Waterbed effects of macroprudential policies: Evidence on cross-sector substitution

Open Access
Authors
Publication date 05-11-2019
Publisher VOX
Organisations
  • Faculty of Economics and Business (FEB) - Amsterdam School of Economics Research Institute (ASE-RI)
  • Faculty of Economics and Business (FEB)
Abstract Macroprudential policies are being implemented around the globe. A key question is whether these policies prompt substitution toward the non-bank financial sector. This column presents compelling evidence of such ‘waterbed effects’ after macroprudential policy action. Substitution towards non-bank credit is stronger when policy measures applied to banks are binding and are implemented in countries with well-developed financial markets. While systemic risks may nonetheless decline, waterbed effects highlight the importance of developing macroprudential policies beyond banking.
Document type Web publication or website
Language English
Published at https://voxeu.org/article/waterbed-effects-macroprudential-policies
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