The real effects of the bank lending channel

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  • dc.contributor.author Gabriel, Jiménez
  • dc.contributor.author Mian, Atif
  • dc.contributor.author Peydró, José-Luis
  • dc.contributor.author Saurina, Jesus
  • dc.contributor.other Universitat Pompeu Fabra. Departament d'Economia i Empresa
  • dc.date.accessioned 2024-11-14T10:10:09Z
  • dc.date.available 2024-11-14T10:10:09Z
  • dc.date.issued 2014-11-01
  • dc.date.modified 2024-11-14T10:06:22Z
  • dc.description.abstract We study bank credit booms, exploiting the Spanish matched credit register over 2001-2009. We extend Khwaja and Mian (2008) s loan-level estimator by incorporating firm-level general equilibrium adjustments. Higher ex-ante bank real-estate exposure increases credit supply to non-real-estate firms, but effects are neutralized by firm-level adjustments for firms with existing banking relationships. However, higher bank real-estate exposure increases risk-taking, by relaxing standards of existing borrowers (cheaper, longer-term and less collateralized credit), and by expanding credit on the extensive margin to first-time borrowers that default substantially more. Results suggest that the mechanism at work is greater liquidity via securitization of real-estate assets.
  • dc.format.mimetype application/pdf*
  • dc.identifier https://econ-papers.upf.edu/ca/paper.php?id=1653
  • dc.identifier.citation Journal of Monetary Economics 115, 2020, pp.162-179
  • dc.identifier.uri http://hdl.handle.net/10230/44777
  • dc.language.iso eng
  • dc.relation.ispartofseries Economics and Business Working Papers Series; 1653
  • dc.rights L'accés als continguts d'aquest document queda condicionat a l'acceptació de les condicions d'ús establertes per la següent llicència Creative Commons
  • dc.rights.accessRights info:eu-repo/semantics/openAccess
  • dc.rights.uri http://creativecommons.org/licenses/by-nc-nd/3.0/es/
  • dc.subject.keyword bank lending channel
  • dc.subject.keyword real effects of credit
  • dc.subject.keyword credit supply booms
  • dc.subject.keyword real estate
  • dc.subject.keyword securitization.
  • dc.title The real effects of the bank lending channel
  • dc.title.alternative
  • dc.type info:eu-repo/semantics/workingPaper