聚焦美联储-财政政策、投资组合摩擦与国际传导(英)-2026。US Gov Debt - ROW Gov Debt Notes: An increase in the US RER means a depreciation of the dollar. ROW stands for Rest of the World.I find that positive US government spending shocks are primarily financed through debt and trigger a depreciation cycle of the RER, along with a gradual increase in net exports over time.
聚焦美联储-财政政策、投资组合摩擦与国际传导(英)-2026。US Gov Debt - ROW Gov Debt Notes: An increase in the US RER means a depreciation of the dollar. ROW stands for Rest of the World.I find that positive US government spending shocks are primarily financed through debt and trigger a depreciation cycle of the RER, along with a gradual increase in net exports over time.
聚焦美联储-财政政策、投资组合摩擦与国际传导(英)-2026。US Gov Debt - ROW Gov Debt Notes: An increase in the US RER means a depreciation of the dollar. ROW stands for Rest of the World.I find that positive US government spending shocks are primarily financed through debt and trigger a depreciation cycle of the RER, along with a gradual increase in net exports over time.
覆盖 2026 年,全文共 133 页。
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重点分析了政策、财政、美联储、财政政策等议题。