Volume 22, Issue 2 April 2026

Reassessing International Effects of U.S. Monetary Policy Shocks

Abstract

In light of recent evidence on the significant contribution of persistent monetary shocks to inflation dynamics in the U.S., we study their international transmission. In contrast to standard temporary nominal interest rate shocks, persistent shocks increase long-run inflation and the nominal rate while decreasing the real rate. We find that this leads to nonnegligible international spillovers and dollar depreciation. We further show that when it comes to understanding the international spillover effects of U.S. monetary policy, persistent monetary policy shocks rather than temporary nominal interest rate shocks have the potential to explain long-run comovements of macroeconomic variables across advanced countries. 

Authors

  • Elizaveta Lukmanova
  • Katrin Rabitsch

JEL codes

  • E12
  • F31
  • E52
  • E58

Other papers in this issue

Aurélien Espic and Lisa Kerdelhué and Julien Matheron

Niall McInerney and Martin O’Brien and Michael Wosser and Luca Zavalloni

Bruno Albuquerque and Martin Iseringhausen and Frederic Opitz

Andrew B. Martinez and Alexander D. Schibuola and David Beckworth

Kārlis Vilerts and Sofia Anyfantaki and Konstantīns Beņkovskis and Sebastian Bredl and Massimo Giovannini and Florian Matthias Horky and Vanessa Kunzmann and Tibor Lalinský and Athanasios Lampousis and Elizaveta Lukmanova and Filippos Petroulakis and Klāvs Zutis

Olivier De Jonghe and Konstantīns Beņkovskis and Karolis Bielskis and Diana Bonfim and Margherita Bottero and Tamás Briglevics and Martin Cesnak and Mantas Dirma and Marina Emiris and Pálma Filep-Mosberger and Valentin Jouvanceau and Nicholas Kaiser and Dmitry Khametshin and Tibor Lalinský and Viola M. Grolmusz and Laura Moretti and Artūrs Jānis Nikitins and Angelo Nunnari and Maria Rodriguez-Moreno and Elitsa Stefanova and Lajos Tamás Szabó and Kārlis Vilerts and Sujiao Emma Zhao