banca d’Italia
Clodomiro Ferreira*, Banco de España