Market Segmentation and International Bond Prices: The Role of ECB Asset Purchases

A-Tier
Journal: American Economic Journal: Macroeconomics
Year: 2025
Volume: 17
Issue: 4
Pages: 391-421

Authors (3)

Ester Faia (Goethe Universität Frankfurt a...) Juliana Salomao (not in RePEc) Alexia Ventula Veghazy (not in RePEc)

Score contribution per author:

1.341 = (α=2.01 / 3 authors) × 2.0x A-tier

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

Abstract

We estimate euro-dollar yields differences, hedged and unhedged, with euro area confidential corporate bond holdings data. We find that euro yields significantly decline relative to dollar yields—more for securities in the portfolios of investors that prefer eurosecurities and securities eligible for the European Central Bank asset purchase programs. We then test and uncover a negative relation between the estimated yields differentials and purchases at the aggregate and firm level—stronger for long-term securities and those held by investors with a euro-denomination preference. Evidence supports a local supply and duration extraction channel instead of a pure demand channel.

Technical Details

RePEc Handle
repec:aea:aejmac:v:17:y:2025:i:4:p:391-421
Journal Field
Macro
Author Count
3
Added to Database
2026-01-25