The Effects of Banking Competition on Growth and Financial Stability: Evidence from the National Banking Era

S-Tier
Journal: Journal of Political Economy
Year: 2022
Volume: 130
Issue: 2
Pages: 462 - 520

Authors (3)

Mark Carlson (not in RePEc) Sergio Correia (not in RePEc) Stephan Luck (Federal Reserve Bank of New Yo...)

Score contribution per author:

2.681 = (α=2.01 / 3 authors) × 4.0x S-tier

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

Abstract

How does banking competition affect credit provision and growth? How does it affect financial stability? In order to identify the causal effects of banking competition, we exploit a discontinuity in bank capital requirements during the nineteenth-century National Banking Era. We show that banks operating in markets with lower entry barriers extend more credit. The resulting credit expansion, in turn, is associated with additional real economic activity. However, banks in markets with lower entry barriers also take more risk and are more likely to default. Thus, we provide causal evidence that banking competition can cause both growth and financial instability.

Technical Details

RePEc Handle
repec:ucp:jpolec:doi:10.1086/717453
Journal Field
General
Author Count
3
Added to Database
2026-01-25