Discussion Paper

What Do Bank Stock Returns Say About Monetary Policy Transmission?


Abstract: In this note, we build on the factor-based asset pricing framework introduced in our companion piece, "Modeling Bank Stock Returns: A Factor-Based Approach" (Ehresmann, Morelli, and Wang, 2025), to examine the transmission of monetary policy (MP) shocks through bank stock returns. Specifically, we explore two core questions.

https://doi.org/10.17016/2380-7172.3864

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Bibliographic Information

Provider: Board of Governors of the Federal Reserve System (U.S.)

Part of Series: FEDS Notes

Publication Date: 2025-08-04

Number: 2025-08-04