Are Negative Supply Shocks Expansionary at the Zero Lower Bound?

S-Tier
Journal: Journal of Political Economy
Year: 2019
Volume: 127
Issue: 3
Pages: 973 - 1007

Score contribution per author:

8.043 = (α=2.01 / 1 authors) × 4.0x S-tier

α: calibrated so average coauthorship-adjusted count equals average raw count

Abstract

The standard new Keynesian model predicts that economies behave differently at the zero lower bound: completely wasteful government spending or forward guidance is very stimulative, and capital destruction or oil supply shocks are expansionary. I provide empirical evidence on this prediction and find it wanting: The Great East Japan Earthquake and oil supply shocks are contractionary at the zero lower bound. Modifications of the model that are consistent with this evidence also overturn other unusual policy predictions, such as large fiscal multipliers. My results suggest that many of the usual rules of economics continue to hold at zero nominal interest rates.

Technical Details

RePEc Handle
repec:ucp:jpolec:doi:10.1086/701421
Journal Field
General
Author Count
1
Added to Database
2026-01-29