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Record W4414807908 · doi:10.1016/j.jmacro.2025.103723

Time-varying interactions between monetary and housing credit policy

2025· article· en· W4414807908 on OpenAlexaff
Giacomo Rella

Bibliographic record

VenueJournal of Macroeconomics · 2025
Typearticle
Languageen
FieldEconomics, Econometrics and Finance
TopicHousing Market and Economics
Canadian institutionsUniversité du Québec à Montréal
FundersUniversità degli Studi di Siena
KeywordsMonetary policyVector autoregressionShared appreciation mortgageMortgage insuranceCredit channelGovernment (linguistics)Structural vector autoregression

Abstract

fetched live from OpenAlex

The US federal government has long played a pivotal role in the mortgage market through various agencies, most notably the government-sponsored enterprises (GSEs). The importance of these agencies in the housing credit policy landscape increased during the 1990s and in the years leading up to the Great Recession. This article examines the time-varying effects of monetary policy on mortgage credit, focusing on the role of housing credit policy from the early 1990s to 2014. Using a time-varying parameter vector autoregression model and high-frequency monetary policy surprises, I show that GSEs’ activity in the secondary mortgage market has shaped the response of mortgage originations to monetary policy shocks. As GSEs became more involved in housing policy, the response of mortgage refinancing originations and GSEs’ mortgage purchases to monetary policy strengthened. This suggests that contractionary monetary policy, by undermining housing policy objectives and increasing profit opportunities from mortgage purchases, may prompt a stronger response from GSEs, which in turn dampens the adverse effects of monetary policy tightening on housing activity.

Fetched live from OpenAlex and de-inverted. Abstracts are not stored in this database: the inverted indexes are 8.6 GB of the frame’s 9.3 GB of text, and the host has 13 GB free.

How this classification was reachedexpand

Full frame machine prediction

Teacher imitation

Not calibrated prevalence, not ground truth. Human validation pending. The Gemma side is a direct model label for every work in the frame, read from the title-only record. The Codex side is a classifier learned from the 10,348 direct Codex labels and calibrated to design-weighted sample rates; fields without enough sample support carry no Codex call. Candidate is the union of the two sides; consensus is their intersection. These outputs are machine_predicted_unvalidated and are not human labels.

metaresearch head score (Codex)0.001
metaresearch head score (Gemma)0.006
Version: metacan-v3-hybrid-931329e0061cValidation status: machine_predicted_unvalidated
Candidate categoriesnone
Consensus categoriesnone
DomainCandidate signal: none · Consensus signal: none
Study designCandidate signal: Observational · Consensus signal: Observational
GenreCandidate signal: Empirical · Consensus signal: Empirical
Teacher disagreement score0.020
Threshold uncertainty score0.040

Distilled classifier scores by category (both heads)

CategoryCodexGemma
Metaresearch0.0010.006
Meta-epidemiology (narrow)0.0000.000
Meta-epidemiology (broad)0.0000.000
Bibliometrics0.0000.001
Science and technology studies0.0000.000
Scholarly communication0.0020.001
Open science0.0000.001
Research integrity0.0010.002
Insufficient payload (model declined to judge)0.0040.000

Machine scores (provisional)

The two teacher heads of the student model, read on this work. A score orders the frame for review; it never asserts a category, and the validation status ships verbatim with every row.

Baseline scores from an immature model (maturity gate not passed, 7 training rounds). Scores rank; they never assert a category.

Opus teacher head0.020
GPT teacher head0.249
Teacher spread0.229 · how far apart the two teachers sit on this one work
Validation statusscore_only:v0-immature-baseline · verbatim from the scoring run: score_only means the number may rank works, and no category label ships from it

Classification

machine, unvalidated

Machine predicted; a candidate call from one source (direct Gemma or distilled Codex), not a consensus.

The models applied no category: nothing in the taxonomy fit this work.
Study designObservational
Domainnot available
GenreEmpirical

How this classification was reached, model by model and score by score, is at the end of the page under "How this classification was reached".

Quick stats

Citations0
Published2025
Admission routes1
Has abstractyes

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