SI 2015 Capital Markets and the Economy

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• Julian Kozlowski, Laura Veldkamp, Venky Venkateswaran
  The Tail that Wags the Economy: Belief-Driven Business Cycles and Persistent Stagnation
• Manuel Adelino, Antoinette Schoar, Felipe Severino
  Loan Originations and Defaults in the Mortgage Crisis: The Role of the Middle Class
• Scott Frame, Kristopher Gerardi, Paul S. Willen
  The Failure of Supervisory Stress Testing: Fannie Mae, Freddie Mac, and OFHEO
• Frederico Belo, Fan Yang, Xiaoji Lin
  External Equity Financing Shocks, Financial Flows, and Asset Prices
• Adriano A. Rampini, S. Vish Viswanathan
  Household Risk Management
• Anya V. Kleymenova, Andrew K. Rose, Tomasz Wieladek
  Does Government Intervention affect Banking Globalization?
• Nicolae B. Garleanu, Stavros Panageas, Dimitris Papanikolaou, Jianfeng Yu
  Drifting Apart: The Pricing of Assets when the Benefits of Growth Are not Shared Equally
• Juliane Begenau, Juliana Salomao
  Firm Financing over the Business Cycle
• Gita Gopinath, Sebnem Kalemli-Ozcan, Loukas Karabarbounis, Carolina Villegas-Sanchez
  Capital Allocation and Productivity in South Europe
• Giacomo Rodano, Nicolas Serrano-Velarde, Emanuele Tarantino
  Lending Standards Over the Credit Cycle
• Ariel Zetlin-Jones, Ali Shourideh
  External Financing and the Role of Financial Frictions over the Business Cycle: Measurement and Theory
• Alexandre Corhay, Howard Kung, Lukas Schmid
  Competition, Markups and Predictable Returns

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